Affiliated Competitors

Stocks . USA . 
Stock . Affiliated Managers Group
MGRE Stock   24.33  0.07  0.29%   
Affiliated Managers competes with Janus Henderson, Blue Owl, Hamilton Lane, Main Street, and Athene Holding; as well as few others. Analyzing Affiliated Managers competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Affiliated Managers to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Affiliated Managers Correlation with its peers.

Affiliated Managers vs PennyMac Finl Correlation

Modest diversification

The correlation between Affiliated Managers Group and PFSI is 0.21 (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 PFSI in the same portfolio, assuming nothing else is changed.

Moving together with Affiliated Stock

  0.67MGRB Affiliated ManagersPairCorr
  0.68MGR Affiliated ManagersPairCorr

Moving against Affiliated Stock

  0.5SFB Stifel FinancialPairCorr
  0.5VFSWW VinFast AutoPairCorr
The current year's Return On Capital Employed is expected to grow to 0.14, whereas Return On Tangible Assets are forecasted to decline to 0.08. At present, Affiliated Managers' Asset Turnover is projected to slightly decrease based on the last few years of reporting.
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
23.8824.3324.78
Details
Intrinsic
Valuation
LowRealHigh
23.7324.1824.63
Details
Naive
Forecast
LowNextHigh
23.8624.3124.76
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
23.6924.2224.76
Details

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

HLNE
+ 0.87
JHG
MAIN
+ 0.85
JHG
MAIN
+ 0.84
HLNE
ATHS
+ 0.82
JHG
ATHS
+ 0.8
HLNE
ATHS
+ 0.7
MAIN
  

High negative correlations

PSEC
- 0.72
THG
THG
- 0.45
MAIN
THG
- 0.45
HLNE
THG
- 0.38
ATHS
THG
- 0.31
JHG
PSEC
- 0.23
EQH

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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
JHG  0.61  0.14  0.15  0.30  0.62 
(0.73)
 1.57 
(1.08)
 4.84 
OTF  1.41 (0.26) 0.00 (0.47) 0.00 
 0.00 
 2.48 
(2.93)
 10.23 
HLNE  1.72  0.19  0.09  0.15  2.00 
(1.81)
 3.63 
(3.51)
 10.57 
ATCO  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
MAIN  1.03  0.08  0.06  0.16  1.03 
(1.20)
 2.60 
(2.10)
 5.67 
ATHS  0.21  0.02 (0.05)(0.69) 0.23 
(0.23)
 0.36 
(0.56)
 1.28 
THG  0.84  0.06  0.02  0.73  1.22 
(0.82)
 1.71 
(2.02)
 6.34 
EQH  1.30 (0.22) 0.00 (0.15) 0.00 
 0.00 
 2.61 
(3.12)
 7.60 
PSEC  1.54  0.05  0.02  0.10  1.71 
(1.79)
 4.67 
(3.18)
 11.08 
PFSI  1.85 (0.31) 0.00 (0.20) 0.00 
 0.00 
 3.15 
(1.78)
 39.66 

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
MGRE JHG OTF HLNE MAIN ATHS THG EQH PSEC PFSI
 0.29 
 24.33 
Affiliated
 0.08 
 48.19 
Janus
 4.68 
 11.80 
Blue
 6.60 
 131.72 
Hamilton
 2.41 
 59.90 
Main
 0.36 
 25.29 
Athene
 1.71 
 178.06 
Hanover
 3.12 
 43.40 
Axa
 3.99 
 2.65 
Prospect
 1.50 
 97.52 
PennyMac
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Moderately volatile
Very steady
Market Performance
(90 Days Performance)
Weak
Good
Weakest
Weak
Soft
Mild
Weak
Weakest
Weak
Weakest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Tiny
Low
Low
Low
Average
Tiny
High
Fair
Tiny
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Under Valued
Under Valued
Fairly Valued
Fairly Valued
Under Valued
Under Valued
Fairly Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Strong Sell
Buy
Not Available
Hold
Hold
Strong Sell
Buy
Strong Buy
Strong Sell
Strong Buy
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Buy
Strong Hold
Strong Buy
Strong Hold
Sell
Cautious Hold
Cautious Hold
Buy
Hold
Current Ratio
N/A
4.85
N/A
1.43
0.42
N/A
0.36
2.58
0.57
1.24
Net Asset
N/A
8.29 B
6.72 B
1.69 B
5.12 B
24.49 B
16.95 B
295.87 B
6.8 B
29.39 B
Profit Margin
N/A
0.26
N/A
0.31
0.96
N/A
0.1
-0.0553
-0.38
0.14
EBITDA
N/A
564.7 M
514.17 M
384.89 M
538.71 M
5.63 B
887 M
948 M
(469.92 M)
1.51 B
Operating Margin
N/A
0.43
N/A
0.43
0.87
N/A
0.16
-0.89
0.72
0.15
Current Valuation
N/A
6.35 B
N/A
6.25 B
7.63 B
N/A
6.33 B
8 B
4.76 B
27.35 B
Price To Book
N/A
1.36
N/A
7.25
1.87
N/A
1.72
164.14
0.43
1.16
Retained Earnings
N/A
1.1 B
270.82 M
455.51 M
402.46 M
2.24 B
3.21 B
10.65 B
(1.25 B)
4.21 B
Current Asset
N/A
1.67 B
N/A
85.36 M
N/A
N/A
N/A
N/A
N/A
442.28 M
Five Year Return
N/A
5.13
N/A
1.66
6.44
N/A
2.05
N/A
11.21
N/A
Beta
N/A
1.54
N/A
1.29
0.78
N/A
0.32
1.09
0.86
1.54
Number Of Employees
N/A
2 K
N/A
750
104
N/A
4.9 K
8 K
N/A
4.9 K
Shares Outstanding
N/A
149.4 M
467 M
43.94 M
89.59 M
N/A
35.15 M
283.3 M
470.91 M
52.06 M
Cash Flow From Operations
N/A
322.7 M
221.8 M
323.52 M
(87.12 M)
(336 M)
806.4 M
1.64 B
178.92 M
(4.53 B)
Annual Yield
0.0522
0.0333
N/A
0.0159
0.0704
0.0225
0.0213
0.0241
0.2
0.0123
Total Debt
N/A
395.5 M
2.91 B
368.32 M
2.12 B
7.88 B
1.22 B
6.78 B
2.09 B
6.16 B
Return On Equity
N/A
0.16
5.32
0.32
0.19
N/A
0.21
-0.0769
-0.0529
0.12
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
0.0807
N/A
0.11
0.0594
N/A
0.0344
3.0E-4
0.0413
0.0181
Number Of Shares Shorted
N/A
2.4 M
N/A
2.46 M
6.07 M
N/A
710.64 K
7.68 M
34.93 M
1.21 M
Book Value Per Share
N/A
35.26
N/A
19.96
32.78
N/A
100.89
-3.18
6.45
82.77
Current Liabilities
N/A
695.98 M
N/A
84.92 M
N/A
N/A
N/A
N/A
N/A
1.52 B
Total Asset
N/A
8.29 B
6.72 B
1.69 B
5.12 B
24.49 B
16.95 B
295.87 B
6.8 B
29.39 B
Debt To Equity
N/A
0.078
N/A
0.41
1.0
N/A
0.34
0.71
0.54
2.73
Short Ratio
N/A
1.1
N/A
4.77
9.96
N/A
2.27
3.41
7.2
3.87
Target Price
N/A
50.14
N/A
181.14
63.43
N/A
198.75
62.0
2.5
133.0
Last Dividend Paid
N/A
1.2
N/A
2.11
3.0
N/A
N/A
1.04
0.56
1.2
Shares Owned By Institutions
N/A
92.94
N/A
89.47
23.55
N/A
90.36
99.52
18.77
63.43
Market Capitalization
N/A
7.44 B
7.27 B
7.87 B
5.37 B
N/A
6.26 B
12.44 B
1.3 B
5.08 B
Price To Earning
N/A
8.1
N/A
30.06
85.55
N/A
18.15
3.79
13.93
2.74
Price To Earnings To Growth
N/A
0.98
N/A
1.39
2.09
N/A
-23.25
1.71
1.59
4.67
Price To Sales
N/A
2.4
N/A
10.31
9.56
N/A
0.95
1.02
1.91
1.47
Net Income
N/A
798.3 M
319.23 M
217.42 M
508.08 M
(2.76 B)
662.5 M
1.31 B
(469.92 M)
501.08 M
Earnings Per Share
N/A
5.23
0.66
5.74
6.04
N/A
18.11
-4.68
-0.9
9.3
Shares Owned By Insiders
N/A
0.36
N/A
10.54
3.85
N/A
0.82
0.48
28.22
34.79
Revenue
N/A
3.1 B
536.94 M
712.96 M
724.68 M
20.69 B
6.59 B
11.66 B
(276.83 M)
4.36 B
Working Capital
N/A
1.9 B
N/A
199.33 M
N/A
N/A
N/A
N/A
N/A
5.8 B
Cash And Equivalents
N/A
1.23 B
N/A
83.05 M
43.38 M
N/A
435.5 M
6.96 B
43.4 M
1.52 B
Cash Per Share
N/A
13.23
N/A
2.23
0.59
N/A
4.63
15.03
0.11
28.96
Gross Profit
N/A
2.04 B
N/A
459.83 M
561.29 M
N/A
1.58 B
2.45 B
680.75 M
3.09 B
Day Typical Price
24.34
48.14
11.98
134.9
60.18
25.26
178.66
43.5
2.67
96.41
Accumulation Distribution
60.63
9131.1
135667.0
50205.67
26914.09
0.004
13091.69
264602.0
162929.0
46178.44
Market Facilitation Index
0.0
N/A
N/A
0.0
0.0
0.1
0.0
N/A
N/A
0.0
Daily Balance Of Power
(0.58)
0.1667
(0.85)
(0.94)
(0.82)
0.9
0.5783
(0.59)
(1.00)
0.3357
Period Momentum Indicator
(0.07)
0.04
(0.58)
(9.31)
(1.48)
0.09
2.99
(1.40)
(0.11)
1.44
Rate Of Daily Change
1.0
1.0
0.95
0.93
0.98
1.0
1.02
0.97
0.96
1.01
Day Median Price
24.34
48.11
12.07
136.49
60.32
25.25
178.96
43.55
2.69
95.85
Price Action Indicator
(0.04)
0.1
(0.56)
(9.42)
(1.16)
0.085
0.6
(0.85)
(0.09)
2.38
Coefficient Of Variation
2045.23
530.26
(786.68)
898.3
1174.2
949.6
1463.38
(1,053)
2282.59
(1,802)
Mean Deviation
0.3404
0.6097
1.41
1.72
1.03
0.2119
0.8359
1.3
1.54
1.85
Jensen Alpha
0.0029
0.1426
(0.26)
0.1855
0.0799
0.0198
0.0632
(0.22)
0.0524
(0.31)
Total Risk Alpha
(0.01)
0.1189
(0.33)
0.1357
0.0412
0.006
0.0142
(0.26)
(0.02)
(0.48)
Sortino Ratio
(0.05)
0.1482
N/A
0.0903
0.0567
(0.05)
0.0246
N/A
0.0238
N/A
Downside Variance
0.252
0.7245
N/A
5.19
1.44
0.0915
1.63
N/A
3.79
N/A
Standard Deviation
0.443
0.9079
1.86
2.25
1.33
0.2734
1.12
1.8
2.09
4.58
Kurtosis
0.1947
4.05
1.21
1.16
(0.12)
1.24
1.46
3.36
2.06
42.74
Potential Upside
0.7666
1.57
2.48
3.63
2.6
0.3633
1.71
2.61
4.67
3.15
Treynor Ratio
0.0468
0.3029
(0.47)
0.1527
0.1554
(0.69)
0.7264
(0.15)
0.0985
(0.20)
Maximum Drawdown
2.03
4.84
10.23
10.57
5.67
1.28
6.34
7.6
11.08
39.66
Variance
0.1962
0.8243
3.45
5.08
1.77
0.0748
1.25
3.23
4.35
20.94
Market Risk Adjusted Performance
0.0568
0.3129
(0.46)
0.1627
0.1654
(0.68)
0.7364
(0.14)
0.1085
(0.19)
Risk Adjusted Performance
0.0298
0.1435
(0.09)
0.0903
0.0684
0.0617
0.0546
(0.07)
0.0393
(0.03)
Skewness
(0.14)
(0.02)
(0.57)
(0.13)
0.2851
(0.89)
(0.69)
(1.16)
0.8967
(5.89)
Semi Deviation
0.4331
0.6192
N/A
2.0
1.03
0.2301
1.22
N/A
1.71
N/A
Information Ratio
(0.05)
0.1389
(0.15)
0.0913
0.0512
(0.06)
0.028
(0.12)
0.0222
(0.07)
Value At Risk
(0.79)
(1.08)
(2.93)
(3.51)
(2.10)
(0.56)
(2.02)
(3.12)
(3.18)
(1.78)
Expected Short fall
(0.34)
(0.73)
N/A
(1.81)
(1.20)
(0.23)
(0.82)
N/A
(1.79)
N/A
Downside Deviation
0.502
0.8512
N/A
2.28
1.2
0.3026
1.27
N/A
1.95
N/A
Semi Variance
0.1876
0.3835
N/A
4.02
1.06
0.053
1.49
N/A
2.94
N/A

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.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Affiliated Managers position

In addition to having Affiliated Managers in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Small Blend Funds
Small Blend Funds Theme
Fund or Etfs that invest in stocks of small to mid-sized entities that have characteristics of both growth and value companies. The Small Blend Funds theme has 43 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Small Blend Funds Theme or any other thematic opportunities.
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When determining whether Affiliated Managers is a strong investment it is important to analyze Affiliated Managers' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Affiliated Managers' future performance. For an informed investment choice regarding Affiliated Stock, refer to the following important reports:
How To Invest In Affiliated
Details
Is Affiliated Stock a good investment?
Details
What is Affiliated Managers' Net Worth?
Details
Top Sectors
View
Check out Affiliated Managers Correlation with its peers.
You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
Will Stock sector continue expanding? Could Affiliated diversify its offerings? Factors like these will boost the valuation of Affiliated Managers. Expected growth trajectory for Affiliated significantly influences the price investors are willing to assign. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Affiliated Managers data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Understanding Affiliated Managers requires distinguishing between market price and book value, where the latter reflects Affiliated's accounting equity. The concept of intrinsic value - what Affiliated Managers' is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Market sentiment, economic cycles, and investor behavior can push Affiliated Managers' price substantially above or below its fundamental value.
Altman
Z Score
Details
Piotroski
F Score
Details
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
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. In contrast, Affiliated Managers' trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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