Affiliated Historical Balance Sheet

MGR Stock  USD 23.57  0.06  0.25%   
Trend analysis of Affiliated Managers Group balance sheet accounts such as Total Current Liabilities of 439.9 M provides information on Affiliated Managers' total assets, liabilities, and equity, which is the actual value of Affiliated Managers to its prevalent stockholders. By breaking down trends over time using Affiliated Managers balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Financial Statement Analysis is much more than just reviewing and examining Affiliated Managers latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether Affiliated Managers is a good buy for the upcoming year.

Affiliated Managers Inventory

1.73 Billion

  
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Affiliated Managers Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in price.

About Affiliated Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of Affiliated Managers at a specified time, usually calculated after every quarter, six months, or one year. Affiliated Managers Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Affiliated Managers and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Affiliated currently owns. An asset can also be divided into two categories, current and non-current.

Affiliated Managers Balance Sheet Chart

At this time, Affiliated Managers' Cash And Short Term Investments are relatively stable compared to the past year. As of 11/25/2024, Common Stock Shares Outstanding is likely to grow to about 48.6 M, while Other Current Liabilities is likely to drop slightly above 183.8 M.

Total Assets

Total assets refers to the total amount of Affiliated Managers assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Affiliated Managers books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.

Total Current Liabilities

Total Current Liabilities is an item on Affiliated Managers balance sheet that include short term debt, accounts payable, accrued salaries payable, payroll taxes payable, accrued liabilities and other debts. Total Current Liabilities of Affiliated Managers Group are important to investors because some useful performance ratios such as Current Ratio and Quick Ratio require Total Current Liabilities to be accurate. The total amount of liabilities that a company is expected to pay within one year, including debts, accounts payable, and other short-term financial obligations.

Total Stockholder Equity

The total equity held by shareholders, calculated as the difference between a company's total assets and total liabilities. It represents the net value of the company owned by shareholders.
Most accounts from Affiliated Managers' balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into Affiliated Managers current financial condition. On the other hand, looking into the entire matrix of balance sheet accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Affiliated Managers Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in price.
At this time, Affiliated Managers' Cash And Short Term Investments are relatively stable compared to the past year. As of 11/25/2024, Common Stock Shares Outstanding is likely to grow to about 48.6 M, while Other Current Liabilities is likely to drop slightly above 183.8 M.
 2021 2022 2023 2024 (projected)
Short and Long Term Debt Total2.5B2.6B2.5B2.7B
Total Assets8.9B8.9B9.1B5.1B

Affiliated Managers balance sheet Correlations

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0.080.090.00.01-0.05-0.130.130.040.630.050.130.190.21-0.130.18-0.32-0.160.160.220.0-0.070.120.260.1-0.43
0.850.640.00.80.790.620.370.70.420.87-0.620.330.860.720.75-0.32-0.290.810.470.120.670.71-0.080.880.07
0.960.710.010.80.770.70.570.750.420.97-0.390.410.840.660.83-0.51-0.220.860.530.150.70.750.010.880.22
0.760.41-0.050.790.770.380.160.540.270.79-0.680.130.860.920.55-0.020.190.610.320.230.610.79-0.430.85-0.11
0.710.96-0.130.620.70.380.850.930.520.710.030.690.530.290.74-0.75-0.550.750.70.020.540.480.470.640.58
0.570.880.130.370.570.160.850.830.680.550.410.860.390.150.66-0.9-0.650.640.840.030.420.490.70.510.68
0.760.940.040.70.750.540.930.830.660.760.00.720.70.450.74-0.69-0.40.770.780.020.580.610.360.740.45
0.550.710.630.420.420.270.520.680.660.490.220.830.580.270.69-0.65-0.490.670.87-0.020.430.610.530.60.19
0.990.740.050.870.970.790.710.550.760.49-0.440.470.90.710.91-0.47-0.30.940.60.160.810.820.030.950.21
-0.380.090.13-0.62-0.39-0.680.030.410.00.22-0.440.42-0.45-0.59-0.19-0.37-0.34-0.260.280.0-0.3-0.290.72-0.420.44
0.530.780.190.330.410.130.690.860.720.830.470.420.40.220.69-0.71-0.620.660.97-0.130.540.590.650.530.7
0.90.630.210.860.840.860.530.390.70.580.9-0.450.40.780.79-0.31-0.180.840.580.270.710.84-0.050.95-0.04
0.690.32-0.130.720.660.920.290.150.450.270.71-0.590.220.780.510.060.190.560.410.160.690.88-0.440.820.04
0.940.80.180.750.830.550.740.660.740.690.91-0.190.690.790.51-0.6-0.560.990.770.070.830.770.330.890.35
-0.5-0.81-0.32-0.32-0.51-0.02-0.75-0.9-0.69-0.65-0.47-0.37-0.71-0.310.06-0.60.73-0.58-0.67-0.04-0.19-0.3-0.78-0.39-0.46
-0.35-0.62-0.16-0.29-0.220.19-0.55-0.65-0.4-0.49-0.3-0.34-0.62-0.180.19-0.560.73-0.53-0.55-0.2-0.23-0.17-0.86-0.29-0.46
0.960.810.160.810.860.610.750.640.770.670.94-0.260.660.840.560.99-0.58-0.530.750.080.840.790.270.910.32
0.650.810.220.470.530.320.70.840.780.870.60.280.970.580.410.77-0.67-0.550.75-0.050.640.740.540.680.61
0.140.140.00.120.150.230.020.030.02-0.020.160.0-0.130.270.160.07-0.04-0.20.08-0.05-0.040.180.20.23-0.22
0.830.54-0.070.670.70.610.540.420.580.430.81-0.30.540.710.690.83-0.19-0.230.840.64-0.040.81-0.030.820.39
0.830.580.120.710.750.790.480.490.610.610.82-0.290.590.840.880.77-0.3-0.170.790.740.180.81-0.030.930.25
0.090.570.26-0.080.01-0.430.470.70.360.530.030.720.65-0.05-0.440.33-0.78-0.860.270.540.2-0.03-0.030.020.46
0.950.720.10.880.880.850.640.510.740.60.95-0.420.530.950.820.89-0.39-0.290.910.680.230.820.930.020.19
0.250.48-0.430.070.22-0.110.580.680.450.190.210.440.7-0.040.040.35-0.46-0.460.320.61-0.220.390.250.460.19
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Affiliated Managers Account Relationship Matchups

Affiliated Managers balance sheet Accounts

201920202021202220232024 (projected)
Total Assets7.7B7.9B8.9B8.9B9.1B5.1B
Short Long Term Debt Total2.2B2.4B2.5B2.6B2.5B2.7B
Other Current Liab184.9M671.9M750.2M(503.2M)348.4M183.8M
Total Current Liabilities634.6M712.4M789.1M778.3M410.7M439.9M
Total Stockholder Equity2.9B2.8B2.8B3.2B3.6B1.9B
Net Debt1.3B1.3B1.6B2.1B1.7B1.8B
Retained Earnings3.8B4.0B4.6B5.7B6.4B6.7B
Accounts Payable634.6M712.4M789.1M778.3M895.0M939.8M
Cash539.6M1.0B908.5M429.2M813.6M854.3M
Non Current Assets Total6.6B6.4B7.5B7.4B7.4B4.3B
Non Currrent Assets Other(146.2M)(192.5M)(272.1M)(200.1M)243.9M256.1M
Cash And Short Term Investments599M1.1B987M1.1B1.3B1.3B
Net Receivables417.1M421.6M419.2M316M368.4M264.4M
Common Stock Shares Outstanding50.6M46.7M44.8M49M42.2M48.6M
Liabilities And Stockholders Equity7.7B7.9B8.9B8.9B9.1B5.1B
Non Current Liabilities Total2.6B3.2B3.7B3.5B3.5B2.0B
Other Current Assets(1.0B)(1.5B)(1.4B)(1.5B)(1.6B)(1.6B)
Other Stockholder Equity(4.6B)(5.1B)(6.3B)(8.0B)(2.6B)(2.5B)
Total Liab3.2B3.9B4.5B4.2B4.1B2.4B
Total Current Assets1.0B1.5B1.4B1.5B1.6B1.7B
Accumulated Other Comprehensive Income(108.8M)(98.3M)(87.9M)(203.4M)(167.6M)(159.2M)
Short Term Debt449.7M40.5M38.9M38.5M39.1M37.1M
Intangible Assets1.2B1.0B2.0B1.9B1.8B1.1B
Current Deferred Revenue(576.4M)450M423M464.7M534.4M561.1M
Good Will2.7B2.7B2.7B2.6B2.5B2.2B
Short Term Investments59.4M74.9M78.5M716.9M461M484.1M
Net Tangible Assets20.5M(259M)(1.2B)(829M)(953.4M)(905.7M)
Warrants916.7M671.5M673.9M465.4M418.9M555.7M
Noncontrolling Interest In Consolidated Entity561.6M537.6M924.2M945.3M850.8M653.4M
Other Assets4.4B1.1B1.4B265.2M2.1B2.2B
Long Term Debt1.8B2.3B2.5B2.5B2.9B2.2B
Retained Earnings Total Equity3.8B4.0B4.6B5.7B6.6B3.9B
Long Term Debt Total1.8B2.3B2.5B2.5B2.9B2.2B
Capital Surpluse707.2M728.9M651.6M695.5M799.8M797.5M
Deferred Long Term Liab450.2M423.4M503.2M464.7M418.2M399.6M
Long Term Investments2.4B2.3B2.5B2.6B2.9B2.8B
Treasury Stock(1.5B)(1.9B)(2.3B)(3.0B)(2.7B)(2.5B)

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

  0.64KSPI Joint StockPairCorr
  0.44FLYW Flywire Corp Sell-off TrendPairCorr
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.