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

Affiliated Managers Group Statistics

Total Valuation

LON:0HAQ has a market cap or net worth of GBP 4.32 billion. The enterprise value is 6.68 billion.

Market Cap	4.32B
Enterprise Value	6.68B

Important Dates

The next estimated earnings date is Monday, July 28, 2025.

Earnings Date	Jul 28, 2025
Ex-Dividend Date	May 19, 2025

Share Statistics

Current Share Class	28.43M
Shares Outstanding	n/a
Shares Change (YoY)	-18.99%
Shares Change (QoQ)	-9.44%
Owned by Insiders (%)	n/a
Owned by Institutions (%)	n/a
Float	25.97M

Valuation Ratios

The trailing PE ratio is 12.84 and the forward PE ratio is 8.32.

PE Ratio	12.84
Forward PE	8.32
PS Ratio	2.74
PB Ratio	1.25
P/TBV Ratio	n/a
P/FCF Ratio	6.01
P/OCF Ratio	5.98
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 8.93, with an EV/FCF ratio of 9.30.

EV / Earnings	19.87
EV / Sales	4.42
EV / EBITDA	8.93
EV / EBIT	10.45
EV / FCF	9.30

Financial Position

The company has a current ratio of 56.78, with a Debt / Equity ratio of 0.63.

Current Ratio	56.78
Quick Ratio	56.78
Debt / Equity	0.63
Debt / EBITDA	3.78
Debt / FCF	3.01
Interest Coverage	4.30

Financial Efficiency

Return on equity (ROE) is 13.67% and return on invested capital (ROIC) is 4.96%.

Return on Equity (ROE)	13.67%
Return on Assets (ROA)	4.17%
Return on Invested Capital (ROIC)	4.96%
Return on Capital Employed (ROCE)	6.81%
Revenue Per Employee	384,654
Profits Per Employee	81,967
Employee Count	4,100
Asset Turnover	0.23
Inventory Turnover	n/a

Taxes

In the past 12 months, LON:0HAQ has paid 119.66 million in taxes.

Income Tax	119.66M
Effective Tax Rate	19.43%

Stock Price Statistics

The stock price has increased by +30.36% in the last 52 weeks. The beta is 1.08, so LON:0HAQ's price volatility has been similar to the market average.

Beta (5Y)	1.08
52-Week Price Change	+30.36%
50-Day Moving Average	174.01
200-Day Moving Average	177.95
Relative Strength Index (RSI)	68.17
Average Volume (20 Days)	19

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)	2.62

Income Statement

In the last 12 months, LON:0HAQ had revenue of GBP 1.58 billion and earned 336.07 million in profits. Earnings per share was 10.20.

Revenue	1.58B
Gross Profit	876.47M
Operating Income	457.97M
Pretax Income	615.86M
Net Income	336.07M
EBITDA	549.46M
EBIT	457.97M
Earnings Per Share (EPS)	10.20

Balance Sheet

The company has 683.43 million in cash and 2.16 billion in debt, giving a net cash position of -1.48 billion.

Cash & Cash Equivalents	683.43M
Total Debt	2.16B
Net Cash	-1.48B
Net Cash Per Share	n/a
Equity (Book Value)	3.46B
Book Value Per Share	83.37
Working Capital	1.17B

Cash Flow

In the last 12 months, operating cash flow was 721.20 million and capital expenditures -3.10 million, giving a free cash flow of 718.11 million.

Operating Cash Flow	721.20M
Capital Expenditures	-3.10M
Free Cash Flow	718.11M
FCF Per Share	n/a

Margins

Gross margin is 55.58%, with operating and profit margins of 29.04% and 21.31%.

Gross Margin	55.58%
Operating Margin	29.04%
Pretax Margin	39.05%
Profit Margin	21.31%
EBITDA Margin	34.84%
EBIT Margin	29.04%
FCF Margin	45.53%

Dividends & Yields

This stock pays an annual dividend of 0.03, which amounts to a dividend yield of 0.02%.

Dividend Per Share	0.03
Dividend Yield	0.02%
Dividend Growth (YoY)	-1.86%
Years of Dividend Growth	n/a
Payout Ratio	0.32%
Buyback Yield	18.99%
Shareholder Yield	19.01%
Earnings Yield	7.79%
FCF Yield	16.64%

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 2.53 and a Piotroski F-Score of 7. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score	2.53
Piotroski F-Score	7