Affiliated Managers Group, Inc.

Affiliated Managers Group, Inc.

394.38
USD
+0.04
(+0.01%)
35.44EPS
10.96P/E
8.93BMarket Cap
Nov 09Next Earn

Total Valuation

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As of June 30, 2026, Affiliated Managers Group, Inc. carries a market capitalization of 8.93B, placing it among publicly traded companies globally. Its enterprise value stands at 12.69B, reflecting the total theoretical takeover cost after accounting for cash holdings and debt obligations.

Market Cap8.93B
Enterprise Value12.69B

Important Dates

Affiliated Managers Group, Inc.'s next confirmed earnings release is scheduled for November 9, 2026.

Earnings Date11/9/2026

Share Statistics

As of June 30, 2026, Affiliated Managers Group, Inc. has 26.00M shares outstanding.

Shares Outstanding26.00M

Valuation Ratios

As of June 30, 2026, Affiliated Managers Group, Inc. trades at a trailing price-to-earnings ratio of 10.96. The price-to-sales ratio is 4.13, and the price-to-book ratio stands at 2.94.

PE Ratio10.96
PS Ratio4.13
PB Ratio2.94
P/TBV Ratio-8.49
P/FCF Ratio9.58
P/OCF Ratio8.76

Enterprise Valuation

As of June 30, 2026, Affiliated Managers Group, Inc. trades at an EV/EBITDA multiple of 11.59 - the valuation measure that neutralizes differences in capital structure, tax rates, and depreciation policy, making it the standard yardstick for comparing companies across an industry. The EV/Sales ratio of 5.59 reflects the premium investors pay for the company's revenue stream, a useful check when earnings are depressed or negative. Its EV/EBIT multiple of 13.25 values the business against core operating earnings after depreciation, a stricter test than EV/EBITDA for capital-intensive businesses. Affiliated Managers Group, Inc. trades at an EV/FCF ratio of 10.79, comparing the total takeover cost of the business to the cash it actually generates for all capital providers. These enterprise value multiples are built on an enterprise value of 12.69B versus a market cap of 8.93B, with the gap driven by net debt and cash on the balance sheet.

EV / Sales5.59
EV / EBITDA11.59
EV / EBIT13.25
EV / FCF10.79

Financial Position

As of June 30, 2026, Affiliated Managers Group, Inc. maintains a current ratio of 1.24, meaning it holds 1.2x the short-term assets needed to cover near-term liabilities. The debt-to-equity ratio is 71.46, indicating elevated leverage, while an interest coverage ratio of 7.45 demonstrates adequate ability to service its debt obligations.

Current Ratio1.24
Quick Ratio1.24
Debt / Equity71.46
Debt / EBITDA2.75
Interest Coverage7.45

Financial Efficiency

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Over the twelve months ended June 30, 2026, Affiliated Managers Group, Inc. posted a return on equity (ROE) of 27.29, showing how much profit the company earns on every dollar of shareholder capital. Return on invested capital (ROIC) comes in at 10.15 - the clearest signal of whether the business earns more on its capital than that capital costs, and the core measure of a durable competitive advantage. Return on assets (ROA) stands at 9.40, measuring how efficiently the asset base is converted into earnings. Return on capital employed (ROCE) is 10.78, useful for judging operating efficiency across full business cycles. The company generates approximately 434,488.04 in revenue per employee across its workforce of 5,225.00, a quick read on workforce productivity versus industry peers.

Return on Equity (ROE)27.29
Return on Assets (ROA)9.40
Return on Invested Capital (ROIC)10.15
Return on Capital Employed (ROCE)10.78
Revenue Per Employee434,488.04
Employee Count5,225.00

Taxes

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Over the twelve months ended June 30, 2026, Affiliated Managers Group, Inc. recorded 335.70M in income tax expense. That works out to an effective tax rate of 24.18, which can sit above or below the statutory corporate tax rate depending on foreign earnings mix, tax credits, and one-off items. Taxes are levied on pretax income of 1.39B, leaving 856.30M in net income after tax - the gap is what shifts in the tax rate do to reported earnings and EPS.

Income Tax335.70M
Effective Tax Rate24.18

Stock Price Statistics

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As of the close on October 22, 2026, Affiliated Managers Group, Inc.'s stock has gained approximately 62.30% over the past 52 weeks. The 50-day moving average sits at 368.92, while the 200-day moving average is 328.19.

52-Week Price Change62.30%
50-Day Moving Average368.92
200-Day Moving Average328.19

Income Statement

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Over the twelve months ended June 30, 2026, Affiliated Managers Group, Inc. generated 2.27B in revenue and converted that into 856.30M in net income, yielding earnings per share of 35.44. EBITDA reached 1.09B, while operating income came in at 571.40M.

Revenue2.27B
Gross Profit1.14B
Operating Income571.40M
Pretax Income1.39B
Net Income856.30M
EBITDA1.09B
EBIT957.30M
Earnings Per Share (EPS)35.44

Balance Sheet

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As of June 30, 2026, Affiliated Managers Group, Inc. holds 411.00M in cash and equivalents against 3.00B in total debt, resulting in a net debt position of 2.59B. Total book value stands at 3.04B, with working capital of 242.00M providing operational flexibility.

Cash & Cash Equivalents411.00M
Total Debt3.00B
Net Debt2.59B
Equity (Book Value)3.04B
Book Value Per Share116.85
Working Capital242.00M

Cash Flow

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Affiliated Managers Group, Inc. produced 1.07B in operating cash flow over the twelve months ended June 30, 2026. After subtracting -6.90M in capital expenditures, free cash flow totaled 1.06B - equivalent to 38.97 per share.

Operating Cash Flow1.07B
Capital Expenditures-6.90M
Free Cash Flow1.06B
FCF Per Share38.97

Margins

Over the twelve months ended June 30, 2026, Affiliated Managers Group, Inc. posted a gross margin of 50.27, reflecting its pricing power and cost economics. The operating margin of 25.17 and net profit margin of 37.72 provide insight into operational efficiency.

Gross Margin50.27
Operating Margin25.17
Pretax Margin61.15
Profit Margin37.72
EBITDA Margin48.20

Dividends & Yields

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Over the twelve months ended June 30, 2026, Affiliated Managers Group, Inc. paid dividends of 0.02 per share. The dividend payout ratio of 0.04 indicates the proportion of earnings distributed to shareholders, a key gauge of how sustainable the dividend is and how much room remains for future dividend growth. Free cash flow yield stands at 10.44, showing how much cash the business generates relative to its market value - dividends covered by free cash flow are generally more durable than those funded by debt. Total shareholder yield reaches 12.53, combining dividends paid with share buybacks and debt reduction for a fuller picture of capital returned to Affiliated Managers Group, Inc. shareholders.

Dividend Per Share0.02
Payout Ratio0.04
Shareholder Yield12.53
FCF Yield10.44

Stock Splits

Affiliated Managers Group, Inc.'s most recent stock split took place on March 30, 2004 with a 2:3 split ratio.

Last Split Date3/30/2004
Split Ratio2:3

Scores

As of June 30, 2026, Affiliated Managers Group, Inc. has an Altman Z-Score of 3.95, well above the 3.0 threshold that indicates strong financial health and minimal bankruptcy risk.

Altman Z-Score3.95