| P/E (FY) | 16.3 | Sales (TTM) | $2.12B |
| Earnings (TTM) | $754.6M | ROE | 21.77% |
| Net Margin | 34.54% | ROIC | — |
| Debt / Equity | 0.83 | TD / EBITDA | — |
| EPS Growth 3Y | −3.56% | Sales Growth 3Y | −3.79% |
Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing services to mutual funds, institutional clients, retail clients, and high-net-worth individuals in the United States. It provides advisory and sub-advisory services to mutual funds distributed directly and through intermediaries, and offers institutional investment products across value and growth equity styles, emerging markets, and quantitative, alternative, and fixed income strategies, including asset management for foundations and endowments.
| Market Cap | $9.78B | Trading Days | 5293 |
| 52W High | 382.75 |
| 52W Low | 200.00 |
| % Off High | −3.30% |
| YTD | 28.40% | 1Y | 74.14% |
| 3Y | 168.19% | 5Y | 137.80% |
| 10Y | 161.30% | Since incept. (ann.) | 8.27% |
US 72% · GB 25% · OTHER 3%
| Ann. Volatility (1Y) | 32.56% | Ann. Volatility (3Y) | 28.62% |
| Sharpe (1Y) | 1.89 | Sharpe (3Y) | 1.29 |
| Max Drawdown (1Y) | −19.72% | Max Drawdown (3Y) | −26.97% |
| Beta (3Y, vs SPY) | 0.78 |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| HLI | HOULIHAN LOKEY, INC. | $9.96B | 23.4 |
| JHG | JANUS HENDERSON GROUP PLC | $8.00B | 9.9 |
| MORN | Morningstar, Inc. | $7.38B | 21.9 |
| IVZ | Invesco Ltd. | $13.05B | — |
| EVR | Evercore Inc. | $14.35B | 24.2 |
| OWL | BLUE OWL CAPITAL INC. | $6.49B | 98.1 |
| VCTR | Victory Capital Holdings, Inc. | $6.28B | 24.6 |
| TPG | TPG Inc. | $16.37B | 97.2 |
| CG | Carlyle Group Inc. | $16.73B | 21.3 |
| BEN | FRANKLIN RESOURCES INC | $17.32B | 36.6 |
| LAZ | Lazard, Inc. | $4.78B | 19.7 |
| FHI | FEDERATED HERMES, INC. | $4.55B | 11.8 |
