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MGRDAffiliated Managers Group, Inc.
$14.74$393M
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  4. Financial Ratios

Affiliated Managers Group, Inc. (MGRD) Financial Ratios

Latest Ratios: P/E Ratio 0.6x · EV/EBITDA 2.6x · ROE 15.8%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

MGRD 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$393M$507M$577M$702M$722M$1.1B—————
Enterprise Value$2.5B$2.6B$2.2B$2.4B$2.8B$2.7B—————
P/E Ratio →0.650.681.060.960.581.89—————
P/S Ratio0.160.210.280.340.310.46—————
P/B Ratio0.110.110.120.140.160.25—————
P/FCF0.390.500.620.810.690.89—————
P/OCF0.390.500.620.800.680.88—————

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

MGRD 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—1.071.101.181.211.11—————
EV / EBITDA2.642.763.003.063.242.64—————
EV / EBIT3.221.972.132.001.522.15—————
EV / FCF—2.602.422.812.712.15—————

MGRD 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%

MGRD 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

MGRD 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———————————

MGRD 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%0.2%—————
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%148.0%94.7%104.7%172.0%52.8%—————
FCF Yield100.0%198.1%161.0%122.7%144.4%112.9%—————
Buyback Yield100.0%100.0%100.0%58.3%100.0%67.3%—————
Total Shareholder Yield100.0%100.0%100.0%58.5%100.0%67.5%—————
Shares Outstanding—$33M$36M$42M$49M$45M$47M$51M$54M$59M$57M

Key Metrics

Growth RegimeMixed
ProfitabilityModerate
Balance SheetHealthy
Cash FlowRobust
Top Statement Risk

Talent retention and integration

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Deep Discount to Intrinsic Value

Based on current market data, MGRD trades at a P/E of 0.65 and a P/S of 0.16, suggesting that investors are heavily discounting the firm's future earnings potential compared to historical averages and the broader asset management peer group.

The extremely low valuation multiples appear to reflect market skepticism regarding the long-term sustainability of active management fees. This pricing implies that the market may be ignoring the value of MGRD's growing alternative asset portfolio, which typically commands higher multiples than traditional equity strategies.

Capital Efficiency Constrained by Goodwill

According to reported financial statements, MGRD's ROIC has remained in a low range of 0.8% to 3.3% over the last ten quarters, indicating that the firm's heavy reliance on acquisitions creates a significant drag on capital efficiency.

The persistent gap between ROIC and the cost of capital warrants further investigation into whether recent acquisitions are truly accretive to shareholder value. The high goodwill balance suggests that the firm's returns are structurally suppressed by the accounting treatment of its decentralized partnership model.

Working Capital Cycles Remain Volatile

As evidenced by the fluctuation in DSO from 67 to 113 days over the past ten quarters, MGRD's cash conversion cycle appears highly sensitive to the timing of performance fee realizations and institutional client settlement patterns.

This variability in receivables turnover suggests that liquidity management is heavily dependent on the lumpy nature of performance-based revenue. Investors should monitor whether these cycles indicate a structural shift in client payment terms or merely the inherent volatility of the firm's alternative asset strategies.

Conservative Leverage Supports Strategic Flexibility

Based on the provided balance sheet data, MGRD maintains a debt-to-equity ratio between 0.51 and 0.69, which appears to be a disciplined approach that provides the firm with sufficient financial headroom to pursue opportunistic acquisitions in the alternative space.

The interest coverage ratio, which has fluctuated between 4.71 and 16.15, suggests that debt service remains comfortable despite the cyclical nature of the asset management industry. This conservative leverage profile serves as a buffer against potential market downturns that could otherwise pressure the firm's ability to meet its obligations.

Misapplication of Traditional P/E Multiples

The most commonly misapplied metric for MGRD is the standard P/E ratio, which fails to account for the significant non-cash amortization of intangible assets inherent in the firm's acquisition-heavy business model.

Using GAAP P/E obscures the true cash-generating power of the business, as it treats acquisition-related costs as recurring operational expenses rather than capital investments. Analysts should instead focus on Economic Net Income (ENI) or FCF-based multiples to better capture the underlying profitability of the firm's affiliate partnerships.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

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MGRD — Frequently Asked Questions

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

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

Affiliated Managers Group, Inc.'s current P/E ratio is 0.6x. The historical average is 1.0x. This places it at the 20th 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 2.9x.

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 MGRD stock overvalued?

Based on historical data, Affiliated Managers Group, Inc. is trading at a P/E of 0.6x. This is at the 20th 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 0.21% 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.