MGRB

Financial Services

Affiliated Managers Group, Inc. · Investment - Banking & Investment Services · $430M

UQS Score — Balanced Preset
63.4
Good

Affiliated Managers Group, Inc. scores 63.4/100 using the Balanced preset.

93.4
Quality
35%
39.0
Moat
30%
51.9
Growth
20%
32.8
Risk
15%

MGRB — Key Takeaways

✅ Strengths

Affiliated Managers Group, Inc. shows strong profitability and capital efficiency
Affiliated Managers Group, Inc. shows attractive valuation relative to fundamentals

⚠️ Areas of Concern

Affiliated Managers Group, Inc. has elevated risk from leverage or valuation
Affiliated Managers Group, Inc. has limited competitive moat

MGRB — Score History

55606570Apr 2Apr 3Apr 4Apr 5Apr 6Apr 7Apr 8
DateUQSQualityMoatGrowthRiskValueChange
Apr 8, 202663.493.439.051.932.8100.00.0
Apr 7, 202663.493.439.051.932.8100.00.0
Apr 6, 202663.493.439.051.932.8100.00.0
Apr 5, 202663.493.439.051.932.8100.00.0
Apr 4, 202663.493.439.051.932.8100.00.0
Apr 3, 202663.493.439.051.932.8100.00.0
Apr 2, 202663.493.439.051.932.8100.0

MGRB — Pillar Breakdown

Quality

93.4/100 (25%)

Affiliated Managers Group, Inc. demonstrates outstanding capital efficiency and profitability, placing it among the highest-quality businesses in the market.

Return on EquityStrong

Profitability relative to shareholders' equity.

Operating ProfitabilityStrong

Ability to convert revenue into operating profit.

Net ProfitabilityStrong

Bottom-line profit as a share of revenue.

Cash GenerationStrong

Free cash flow relative to market value.

Growth

51.9/100 (20%)

Affiliated Managers Group, Inc. shows steady but unspectacular growth, typical for mature companies.

Recent Revenue TrendModerate

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthStrong

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

32.8/100 (15%)

Affiliated Managers Group, Inc. presents elevated risk with concerns around leverage or financial stability.

Debt/EquityModerate

Total debt relative to shareholder equity.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

100.0/100 (15%)

Affiliated Managers Group, Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

Moat

39/100 (30%)

Affiliated Managers Group, Inc. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for MGRB.

Score Composition

Quality
93.4×25%23.4
Growth
51.9×20%10.4
Risk
32.8×15%4.9
Valuation
100.0×15%15.0
Moat
39.0×30%11.7
Total
63.4Good

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How is the MGRB UQS Score Calculated?

The UQS (Unified Quality Score) for Affiliated Managers Group, Inc. is calculated using a proprietary 5-pillar framework with 25 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Affiliated Managers Group, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Affiliated Managers Group, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.