Stock fact sheet · data as of
Affiliated Managers Group, Inc. (MGRB): fair value, margin of safety and Wheel Score
Ticker symbol MGRB · Financial Services · Asset Management · United States · Blend
Is MGRB undervalued?
At 15.55 (close of 5 Nov 2026), MGRB trades 92% below the GLS average fair value of 184.07. That average comes from 9 models run on the latest filings, and 6 of them land above the current price. Margins of safety over 30% are the exception rather than the rule across the ~7,400 stocks we value each night, so the number earns Affiliated Managers Group, Inc. the full Value points in the Wheel Score - and a closer look at what the market is pricing in.
The 9 models disagree widely: DDM gives 0.5886 while 10 Cap gives 838.20. A spread that wide means the average is sensitive to which methods you trust; the model table below shows where each one lands, and the Quote page lets you switch any of them off.
Ranked against every other company we cover, neither cheapness nor growth clearly wins for MGRB, so the nightly engine files it under Blend (value score 63, growth score 59, out of 100).
Nine valuation models for MGRB
Each model turns the latest filed numbers into a value per share; the GLS fair value is the simple average of the ones that produce a positive number. The last two rows are shown for reference and never enter the average. The Quote page lets you switch any model off and add your own margin of safety.
| Model | Value | vs price | What it measures |
|---|---|---|---|
| DCF | 359.52 | +2212% | Present value of the projected free cash flows, discounted at the cost of capital |
| Graham Number | 289.80 | +1764% | The most a defensive investor pays for the earnings and book value per share |
| Graham Growth | 45.56 | +193% | Graham's growth formula: EPS × (8.5 + 2 × growth), adjusted for bond yields |
| Lynch | 17.41 | +12% | EPS × the earnings growth rate (PEG of 1), growth capped at 25% |
| GLS Growth | 11.36 | -27% | EPS compounded ten years at the blended growth rate, discounted back at 15% a year |
| 10 Cap | 838.20 | +5290% | Owner's earnings (operating cash flow less maintenance capex) capitalised at 10% |
| Payback Time | 78.84 | +407% | Eight years of compounded free cash flow: the price at which the business pays for itself |
| DDM | 0.5886 | -96% | Dividend discount model: next year's dividend ÷ (10% − 3% growth); needs a dividend |
| EPV | 15.38 | -1% | Earnings power value: current EPS capitalised at 9% with no growth |
| Zombie (liquidation) | -5.92 | -138% | Current assets less all liabilities, per share: the balance-sheet floor. Not in the average |
| Wall St target | 0.0000 | -100% | Analysts' average 12-month price target. Not in the average |
Quality and financial health
Financial health is weak: MGRB passes 4 of the nine Piotroski tests. Our scans drop the stock at the health filter; a low score is often the reason a stock looks cheap on the valuation models. The GLS Moat score is 7.2 out of 10: a record that is solid on some of the four parts the score weighs (returns on capital, pricing power, lasting growth, balance sheet) and weaker on others.
Returns on capital are high - ROIC 12.1%, ROE 22.1%, ROA 7.8% - with debt at 0.83 times equity and a free-cash-flow yield of 11.6%.
The dividend yield is 0.01% with a payout ratio of 0% - a small yield that leaves most of the earnings in the business.
Institutional ownership scores 5/10, insider activity 4/10 and Congressional trading 5/10 on the GLS smart-money scales.
| Piotroski F-score | 4 / 9 | ROIC | 12.1% |
|---|---|---|---|
| GLS Moat | 7.2 / 10 | ROE | 22.1% |
| Debt / equity | 0.83 | ROA | 7.8% |
| Free-cash-flow yield | 11.6% | Payout ratio | 0% |
| Institutions | 5 / 10 | Insiders · Congress | 4 · 5 / 10 |
Wheel Score 34: No options
MGRB has no listed options in the nightly snapshot, so there is nothing to sell and the stock cannot be wheeled however good the business. It fails the first Wheel Trade Filter (options that actually trade), so the score stays under 70 and is shown as "No options" (34 here). The valuation and quality numbers still apply to owning the shares outright.
Volume runs at 21k shares a day on a market cap of $9.7B, with a beta of 1.18; the Stability part of the Wheel Score rates that good.
| Filter | Wheel Trade Filter | Result | Detail |
|---|---|---|---|
| 1 | Options that actually trade | Fails | no listed options |
| 2 | A real business, not a gamble | Passes | Profitable over the last twelve months - not a speculative stock, fund or note |
| 3 | Below fair value | Passes | Trading below the nine-model average fair value (margin of safety above 0) |
| 4 | Financially healthy | Fails | Piotroski 4/9 (under 6) |
| 5 | Can repay its debt | Passes | Long-term debt repaid from 3 years of operating cash flow or less (6 for real estate and utilities; banks and insurers are not judged on it) |
| 6 | No serious red flags | Passes | Red Flags score 60 or more out of 100 (earnings, margins, debt, analysts, filings and price checked the same way for every stock) |
| 7 | A premium worth selling | Fails | no implied volatility |
| 8 | Big enough | Passes | Market cap $1 billion or more |
| 9 | Not a penny stock | Passes | Share price $5 or more |
| How it ranks | Rating | From | |
|---|---|---|---|
| Value | Strong | 92% below fair value | |
| Premium | Weak | no option data | |
| Moat | Good | moat 7.2/10 | |
| Health | Fair | Piotroski 4/9 | |
| Red Flags | Fair | not scored yet - half marks | |
| Option trading | Weak | no option volume data | |
| Stability | Good | beta 1.18, $9.7B company |
The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls: a stock must pass all 9 Wheel Trade Filters to score 70, and the score then ranks the ones that pass; the Sunday Scan is the top 10. It is updated nightly and is not a recommendation. How the Wheel Score works · the walkthrough lesson shows how it fits into a trade, start to finish.
Upcoming events
Affiliated Managers Group, Inc. reports earnings on 9 Nov 2026 (before the open) - inside the 14-day window the Sunday Scan avoids, because a put sold now would carry the report's gap risk. The next ex-dividend date is 29 Dec 2026 (0.2969 per share).
Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.
Similar stocks in Asset Management
The 12 companies below are the closest to Affiliated Managers Group, Inc. by market cap within the Asset Management industry, each with its own fact sheet; the Compare page puts up to eight of them side by side.
| Stock | Close | Fair value | MoS | Wheel | Mkt cap |
|---|---|---|---|---|---|
| MGRE Affiliated Managers Group, Inc. | 21.25 | 191.30 | +89% | 33No options | $9.7B |
| MGRD Affiliated Managers Group, Inc. | 13.95 | 182.05 | +92% | 34No options | $9.7B |
| AMG Affiliated Managers Group, Inc. | 364.49 | 532.35 | +32% | 86Prime | $9.4B |
| VWESX Vanguard Long-Term Investment-Grade Fund Investor Shares | 7.17 | 2.95 | -143% | 13No options | $9.3B |
| JSOAX JPMorgan Strategic Income Opports A | 11.35 | 84.26 | +87% | 27No options | $9.3B |
| VFIJX Vanguard GNMA Fund Admiral Shares | 9.19 | 10.09 | +9% | 17No options | $10.3B |
| PSLV Sprott Physical Silver Trust | 16.98 | 181.30 | +91% | 31No options | $10.7B |
| OXLCG Oxford Lane Capital Corp. 7.95% Notes due 2032 | 24.66 | 70.18 | +65% | 27No options | $8.3B |
| OXLCL Oxford Lane Capital Corp. 6.75% Notes due 2031 | 23.80 | 70.18 | +66% | 26No options | $11.5B |
| OMSIX Invesco Main Street Fund Class R6 | 68.13 | 52.50 | -30% | 14No options | $11.7B |
| OXLCN Oxford Lane Capital Corp. | 24.52 | 70.18 | +65% | 29No options | $11.8B |
| MLAAX NYLI Winslow Large Cap Growth Fund;A | 8.88 | 15.76 | +44% | 26No options | $12.0B |
⚖ Compare MGRB with 7 of them All Financial Services stocks →
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Start free See the Sunday ScanQuestions about MGRB
Is MGRB undervalued right now?
By the GLS models, yes: at 15.55 the stock is 92% below the average fair value of 184.07 (data as of 5 Nov 2026). Whether the discount is deserved is the question to research next.
What is the Wheel Score of MGRB and what does it mean?
MGRB has no listed options in our nightly snapshot, so it cannot be wheeled; it fails the first Wheel Trade Filter (options that actually trade), stays under 70 and is shown as "No options".
What is the GLS fair value for MGRB?
184.07 per share as of 5 Nov 2026 - the simple average of the 9 valuation models (out of nine: DCF, Graham Number, Graham Growth, Lynch, GLS Growth, 10 Cap, Payback Time, DDM and EPV) that produced a positive value. The models run every night on the latest filings; the Quote page lets you switch any of them off and add a margin of safety of your own.
When does Affiliated Managers Group, Inc. report earnings next?
The next earnings report is due on 9 Nov 2026 (before the open), 4 days from the data date of 5 Nov 2026. The Calendars page lists every upcoming report with its time of day.
Does MGRB have listed options, and how liquid are they?
No. The nightly options snapshot found no listed contracts on MGRB, so the wheel strategy cannot be run on it and the Wheel Score stays under 70.