Affiliated Managers Group, Inc. (LON:0HAQ)

Affiliated Managers Group Statistics

Total Valuation

LON:0HAQ has a market cap or net worth of GBP 6.10 billion. The enterprise value is 8.46 billion.

Market Cap	6.10B
Enterprise Value	8.46B

Important Dates

The next estimated earnings date is Monday, February 2, 2026.

Earnings Date	Feb 2, 2026
Ex-Dividend Date	Nov 13, 2025

Share Statistics

Current Share Class	28.13M
Shares Outstanding	n/a
Shares Change (YoY)	-5.42%
Shares Change (QoQ)	+4.78%
Owned by Insiders (%)	3.62%
Owned by Institutions (%)	96.81%
Float	27.00M

Valuation Ratios

The trailing PE ratio is 15.43 and the forward PE ratio is 10.05.

PE Ratio	15.43
Forward PE	10.05
PS Ratio	4.01
PB Ratio	1.81
P/TBV Ratio	n/a
P/FCF Ratio	8.87
P/OCF Ratio	8.82
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 11.35, with an EV/FCF ratio of 12.30.

EV / Earnings	21.40
EV / Sales	5.58
EV / EBITDA	11.35
EV / EBIT	13.23
EV / FCF	12.30

Financial Position

The company has a current ratio of 126.47, with a Debt / Equity ratio of 0.56.

Current Ratio	126.47
Quick Ratio	126.47
Debt / Equity	0.56
Debt / EBITDA	3.91
Debt / FCF	2.75
Interest Coverage	3.71

Financial Efficiency

Return on equity (ROE) is 16.22% and return on invested capital (ROIC) is 4.36%.

Return on Equity (ROE)	16.22%
Return on Assets (ROA)	3.56%
Return on Invested Capital (ROIC)	4.36%
Return on Capital Employed (ROCE)	5.70%
Revenue Per Employee	370,537
Profits Per Employee	96,367
Employee Count	4,100
Asset Turnover	0.23
Inventory Turnover	n/a

Taxes

In the past 12 months, LON:0HAQ has paid 139.34 million in taxes.

Income Tax	139.34M
Effective Tax Rate	20.04%

Stock Price Statistics

The stock price has increased by +58.47% in the last 52 weeks. The beta is 1.22, so LON:0HAQ's price volatility has been higher than the market average.

Beta (5Y)	1.22
52-Week Price Change	+58.47%
50-Day Moving Average	258.84
200-Day Moving Average	210.19
Relative Strength Index (RSI)	70.81
Average Volume (20 Days)	33

Short Selling Information

Short Interest	n/a
Short Previous Month	n/a
Short % of Shares Out	n/a
Short % of Float	n/a
Short Ratio (days to cover)	2.80

Income Statement

In the last 12 months, LON:0HAQ had revenue of GBP 1.52 billion and earned 395.11 million in profits. Earnings per share was 12.43.

Revenue	1.52B
Gross Profit	785.38M
Operating Income	377.85M
Pretax Income	695.21M
Net Income	395.11M
EBITDA	463.47M
EBIT	377.85M
Earnings Per Share (EPS)	12.43

Balance Sheet

The company has 417.80 million in cash and 1.89 billion in debt, giving a net cash position of -1.47 billion.

Cash & Cash Equivalents	417.80M
Total Debt	1.89B
Net Cash	-1.47B
Net Cash Per Share	n/a
Equity (Book Value)	3.38B
Book Value Per Share	87.89
Working Capital	961.39M

Cash Flow

In the last 12 months, operating cash flow was 691.34 million and capital expenditures -3.94 million, giving a free cash flow of 687.40 million.

Operating Cash Flow	691.34M
Capital Expenditures	-3.94M
Free Cash Flow	687.40M
FCF Per Share	n/a

Margins

Gross margin is 51.70%, with operating and profit margins of 24.87% and 26.01%.

Gross Margin	51.70%
Operating Margin	24.87%
Pretax Margin	45.76%
Profit Margin	26.01%
EBITDA Margin	30.51%
EBIT Margin	24.87%
FCF Margin	45.25%

Dividends & Yields

This stock pays an annual dividend of 0.03, which amounts to a dividend yield of 0.01%.

Dividend Per Share	0.03
Dividend Yield	0.01%
Dividend Growth (YoY)	-3.64%
Years of Dividend Growth	n/a
Payout Ratio	0.23%
Buyback Yield	5.42%
Shareholder Yield	5.43%
Earnings Yield	6.48%
FCF Yield	11.27%

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

This stock does not have any record of stock splits.

Last Split Date	n/a
Split Type	n/a
Split Ratio	n/a

Scores

LON:0HAQ has an Altman Z-Score of 2.48 and a Piotroski F-Score of 6. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score	2.48
Piotroski F-Score	6