Affiliated Managers Group Inc AFS

Morningstar Rating
€332.00 +2.00 (0.61%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

AFS is trading at a LOCK|>w$B@> premium.
Price
€332.00
Fair Value
LOCK|F.DB>>!&
Uncertainty
LOCK|FvR
1-Star Price
LOCK|F.MW%^!Dm
5-Star Price
LOCK|#.!MYcvY#
Economic Moat
LOCK|#&
Capital Allocation
—

Trading Information

Previous Close Price
€330.00
Day Range
€328.00–332.00
52-Week Range
€153.00–334.00
Bid/Ask
€0.00 / €0.00
Shares Outstanding
25.86M
Market Cap
$8.59B
Volume/Avg
— / 1

Key Statistics

Price/Earnings (Normalized)
12.06
Price/Sales
5.20
Dividend Yield (Trailing)
0.01%
Dividend Yield (Forward)
0.01%
Dividend Payment Schedule
Mar, May, Aug, Nov
Total Yield
9.27%

Company Profile

Affiliated Managers Group offers investment strategies to investors through its network of affiliates. The firm typically buys a majority interest in small to mid-size boutique asset managers, receiving a fixed percentage of revenue from these firms in return. Affiliates operate independently, with AMG providing strategic, operational, and technology support, as well as global distribution. At the end of June 2026, AMG's affiliate network—which includes firms like Abacus Capital and Pantheon dedicated to private markets (which accounted for 16% of AUM), AQR Capital and Capula Investment Management in liquid alternatives (31%), and Harding Loevner, Tweedy Browne, Parnassus, and Yacktman in equities, multi-asset, and bond strategies (53%)—had $942.4 billion in managed assets.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Small Core
Total Number of Employees
5,600

Competitors

Valuation

Metric
AFS
IVZ
AB
Price/Earnings (Normalized)
12.0612.2110.09
Price/Book Value
3.241.362.62
Price/Sales
5.202.029.40
Price/Cash Flow
11.857.5910.34
Price/Earnings
AFS
IVZ
AB

Financial Strength

Metric
AFS
IVZ
AB
Quick Ratio
1.246.82—
Current Ratio
1.246.82—
Interest Coverage
10.46−2.05—
Quick Ratio
AFS
IVZ
AB

Profitability

Metric
AFS
IVZ
AB
Return on Assets (Normalized)
9.81%4.12%65.27%
Return on Equity (Normalized)
28.14%11.11%65.32%
Return on Invested Capital (Normalized)
14.21%5.80%—
Return on Assets
AFS
IVZ
AB

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