Affiliated Competitors
| AMG Stock | USD 301.55 9.69 3.11% |
Affiliated Managers vs Blue Owl Correlation
Modest diversification
The correlation between Affiliated Managers Group and OTF is 0.22 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Affiliated Managers Group and OTF in the same portfolio, assuming nothing else is changed.
Moving together with Affiliated Stock
| 0.91 | LBS | Life Banc Split | PairCorr |
| 0.95 | DFN | Dividend 15 Split | PairCorr |
| 0.85 | CSOC-A | Canso Select Opportu | PairCorr |
| 0.94 | DGS | Dividend Growth Split | PairCorr |
| 0.92 | ASA | ASA Gold | PairCorr |
Moving against Affiliated Stock
| 0.4 | MFIC | MidCap Financial Inv | PairCorr |
| 0.35 | QUE | Queste Communications | PairCorr |
| 0.34 | NMFC | New Mountain Finance | PairCorr |
Affiliated Managers Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Affiliated Managers and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Affiliated and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Affiliated Managers does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Affiliated Stock performing well and Affiliated Managers Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Affiliated Managers' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| JHG | 0.61 | 0.14 | 0.15 | 0.30 | 0.62 | 1.57 | 4.84 | |||
| SHNWF | 0.91 | 0.35 | 0.00 | (0.61) | 0.00 | 4.38 | 13.69 | |||
| HLNE | 1.52 | (0.03) | (0.01) | 0.02 | 1.89 | 2.58 | 10.07 | |||
| ATCO | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| ICGUF | 0.17 | 0.01 | 0.00 | (0.03) | 0.00 | 0.00 | 5.20 | |||
| ONEXF | 1.09 | (0.15) | 0.00 | (0.10) | 0.00 | 1.88 | 9.02 | |||
| VCTR | 1.26 | 0.17 | 0.12 | 0.16 | 1.34 | 2.69 | 6.84 | |||
| REVNF | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| PSEC | 1.54 | 0.05 | 0.02 | 0.10 | 1.71 | 4.67 | 11.08 | |||
| OTF | 1.41 | (0.26) | 0.00 | (0.47) | 0.00 | 2.48 | 10.23 |
Cross Equities Net Income Analysis
Compare Affiliated Managers and related stocks such as Janus Henderson Group, Schroders PLC, and Hamilton Lane Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JHG | 0.0 | 52.8 M | 171.6 M | 206.3 M | 402.3 M | 329.8 M | 189 M | 655.5 M | 523.8 M | 427.6 M | 130.3 M | 620 M | 372.4 M | 392 M | 408.9 M | 798.3 M | 838.2 M |
| PSEC | 8.8 M | 190.9 M | 220.9 M | 319 M | 346.3 M | 103.4 M | 252.9 M | 299.9 M | 144.5 M | (16.2 M) | 963.8 M | 582.6 M | (101.6 M) | 262.8 M | (469.9 M) | (540.4 M) | (513.4 M) |
| OTF | 122.1 M | 122.1 M | 122.1 M | 122.1 M | 122.1 M | 122.1 M | 122.1 M | 122.1 M | 122.1 M | 122.1 M | 122.1 M | 424.8 M | 19 M | 369.1 M | 319.2 M | 367.1 M | 275.9 M |
Affiliated Managers and related stocks such as Janus Henderson Group, Schroders PLC, and Hamilton Lane Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Affiliated Managers financial statement analysis. It represents the amount of money remaining after all of Affiliated Managers Group operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Affiliated Managers Competitive Analysis
The better you understand Affiliated Managers competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Affiliated Managers' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Affiliated Managers' competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Affiliated Managers Competition Performance Charts
Five steps to successful analysis of Affiliated Managers Competition
Affiliated Managers' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Affiliated Managers in relation to its competition. Affiliated Managers' competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Affiliated Managers in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Affiliated Managers' competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Affiliated Managers, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out Affiliated Managers Correlation with its peers. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Can Asset Management & Custody Banks industry sustain growth momentum? Does Affiliated have expansion opportunities? Factors like these will boost the valuation of Affiliated Managers. If investors know Affiliated will grow in the future, the company's valuation will be higher. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Affiliated Managers demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Quarterly Earnings Growth 0.818 | Dividend Share 0.04 | Earnings Share 16.87 | Revenue Per Share | Quarterly Revenue Growth 0.022 |
Affiliated Managers's market price often diverges from its book value, the accounting figure shown on Affiliated's balance sheet. Smart investors calculate Affiliated Managers' intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. Since Affiliated Managers' trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Understanding that Affiliated Managers' value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Affiliated Managers represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. However, Affiliated Managers' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
