COMP <GO>
AMG vs MORN // FORWARD P/E MULTIPLE
Affiliated Managers Group Inc. (NYSE) VS. Morningstar Inc. (NASDAQ) • 15-METRIC TALLY: AMG 7
— MORN 5
▲ FORWARD P/E MULTIPLE LEADER: AMG
LAST: $370.39 (-2.93%) • MKT CAP: $9.87B
forward-pe
13.4x
LAST: $238.73 (+5.54%) • MKT CAP: $8.39B
forward-pe
18.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMG VS. MORN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMG | MORN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.80% | 22.90% | -8.10 | MORN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.4x | 13.6x | -0.20 | AMG | /valuation <GO> |
| Free Cash Flow Yield | 9.37% | 5.36% | +4.01 | AMG | /fcf-yield <GO> |
| Operating Margin | 42.10% | 21.50% | +20.60 | AMG | /operating-margins <GO> |
| Net Profit Margin | 34.50% | 16.80% | +17.70 | AMG | /net-margins <GO> |
| Revenue Growth (YoY) | 1.60% | 7.50% | -5.90 | MORN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.01% | 0.93% | -0.92 | MORN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | AMG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.5 | 64.4 | -15.90 | MORN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.06 | -0.07 | MORN | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 13.4x | 18.7x | -5.30 | AMG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.87B | $8.39B | $1.47B | AMG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMG REV | MORN REV | AMG GROSS % | MORN GROSS % | AMG FCF | MORN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.07B | $2.45B | — | 61.0% | $967.1M | $442.6M |
| FY 2024 | $2.04B | $2.28B | — | 60.6% | $928.7M | $448.9M |
| FY 2023 | $2.06B | $2.04B | — | — | $781.7M | $224.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMG // BETA 0.99
MORN // BETA 1.06