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MGRBAffiliated Managers Group, Inc.
$16.35$436M
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  4. Financial Ratios

Affiliated Managers Group, Inc. (MGRB) Financial Ratios

Latest Ratios: P/E Ratio 0.7x · EV/EBITDA 2.7x · ROE 15.8%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

MGRB 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$436M$560M$656M$800M$824M$1.2B$1.2B————
Enterprise Value$2.5B$2.7B$2.3B$2.5B$2.9B$2.8B$2.5B————
P/E Ratio →0.720.751.201.090.662.026.09————
P/S Ratio0.180.230.320.390.350.490.61————
P/B Ratio0.120.130.140.160.180.270.31————
P/FCF0.430.560.710.930.790.941.23————
P/OCF0.430.550.700.910.780.941.22————

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

MGRB 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—1.091.141.231.261.141.23————
EV / EBITDA2.682.813.113.193.362.713.04————
EV / EBIT3.272.012.202.081.572.204.17————
EV / FCF—2.652.512.932.812.212.50————

MGRB 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%

MGRB 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

MGRB 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———————————

MGRB 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%1.4%————
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 Yield100.0%134.1%83.2%91.9%150.7%49.6%16.4%————
FCF Yield100.0%179.5%141.5%107.8%126.6%106.1%81.3%————
Buyback Yield100.0%100.0%100.0%51.2%94.1%63.2%52.8%————
Total Shareholder Yield100.0%100.0%100.0%51.4%94.3%63.4%54.2%————
Shares Outstanding—$33M$36M$42M$49M$45M$47M$51M$54M$59M$57M

Key Metrics

Growth RegimeMixed
ProfitabilityModerate
Balance SheetHealthy
Cash FlowRobust
Top Statement Risk

Active management fee compression

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Deep Discount to Intrinsic Value

Based on current market data, MGRB trades at a P/E of 0.72 and an EV/EBITDA of 2.68, suggesting that investors are pricing the firm at a significant discount compared to traditional asset management peers like Franklin Resources, which commands a substantially higher P/E multiple of 36.49.

This valuation gap appears to reflect a market skepticism regarding the sustainability of active management fees rather than a fundamental lack of earnings power. The low PEG ratio of 0.02 implies that the market is not currently assigning any premium for the firm's growth in alternative asset strategies, potentially creating an asymmetric risk-reward profile for long-term investors.

Capital Efficiency Constrained by Goodwill

As reported in recent financial statements, the company's ROIC has remained in a low single-digit range, fluctuating between 0.8% and 3.3% over the last ten quarters, which indicates that the firm's acquisition-heavy strategy creates a significant drag on capital efficiency due to the large goodwill base.

While the partnership model is designed to capture alpha, the persistent pressure on ROIC suggests that the cost of acquiring these boutiques may be offsetting the returns generated by the underlying assets. Investors should monitor whether the shift toward higher-margin alternative strategies can eventually drive a meaningful expansion in return on invested capital.

Working Capital Complexity and Turnover

According to quarterly filings, the asset turnover ratio has remained stagnant at 0.06, highlighting the capital-intensive nature of the holding company structure and the difficulty in scaling revenue relative to the firm's substantial asset base, which is heavily weighted toward intangible assets and affiliate interests.

The variability in DSO, which ranged from 67 to 113 days, suggests that the firm's cash conversion cycle is subject to the timing of performance fee realizations across its diverse affiliate network. This operational complexity warrants further investigation into the consistency of cash inflows from the firm's private market strategies.

Strategic Debt Usage Supports Buybacks

Based on reported figures, the company maintains a debt-to-equity ratio between 0.51 and 0.69, which indicates a disciplined approach to leverage that supports share repurchases without compromising the firm's overall financial stability, as evidenced by interest coverage ratios that have remained consistently above 4.7x.

The firm's ability to service debt appears comfortable, yet the rising debt-to-EBITDA trend in recent quarters suggests that management should be cautious about further leverage if market volatility impacts fee-based revenue. The current leverage profile appears appropriate for a firm that prioritizes capital return to shareholders over aggressive balance sheet expansion.

Misapplication of Traditional P/E Multiples

The P/E ratio is frequently misapplied to this business model, as it fails to account for the significant non-controlling interest distributions and the amortization of intangible assets that artificially depress GAAP earnings, thereby obscuring the firm's true cash-generating capacity and economic value for shareholders.

Analysts should instead prioritize Distributable Earnings or Economic Net Income to better reflect the cash available to the parent company after affiliate partners have been compensated. Relying on standard P/E multiples likely leads to an inaccurate assessment of the firm's valuation, as it ignores the unique structural nuances of the multi-boutique partnership model.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

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MGRB — Frequently Asked Questions

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

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

Affiliated Managers Group, Inc.'s current P/E ratio is 0.7x. The historical average is 2.0x. This places it at the 17th percentile of its historical range.

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

Affiliated Managers Group, Inc.'s current EV/EBITDA is 2.7x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 3.0x.

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 MGRB stock overvalued?

Based on historical data, Affiliated Managers Group, Inc. is trading at a P/E of 0.7x. This is at the 17th 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 0.19% 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.