Affiliated Managers Group, Stock Performance
| MGRD Stock | USD 16.12 0.08 0.49% |
The firm shows a Beta (market volatility) of 0.28, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Affiliated Managers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Affiliated Managers is expected to be smaller as well. At this point, Affiliated Managers has a negative expected return of -0.17%. Please make sure to confirm Affiliated Managers' jensen alpha, as well as the relationship between the skewness and day median price , to decide if Affiliated Managers performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Affiliated Managers Group, has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Stock's basic indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return (0.53) | Five Day Return 0.25 | Year To Date Return (2.23) | Ten Year Return (35.64) | All Time Return (35.64) |
Dividend Date 2024-12-30 |
1 | Heres Why Affiliated Managers Group is a Strong Value Stock - Yahoo Finance | 11/05/2024 |
2 | Kestra Investment Management LLC Purchases Shares of 3,585 Affiliated Managers Group, Inc. - MarketBeat | 12/02/2024 |
3 | Acquisition by Dwight Churchill of 621 shares of Affiliated Managers subject to Rule 16b-3 | 12/16/2024 |
| Begin Period Cash Flow | 429.2 M | |
| Free Cash Flow | 861.9 M |
Affiliated |
Affiliated Managers Relative Risk vs. Return Landscape
If you would invest 1,797 in Affiliated Managers Group, on September 26, 2024 and sell it today you would lose (185.00) from holding Affiliated Managers Group, or give up 10.29% of portfolio value over 90 days. Affiliated Managers Group, is currently does not generate positive expected returns and assumes 0.8902% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of stocks are less volatile than Affiliated, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Affiliated Managers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Affiliated Managers' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Affiliated Managers Group,, and traders can use it to determine the average amount a Affiliated Managers' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1892
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| Negative Returns | MGRD |
Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Affiliated Managers is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Affiliated Managers by adding Affiliated Managers to a well-diversified portfolio.
Affiliated Managers Fundamentals Growth
Affiliated Stock prices reflect investors' perceptions of the future prospects and financial health of Affiliated Managers, and Affiliated Managers fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Affiliated Stock performance.
| Revenue | 2.06 B | ||||
| EBITDA | 1.23 B | ||||
| Net Income | 906.1 M | ||||
| Total Debt | 2.54 B | ||||
| Cash Flow From Operations | 874.3 M | ||||
| Total Asset | 9.06 B | ||||
| Retained Earnings | 6.39 B | ||||
About Affiliated Managers Performance
By analyzing Affiliated Managers' fundamental ratios, stakeholders can gain valuable insights into Affiliated Managers' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Affiliated Managers has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Affiliated Managers has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 451.81 | 474.40 | |
| Return On Tangible Assets | 0.14 | 0.08 | |
| Return On Capital Employed | 0.09 | 0.14 | |
| Return On Assets | 0.07 | 0.04 | |
| Return On Equity | 0.19 | 0.11 |
Things to note about Affiliated Managers performance evaluation
Checking the ongoing alerts about Affiliated Managers for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Affiliated Managers help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Affiliated Managers generated a negative expected return over the last 90 days | |
| Affiliated Managers has a strong financial position based on the latest SEC filings | |
| Latest headline from MacroaxisInsider: Acquisition by Dwight Churchill of 621 shares of Affiliated Managers subject to Rule 16b-3 |
- Analyzing Affiliated Managers' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Affiliated Managers' stock is overvalued or undervalued compared to its peers.
- Examining Affiliated Managers' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Affiliated Managers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Affiliated Managers' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Affiliated Managers' stock. These opinions can provide insight into Affiliated Managers' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary 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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