Affiliated Financial Statements From 2010 to 2025

MGR Stock  USD 23.17  0.25  1.07%   
Affiliated Managers financial statements provide useful quarterly and yearly information to potential Affiliated Managers Group investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Affiliated Managers financial statements helps investors assess Affiliated Managers' valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Affiliated Managers' valuation are summarized below:
Market Capitalization
5.1 B
There are over one hundred nineteen available fundamental signals for Affiliated Managers Group, which can be analyzed over time and compared to other ratios. Investors and active traders are advised to validate Affiliated Managers' prevailing fundamental performance against the performance between 2010 and 2025 to make sure the trends are evolving in the right direction. As of 02/02/2025, Market Cap is likely to grow to about 4 B, while Enterprise Value is likely to drop slightly above 1.8 B.

Affiliated Managers Total Revenue

1.53 Billion

Check Affiliated Managers financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Affiliated Managers' main balance sheet or income statement drivers, such as Depreciation And Amortization of 67 M, Selling General Administrative of 1.8 B or Total Revenue of 1.5 B, as well as many indicators such as Price To Sales Ratio of 3.45, Dividend Yield of 3.0E-4 or PTB Ratio of 3.3. Affiliated financial statements analysis is a perfect complement when working with Affiliated Managers Valuation or Volatility modules.
  
Check out the analysis of Affiliated Managers Correlation against competitors.

Affiliated Managers Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets10.9 B10.4 B7.7 B
Slightly volatile
Short and Long Term Debt Total3.1 B2.9 B1.9 B
Slightly volatile
Total Current Liabilities439.9 M472.3 M588.4 M
Slightly volatile
Total Stockholder Equity4.3 B4.1 B2.9 B
Slightly volatile
Property Plant And Equipment Net66.9 M77.4 M81.7 M
Very volatile
Accounts Payable939.8 M895 M637.6 M
Slightly volatile
Cash982.4 M935.6 M597.2 M
Slightly volatile
Non Current Assets Total4.3 B8.5 B6.2 B
Slightly volatile
Cash And Short Term Investments1.5 B1.5 B812 M
Slightly volatile
Net Receivables264.4 M423.7 M351 M
Slightly volatile
Common Stock Shares Outstanding48.6 M48.5 M49.6 M
Very volatile
Liabilities And Stockholders Equity10.9 B10.4 B7.7 B
Slightly volatile
Non Current Liabilities Total4.5 B4.2 B2.8 B
Slightly volatile
Total Liabilities2.4 B4.7 B3.2 B
Slightly volatile
Total Current AssetsB1.9 B1.2 B
Slightly volatile
Short Term Debt42.7 M45 M74.4 M
Very volatile
Intangible Assets1.1 B2.1 B1.5 B
Slightly volatile
Good Will2.2 B2.9 B2.4 B
Slightly volatile
Short Term Investments556.7 M530.1 M223.6 M
Slightly volatile
Warrants555.7 M418.9 M644.5 M
Slightly volatile
Noncontrolling Interest In Consolidated Entity653.4 M850.8 M853 M
Slightly volatile
Long Term Debt2.2 B2.9 BB
Slightly volatile
Common Stock Total Equity649 K690 K583.7 K
Slightly volatile
Retained Earnings Total Equity3.9 B6.6 B3.5 B
Slightly volatile
Long Term Debt Total2.2 B2.9 BB
Slightly volatile
Capital Surpluse797.5 M799.8 M686.4 M
Slightly volatile
Deferred Long Term Liabilities399.6 M418.2 M478.1 M
Pretty Stable
Long Term Investments2.8 B2.9 B2.3 B
Slightly volatile
Non Current Liabilities Other339 M531 M309 M
Slightly volatile
Property Plant Equipment75.3 M61.6 M89 M
Slightly volatile
Property Plant And Equipment Gross68.4 M71.1 M86 M
Slightly volatile

Affiliated Managers Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Depreciation And Amortization67 M70.5 M336.6 M
Slightly volatile
Selling General Administrative1.8 B1.7 B675.9 M
Slightly volatile
Total Revenue1.5 B2.4 BB
Slightly volatile
Gross Profit938.2 M1.3 B1.2 B
Slightly volatile
Other Operating ExpensesB1.5 B1.4 B
Pretty Stable
Operating Income541.4 M910.9 M738.3 M
Slightly volatile
EBITDA1.5 B1.5 B1.1 B
Slightly volatile
Cost Of Revenue588.5 MB868.4 M
Slightly volatile
Total Operating Expenses437.5 M411.9 M496.9 M
Very volatile
Income Tax Expense113.6 M213.1 M158.6 M
Slightly volatile
Interest Expense89.4 M142.4 M96.8 M
Slightly volatile
Net Income From Continuing Ops833.7 M1.6 B837.9 M
Slightly volatile
Net Income Applicable To Common Shares1.4 B1.3 B602 M
Slightly volatile
Minority Interest233.2 M218 M283.5 M
Slightly volatile
Tax Provision147.5 M225.9 M217.7 M
Slightly volatile
Interest Income184.1 M223.8 M237.1 M
Pretty Stable
Extraordinary Items173.5 M195.2 M212.8 M
Slightly volatile
Research Development0.460.60.2775
Slightly volatile

Affiliated Managers Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Free Cash Flow614.6 M991.2 M922.1 M
Slightly volatile
Begin Period Cash Flow352.4 M493.6 M499.4 M
Slightly volatile
Depreciation83.4 M70.5 M111.6 M
Slightly volatile
Capital Expenditures14.2 M14.3 M15.9 M
Pretty Stable
Total Cash From Operating Activities628.9 MB938 M
Slightly volatile
End Period Cash Flow982.4 M935.6 M598.6 M
Slightly volatile
Dividends Paid1.3 M1.4 M410.7 M
Slightly volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Price To Sales Ratio3.452.973.4229
Slightly volatile
Dividend Yield3.0E-43.0E-40.0084
Slightly volatile
PTB Ratio3.31.72.9154
Slightly volatile
Days Sales Outstanding76.1975.1567.6237
Pretty Stable
Book Value Per Share13412790.146
Slightly volatile
Free Cash Flow Yield0.0880.150.138
Slightly volatile
Operating Cash Flow Per Share23.5422.4220.1146
Slightly volatile
Stock Based Compensation To Revenue0.03060.0490.0385
Slightly volatile
Capex To Depreciation0.240.230.1567
Slightly volatile
PB Ratio3.31.72.9154
Slightly volatile
EV To Sales4.113.934.0044
Slightly volatile
Free Cash Flow Per Share23.2122.119.7903
Slightly volatile
ROIC0.09890.08750.0899
Pretty Stable
Payables Turnover38.136.2934.051
Slightly volatile
Sales General And Administrative To Revenue0.350.190.2194
Slightly volatile
Average Inventory459.6 M663.2 M553 M
Slightly volatile
Capex To Revenue0.01310.00690.0088
Slightly volatile
Cash Per Share34.3232.6817.8647
Slightly volatile
POCF Ratio11.86.999.7097
Slightly volatile
Interest Coverage5.855.767.6358
Pretty Stable
Payout Ratio0.00240.00260.2486
Slightly volatile
Capex To Operating Cash Flow0.01550.01630.0252
Slightly volatile
PFCF Ratio12.737.0910.342
Slightly volatile
Days Payables Outstanding9.8910.4116.0492
Slightly volatile
EV To Operating Cash Flow14.189.2611.2851
Slightly volatile
EV To Free Cash Flow15.279.3912.0027
Slightly volatile
Intangibles To Total Assets0.420.430.5121
Slightly volatile
Current Ratio3.783.62.0687
Slightly volatile
Receivables Turnover4.65.035.5731
Very volatile
Graham Number198189121
Slightly volatile
Shareholders Equity Per Share96.692.061.1277
Slightly volatile
Debt To Equity0.850.810.666
Slightly volatile
Capex Per Share0.240.320.3187
Pretty Stable
Revenue Per Share55.452.7643.9516
Slightly volatile
Interest Debt Per Share71.6568.2441.956
Slightly volatile
Debt To Assets0.30.320.2455
Slightly volatile
Enterprise Value Over EBITDA10.886.3410.1601
Slightly volatile
Short Term Coverage Ratios4.192.793.0105
Slightly volatile
Operating Cycle94.2858.81147
Pretty Stable
Price Book Value Ratio3.31.72.9154
Slightly volatile
Days Of Payables Outstanding9.8910.4116.0492
Slightly volatile
Dividend Payout Ratio0.00240.00260.2486
Slightly volatile
Price To Operating Cash Flows Ratio11.86.999.7097
Slightly volatile
Price To Free Cash Flows Ratio12.737.0910.342
Slightly volatile
Operating Profit Margin0.270.350.3368
Slightly volatile
Company Equity Multiplier2.262.272.6669
Slightly volatile
Long Term Debt To Capitalization0.330.370.3864
Pretty Stable
Total Debt To Capitalization0.440.480.3888
Slightly volatile
Return On Capital Employed0.140.110.1104
Slightly volatile
Debt Equity Ratio0.850.810.666
Slightly volatile
Ebit Per Revenue0.270.350.3368
Slightly volatile
Dividend Paid And Capex Coverage Ratio59.4456.6144.148
Slightly volatile
Cash Ratio1.871.781.023
Slightly volatile
Cash Conversion Cycle61.7558.81136
Pretty Stable
Operating Cash Flow Sales Ratio0.270.380.4242
Pretty Stable
Days Of Sales Outstanding76.1975.1567.6237
Pretty Stable
Free Cash Flow Operating Cash Flow Ratio0.760.890.9549
Pretty Stable
Cash Flow Coverage Ratios0.430.310.6724
Slightly volatile
Price To Book Ratio3.31.72.9154
Slightly volatile
Fixed Asset Turnover18.6127.5224.5019
Slightly volatile
Capital Expenditure Coverage Ratio36.5463.4664.4037
Slightly volatile
Price Cash Flow Ratio11.86.999.7097
Slightly volatile
Enterprise Value Multiple10.886.3410.1601
Slightly volatile
Debt Ratio0.30.320.2455
Slightly volatile
Cash Flow To Debt Ratio0.430.310.6724
Slightly volatile
Price Sales Ratio3.452.973.4229
Slightly volatile
Asset Turnover0.370.260.3033
Slightly volatile
Gross Profit Margin0.770.640.6122
Pretty Stable
Price Fair Value3.31.72.9154
Slightly volatile

Affiliated Managers Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Market CapB3.9 B5.3 B
Slightly volatile
Enterprise Value1.8 B2.7 B2.7 B
Pretty Stable

Affiliated Fundamental Market Drivers

Cash And Short Term Investments1.3 B

About Affiliated Managers Financial Statements

Affiliated Managers shareholders use historical fundamental indicators, such as revenue or net income, to determine how well the company is positioned to perform in the future. Although Affiliated Managers investors may analyze each financial statement separately, they are all interrelated. The changes in Affiliated Managers' assets and liabilities, for example, are also reflected in the revenues and expenses on on Affiliated Managers' income statement. Understanding these patterns can help investors time the market effectively. Please read more on our fundamental analysis page.
Last ReportedProjected for Next Year
Current Deferred Revenue534.4 M561.1 M
Total Revenue2.4 B1.5 B
Cost Of RevenueB588.5 M
Stock Based Compensation To Revenue 0.05  0.03 
Sales General And Administrative To Revenue 0.19  0.35 
Capex To Revenue 0.01  0.01 
Revenue Per Share 52.76  55.40 
Ebit Per Revenue 0.35  0.27 

Pair Trading with Affiliated Managers

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Affiliated Managers position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Affiliated Managers will appreciate offsetting losses from the drop in the long position's value.

Moving against Affiliated Stock

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The ability to find closely correlated positions to Affiliated Managers could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Affiliated Managers when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Affiliated Managers - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Affiliated Managers Group to buy it.
The correlation of Affiliated Managers is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Affiliated Managers moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Affiliated Managers moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Affiliated Managers can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

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.