MGRB

Financial Services

Affiliated Managers Group, Inc. · Asset Management · $10B

UQS Score — Balanced Preset
47.7
Below Average

Affiliated Managers Group, Inc. scores 47.7/100 using the Balanced preset.

UQS vs Financial Services Sector
MGRB
47.7
Sector avg
39.7
Quality
Neutral
Moat
Weak
Growth
Weak
Risk
Weak
Valuation
Attractive

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Pro Analysis

MGRB — Score History

40455055606570Jul 11Jul 29Aug 16Sep 3Sep 21Oct 8
Score changes· 9 most recent
DateUQSQualityMoatGrowthRiskValueChange
Aug 15, 202647.757.839.023.637.387.5-16.1
Jul 30, 202663.893.439.051.937.398.2-0.1
Jul 26, 202663.992.939.051.939.497.5-0.1
Jul 23, 202664.092.939.051.939.498.30.0
Jul 22, 202664.092.939.051.939.498.4+0.1
Jul 17, 202663.992.939.051.939.497.70.0
Jul 15, 202663.992.939.051.939.497.60.0
Jul 14, 202663.992.939.051.939.497.80.0
Jul 11, 202663.992.939.051.939.497.6—

MGRB — Pillar Breakdown

◆

Quality

— 57.8/100 (25%)

Affiliated Managers Group, Inc. shows solid profitability with healthy returns on capital and reasonable margins.

Operating ProfitabilityStrong

Ability to convert revenue into operating profit.

Net ProfitabilityStrong

Bottom-line profit as a share of revenue.

Cash GenerationWeak

Free cash flow relative to market value.

▲

Growth

— 23.6/100 (20%)

Affiliated Managers Group, Inc. faces growth headwinds with declining or stagnant revenue trends.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

Forward Revenue OutlookModerate

Analyst consensus for future revenue growth.

◈

Risk

— 37.3/100 (15%)

Affiliated Managers Group, Inc. has some risk factors including moderate leverage or solvency concerns.

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

— 88.1/100 (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.

EV/EBITDA vs SectorStrong

Enterprise value multiple relative to sector median.

⬡

Moat

— 39/100 (25%)

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
57.8×25%14.4
Growth
23.6×20%4.7
Risk
37.3×15%5.6
Valuation
88.1×15%13.2
Moat
39.0×25%9.8
Total
47.7Below Average

Financial Data

More Stock Analysis

How is the MGRB UQS Score Calculated?

The UQS (Unified Quality Score) for Affiliated Managers Group, Inc. is calculated using a proprietary 6-pillar framework with 29 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. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

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.