MGRD

AFFILIATED MANAGERS GROUP, INC.

NYSE, NYSE, NYSE, NYSE, NYSE · CIK 1004434

Last close14.26
Daily change+0.02 (0.11%)
10 Years gain-21.55%
Dividends TTM1.05 (+0.00%)
Dividend yield7.39%

Fundamental Analysis

MGRD · STANDARD

SIC 6282 · Investment Advice · Fiscal year end 1231

Screener
Fundamental
20.9
Momentum
n/a
Acceleration
n/a
Confidence
65.0
Annual Revenue10
Quarterly Revenue39
Annual CFO15
Balance SheetAvailable
RankingEligible

Score Breakdown

Growth5.3 / 25
Quality12.8 / 25
Capital Efficiency0.0 / 20
Balance Sheet1.7 / 15
Shareholder Economics0.0 / 10
Forward Indicators0.0 / 5

Signals

Share count reductionDiluted share count declined 17.4847%.

Warnings

Receivables anomaly · MEDIUMAccounts receivable growth is materially above revenue growth.

Key Metrics

Revenue Growth TTM9.62%OK
Revenue CAGR 3Y-3.79%OK
Gross Marginn/aMISSING
Operating Marginn/aMISSING
FCF Marginn/aMISSING
FCF Growthn/aINSUFFICIENT_HISTORY
ROICn/aMISSING
Incremental Operating Margin 3Yn/aNOT_MEANINGFUL
Net Debt / CFOn/aNOT_MEANINGFUL
Diluted Share Growth 1Y-17.48%OK
SBC / Revenuen/aMISSING
SBC / FCFn/aNOT_MEANINGFUL

Financial History

PeriodRevenueGross ProfitOperating IncomeCFOFCFGross MarginOp MarginFCF MarginROICShares
2025 FY Dec 31, 2025$2.07Bn/an/a$973.20M$967.10Mn/an/a46.62%n/a33M
2025 FY Dec 31, 2024$2.04Bn/an/a$932.10M$928.70Mn/an/a45.5%n/a36.1M
2025 FY Dec 31, 2023$2.06Bn/an/a$874.30M$861.90Mn/an/a41.88%n/a42.2M
2024 FY Dec 31, 2022$2.33Bn/an/a$1.05B$1.04Bn/an/a44.78%n/a49M
2023 FY Dec 31, 2021$2.41Bn/an/a$1.26B$1.25Bn/an/a51.85%n/a44.8M

Formula Trace

MetricValueFormulaStatusSource
Revenue TTM$2.21Bsum latest 4 fiscal quarters RevenueOK0001628280-26-054930, 0001628280-25-050206
Revenue Growth TTM9.62%Revenue_TTM / Revenue_TTM_1Y_ago - 1OK0001628280-26-054930, 0001628280-25-050206
Revenue CAGR 3Y-3.79%(Revenue_current / Revenue_3Y_ago)^(1/3) - 1OK0001628280-26-008665
Revenue CAGR 5Y0.46%(Revenue_current / Revenue_5Y_ago)^(1/5) - 1OK0001628280-26-008665
Gross Profit CAGR 3Yn/a(GrossProfit_current / GrossProfit_3Y_ago)^(1/3) - 1INSUFFICIENT_HISTORYderived
Operating Income Growthn/aOperatingIncome_current / OperatingIncome_prior_year - 1INSUFFICIENT_HISTORYderived
FCF Growthn/aFCF_current / FCF_prior_year - 1INSUFFICIENT_HISTORYderived
Revenue Growth Accelerationn/a0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3)INSUFFICIENT_HISTORYderived
Gross Profit Accelerationn/a0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3)INSUFFICIENT_HISTORYderived
Operating Income Accelerationn/a0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3)INSUFFICIENT_HISTORYderived
FCF Accelerationn/a0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3)INSUFFICIENT_HISTORYderived
Net Debt / CFOn/aNet Debt / CFONOT_MEANINGFUL0001628280-26-054930
Cash / Debt0.14x(Cash + Short-term Investments) / Total DebtOK0001628280-26-054930
Revenue per Diluted Share$82.04Revenue / Diluted SharesOK0001628280-26-054930, 0001628280-25-050206
SBC / FCFn/aSBC / FCFNOT_MEANINGFULderived
Dividend Payout Ratio0.14%Cash dividends paid / Net incomeOK0001628280-26-008665
Diluted EPS TTM$22.04Net income TTM / Diluted sharesOK0001628280-26-054930, 0001628280-25-050206
Gross Margin Delta 1Yn/aGrossMargin_current - GrossMargin_prior_yearINSUFFICIENT_HISTORYderived