Stock fact sheet · data as of
Affiliated Managers Group, Inc. (MGRE): fair value, margin of safety and Wheel Score
Financial Services · Asset Management · United States · Speculative / Distressed
Is MGRE undervalued?
At 21.08 (close of 16 Oct 2026), MGRE trades 89% below the GLS average fair value of 187.74. 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 (840.75). 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 / Distressed - negative earnings or a Piotroski score of 3 or less - 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.
| Model | Value | vs price | What it measures |
|---|---|---|---|
| DCF | 341.09 | +1518% | Present value of the projected free cash flows, discounted at the cost of capital |
| Graham Number | 289.80 | +1275% | The most a defensive investor pays for the earnings and book value per share |
| Graham Growth | 58.77 | +179% | Graham's growth formula: EPS × (8.5 + 2 × growth), adjusted for bond yields |
| Lynch | 22.46 | +7% | EPS × the earnings growth rate (PEG of 1), growth capped at 25% |
| GLS Growth | 14.66 | -30% | EPS compounded ten years at the blended growth rate, discounted back at 15% a year |
| 10 Cap | 840.75 | +3888% | Owner's earnings (operating cash flow less maintenance capex) capitalised at 10% |
| Payback Time | 101.70 | +382% | Eight years of compounded free cash flow: the price at which the business pays for itself |
| DDM | 0.5886 | -97% | Dividend discount model: next year's dividend ÷ (10% − 3% growth); needs a dividend |
| EPV | 19.83 | -6% | Earnings power value: current EPS capitalised at 9% with no growth |
| Zombie (liquidation) | -7.84 | -137% | 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
Affiliated Managers Group, Inc. scores only 3 of 9 on the Piotroski F-score, which fails the Sunday Scan's "6 or more" rule. 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 5.0/10 on the GLS Moat - a middle reading; the Scorecard on the Quote page's Financials tab shows which ten-year lines are steady and which are not.
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 11.0%.
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 | 3 / 9 | ROIC | 12.1% |
|---|---|---|---|
| GLS Moat | 5.0 / 10 | ROE | 22.1% |
| Debt / equity | 0.83 | ROA | 7.8% |
| Free-cash-flow yield | 11.0% | Payout ratio | 0% |
| Institutions | 5 / 10 | Insiders · Congress | 4 · 5 / 10 |
Wheel Score 39: No options
No options are listed on Affiliated Managers Group, Inc. in our nightly snapshot. The Wheel Score is therefore capped at 39 (it reads 39) and the stock is left out of every options screen; the fair value and health figures above are still useful for a plain stock position.
Volume runs at 59k shares a day on a market cap of $10.0B, with a beta of 1.18; the Stability part of the Wheel Score gives that 12 of 20.
| Part | Points | From | |
|---|---|---|---|
| Value | 25 / 25 | 89% margin of safety | |
| Health | 7 / 20 | Piotroski 3/9 | |
| Moat | 8 / 15 | moat 5.0/10 | |
| Premium | 0 / 20 | no option data | |
| Stability | 12 / 20 | 59k shares/day, $10.0B cap, beta 1.18 |
The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls; it is updated nightly and is not a recommendation. The walkthrough lesson shows how the score fits into a trade, start to finish.
Upcoming events
The next earnings report is due on 9 Nov 2026 (before the open), 24 days away; a 30-45-day put sold today would expire after it, which is worth weighing against the premium.
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 |
|---|---|---|---|---|---|
| MGRD Affiliated Managers Group, Inc. | 13.76 | 178.91 | +92% | 39No options | $9.9B |
| MGRB Affiliated Managers Group, Inc. | 15.31 | 180.78 | +92% | 39No options | $9.9B |
| AMG Affiliated Managers Group, Inc. | 383.04 | 505.98 | +24% | 80Prime | $9.9B |
| VWESX Vanguard Long-Term Investment-Grade Fund Investor Shares | 6.98 | 2.93 | -138% | 30No options | $9.8B |
| VFIJX Vanguard GNMA Fund Admiral Shares | 9.02 | 10.08 | +11% | 39No options | $10.6B |
| JSOAX JPMorgan Strategic Income Opports A | 11.36 | 84.34 | +87% | 39No options | $9.3B |
| PSLV Sprott Physical Silver Trust | 18.07 | 181.30 | +90% | 39No options | $11.4B |
| OXLCL Oxford Lane Capital Corp. 6.75% Notes due 2031 | 23.79 | 69.99 | +66% | 39No options | $11.5B |
| OMSIX Invesco Main Street Fund Class R6 | 68.75 | 53.01 | -30% | 33No options | $11.5B |
| MLAAX NYLI Winslow Large Cap Growth Fund;A | 9.25 | 15.76 | +41% | 39No options | $11.6B |
| OXLCN Oxford Lane Capital Corp. | 24.41 | 69.99 | +65% | 39No options | $11.8B |
| OXLCZ Oxford Lane Capital Corp. 5.00% Notes due 2027 | 24.95 | 69.99 | +64% | 39No options | $12.0B |
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Start free See the Sunday ScanQuestions about MGRE
Is MGRE undervalued right now?
By the GLS models, yes: at 21.08 the stock is 89% below the average fair value of 187.74 (data as of 16 Oct 2026). Whether the discount is deserved is the question to research next.
What is the Wheel Score of MGRE and what does it mean?
MGRE has no listed options in our nightly snapshot, so it cannot be wheeled; its Wheel Score is capped at 39 and shown as "No options".
What is the GLS fair value for MGRE?
187.74 per share as of 16 Oct 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), 24 days from the data date of 16 Oct 2026. The Calendars page lists every upcoming report with its time of day.
Does MGRE have listed options, and how liquid are they?
No. The nightly options snapshot found no listed contracts on MGRE, so the wheel strategy cannot be run on it and the Wheel Score is capped at 39.