Affiliated Managers Group (AMG) Competitors

$160.23
+0.65 (+0.41%)
(As of 03:59 PM ET)

AMG vs. IVZ, CNS, VRTS, BEN, JHG, LAZ, HLNE, STEP, MC, and APAM

Should you be buying Affiliated Managers Group stock or one of its competitors? The main competitors of Affiliated Managers Group include Invesco (IVZ), Cohen & Steers (CNS), Virtus Investment Partners (VRTS), Franklin Resources (BEN), Janus Henderson Group (JHG), Lazard (LAZ), Hamilton Lane (HLNE), StepStone Group (STEP), Moelis & Company (MC), and Artisan Partners Asset Management (APAM). These companies are all part of the "investment advice" industry.

Affiliated Managers Group vs.

Affiliated Managers Group (NYSE:AMG) and Invesco (NYSE:IVZ) are both mid-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their dividends, analyst recommendations, profitability, media sentiment, earnings, community ranking, risk, institutional ownership and valuation.

Invesco received 201 more outperform votes than Affiliated Managers Group when rated by MarketBeat users. However, 71.06% of users gave Affiliated Managers Group an outperform vote while only 66.19% of users gave Invesco an outperform vote.

CompanyUnderperformOutperform
Affiliated Managers GroupOutperform Votes
631
71.06%
Underperform Votes
257
28.94%
InvescoOutperform Votes
832
66.19%
Underperform Votes
425
33.81%

Affiliated Managers Group has higher earnings, but lower revenue than Invesco. Invesco is trading at a lower price-to-earnings ratio than Affiliated Managers Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Affiliated Managers Group$2.06B2.53$672.90M$17.359.24
Invesco$5.72B1.15-$96.90M-$0.75-19.53

Affiliated Managers Group has a beta of 1.31, suggesting that its share price is 31% more volatile than the S&P 500. Comparatively, Invesco has a beta of 1.44, suggesting that its share price is 44% more volatile than the S&P 500.

In the previous week, Invesco had 26 more articles in the media than Affiliated Managers Group. MarketBeat recorded 29 mentions for Invesco and 3 mentions for Affiliated Managers Group. Affiliated Managers Group's average media sentiment score of 1.09 beat Invesco's score of 0.03 indicating that Affiliated Managers Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Affiliated Managers Group
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Invesco
5 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Neutral

95.3% of Affiliated Managers Group shares are owned by institutional investors. Comparatively, 66.1% of Invesco shares are owned by institutional investors. 1.9% of Affiliated Managers Group shares are owned by company insiders. Comparatively, 2.0% of Invesco shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Affiliated Managers Group has a net margin of 32.71% compared to Invesco's net margin of -1.74%. Affiliated Managers Group's return on equity of 16.29% beat Invesco's return on equity.

Company Net Margins Return on Equity Return on Assets
Affiliated Managers Group32.71% 16.29% 7.99%
Invesco -1.74%7.11%3.11%

Affiliated Managers Group currently has a consensus price target of $171.20, indicating a potential upside of 6.42%. Invesco has a consensus price target of $16.79, indicating a potential upside of 14.07%. Given Invesco's higher probable upside, analysts plainly believe Invesco is more favorable than Affiliated Managers Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Affiliated Managers Group
0 Sell rating(s)
0 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
3.00
Invesco
0 Sell rating(s)
9 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.18

Affiliated Managers Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.0%. Invesco pays an annual dividend of $0.80 per share and has a dividend yield of 5.5%. Affiliated Managers Group pays out 0.2% of its earnings in the form of a dividend. Invesco pays out -106.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Invesco is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Affiliated Managers Group beats Invesco on 12 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding AMG and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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AMG vs. The Competition

MetricAffiliated Managers GroupInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$5.20B$9.18B$8.40B$17.48B
Dividend Yield0.02%24.06%10.54%3.53%
P/E Ratio9.2423.0655.4822.77
Price / Sales2.536.693,596.2210.51
Price / Cash7.0315.2227.5117.68
Price / Book1.193.672.394.88
Net Income$672.90M$306.43M$993.07M$964.96M
7 Day Performance1.09%2.49%0.95%1.90%
1 Month Performance-2.08%0.48%-1.28%-1.52%
1 Year Performance15.18%22.69%14.32%103.98%

Affiliated Managers Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IVZ
Invesco
4.722 of 5 stars
$14.59
-6.4%
$17.46
+19.7%
-13.6%$6.55B$5.72B-19.728,500Earnings Report
Dividend Increase
Analyst Report
Short Interest ↑
High Trading Volume
CNS
Cohen & Steers
1.9815 of 5 stars
$71.59
+3.2%
$67.00
-6.4%
+16.0%$3.55B$489.64M27.86405Short Interest ↑
VRTS
Virtus Investment Partners
2.8659 of 5 stars
$233.79
+0.9%
$254.33
+8.8%
+26.8%$1.66B$841.49M13.20824News Coverage
Gap Down
BEN
Franklin Resources
3.6319 of 5 stars
$25.34
-0.9%
$27.50
+8.5%
-4.5%$13.34B$7.85B13.339,200Upcoming Earnings
Short Interest ↑
JHG
Janus Henderson Group
3.3282 of 5 stars
$31.85
+2.0%
$28.83
-9.5%
+22.8%$5.14B$2.10B13.442,200Upcoming Earnings
Analyst Report
Short Interest ↑
LAZ
Lazard
4.5438 of 5 stars
$39.65
+3.0%
$46.00
+16.0%
+15.0%$4.47B$2.52B-40.873,291Earnings Report
Analyst Report
News Coverage
HLNE
Hamilton Lane
4.2373 of 5 stars
$113.49
+1.8%
$109.67
-3.4%
+55.1%$6.13B$528.75M34.92600
STEP
StepStone Group
3.3368 of 5 stars
$35.79
-1.2%
$35.21
-1.6%
+56.7%$3.95B$1.37B39.77980Short Interest ↓
MC
Moelis & Company
2.4153 of 5 stars
$54.60
+2.6%
$50.80
-7.0%
+19.8%$3.89B$854.75M-151.671,161Earnings Report
Dividend Announcement
Analyst Report
News Coverage
APAM
Artisan Partners Asset Management
1.7059 of 5 stars
$43.43
+2.1%
$43.00
-1.0%
+18.8%$3.47B$975.10M13.74573Earnings Report
Dividend Cut
Short Interest ↑
News Coverage

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This page (NYSE:AMG) was last updated on 4/26/2024 by MarketBeat.com Staff

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