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Upturn AI SWOT - About
AMG 
Affiliated Managers Group Inc (AMG)
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Upturn Advisory Summary
03/11/2025: AMG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 36.12% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.96B USD | Price to earnings Ratio 11.21 | 1Y Target Price 203.43 |
Price to earnings Ratio 11.21 | 1Y Target Price 203.43 | ||
Volume (30-day avg) 234125 | Beta 1.19 | 52 Weeks Range 147.10 - 199.50 | Updated Date 04/1/2025 |
52 Weeks Range 147.10 - 199.50 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 0.02% | Basic EPS (TTM) 15.12 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 25.07% | Operating Margin (TTM) 31.87% |
Management Effectiveness
Return on Assets (TTM) 4.66% | Return on Equity (TTM) 15.41% |
Valuation
Trailing PE 11.21 | Forward PE 7.71 | Enterprise Value 6570615882 | Price to Sales(TTM) 2.43 |
Enterprise Value 6570615882 | Price to Sales(TTM) 2.43 | ||
Enterprise Value to Revenue 3.22 | Enterprise Value to EBITDA 5.98 | Shares Outstanding 29257000 | Shares Floating 28236822 |
Shares Outstanding 29257000 | Shares Floating 28236822 | ||
Percent Insiders 3.29 | Percent Institutions 98.87 |
Analyst Ratings
Rating 3.71 | Target Price 203.14 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Affiliated Managers Group Inc
Company Overview
History and Background
Affiliated Managers Group, Inc. (AMG) was founded in 1993. It operates as a holding company with stakes in a diverse group of independent investment management firms.
Core Business Areas
- Affiliated Investment Management Firms: AMG invests in and operates independent investment management firms, providing capital and operational support while allowing them to maintain their autonomy.
Leadership and Structure
Jay C. Horgen serves as the President and CEO. AMG operates under a decentralized structure, empowering its affiliated firms with independence in their investment processes.
Top Products and Market Share
Key Offerings
- Equity Strategies: AMG's affiliates offer a wide array of equity strategies, encompassing various market capitalizations, styles, and geographies. Competitors include BlackRock, T. Rowe Price, and Wellington Management. Revenue is diversified across affiliates. Market share is difficult to pinpoint for Equity Strategies in the aggregate, since it is spread across dozens of investment firms and sub-styles.
- Fixed Income Strategies: A selection of affiliates provide fixed income investment strategies, covering government bonds, corporate credit, and other debt instruments. Competitors include PIMCO, DoubleLine Capital, and Capital Group. Revenue is diversified across affiliates. Market share is difficult to pinpoint for Fixed Income Strategies in the aggregate, since it is spread across dozens of investment firms and sub-styles.
- Alternative Investments: AMG's affiliates offer alternative investments, including hedge funds, private equity, and real estate. Competitors include Blackstone, Apollo Global Management, and The Carlyle Group. Revenue is diversified across affiliates. Market share is difficult to pinpoint for Alternative Investments in the aggregate, since it is spread across dozens of investment firms and sub-styles.
Market Dynamics
Industry Overview
The asset management industry is competitive, with increasing pressure on fees and a shift towards passive investing. However, demand for active management persists, particularly in specialized and alternative strategies.
Positioning
AMG's competitive advantage lies in its partnership model, which allows affiliated firms to maintain their autonomy and investment culture while benefiting from AMG's scale and resources.
Total Addressable Market (TAM)
The global asset management market is multi-trillion dollar. AMG is positioned to capture a share through its diverse affiliate network and range of investment strategies.
Upturn SWOT Analysis
Strengths
- Diverse affiliate network
- Decentralized operating model
- Strong capital base
- Experienced management team
Weaknesses
- Reliance on affiliate performance
- Complexity of organizational structure
- Potential for key personnel departures at affiliates
- Sensitivity to market volatility
Opportunities
- Acquisitions of new affiliates
- Expansion into new asset classes
- Growth in emerging markets
- Increased demand for alternative investments
Threats
- Increased competition in asset management
- Pressure on fees
- Economic downturns
- Regulatory changes
Competitors and Market Share
Key Competitors
- BLK
- TROW
- APO
Competitive Landscape
AMG faces competition from both traditional asset managers and alternative investment firms. Its partnership model offers a differentiated approach, but its reliance on affiliate performance is a key risk.
Major Acquisitions
Veritable, LP
- Year: 2021
- Acquisition Price (USD millions): 237
- Strategic Rationale: Expands AMGu2019s presence in the wealth management space and provides access to new clients and distribution channels.
Growth Trajectory and Initiatives
Historical Growth: AMG's historical growth has been driven by acquisitions and organic growth within its affiliated firms.
Future Projections: Future growth projections depend on market conditions, the performance of AMG's affiliates, and the company's ability to make accretive acquisitions.
Recent Initiatives: Recent strategic initiatives include acquisitions of new affiliates and investments in technology and distribution.
Summary
AMG operates a diverse network of asset management firms, leveraging a partnership model for autonomy and scale. Its performance is highly correlated with market conditions and affiliate performance. While the decentralized structure fosters innovation, it also presents complexity in managing the overall organization. Key challenges include increased competition and fee pressures in the asset management industry.
Similar Companies
APO
Apollo Global Management LLC Class A
APO
Apollo Global Management LLC Class A
BLK
BlackRock Inc
BLK
BlackRock Inc
BX
Blackstone Group Inc
BX
Blackstone Group Inc
KKR
KKR & Co LP
KKR
KKR & Co LP
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share data is estimated and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Affiliated Managers Group Inc
Exchange NYSE | Headquaters West Palm Beach, FL, United States | ||
IPO Launch date 1997-11-21 | CEO, President & Director Mr. Jay C. Horgen | ||
Sector Financial Services | Industry Asset Management | Full time employees 4100 | Website https://www.amg.com |
Full time employees 4100 | Website https://www.amg.com | ||
Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.
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