VCP Scanner
Stock Screener
Filter stocks with fundamental & technical criteria
Technical Scanner
RSI, Moving averages & volume momentum signals
Market Themes
Curated industry baskets & thematic leaders
Earnings Hub
Calendar, EPS surprise stats & earnings transcripts
Market News
Real-time market intelligence & AI overviews
Insider Buying
SEC Form 4 corporate insider purchases
Minervini — VCPContraction bases in Stage 2 uptrends
Minervini — Trend TemplateFull 8-rule Stage 2 screen
O'Neil — Cup with HandleBase breakouts with RS leadership
O'Neil — CANSLIM LeadersGrowth leaders with RS ≥ 85
Qullamaggie — High Tight FlagsPower plays after a large advance
Qullamaggie — Momentum Leaders1/3/6-month strength leaders
Livermore — Pivotal PointsMulti-touch resistance breakouts
View All Playbooks...
Breakouts
FAANG & Tech
AAPL vs MSFTNVDA vs AMDGOOGL vs META
Cloud & Cyber
CRM vs NOWCRWD vs PANWSNOW vs DDOG
Consumer & Auto
TSLA vs FAMZN vs WMTNFLX vs DIS
Finance & Crypto
JPM vs BACV vs MACOIN vs MSTR
Index & ETFs
SPY vs QQQVTI vs VOOSPY vs IWM
Compare Any Stocks...
DCF ValuationCalculate intrinsic value of US stocks
Market ValuationBuffett indicator, CAPE & macro gauges
Total ReturnSee dividends + price return history
DCA CalculatorSimulate recurring buys & compounding
VisualizeInteractive multi-year financial charts
Watchlist
Breakouts
WatchlistPricing
Ctrl K
Pricing
AMG
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Analyze deeply. Research with clarity.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • Pricing
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly market insights — free

© 2026 VCP Scanner
AboutPrivacyTermsRefund Policy
Not financial advice. Do your own research.
ScreenerBreakoutsCompareWatchlist
AMGAffiliated Managers Group, Inc.
$366.17$9.7B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
  1. Home
  2. Financial Ratios

  1. Home
  2. Stocks
  3. AMG
  4. Financial Ratios

Affiliated Managers Group, Inc. (AMG) Financial Ratios

Latest Ratios: P/E Ratio 16.1x · EV/EBITDA 12.4x · ROE 15.8%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

AMG Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$9.7B$9.5B$6.7B$6.4B$7.8B$7.4B$4.7B$4.3B$5.2B$12.0B$8.3B
Enterprise Value$11.8B$11.6B$8.3B$8.1B$9.9B$9.0B$6.0B$6.0B$7.3B$13.4B$10.0B
P/E Ratio →16.1012.6812.228.696.2512.6123.49273.3521.5617.0616.95
P/S Ratio4.194.123.503.303.503.202.451.982.285.423.94
P/B Ratio2.732.151.441.291.671.681.190.971.062.231.62
P/FCF9.639.477.197.417.445.894.754.664.6710.448.04
P/OCF9.579.417.167.317.365.854.714.624.6010.287.89

P/E links to full P/E history page with 30-year chart

AMG EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—5.034.384.204.463.893.112.773.176.064.74
EV / EBITDA12.4312.2611.1410.2411.318.797.326.518.0611.0711.93
EV / EBIT15.168.787.906.685.307.1510.0215.609.1711.649.34
EV / FCF—11.568.999.419.467.166.026.526.4911.679.67

AMG Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin86.0%86.0%55.2%55.9%54.0%56.6%56.4%57.9%58.5%57.5%57.5%
Operating Margin31.8%31.8%34.6%35.5%34.6%40.0%32.7%33.7%32.2%48.1%32.1%
Net Profit Margin29.3%29.3%25.1%32.7%49.2%23.4%10.0%0.7%10.2%29.9%21.5%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE15.8%15.8%10.6%14.0%25.4%13.5%4.8%0.3%4.7%13.1%10.0%
ROA7.9%7.9%5.7%7.5%12.9%6.7%2.6%0.2%2.9%7.9%5.7%
ROIC8.1%8.1%7.2%7.5%8.6%11.0%7.7%7.9%7.8%11.5%7.9%
ROCE9.4%9.4%8.5%8.8%9.9%12.7%9.3%10.4%10.0%13.9%9.4%

AMG Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.610.610.560.510.550.570.580.510.530.340.41
Debt / EBITDA2.842.843.503.202.912.452.812.442.891.532.53
Net Debt / Equity—0.480.360.350.450.360.320.390.410.260.33
Net Debt / EBITDA2.222.222.232.182.411.551.551.852.261.172.01
Debt / FCF—2.101.802.002.021.261.271.851.821.231.63
Interest Coverage9.699.697.939.8216.2711.246.515.049.8513.1511.63

AMG Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.341.342.222.611.881.782.161.601.451.181.28
Quick Ratio1.341.342.222.611.881.782.161.601.451.181.28
Cash Ratio0.730.731.491.290.551.151.460.850.760.540.59
Asset Turnover—0.270.230.230.260.270.260.290.290.260.25
Inventory Turnover———————————
Days Sales Outstanding———————————

AMG Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%0.4%1.5%1.2%0.4%—
Payout Ratio0.1%0.1%0.3%0.2%0.1%0.3%8.3%415.9%26.4%6.5%—

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield6.2%7.9%8.2%11.5%16.0%7.9%4.3%0.4%4.6%5.9%5.9%
FCF Yield10.4%10.6%13.9%13.5%13.4%17.0%21.1%21.4%21.4%9.6%12.4%
Buyback Yield7.3%7.4%12.2%6.4%10.0%10.1%13.7%11.7%9.6%3.3%0.4%
Total Shareholder Yield7.3%7.4%12.2%6.4%10.0%10.1%14.0%13.2%10.9%3.6%0.4%
Shares Outstanding—$33M$36M$42M$49M$45M$47M$51M$54M$59M$57M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrong
Balance SheetHealthy
Cash FlowRobust
Top Statement Risk

GAAP EPS volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Market Prices AMG as a Commodity Active Manager

AMG trades at 2.66x book and 9.59x forward earnings, a discount to peers like Diamond Hill (2.70x P/B) but a premium to Invesco (1.12x), suggesting the market still prices it as a traditional active manager despite its alternatives shift.

The forward P/E of 9.59 implies the market expects subdued earnings growth, yet the PEG of 0.40 suggests the opposite—that growth is undervalued. This disconnect may reflect skepticism about the durability of performance fees and the ability to sustain organic growth. The P/B of 2.66 is high relative to peers, but given the asset-light model and high ROE potential, it may be justified if the alternatives pivot continues to drive fee stability.

ROE Recovery Driven by Margin Expansion

ROE improved to 4.4% in 2026Q2 from 1.6% a year earlier, per company data, as operating margins expanded to 31.9% from 15.9%, reflecting the high variable cost structure and the benefit of performance fees.

The DuPont decomposition shows that ROE is driven by asset utilization (ROA of 2.0%) and leverage (equity/assets of 0.45), but the primary swing factor is the efficiency ratio, which fell to 65.2% in 2026Q2 from 20.7% in 2025Q3. This volatility is inherent to the performance-fee model, where costs adjust with revenue. The strong economic EPS growth of 54% year-over-year, as reported in recent filings, suggests underlying profitability is improving, but the GAAP EPS miss of $1.69 versus consensus indicates that non-cash charges or one-time items may be masking the true earnings power.

Efficiency Ratio Swings on Performance Fees

AMG's efficiency ratio swung from 20.7% in 2025Q3 to 65.2% in 2026Q2, per financial statements, reflecting the timing of performance fee crystallization and one-time charges, making the metric unreliable for trend analysis.

The negative NIM of -0.3% is immaterial for an asset manager, as interest income is not a core revenue driver. The efficiency ratio's volatility is a direct consequence of the variable cost structure: when performance fees spike, the ratio compresses; when they normalize, it expands. Investors should focus on the adjusted EBITDA growth of 44% year-over-year, which indicates that the core business is generating strong operating leverage, but the GAAP efficiency ratio should be interpreted with caution.

Conservative Leverage Supports Buyback Capacity

AMG's debt-to-equity of 0.61 is low relative to peers like Invesco (0.78) and Virtus (2.74), per company data, indicating ample balance sheet capacity for continued share repurchases and M&A.

The equity/assets ratio of 0.45 is stable, and the low leverage suggests that AMG is not reliant on debt to fund growth. This conservative capital structure provides a buffer against market downturns and supports the aggressive buyback program, which totaled $179.7M in 2026Q2. However, the reported debt/equity figure contradicts historical norms, so investors should verify the calculation to ensure the true leverage is not understated.

Credit Provisions Volatile but Manageable

Loan loss provisions swung from a $21.7M benefit in 2026Q2 to a $65.0M charge in 2026Q1, per quarterly filings, indicating volatility in credit costs, but the overall impact on earnings appears manageable.

As an asset manager, AMG's credit exposure is limited, but the provision volatility suggests some mark-to-market or impairment charges on its investment portfolio. The provision benefit in 2026Q2 boosted net income, but this is not a recurring source of earnings. Investors should monitor the quality of the investment securities, which grew 27.6% year-over-year, to ensure that the shift toward alternatives does not introduce unexpected credit risk.

P/E Misleads Due to Earnings Volatility

The P/E ratio is commonly misapplied to AMG because GAAP earnings are distorted by non-cash amortization and performance fee timing, as evidenced by the 2026Q2 EPS miss of $1.69 versus consensus, per analyst estimates.

The trailing P/E of 15.66 and forward P/E of 9.59 are based on GAAP earnings, which include significant amortization of intangibles from acquisitions. This non-cash charge depresses earnings and inflates the P/E, making the stock appear more expensive than it is on an economic basis. Analysts should use Economic Net Income (ENI) or adjusted EPS, which add back amortization, to get a clearer picture of valuation. The wide gap between GAAP EPS and economic EPS suggests that the market may be overreacting to the GAAP miss, creating a potential opportunity if the economic earnings power is sustainable.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

Consensus & Technical Research Suite
Open AMG Terminal

AMG Chart Terminal

WASM

Live VCP patterns, Cup & Handle overlays, support/resistance, and AI trade plans.

Launch Terminal

Live Breakouts Feed

LIVE

High-probability breakout stocks crossing their pivot across 5 pattern engines.

Explore Setups

Intrinsic Valuation

DCF models, multiple analysis, and analyst estimates.

Check Valuation

Historical Returns

10-year return with dividends reinvested.

Calculate

Peer Comparison

Compare growth, multiples, and margins vs sector.

Compare

AMG — Frequently Asked Questions

Quick answers to the most common questions about buying AMG stock.

What is Affiliated Managers Group, Inc.'s P/E ratio?

Affiliated Managers Group, Inc.'s current P/E ratio is 16.1x. The historical average is 24.9x. This places it at the 23th percentile of its historical range.

What is Affiliated Managers Group, Inc.'s EV/EBITDA?

Affiliated Managers Group, Inc.'s current EV/EBITDA is 12.4x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 10.4x.

What is Affiliated Managers Group, Inc.'s ROE?

Affiliated Managers Group, Inc.'s return on equity (ROE) is 15.8%. The historical average is 9.5%.

Is AMG stock overvalued?

Based on historical data, Affiliated Managers Group, Inc. is trading at a P/E of 16.1x. This is at the 23th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Affiliated Managers Group, Inc.'s dividend yield?

Affiliated Managers Group, Inc.'s current dividend yield is 0.01% with a payout ratio of 0.1%.

What are Affiliated Managers Group, Inc.'s profit margins?

Affiliated Managers Group, Inc. has 86.0% gross margin and 31.8% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Affiliated Managers Group, Inc. have?

Affiliated Managers Group, Inc.'s Debt/EBITDA ratio is 2.8x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.