MGRD

Financial Services

Affiliated Managers Group, Inc. · Asset Management · $9B

UQS Score — Balanced Preset
62.4
Good

Affiliated Managers Group, Inc. scores 62.4/100 using the Balanced preset.

UQS vs Financial Services Sector
MGRD
62.4
Sector avg
39.7
Quality
Strong
Moat
Weak
Growth
Neutral
Risk
Weak
Valuation
Attractive

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Pro Analysis

MGRD — Score History

55606570Jul 11Jul 29Aug 16Sep 3Sep 21Oct 8
Score changes· 6 most recent
DateUQSQualityMoatGrowthRiskValueChange
Jul 23, 202662.592.933.051.939.498.30.0
Jul 22, 202662.592.933.051.939.498.4+0.1
Jul 17, 202662.492.933.051.939.497.70.0
Jul 15, 202662.492.933.051.939.497.60.0
Jul 14, 202662.492.933.051.939.497.80.0
Jul 11, 202662.492.933.051.939.497.6—

MGRD — Pillar Breakdown

◆

Quality

— 92.9/100 (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

— 39.4/100 (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

— 98.0/100 (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.

EV/EBITDA vs SectorStrong

Enterprise value multiple relative to sector median.

⬡

Moat

— 33/100 (25%)

Affiliated Managers Group, Inc. operates in a highly competitive environment with limited sustainable advantages. 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 MGRD.

Score Composition

Quality
92.9×25%23.2
Growth
51.9×20%10.4
Risk
39.4×15%5.9
Valuation
98.0×15%14.7
Moat
33.0×25%8.3
Total
62.4Good

Financial Data

More Stock Analysis

How is the MGRD 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.