Affiliated Managers Group, Inc. (MGRE): fair value, margin of safety and Wheel Score

Is MGRE undervalued?

At 21.25 (close of 5 Nov 2026), MGRE trades 89% below the GLS average fair value of 191.30. 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.

There is a wide gap between DDM (0.5886) and 10 Cap (841.43). When the models are this far apart the "fair value" is really a range, and the margin of safety above should be read with that range in mind.

The nightly engine files MGRE under Speculative - it is losing money or its Piotroski health score is 3 or lower - which caps its Wheel Score at 45 and keeps it out of the Sunday Scan.

Nine valuation models for MGRE

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.

Quality and financial health

Affiliated Managers Group, Inc. scores only 3 of 9 on the Piotroski F-score, which fails the "Piotroski 6 or more" Wheel Trade Filter. A reading this low means several of the basic tests - positive earnings, positive operating cash flow, falling debt, no new share issuance - are not met. On durability MGRE scores 7.2/10 on the GLS Moat - a middle reading; the Moat Score tab on the Quote page's Financials view shows which of the four parts hold it back.

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.

Wheel Score 33: No options

No options are listed on Affiliated Managers Group, Inc. in our nightly snapshot, so it fails the first Wheel Trade Filter (options that actually trade) (it reads 33, under 70) and is left out of every options scan; the fair value and health figures above are still useful for a plain stock position.

Volume runs at 25k 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.

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 (0.4219 per share).

Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.

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