Profitability
Weight: 25%
B
72
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 7.8%
- Operating Margin Trend -1.65 pp/yr
AMG
Affiliated Managers Group, Inc.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
A+
100
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 22.3%
- 5yr Share-Count CAGR -7.4%
Growth Quality
Weight: 10%
A+
96
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 43.5%
- 5yr EPS CAGR 14.9%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
A+
97
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 1.54x
Balance Sheet
Weight: 30%
A+
95
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 35.2%
- Interest Coverage (EBIT/Int) 9.69x
Stability
Weight: 10%
D+
42
- EPS Volatility (σ/μ) 0.64
- Piotroski F-Score 7
- Negative-Revenue Years (5) 3/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.3 of 3 gurus held; 1 added; 1 trimmed; 1 full exit.
- Holders
- 3
- Avg Δ position
- -25.3%
- New buys
- 0
- Full exits
- 1