AMG PEER ANALYSIS

Affiliated Managers Group, Inc. — metric-by-metric comparison with peers and the industry median

AMGAffiliated Managers Group, Inc.

🇺🇸 USA · NYSE · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

AMGIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	AMG	IGM	HEDEF	AFI	CVC	ARG	Ind. Median
P/E	13.11	16.39	183.76	31.89	12.41●	25.67	19.08
P/B	3.20	2.10	49.37	1.06	9.07	1.02●	2.10
EV/EBITDA	8.13●	15.12	123.99	—	10.79	23.97	10.38
P/S	—	—	—	—	—	—	27.64

Financial Health
Metric	AMG	IGM	HEDEF	AFI	CVC	ARG	Ind. Median
Current Ratio	1.14	1.36	0.04	3.65	12.44●	1.41	3.81
Debt/Equity	94.5%	81.9%	0.3%	—	110.2%	0.1%●	18.1%
NetDebt/EBITDA	1.66	3.74	0.00	—	0.73	-0.05●	0.18

Profitability
Metric	AMG	IGM	HEDEF	AFI	CVC	ARG	Ind. Median
Net Margin	31.9%	30.0%	63.1%	85.0%	63.6%	91.9%●	16.7%
ROE	24.0%	13.7%	37.6%	3.3%	90.9%●	4.0%	9.4%
ROA	8.3%	5.5%	31.1%●	2.7%	22.6%	3.5%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	AMG	IGM	HEDEF	AFI	CVC	ARG	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	73.9%	21.9%	—	-7.6%	425.1%●	8.2%	14.6%
Div. Yield	0.0%	2.9%	0.0%	3.9%	3.6%	4.3%●	1.4%
Payout	0.1%	46.2%	0.0%	107.4%	40.1%	104.5%	11.6%

Valuation
Metric	AMG	SEIC	JHG	IVZ	EQH	CRBG	Ind. Median
P/E	13.11	16.18	10.14●	—	—	59.16	19.08
P/B	3.20	4.87	1.51	1.01●	48.84	1.34	2.10
EV/EBITDA	8.13	11.67	6.48	16.60	-47.50●	15.80	10.38
P/S	—	—	—	—	—	—	27.64

Financial Health
Metric	AMG	SEIC	JHG	IVZ	EQH	CRBG	Ind. Median
Current Ratio	1.14	4.52●	3.89	0.53	0.56	—	3.81
Debt/Equity	94.5%	2.8%●	7.6%	86.0%	2,537.4%	101.1%	18.1%
NetDebt/EBITDA	1.66	-0.33	-2.54	7.29	-68.53●	6.66	0.18

Profitability
Metric	AMG	SEIC	JHG	IVZ	EQH	CRBG	Ind. Median
Net Margin	31.9%●	31.2%	24.2%	-3.7%	-7.3%	3.9%	16.7%
ROE	24.0%	31.4%●	15.6%	-1.8%	-61.5%	2.2%	9.4%
ROA	8.3%	25.3%●	10.3%	-0.9%	-0.3%	0.1%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	AMG	SEIC	JHG	IVZ	EQH	CRBG	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	73.9%	22.8%	94.0%●	—	—	-64.4%	14.6%
Div. Yield	0.0%	1.1%	1.5%	3.2%	1.8%	3.4%●	1.4%
Payout	0.1%	17.0%	24.4%	-231.6%	-45.9%	200.8%	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 7, 26. This content is for informational purposes only and is not investment advice.