- Assets under Management: Affiliated Managers Group (AMG) reported $707.9 billion, which is a 5.2% increase year-over-year, but below the estimate of $718.86 billion.
- Economic EPS: Recorded at $6.53, a decrease from $6.86 the previous year, yet it surpassed the estimated $6.01.
- Revenue: Totalled $524.2 million, marking a 4.3% increase from the previous year, but slightly missed the $529 million forecast.
- Adjusted EBITDA: Reached $281.7 million, a decrease of 4.9% compared to the previous year, but above the anticipated $264.2 million.
- Average Assets under Management: Reported at $717.3 billion, up 11% year-over-year, but lower than the estimated $726.23 billion.
- Private Markets Performance: AMG’s private market affiliates successfully raised approximately $24 billion during the year, indicating strong demand for their specialized strategies.
- Analyst Recommendations: The stock has received 3 buy ratings, 4 hold ratings, and 1 sell rating.
A look at Affiliated Managers Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on Smartkarma Smart Scores, Affiliated Managers Group, Inc. shows promising long-term potential. With solid scores in Value, Growth, Resilience, and Momentum, the company appears well-positioned to deliver sustained performance over an extended period. The Value score of 4 suggests that the company is viewed favorably in terms of its value proposition, while the Growth score of 4 indicates potential for expansion and development. Additionally, a Momentum score of 4 hints at a positive trend in the company’s performance, further supporting its long-term outlook.
Affiliated Managers Group, Inc. operates as a global asset management firm that specializes in investing in boutique investment management companies. The company’s unique approach allows its investees to maintain operational independence while benefiting from strategic support in various areas such as marketing, distribution, and product development. With a balanced mix of scores across different factors, Affiliated Managers Group, Inc. appears well-equipped to navigate the complexities of the market and capitalize on future opportunities.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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