How Affiliated Managers Group, Inc. stacks up

AMG · against 161 other Financial Services companies listed in US-listed

Profitability

73/ 100

Above the middle of the pack.

Ranked #44 of 162 · scores higher than 73% of peers

Bars: peers in each 10-point band of the profitability score

19 peers with a profitability score of 70–79, including AMG · Click a bar to see the companies

Why profitability scores 73?

Weighted metrics compared with all Financial Services companies.

Mainly thanks to its return on assets and return on invested capital, which are stronger than most Financial Services peers.

Operating margin is close to the peer norm. Operating margin: 22.9% vs peer median 23.5%
a higher return on invested capital: stronger than 64% of peers. Return on invested capital: 9.5% vs peer median 6.3%
a higher return on assets: stronger than 87% of peers. Return on assets: 9.1% vs peer median 2.6%

Metric by metric

Position: dot = AMG, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.

Metric	AMG	Peer median	Better than	Weight
Return on invested capitalHigher is better · 157 reported	9.5%	7.1%	62%	33%
Operating marginHigher is better · 84 reported	22.9%	23.1%	49%	33%
Return on assetsHigher is better · 183 reported	9.1%	2.6%	84%	33%
Return on equityHigher is better · 176 reported	24.3%	10.4%	78%	Context only
Gross marginHigher is better · 200 reported	50.3%	83.0%	32%	Context only

Ranking by profitability score

Top 5 and the companies ranked around AMG

Rank	Company	Market cap	Profitability	Overall
1	Mastercard IncorporatedMA · US-listed	566.9B USD	99	48
2	Artisan Partners Asset Management Inc.APAM · US-listed	2.7B USD	98	63
2	Raymond James Financial, Inc.RJF · US-listed	31.1B USD	98	65
4	CorVel CorporationCRVL · US-listed	4.2B USD	97	55
4	Sprott Inc.SII · US-listed	2.7B USD	97	58
⋯
40	Aon plcAON · US-listed	70.0B USD	76	53
40	Hercules Capital, Inc.HTGC · US-listed	3.1B USD	76	63
40	TPG Inc.TPG · US-listed	18.9B USD	76	56
43	Main Street Capital CorporationMAIN · US-listed	5.3B USD	74	52
44	Affiliated Managers Group, Inc.AMG · US-listed	9.6B USD	73	73
44	Neostellar Capital Corp.NSLR · US-listed	157M USD	73	79
46	Marsh & McLennan Companies, Inc.MRSH · US-listed	97.2B USD	72	44
46	PayPal Holdings, Inc.PYPL · US-listed	49.8B USD	72	55
48	Encore Capital Group, Inc.ECPG · US-listed	2.1B USD	71	71

Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score

Bringing the fundamentals into focus…