Affiliated Managers Retained Earnings vs. Revenue
| MGRD Stock | USD 15.99 0.13 0.81% |
Retained Earnings | First Reported 1997-12-31 | Previous Quarter 6.6 B | Current Value 6.7 B | Quarterly Volatility 1.9 B |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.77 | 0.559 |
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| Operating Profit Margin | 0.27 | 0.3849 |
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For Affiliated Managers profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Affiliated Managers to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Affiliated Managers Group, utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Affiliated Managers's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Affiliated Managers Group, over time as well as its relative position and ranking within its peers.
Affiliated |
Is Trading space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Affiliated Managers. If investors know Affiliated will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Affiliated Managers listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Affiliated Managers is measured differently than its book value, which is the value of Affiliated that is recorded on the company's balance sheet. Investors also form their own opinion of Affiliated Managers' value that differs from its market value or its book value, called intrinsic value, which is Affiliated Managers' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Affiliated Managers' market value can be influenced by many factors that don't directly affect Affiliated Managers' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Affiliated Managers' value and its price as these two are different measures arrived at by different means. Investors typically determine if Affiliated Managers is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Affiliated Managers' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Affiliated Managers Revenue vs. Retained Earnings Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Affiliated Managers's current stock value. Our valuation model uses many indicators to compare Affiliated Managers value to that of its competitors to determine the firm's financial worth. Affiliated Managers Group, is considered to be number one stock in retained earnings category among its peers. It also is rated top company in revenue category among its peers totaling about 0.32 of Revenue per Retained Earnings. The ratio of Retained Earnings to Revenue for Affiliated Managers Group, is roughly 3.11 . At present, Affiliated Managers' Retained Earnings are projected to increase significantly based on the last few years of reporting. Comparative valuation analysis is a catch-all technique that is used if you cannot value Affiliated Managers by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Affiliated Revenue vs. Retained Earnings
Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.
Affiliated Managers |
| = | 6.39 B |
Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Affiliated Managers |
| = | 2.06 B |
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.
Affiliated Revenue vs Competition
Affiliated Managers Group, is rated top company in revenue category among its peers. Market size based on revenue of Trading industry is now estimated at about 69.42 Billion. Affiliated Managers holds roughly 2.06 Billion in revenue claiming about 2.96% of equities listed under Trading industry.
Affiliated Managers Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Affiliated Managers, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Affiliated Managers will eventually generate negative long term returns. The profitability progress is the general direction of Affiliated Managers' change in net profit over the period of time. It can combine multiple indicators of Affiliated Managers, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -167.6 M | -159.2 M | |
| Operating Income | 792.1 M | 541.4 M | |
| Income Before Tax | 1.1 B | 1.1 B | |
| Total Other Income Expense Net | 299.3 M | 314.3 M | |
| Net Income | 906.1 M | 951.4 M | |
| Income Tax Expense | 185.3 M | 113.6 M | |
| Net Income From Continuing Ops | 491.1 M | 402.7 M | |
| Non Operating Income Net Other | -49.9 M | -52.4 M | |
| Net Income Applicable To Common Shares | 232.5 M | 119.8 M | |
| Change To Netincome | 273.6 M | 328.4 M | |
| Net Income Per Share | 19.17 | 20.13 | |
| Income Quality | 0.96 | 0.92 | |
| Net Income Per E B T | 0.62 | 0.35 |
Affiliated Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Affiliated Managers. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Affiliated Managers position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Affiliated Managers' important profitability drivers and their relationship over time.
| Retained Earnings vs EBITDA | ||
| Net Income vs Revenue | ||
| Retained Earnings vs Total Debt | ||
| Cash Flow From Operations vs Revenue | ||
| Retained Earnings vs Number Of Employees | ||
| Total Asset vs Revenue |
Use Affiliated Managers in pair-trading
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.Affiliated Managers Pair Trading
Affiliated Managers Group, Pair Trading Analysis
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.Use Investing Themes to Complement your Affiliated Managers position
In addition to having Affiliated Managers in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Insurance Providers
Companies providing all types of insurance and insurance services. The Insurance Providers theme has 38 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Insurance Providers Theme or any other thematic opportunities.
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To fully project Affiliated Managers' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Affiliated Managers at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Affiliated Managers' income statement, its balance sheet, and the statement of cash flows.