Affiliated Competitors
| MGR Stock | USD 21.45 0.18 0.85% |
Affiliated Managers vs Safeplus International Correlation
Modest diversification
The correlation between Affiliated Managers Group and BIPH is 0.27 (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 BIPH in the same portfolio, assuming nothing else is changed.
Moving together with Affiliated Stock
Moving against Affiliated Stock
As of 02/07/2026, Return On Capital Employed is likely to grow to 0.14, while Return On Tangible Assets are likely to drop 0.08. At this time, Affiliated Managers' Non Current Assets Total are relatively stable compared to the past year. As of 02/07/2026, Other Assets is likely to grow to about 10.7 B, though Non Currrent Assets Other are likely to grow to (3.7 B).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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| THG | 0.85 | 0.05 | (0.02) | 7.11 | 1.25 | 1.71 | 6.34 | |||
| EQH | 1.35 | (0.19) | 0.00 | (0.07) | 0.00 | 2.67 | 7.60 | |||
| MTG | 1.04 | (0.06) | (0.04) | (0.01) | 2.02 | 2.19 | 12.13 | |||
| MKTX | 1.11 | 0.02 | (0.02) | 0.17 | 1.62 | 2.52 | 9.15 | |||
| CG | 1.57 | 0.09 | 0.00 | (0.53) | 2.23 | 3.24 | 11.01 | |||
| OBDC | 1.17 | (0.22) | 0.00 | (0.16) | 0.00 | 2.50 | 7.19 | |||
| PB | 1.13 | 0.12 | 0.06 | 0.23 | 1.66 | 3.08 | 11.82 | |||
| CUBI | 1.54 | 0.08 | 0.05 | 0.14 | 1.85 | 3.73 | 14.63 | |||
| OMF | 1.27 | (0.05) | (0.02) | 0.03 | 1.72 | 2.76 | 10.41 | |||
| BIPH | 0.51 | 0.00 | (0.09) | 0.05 | 0.74 | 0.97 | 3.16 |
Cross Equities Net Income Analysis
Compare Affiliated Managers and related stocks such as Hanover Insurance, Axa Equitable Holdings, and MGIC Investment Corp Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THG | 133.9 M | 36.7 M | 55.9 M | 251 M | 282 M | 331.5 M | 155.1 M | 186.2 M | 391 M | 425.1 M | 358.7 M | 422.8 M | 116 M | 35.3 M | 426 M | 662.5 M | 695.6 M |
| EQH | 1.6 B | 1.6 B | 1.6 B | 1.6 B | 1.6 B | 333 M | 1.3 B | 834 M | 1.9 B | (1.8 B) | (648 M) | 1.8 B | 2.2 B | 1.3 B | 1.3 B | (1.4 B) | (1.3 B) |
| MTG | 75 M | (485.9 M) | (927.1 M) | (49.8 M) | 251.9 M | 1.2 B | 342.5 M | 355.8 M | 670.1 M | 673.8 M | 446.1 M | 635 M | 865.3 M | 712.9 M | 763 M | 738.3 M | 775.3 M |
| MKTX | (65.1 M) | 47.7 M | 60.1 M | 76 M | 74.8 M | 96 M | 126.2 M | 148.1 M | 172.9 M | 204.9 M | 299.4 M | 257.9 M | 250.2 M | 258.1 M | 274.2 M | 315.3 M | 331.1 M |
| CG | (608.2 M) | 1.4 B | 20.3 M | 104.1 M | 85.8 M | (18.4 M) | 6.4 M | 244.1 M | 116.5 M | 380.9 M | 348.2 M | 3 B | 1.2 B | (608.4 M) | 1 B | 1.2 B | 1.2 B |
| OBDC | 16.6 M | 16.6 M | 16.6 M | 16.6 M | 16.6 M | 16.6 M | 16.6 M | 103.7 M | 202.2 M | 498 M | 387.7 M | 624.9 M | 466.4 M | 793.3 M | 595 M | 684.2 M | 450.7 M |
| PB | 3.6 M | 141.7 M | 167.9 M | 221.4 M | 297.4 M | 286.6 M | 274.5 M | 272.2 M | 321.8 M | 332.6 M | 528.9 M | 519.3 M | 524.5 M | 419.3 M | 479.4 M | 542.8 M | 570 M |
| CUBI | (825 K) | 4 M | 23.8 M | 32.7 M | 43.2 M | 58.6 M | 78.7 M | 78.8 M | 71.7 M | 79.3 M | 132.6 M | 314.6 M | 228 M | 250.1 M | 181.5 M | 224.1 M | 235.3 M |
| OMF | 207.9 M | (241.7 M) | (217.7 M) | (19 M) | 463 M | (220 M) | 215 M | 183 M | 447 M | 855 M | 730 M | 1.3 B | 872 M | 641 M | 509 M | 783 M | 822.1 M |
| BIPH | (14.5 M) | (108 M) | (108 M) | (108 M) | 101 M | 276 M | 276 M | (11 M) | 163 M | 121 M | 121 M | 613 M | 87 M | 57 M | 57 M | 125 M | 106.9 M |
Affiliated Managers and related stocks such as Hanover Insurance, Axa Equitable Holdings, and MGIC Investment Corp 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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Additional Tools for Affiliated Stock Analysis
When running Affiliated Managers' price analysis, check to measure Affiliated Managers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Affiliated Managers is operating at the current time. Most of Affiliated Managers' value examination focuses on studying past and present price action to predict the probability of Affiliated Managers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Affiliated Managers' price. Additionally, you may evaluate how the addition of Affiliated Managers to your portfolios can decrease your overall portfolio volatility.