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AFFILIATED MANAGERS GROUP, INC.

AMG

$372.30 ▼ -3.51 (-0.93%) at close

19 Visible periods

32 Metrics

Peer-ranked Benchmarks

Price Chart

Health

Good

Bullish

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Analytical Summary

AFFILIATED MANAGERS GROUP, INC. shows strong fundamentals with top-quartile Return on Common Equity (%) and Profit Margin (%). The company's metrics support a bullish outlook for growth-oriented investors.

Market Cap $10.6B

Dividend Yield 0.01%

Revenue Growth 1.6% ↗

Op. Margin —

ROIC None

FCF / Share $33.93 ↗

Trailing P/E 14.8x

Price / Book 3.3x

FCF Yield 9.1%

Debt / Equity 0.83

info Valuation on last close. End-of-day price, Aug 6, 2026.

19-Year Financial Trajectory

Annual

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$2.07B

↑ +1.6% —

Net Income Profit after all expenses

$716.60M

↑ +40.1% —

FCF / Share Free cash flow per share

$33.93

↑ +13.6% —

Long-Term Debt Long-term obligations

$2.69B

↑ +2.7% —

trending_up

Bullish Indicators

Profit Margin (%)Profit Margin (%) is in the top quartile
Return on Common Equity (%)Return on Common Equity (%) is in the top quartile

warning

Bearish Risks

No bearish risks detected.

Health Breakdown

Profitability →

Returns ↑

Financial Health ↓

Cash Quality ↓

Dividend History

Dividend / share · sourced from SEC filings

$0.04 Latest / share

+0.0% YoY

FY 2014

FY 2015

$0.00

FY 2016

$0.80

FY 2017

$1.20

FY 2018

$1.28

FY 2019

$0.35

FY 2020

$0.04

FY 2021

$0.04

FY 2022

$0.04

FY 2023

$0.04

FY 2024

$0.04

FY 2025

Financial view

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📈 Is growth accelerating? 7 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗
Revenue Growth YoY (%)	1.6% Caution ↑ Caution Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-73%)	-0.8% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-114%)	-11.7% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-294%)	-3.4% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-157%)	19.0% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+216%)	-9.5% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-258%)	-5.8% Weak Weak Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-197%)	3.2% Caution Caution Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-47%)	—	—	—	—	—	—	—	—	—	—	—
EPS Growth YoY (%)	53.1% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-14.2% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	-35.6% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	118.1% Excellent ↓ Excellent Declining Year-over-year change in earnings per share Optimal: > 10%	214.5% Excellent ↓ Excellent Declining Year-over-year change in earnings per share Optimal: > 10%	1300.0% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-93.2% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	-63.0% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	40.9% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-6.8% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	14.0% Fair ↓ Fair Declining Year-over-year change in earnings per share Optimal: > 10%	21.1% Good ↓ Good Declining Year-over-year change in earnings per share Optimal: > 10%	102.1% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	5.7% Fair ↓ Fair Declining Year-over-year change in earnings per share Optimal: > 10%	8.9% Fair Fair Year-over-year change in earnings per share Optimal: > 10%	102.8% Excellent Excellent Year-over-year change in earnings per share Optimal: > 10%	N/M	—	—
Net Income Growth YoY (%)	40.1% Excellent ↑ Excellent Improving Year-over-year change in net income	-24.0% Weak ↓ Weak Declining Year-over-year change in net income	-41.3% Weak ↓ Weak Declining Year-over-year change in net income	102.6% Excellent ↓ Excellent Declining Year-over-year change in net income	179.8% Excellent ↓ Excellent Declining Year-over-year change in net income	1187.9% Excellent ↑ Excellent Improving Year-over-year change in net income	-93.6% Weak ↓ Weak Declining Year-over-year change in net income	-64.7% Weak ↓ Weak Declining Year-over-year change in net income	45.8% Excellent ↑ Excellent Improving Year-over-year change in net income	-7.2% Weak ↓ Weak Declining Year-over-year change in net income	12.7% Fair ↓ Fair Declining Year-over-year change in net income	25.4% Excellent ↓ Excellent Declining Year-over-year change in net income	107.2% Excellent ↑ Excellent Improving Year-over-year change in net income	5.5% Fair ↓ Fair Declining Year-over-year change in net income	19.0% Good Good Year-over-year change in net income	133.0% Excellent Excellent Year-over-year change in net income	N/M	—	—
FCF Growth YoY (%)	13.6% Fair ↑ Fair Improving Year-over-year change in free cash flow	21.6% Good ↑ Good Improving Year-over-year change in free cash flow	-9.4% Weak ↓ Weak Declining Year-over-year change in free cash flow	-10.1% Weak ↓ Weak Declining Year-over-year change in free cash flow	40.0% Excellent ↑ Excellent Improving Year-over-year change in free cash flow	18.2% Good ↑ Good Improving Year-over-year change in free cash flow	-13.0% Weak ↓ Weak Declining Year-over-year change in free cash flow	1.8% Caution ↑ Caution Improving Year-over-year change in free cash flow	8.2% Fair Fair Year-over-year change in free cash flow	-11.8% Weak Weak Year-over-year change in free cash flow	—	—	—	—	—	—	-55.4% Weak Weak Year-over-year change in free cash flow	—	—
Revenue CAGR 3Y (%)	-3.8% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	-5.4% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	0.5% Weak ↑ Weak Improving Compound annual revenue growth over 3 years	1.3% Weak ↑ Weak Improving Compound annual revenue growth over 3 years	0.5% Weak Weak Compound annual revenue growth over 3 years	-4.2% Weak Weak Compound annual revenue growth over 3 years	—	—	—	—	—	—	—	—	—	—	—	—	—
Revenue CAGR 5Y (%)	0.5% Weak ↑ Weak Improving Compound annual revenue growth over 5 years	-1.8% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	-2.9% Weak Weak Compound annual revenue growth over 5 years	0.2% Weak Weak Compound annual revenue growth over 5 years	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
EPS CAGR 3Y (%)	-5.4% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	6.4% Fair ↓ Fair Declining Compound annual EPS growth over 3 years	64.1% Excellent ↓ Excellent Declining Compound annual EPS growth over 3 years	357.9% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	44.2% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	-29.3% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	-67.1% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	-21.4% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	14.4% Good ↓ Good Declining Compound annual EPS growth over 3 years	8.7% Fair ↓ Fair Declining Compound annual EPS growth over 3 years	40.8% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	37.2% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	32.5% Excellent Excellent Compound annual EPS growth over 3 years	32.6% Excellent Excellent Compound annual EPS growth over 3 years	—	—	—	—	—

💰 Are margins durable? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗
Effective Tax Rate (%) (%)	23.8% Fair ↑ Fair Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	19.8% Good → Good Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	17.0% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	20.5% Good ↑ Good Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	22.0% Fair ↑ Fair Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	16.0% Good ↑ Good Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	0.9% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	25.4% Caution ↑ Caution Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	5.5% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	24.2% Fair → Fair Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	24.2% Fair ↑ Fair Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	22.5% Fair ↑ Fair Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	22.5% Fair ↑ Fair Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	16.9% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	20.6% Good Good Actual taxes paid relative to pre-tax income Optimal: 15-25%	24.2% Fair Fair Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	—	—
Profit Margin (%) (%)	34.5% Excellent → Excellent Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+57%)	25.1% Excellent ↓ Excellent Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+14%)	32.7% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+49%)	49.2% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+124%)	23.4% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+7%)	10.0% Caution ↓ Caution Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-55%)	0.7% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-97%)	10.2% Fair Fair Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-53%)	29.9% Excellent Excellent Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+36%)	—	—	—	—	—	—	—	—	—	—
FCF Margin (%) (%)	46.6% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	45.5% Excellent → Excellent Stable Free cash flow as a percentage of revenue Optimal: > 10%	41.9% Excellent ↓ Excellent Declining Free cash flow as a percentage of revenue Optimal: > 10%	44.8% Excellent ↓ Excellent Declining Free cash flow as a percentage of revenue Optimal: > 10%	51.8% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	49.4% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	41.1% Excellent ↓ Excellent Declining Free cash flow as a percentage of revenue Optimal: > 10%	47.2% Excellent Excellent Free cash flow as a percentage of revenue Optimal: > 10%	50.0% Excellent Excellent Free cash flow as a percentage of revenue Optimal: > 10%	—	—	—	—	—	—	—	—	—	—
FCF / Net Income (x)	1.35x Good → Good Stable Free cash flow relative to reported net income Optimal: > 1x	1.82x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	1.28x Good ↓ Good Declining Free cash flow relative to reported net income Optimal: > 1x	0.91x Caution ↓ Caution Declining Free cash flow relative to reported net income Optimal: > 1x	2.21x Excellent ↓ Excellent Declining Free cash flow relative to reported net income Optimal: > 1x	4.95x Excellent ↓ Excellent Declining Free cash flow relative to reported net income Optimal: > 1x	58.57x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	4.61x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	1.67x Excellent ↓ Excellent Declining Free cash flow relative to reported net income Optimal: > 1x	2.18x Excellent Excellent Free cash flow relative to reported net income Optimal: > 1x	2.30x Excellent Excellent Free cash flow relative to reported net income Optimal: > 1x	—	—	—	—	—	4.05x Excellent Excellent Free cash flow relative to reported net income Optimal: > 1x	-376.16x Weak Weak Free cash flow relative to reported net income Optimal: > 1x	—

🎯 Is capital allocation efficient? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗
Return on Invested Capital (%)	—	—	—	—	—	—	—	—	—	17.5% Excellent → Excellent Stable Return earned on debt + equity capital invested Optimal: > 10%	18.2% Excellent → Excellent Stable Return earned on debt + equity capital invested Optimal: > 10%	18.1% Excellent → Excellent Stable Return earned on debt + equity capital invested Optimal: > 10%	18.5% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	16.0% Excellent ↓ Excellent Declining Return earned on debt + equity capital invested Optimal: > 10%	20.7% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	15.8% Excellent Excellent Return earned on debt + equity capital invested Optimal: > 10%	17.1% Excellent Excellent Return earned on debt + equity capital invested Optimal: > 10%	—	—
Return on Capital (%) (%)	—	—	—	—	—	—	—	—	—	11.8% Good ↑ Good Improving Operating profit relative to total assets Optimal: > 10%	10.7% Good ↑ Good Improving Operating profit relative to total assets Optimal: > 10%	10.6% Good ↑ Good Improving Operating profit relative to total assets Optimal: > 10%	10.0% Good ↑ Good Improving Operating profit relative to total assets Optimal: > 10%	6.5% Caution ↓ Caution Declining Operating profit relative to total assets Optimal: > 10%	9.3% Fair ↑ Fair Improving Operating profit relative to total assets Optimal: > 10%	7.1% Fair Fair Operating profit relative to total assets Optimal: > 10%	7.1% Fair Fair Operating profit relative to total assets Optimal: > 10%	—	—
Return on Common Equity (%) (%)	22.1% Excellent → Excellent Stable Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+84%)	15.3% Good ↓ Good Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+27%)	18.8% Good ↓ Good Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+56%)	35.5% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+196%)	20.3% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+69%)	7.3% Caution ↓ Caution Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-39%)	0.5% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-96%)	7.0% Caution ↓ Caution Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-41%)	18.0% Good ↑ Good Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+50%)	13.1% Fair ↓ Fair Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+9%)	18.0% Good ↑ Good Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+50%)	17.2% Good ↑ Good Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+43%)	16.9% Good ↑ Good Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+41%)	8.3% Caution ↑ Caution Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-30%)	8.8% Caution ↑ Caution Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-26%)	7.7% Caution Caution Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-36%)	5.4% Caution Caution Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-55%)	—	—

⚖️ Is the balance sheet risky? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗
Debt to Equity (x)	0.83x Fair ↑ Fair Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-31%)	0.78x Fair → Fair Stable Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-35%)	0.71x Fair ↓ Fair Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-41%)	0.78x Fair → Fair Stable Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-35%)	0.89x Fair ↑ Fair Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-26%)	0.83x Fair ↑ Fair Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-31%)	0.61x Fair ↑ Fair Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-49%)	0.53x Good ↑ Good Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-56%)	0.21x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-82%)	0.24x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-80%)	0.23x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-81%)	0.33x Good Good Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-73%)	0.25x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-80%)	—	—	—	—	—	—
Interest Coverage (x)	—	—	—	—	—	—	—	—	—	11.57x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	9.39x Good ↑ Good Improving Operating income divided by interest expense Optimal: > 5x	10.64x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	7.26x Good ↑ Good Improving Operating income divided by interest expense Optimal: > 5x	4.82x Fair ↓ Fair Declining Operating income divided by interest expense Optimal: > 5x	6.59x Good ↑ Good Improving Operating income divided by interest expense Optimal: > 5x	5.65x Good ↑ Good Improving Operating income divided by interest expense Optimal: > 5x	3.71x Fair Fair Operating income divided by interest expense Optimal: > 5x	5.00x Fair Fair Operating income divided by interest expense Optimal: > 5x	—
Net Debt (USD)	$2.11B	$1.67B	$1.72B	$2.11B	$1.58B	$1.27B	$1.25B	$1.26B	$369.50M	$437.80M	$79.50M	$304.40M	$55.40M	$-430.40M	$-449.50M	$-313.30M	$-259.49M	$-396.43M	$-222.95M
Debt / EBITDA (x)	—	—	—	—	—	—	—	—	—	0.84x Excellent → Excellent Stable Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.77x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.05x Good Good Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.68x Excellent Excellent Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	—	—	—	—	—	—

📊 What does each share earn? 7 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗
Revenue per Share (USD)	$72.79	$65.62	$58.63	$60.51	$58.13	$43.60	$44.35	$44.37	$41.16	—	—	—	—	—	—	—	—	—	—
Basic EPS, GAAP (USD)	$25.18	$16.45	$19.18	$29.77	$13.65	$4.34	$0.31	$4.55	$12.30	$8.73	$9.37	$8.22	$6.79	$3.36	$3.18	$2.92	$1.44	$-0.03	—
Free Cash Flow per Share (USD)	$33.93	$29.86	$24.56	$27.10	$30.14	$21.52	$18.21	$20.93	$20.57	$19.01	$21.55	—	—	—	—	—	$5.81	$13.04	—
Dividend per Share (USD)	$0.04	$0.04	$0.04	$0.04	$0.04	$0.35	$1.28	$1.20	$0.80	$0.00	—	—	—	—	—	—	—	—	—
Book Value per Share (USD)	$113.63	$107.57	$102.22	$83.90	$67.14	$59.78	$50.21	$59.10	$65.34	$61.87	$50.84	$47.08	$39.60	$38.67	$34.62	$33.40	$24.23	—	—
Tangible Book Value per Share (USD)	$-32.71	$-30.14	$-21.31	$-33.62	$-45.04	$-20.01	$-15.32	$-8.31	$-4.96	$-8.65	$-27.20	$-32.33	$-30.95	$-34.44	$-29.17	$-32.33	$-19.11	—	—
Basic Weighted Avg Shares (shares)	28.50M	31.10M	35.10M	38.50M	41.50M	46.50M	50.50M	53.60M	56.00M	54.20M	54.30M	55.00M	53.10M	51.70M	51.80M	47.40M	41.39M	38.21M	—

🏦 How resilient is the balance sheet? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗
Working Capital (USD)	—	—	—	—	—	—	—	—	—	—	—	—	—	$536.50M	$458.80M	$363.50M	$358.47M	—	—
LT Debt (USD)	$2.69B	$2.62B	$2.54B	$2.54B	$2.49B	$2.31B	$1.79B	$1.83B	$809.00M	$868.60M	$643.30M	$855.00M	$525.00M	—	—	—	—	—	—
Total Equity (USD)	$3.24B	$3.35B	$3.59B	$3.23B	$2.79B	$2.78B	$2.94B	$3.46B	$3.82B	$3.62B	$2.84B	$2.63B	$2.13B	$2.08B	$1.87B	$1.80B	$1.11B	—	—

📋 What is driving earnings? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗	FY 2017 Dec 31, 2017 10-K ↗	FY 2016 Dec 31, 2016 10-K ↗	FY 2015 Dec 31, 2015 10-K ↗	FY 2014 Dec 31, 2014 10-K ↗	FY 2013 Dec 31, 2013 10-K ↗	FY 2012 Dec 31, 2012 10-K ↗	FY 2011 Dec 31, 2011 10-K ↗	FY 2010 Dec 31, 2010 10-K ↗	FY 2009 Dec 31, 2009 10-K ↗	FY 2008 Dec 31, 2008 10-K ↗	FY 2007 Dec 31, 2007 10-K ↗
Sales/Revenue/Turnover (USD)	$2.07B	$2.04B	$2.06B	$2.33B	$2.41B	$2.03B	$2.24B	$2.38B	$2.31B	—	—	—	—	—	—	—	—	—	—
Depreciation Expense (USD)	—	—	—	—	—	—	—	—	—	—	—	—	$142.20M	$214.10M	$112.70M	$74.10M	—	—	—
Net Income, GAAP (USD)	$716.60M	$511.60M	$672.90M	$1.15B	$565.70M	$202.20M	$15.70M	$243.60M	$689.50M	$472.80M	$509.50M	$452.10M	$360.50M	$174.00M	$164.90M	$138.60M	$59.47M	$-1.32M	—
Operating Cash Flow (USD)	$973.20M	$932.10M	$874.30M	$1.05B	$1.26B	$1.01B	$929.10M	$1.14B	$1.17B	$1.05B	$1.21B	—	—	—	—	—	$243.21M	$507.96M	—

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bar_chart Data from SEC EDGAR XBRL filings

Synced 1 week ago 19 years · 71 quarters

AFFILIATED MANAGERS GROUP, INC.

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