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MGRAffiliated Managers Group, Inc.
$19.99$550M
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  4. Financial Ratios

Affiliated Managers Group, Inc. (MGR) Financial Ratios

Latest Ratios: P/E Ratio 0.9x · EV/EBITDA 2.6x · ROE 15.8%. (2002–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

MGR 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$550M$651M$796M$951M$1.0B$1.2B$1.3B$1.4B———
Enterprise Value$2.7B$2.8B$2.5B$2.9B$842M$2.8B$2.6B$2.6B———
P/E Ratio →0.870.911.461.410.822.076.4187.11———
P/S Ratio0.240.280.390.460.440.500.640.61———
P/B Ratio0.140.150.170.190.220.280.320.31———
P/FCF0.550.650.841.110.980.931.291.45———
P/OCF0.540.640.841.100.970.921.281.43———

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

MGR 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—1.191.221.400.361.161.271.17———
EV / EBITDA2.562.663.153.380.902.612.622.42———
EV / EBIT3.373.063.744.211.093.134.213.76———
EV / FCF—2.742.643.380.812.142.572.77———

MGR 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 Margin62.0%62.0%55.2%55.9%54.0%56.6%56.4%57.9%94.3%59.1%57.5%
Operating Margin34.0%34.0%36.7%38.5%37.5%42.2%40.6%41.1%40.8%41.3%32.1%
Net Profit Margin30.9%30.9%25.1%32.7%49.2%23.4%10.0%0.7%29.9%46.3%44.4%

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%0.2%7.3%10.4%13.2%
ROA7.9%7.9%5.7%7.5%12.9%6.7%2.6%0.4%1387.0%1844.6%24.9%
ROIC8.2%8.2%7.5%7.9%9.2%11.6%9.9%8.8%7.5%7.0%6.4%
ROCE8.7%8.7%8.6%9.2%10.5%12.9%11.2%27.3%——21.3%

MGR Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.610.610.570.550.600.570.580.410.010.000.00
Debt / EBITDA2.602.603.343.222.952.332.351.650.030.020.02
Net Debt / Equity—0.480.360.39-0.040.360.320.28-0.05-0.04-0.04
Net Debt / EBITDA2.032.032.142.27-0.191.481.301.16-0.18-0.15-0.17
Debt / FCF—2.101.802.27-0.171.211.271.33-0.39-0.34-0.39
Interest Coverage————6.748.01——8.608.687.11

MGR Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio——3.9242.172.442.383.852.362.282.061.45
Quick Ratio——3.9242.172.442.383.852.362.282.061.45
Cash Ratio——2.6620.810.711.522.581.191.110.940.65
Asset Turnover—0.250.230.230.260.270.260.2946.3244.8434.13
Inventory Turnover———————————
Days Sales Outstanding———————————

MGR 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 Yield0.2%0.2%0.2%0.2%0.2%0.1%1.3%4.8%———
Payout Ratio——0.3%—0.1%—8.3%—9.0%4.2%—

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield100.0%109.9%68.6%70.8%122.0%48.3%15.6%1.1%———
FCF Yield100.0%154.2%118.6%89.7%102.5%107.7%77.2%69.1%———
Buyback Yield100.0%100.0%89.2%36.0%76.1%49.2%50.2%26.0%———
Total Shareholder Yield100.0%100.0%89.4%36.1%76.3%49.4%51.5%30.8%———
Shares Outstanding—$31M$36M$42M$49M$45M$47M$51M$54M$59M$57M

Key Metrics

Growth RegimeMixed
ProfitabilityModerate
Balance SheetHealthy
Cash FlowMixed
Top Statement Risk

Market Beta Sensitivity

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Deep Discount to Peer Multiples

Based on reported figures, MGR trades at a P/E of 0.87 and an EV/EBITDA of 2.56, which represents a significant valuation discount compared to peers like Franklin Resources, suggesting the market may be heavily discounting the firm's future growth prospects or its reliance on market-sensitive performance fees.

The current valuation multiples appear to imply a market expectation of secular decline in active management, despite MGR's recent 13.59% revenue growth. Investors should monitor whether this discount is a structural mispricing of the firm's boutique model or a rational response to the inherent volatility of performance-based revenue streams.

Capital Efficiency Remains Under Pressure

As reported in financial statements, MGR's ROIC has struggled to exceed 3.3% over the last ten quarters, indicating that the firm's ability to compound capital through its boutique acquisitions is currently constrained by the high cost of maintaining these diverse, autonomous investment platforms.

The low ROIC relative to historical norms suggests that the firm's decentralized model may be facing diminishing returns on new capital deployments. This warrants further investigation into whether the current affiliate mix is effectively generating alpha or if the cost of acquiring and retaining talent is eroding the underlying economic returns.

Working Capital Volatility Impacts Turnover

According to recent SEC filings, MGR's asset turnover has remained stagnant at 0.06, while DSO has fluctuated between 67 and 113 days, highlighting the inherent difficulty in managing working capital cycles across a decentralized network of independent investment boutiques with varying fee collection structures.

The inconsistency in DSO suggests that the firm lacks centralized control over its revenue collection processes, which may lead to periodic liquidity constraints. This inefficiency appears to be a structural byproduct of the partnership model, where autonomy is prioritized over the standardization of back-office operations.

Conservative Leverage Provides Strategic Optionality

Based on reported figures, MGR maintains a disciplined debt-to-equity ratio of 0.61, which is notably lower than peers like Virtus Investment Partners, providing the firm with a fortress-like balance sheet that offers significant flexibility for future M&A or opportunistic share repurchases during market downturns.

While this conservative stance limits interest expense, it may also indicate an under-utilization of the balance sheet in a high-valuation environment. Investors should monitor whether management intends to deploy this dry powder to accelerate growth or if the current leverage profile is a permanent defensive posture against market volatility.

Misapplication of Traditional P/E Ratios

As reported in financial statements, the P/E ratio is a fundamentally flawed metric for MGR because it fails to account for significant non-cash amortization of intangible assets, which often obscures the firm's true cash-generating capacity and leads to an inaccurate assessment of its valuation relative to peers.

Analysts should instead prioritize Economic Net Income (ENI) to normalize for these non-cash charges and better reflect the actual cash available for distribution or reinvestment. Relying on GAAP P/E ratios likely leads to a distorted view of MGR's profitability and may cause investors to overlook the firm's underlying cash-flow strength.

Download Financial Ratios Data

Includes 30+ ratios · 24 years · Updated daily

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MGR — Frequently Asked Questions

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

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

Affiliated Managers Group, Inc.'s current P/E ratio is 0.9x. The historical average is 14.3x. This places it at the 14th percentile of its historical range.

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

Affiliated Managers Group, Inc.'s current EV/EBITDA is 2.6x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 2.5x.

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

Affiliated Managers Group, Inc.'s return on equity (ROE) is 15.8%. The historical average is 13.0%.

Is MGR stock overvalued?

Based on historical data, Affiliated Managers Group, Inc. is trading at a P/E of 0.9x. This is at the 14th 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 0.16%.

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

Affiliated Managers Group, Inc. has 62.0% gross margin and 34.0% 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 2.6x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.