Affiliated Managers Group Stock Five Year Return

MGR Stock

USD 22.40 0.11 0.49%

Affiliated Managers Group fundamentals help investors to digest information that contributes to Affiliated Managers' financial success or failures. It also enables traders to predict the movement of Affiliated Stock. The fundamental analysis module provides a way to measure Affiliated Managers' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Affiliated Managers stock.

Short Long Term Debt Total Total Assets

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Affiliated Managers Group Company Five Year Return Analysis

Affiliated Managers' Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Affiliated Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Affiliated Managers is extremely important. It helps to project a fair market value of Affiliated Stock properly, considering its historical fundamentals such as Five Year Return. Since Affiliated Managers' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Affiliated Managers' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Affiliated Managers' interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Intangible Assets	Common Stock	Current Deferred Revenue	Good Will	Short Term Investments	Net Tangible Assets	Long Term Debt	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab	Long Term Investments	Treasury Stock	Property Plant Equipment
Total Assets		0.96	0.71	0.57	0.76	0.9	0.96	0.65	0.14	0.83	0.83	0.09	0.95	0.25	0.37	0.61	0.61	0.57	0.29	0.64	-0.4	-0.04
Total Stockholder Equity	0.96		0.7	0.57	0.75	0.84	0.86	0.53	0.15	0.7	0.75	0.01	0.88	0.22	0.57	0.56	0.56	0.7	0.33	0.78	-0.34	0.09
Net Debt	0.71	0.7		0.85	0.93	0.53	0.75	0.7	0.02	0.54	0.48	0.47	0.64	0.58	0.26	0.83	0.83	0.73	0.16	0.79	-0.71	-0.27
Retained Earnings	0.57	0.57	0.85		0.83	0.39	0.64	0.84	0.03	0.42	0.49	0.7	0.51	0.68	0.16	0.87	0.87	0.59	-0.24	0.7	-0.91	-0.57
Accounts Payable	0.76	0.75	0.93	0.83		0.7	0.77	0.78	0.02	0.58	0.61	0.36	0.74	0.45	0.28	0.77	0.77	0.71	0.09	0.78	-0.62	-0.18
Net Receivables	0.9	0.84	0.53	0.39	0.7		0.84	0.58	0.27	0.71	0.84	-0.05	0.95	-0.04	0.39	0.37	0.37	0.44	0.23	0.49	-0.18	0.14
Total Liab	0.96	0.86	0.75	0.64	0.77	0.84		0.75	0.08	0.84	0.79	0.27	0.91	0.32	0.19	0.73	0.73	0.5	0.21	0.58	-0.55	-0.24
Total Current Assets	0.65	0.53	0.7	0.84	0.78	0.58	0.75		-0.05	0.64	0.74	0.54	0.68	0.61	-0.11	0.75	0.75	0.35	-0.26	0.4	-0.75	-0.57
Short Term Debt	0.14	0.15	0.02	0.03	0.02	0.27	0.08	-0.05		-0.04	0.18	0.2	0.23	-0.22	0.31	-0.14	-0.14	0.04	-0.06	0.03	-0.01	0.11
Intangible Assets	0.83	0.7	0.54	0.42	0.58	0.71	0.84	0.64	-0.04		0.81	-0.03	0.82	0.39	-0.13	0.47	0.47	0.21	0.23	0.29	-0.29	-0.16
Common Stock	0.83	0.75	0.48	0.49	0.61	0.84	0.79	0.74	0.18	0.81		-0.03	0.93	0.25	0.19	0.34	0.34	0.34	0.09	0.37	-0.27	-0.04
Current Deferred Revenue	0.09	0.01	0.47	0.7	0.36	-0.05	0.27	0.54	0.2	-0.03	-0.03		0.02	0.46	-0.15	0.69	0.69	0.16	-0.5	0.23	-0.89	-0.82
Good Will	0.95	0.88	0.64	0.51	0.74	0.95	0.91	0.68	0.23	0.82	0.93	0.02		0.19	0.33	0.46	0.46	0.47	0.24	0.52	-0.31	0.04
Short Term Investments	0.25	0.22	0.58	0.68	0.45	-0.04	0.32	0.61	-0.22	0.39	0.25	0.46	0.19		-0.27	0.59	0.59	0.19	-0.25	0.24	-0.68	-0.6
Net Tangible Assets	0.37	0.57	0.26	0.16	0.28	0.39	0.19	-0.11	0.31	-0.13	0.19	-0.15	0.33	-0.27		0.02	0.02	0.67	0.29	0.68	0.04	0.49
Long Term Debt	0.61	0.56	0.83	0.87	0.77	0.37	0.73	0.75	-0.14	0.47	0.34	0.69	0.46	0.59	0.02		1.0	0.58	-0.05	0.65	-0.86	-0.61
Long Term Debt Total	0.61	0.56	0.83	0.87	0.77	0.37	0.73	0.75	-0.14	0.47	0.34	0.69	0.46	0.59	0.02	1.0		0.58	-0.05	0.65	-0.86	-0.61
Capital Surpluse	0.57	0.7	0.73	0.59	0.71	0.44	0.5	0.35	0.04	0.21	0.34	0.16	0.47	0.19	0.67	0.58	0.58		0.42	0.94	-0.36	0.09
Deferred Long Term Liab	0.29	0.33	0.16	-0.24	0.09	0.23	0.21	-0.26	-0.06	0.23	0.09	-0.5	0.24	-0.25	0.29	-0.05	-0.05	0.42		0.31	0.38	0.64
Long Term Investments	0.64	0.78	0.79	0.7	0.78	0.49	0.58	0.4	0.03	0.29	0.37	0.23	0.52	0.24	0.68	0.65	0.65	0.94	0.31		-0.48	0.05
Treasury Stock	-0.4	-0.34	-0.71	-0.91	-0.62	-0.18	-0.55	-0.75	-0.01	-0.29	-0.27	-0.89	-0.31	-0.68	0.04	-0.86	-0.86	-0.36	0.38	-0.48		0.78
Property Plant Equipment	-0.04	0.09	-0.27	-0.57	-0.18	0.14	-0.24	-0.57	0.11	-0.16	-0.04	-0.82	0.04	-0.6	0.49	-0.61	-0.61	0.09	0.64	0.05	0.78

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

Competition

Predict Affiliated Managers

Affiliated Return On Tangible Assets

Return On Tangible Assets

0.08

At this time, Affiliated Managers' Return On Tangible Assets are relatively stable compared to the past year.

According to the company disclosure, Affiliated Managers Group has a Five Year Return of 0.0%. This indicator is about the same for the Capital Markets average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Affiliated Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Affiliated Managers' direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Affiliated Managers could also be used in its relative valuation, which is a method of valuing Affiliated Managers by comparing valuation metrics of similar companies.

Affiliated Managers is currently under evaluation in five year return category among its peers.

Affiliated Managers ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Affiliated Managers' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Affiliated Managers' managers, analysts, and investors.

Environmental

Governance

Social

Affiliated Fundamentals

	Return On Equity	0.2
	Price To Earning	2.90 X
	Revenue	2.06 B
	EBITDA	1.23 B
	Net Income	906.1 M
	Cash And Equivalents	409.1 M
	Cash Per Share	7.23 X
	Total Debt	2.54 B
	Debt To Equity	39.70 %
	Book Value Per Share	63.33 X
	Cash Flow From Operations	874.3 M
	Number Of Employees	4.1 K
	Market Capitalization	5.15 B
	Total Asset	9.06 B
	Retained Earnings	6.39 B
	Annual Yield	0.06 %
	Net Asset	9.06 B
	Last Dividend Paid	0.37

About Affiliated Managers Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Affiliated Managers Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Affiliated Managers using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Affiliated Managers Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Affiliated Managers

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Affiliated Managers position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Affiliated Managers will appreciate offsetting losses from the drop in the long position's value.

Moving against Affiliated Stock

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0.4	PRE	Prenetics Global	Pair Corr

The ability to find closely correlated positions to Affiliated Managers could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Affiliated Managers when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Affiliated Managers - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Affiliated Managers Group to buy it.

The correlation of Affiliated Managers is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Affiliated Managers moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Affiliated Managers moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Affiliated Managers can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for Affiliated Stock Analysis

When running Affiliated Managers' price analysis, check to measure Affiliated Managers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Affiliated Managers is operating at the current time. Most of Affiliated Managers' value examination focuses on studying past and present price action to predict the probability of Affiliated Managers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Affiliated Managers' price. Additionally, you may evaluate how the addition of Affiliated Managers to your portfolios can decrease your overall portfolio volatility.

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