GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Affiliated Managers Group Inc (NYSE:AMG) » Definitions » 1-Year ROIIC %

Affiliated Managers Group (Affiliated Managers Group) 1-Year ROIIC % : 46.39% (As of Dec. 2023)


View and export this data going back to 1997. Start your Free Trial

What is Affiliated Managers Group 1-Year ROIIC %?

1-Year Return on Invested Incremental Capital (1-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 1-year. Affiliated Managers Group's 1-Year ROIIC % for the quarter that ended in Dec. 2023 was 46.39%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Affiliated Managers Group's 1-Year ROIIC % or its related term are showing as below:

AMG's 1-Year ROIIC % is ranked better than
74.75% of 590 companies
in the Asset Management industry
Industry Median: 1.805 vs AMG: 46.39

Affiliated Managers Group 1-Year ROIIC % Historical Data

The historical data trend for Affiliated Managers Group's 1-Year ROIIC % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Affiliated Managers Group 1-Year ROIIC % Chart

Affiliated Managers Group Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
1-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -32.49 62.12 15.58 52.01 46.39

Affiliated Managers Group Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
1-Year ROIIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 52.01 21.81 78.90 64.62 46.39

Competitive Comparison of Affiliated Managers Group's 1-Year ROIIC %

For the Asset Management subindustry, Affiliated Managers Group's 1-Year ROIIC %, along with its competitors' market caps and 1-Year ROIIC % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Affiliated Managers Group's 1-Year ROIIC % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Affiliated Managers Group's 1-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Affiliated Managers Group's 1-Year ROIIC % falls into.



Affiliated Managers Group 1-Year ROIIC % Calculation

Affiliated Managers Group's 1-Year ROIIC % for the quarter that ended in Dec. 2023 is calculated as:

1-Year ROIIC %=1-Year Incremental Net Operating Profit After Taxes (NOPAT)**/1-Year Incremental Invested Capital
=( 606.71016 (Dec. 2023) - 639.97296 (Dec. 2022) )/( 7725.9 (Dec. 2023) - 7797.6 (Dec. 2022) )
=-33.2628/-71.7
=46.39%***

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

** TTM data of NOPAT and Invested Capital was used to calculate 1-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.


Affiliated Managers Group  (NYSE:AMG) 1-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Affiliated Managers Group 1-Year ROIIC % Related Terms

Thank you for viewing the detailed overview of Affiliated Managers Group's 1-Year ROIIC % provided by GuruFocus.com. Please click on the following links to see related term pages.


Affiliated Managers Group (Affiliated Managers Group) Business Description

Traded in Other Exchanges
N/A
Address
777 South Flagler Drive, West Palm Beach, FL, USA, 33401
Affiliated Managers Group offers investment strategies to investors through its network of affiliates. The firm typically buys a majority interest in small to midsize boutique asset managers, receiving a fixed percentage of revenue from these firms in return. Affiliates operate independently, with AMG providing strategic, operational, and technology support, as well as global distribution. At the end of September 2023, AMG's affiliate network—which includes firms like AQR Capital Management, and Pantheon in alternative assets and other products (which accounted for 36% of AUM), Artemis, Genesis, Harding Loevner, and Tweedy Browne in global and emerging-market equities (27%) and Frontier, River Road, Parnassus, and Yacktman in U.S. equities (21%)—had $635.8 billion in managed assets.
Executives
Loren M Starr director
Reuben Iii Jeffery director C/O AFFILIATED MANAGERS GROUP, INC., 777 SOUTH FLAGLER DR., STE. 1401 E TOWER, WEST PALM BEACH FL 33401
Tracy P. Palandjian director SOCIAL FINANCE, INC., 200 STATE STREET, 14TH FLOOR, BOSTON MA 02109
John R Erickson officer: Head of Affiliate Engagement C/O AFFILIATED MANAGERS GROUP, INC., 777 SOUTH FLAGLER DRIVE, WEST PALM BEACH FL 33401
Rizwan M Jamal officer: Head of Affiliate Investments C/O AFFILIATED MANAGERS GROUP, INC., 777 SOUTH FLAGLER DRIVE, WEST PALM BEACH FL 33401
Jay C. Horgen director, officer: President and CEO AFFILIATED MANAGERS GROUP, INC., 777 S. FLAGLER DR., SUITE 1201 E. TOWER, WEST PALM BEACH FL 33401
Dwight D. Churchill director 44 GAGE ROAD, BEDFORD NH 03110
David Christopher Ryan director C/O AFFILIATED MANAGERS GROUP, INC., 777 SOUTH FLAGLER DRIVE, WEST PALM BEACH FL 33401
Matos Rodriguez Felix V. director C/O AFFILIATED MANAGERS GROUP, INC., 777 SOUTH FLAGLER DRIVE, WEST PALM BEACH FL 33401
Tracy A Atkinson director MFS INVESTMENT MANAGEMENT, 500 BOYLSTON ST., BOSTON MA 02116
Hugh Cutler officer: EVP, Global Distribution C/O AFFILIATED MANAGERS GROUP, INC., 777 SOUTH FLAGLER DRIVE, WEST PALM BEACH FL 33401
Thomas M Wojcik officer: Chief Financial Officer C/O AFFILIATED MANAGERS GROUP, INC., 777 SOUTH FLAGLER DRIVE, WEST PALM BEACH FL 33401
Samuel T Byrne director CROSSHARBOR CAPITAL PARTNERS, ONE BOSTON PLACE, SUITE 2300, BOSTON MA 02108
Sean M Healey director, officer: Executive Chairman C/O AFFILIATED MANAGERS GROUP INC, 777 S. FLAGLER DR., SUITE 1201 E. TOWER, WEST PALM BEACH FL 33401
David M. Billings officer: General Counsel and Secretary C/O AFFILIATED MANAGERS GROUP, INC., 600 HALE ST., PO BOX 1000, PRIDES CROSSING MA 01965

Affiliated Managers Group (Affiliated Managers Group) Headlines

From GuruFocus

Longleaf Partners Fund's 4th-Quarter Commentary

By Sydnee Gatewood 01-13-2022

AMG to Announce Fourth Quarter and Full Year Results on February 7, 2022

By GuruFocusNews GuruFocusNews 01-31-2022

AMG Completes Investment in Forbion

By Marketwired 08-17-2023

Longleaf Partners Comments on AMG

By Sydnee Gatewood 04-15-2022

AMG to Announce First Quarter Results on May 1, 2023

By sperokesalga sperokesalga 04-24-2023

AMG Announces Investment in Abacus Capital Group

By Marketwired Marketwired 09-28-2021

AMG and Leda Braga Increase Investment in Systematica

By GuruFocusNews GuruFocusNews 01-18-2022