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AMG Affiliated Managers Group, Inc.

Financial Services

381.57 Close 10/30
Since 2024-12-02 +105.9%
Open
394.80
High
394.80
Low
378.08
Prev close
399.02
Volume
275K
Amplitude
4.19%
P/E
13.2
P/B
3.3
Revenue YoY (TTM)
+24.5%
52W 236.32 400.13

Is Affiliated Managers Group, Inc. a buy? Fundamentals and valuation first

As of 2026-10-30

Valuation: Fair, Quality: Strong, Growth: Strong, Momentum: Strong, Risk / liquidity: Good.

Valuation Fair Free-cash-flow yield is Top, but Price / book is Pricey.
TTM P/E 13.22 36th percentile Fair
Price / book 3.25 73th percentile Pricey
Free-cash-flow yield (%) 11.07 84th percentile Top
US Stock Backtest in Python: Price-to-Book Ratio StrategyQuality Factor Investing: A US Quality Value Backtest
Quality Strong All 3 indicators are Top.
ROE, TTM (%) 28.19 87th percentile Top
Operating margin, TTM (%) 30.06 83th percentile Top
FCF margin, TTM (%) 43.21 91th percentile Top
Quality Factor Investing: A US Quality Value Backtest
Growth Strong Diluted EPS growth, TTM YoY is Top; Revenue growth, TTM YoY is Good.
Revenue growth, TTM YoY (%) 24.53 78th percentile Good
Diluted EPS growth, TTM YoY (%) 117.39 85th percentile Top
Momentum Strong 240-day return is Top; 60-day return is Good.
60-day return (%) 2.53 76th percentile Good
240-day return (%) 47.73 86th percentile Top
Momentum Trading Strategy: A 12-1 Momentum Backtest
Risk / liquidity Good 20-day dollar volume is Top; 60-day annualized volatility is Good.
20-day dollar volume 103,259,124 87th percentile Top
60-day annualized volatility (%) 25.43 28th percentile Good
Factor Investing Explained: 10 Classic Factors in US Stocks

Affiliated Managers Group, Inc. (AMG) today

3 quant signals active · As of 2026-10-30

Win rate and excess are historical post-trigger stats vs the market. Click a signal for its full definition and samples; history does not predict future results.

FinLab Studio

From Affiliated Managers Group, Inc. to every stock like it

AI finds several complementary traits of Affiliated Managers Group, Inc. across different dimensions, combines them into a multifactor strategy, and backtests it against the market.

Screen stocks like Affiliated Managers Group, Inc.

Affiliated Managers Group, Inc. (AMG) peers and tracking

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Affiliated Managers Group, Inc. (AMG) quant signal backtests

Signals active now

Each active condition is tested against this stock’s own history and benchmarked versus the S&P 500.

52-week adjusted-price high

Active

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

19 historical occurrences (since 2017-07-10)

Average forward return after 52-week adjusted-price high

20-day: Win 55.6%, Sample 18, Median +2.22%, Excess -0.85%, Beat mkt rate 55.6%

60-day: Win 50%, Sample 18, Median -0.72%, Excess -0.78%, Beat mkt rate 44.4%

120-day: Win 56.2%, Sample 16, Median +2.2%, Excess -1.46%, Beat mkt rate 31.2%

120 days after: historical avg +5.29%

20-day -0.22%
60-day +2.25%
120-day +5.29%
20-day
60-day
120-day
Win
55.6%
50%
56.2%
Sample
18
18
16
Median
+2.22%
-0.72%
+2.2%
Excess
-0.85%
-0.78%
-1.46%
Beat mkt rate
55.6%
44.4%
31.2%

Over 16 occurrences, 120-day forward avg gained 5.29%, lagged the market by 1.46 pts; win rate 56.2%.

Top-quintile 6-month momentum

Active · now 84.13%

The stock ranks in the top 20% of the liquid US common-stock universe by 126-day adjusted return.

Momentum Trading Strategy: A 12-1 Momentum Backtest
8 historical occurrences (since 2017-07-17)

Average forward return after Top-quintile 6-month momentum

20-day: Win 75%, Sample 8, Median +5.17%, Excess +3.9%, Beat mkt rate 75%

60-day: Win 71.4%, Sample 7, Median +10.85%, Excess +6.33%, Beat mkt rate 71.4%

120-day: Win 71.4%, Sample 7, Median +13.39%, Excess +7.53%, Beat mkt rate 71.4%

120 days after: historical avg +16.38%

20-day +4.33%
60-day +11.74%
120-day +16.38%
20-day
60-day
120-day
Win
75%
71.4%
71.4%
Sample
8
7
7
Median
+5.17%
+10.85%
+13.39%
Excess
+3.9%
+6.33%
+7.53%
Beat mkt rate
75%
71.4%
71.4%

Over 7 occurrences, 120-day forward avg gained 16.38%, beat the market by 7.53 pts; win rate 71.4%.

Filed revenue acceleration

Active · now 24.53%

TTM revenue growth is at least 10% and improved versus the prior filed quarter; event date is the SEC filing date.

5 historical occurrences (since 2021-11-05)

Over 5 occurrences, 20-day forward avg declined 2.16%, lagged the market by 1.88 pts; win rate 60%.

Valuation regime and forward returns

Daily TTM P/E is converted into an expanding own-history percentile, then grouped into five valuation regimes. Forward returns use adjusted prices over the next 240 trading days.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 438+17% +16.5% 92.2% +2%
20-40 370+3.8% -4% 43.8% -1.6%
40-60 You are here203+37.2% +47.9% 75.9% +25.6%
60-80 98+57.9% +60% 95.9% +42.2%
80-100 80+4.6% -4.9% 41.2% -8.9%

Quarterly EPS is aligned by SEC filing date before it is forward-filled to daily prices. The expanding percentile uses only information available up to each day.

Current TTM P/E is about 13.22, placing it in the 51.5 own-history percentile, inside the 40-60 bucket.

More history: Valuation × momentum analogs, Market-wide momentum baseline, Signals not active now

Valuation × momentum analogs

Each historical day is grouped by own-history P/E tercile and 60-day momentum direction, then tested for the next 120-trading-day adjusted return.

Valuation
Momentum
Cheap (own-history bottom third)
Middle
Expensive (own-history top third)
60-day momentum up
+0.2%
Win rate 54.9% Excess -4.5%
366d
Now
+13.3%
Win rate 61.8% Excess +6.5%
322d
+17.2%
Win rate 87.3% Excess +8.6%
150d
60-day momentum down
+7.4%
Win rate 54.9% Excess +4%
344d
+29.7%
Win rate 95.3% Excess +17.5%
127d
Insufficient data
(0d)

Currently in “Middle × 60-day momentum up”: across 322 historical days, 120-day forward avg gained 13.3%, win rate 61.8%, beat the market by 6.5%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Market-wide momentum baseline

Across 99,493 liquid US common-stock samples, top-quintile 6-month momentum was followed by an average 60-trading-day return of +6.42%, a 58.4% positive-return rate, and +3.08 percentage points of average excess return versus the S&P 500.

Baseline: weekly samples since 2016 where a liquid US common stock ranked in the top quintile by 126-trading-day momentum. Forward return is 60 trading days; excess return is versus S&P 500 (^GSPC).

Signals not active now

Inactive signals still show the stock-specific historical forward-return distribution for context.

EPS surprise beat

Pending

Reported EPS beat consensus estimate by at least 5%; event date is the earnings-surprise timestamp.

PEAD: Post-Earnings Announcement Drift Backtest

11 times historically; 60-day forward avg +7.28%, win rate 54.5%, beating the market by +4.54 pts on average.

Method and limits

  • Returns use us_price:adj_close, adjusted for splits and dividends where available.
  • Excess returns use world_index:^GSPC as the S&P 500 benchmark proxy.
  • Quarterly fundamentals are aligned to SEC filing dates before daily valuation studies.
  • The promoted universe starts from active NYSE/NASDAQ common stocks, then applies price and dollar-volume gates.
  • Snapshot-only tables such as analyst consensus, DCF, us_ratios, and us_key_metrics are intentionally excluded from historical evidence.
  • Overlapping event windows are descriptive distributions, not independent samples.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.