COMP <GO>
AMG vs IVZ // EV/EBITDA & P/E VALUATION
Affiliated Managers Group Inc. (NYSE) VS. Invesco Ltd (NYSE) • 15-METRIC TALLY: AMG 6
— IVZ 5
■ METRIC PARITY
LAST: $381.57 (-4.37%) • MKT CAP: $10.32B
valuation
13.4x
LAST: $27.76 (-4.34%) • MKT CAP: $12.81B
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMG VS. IVZ)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMG | IVZ | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.80% | -3.20% | +18.00 | AMG | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 13.4x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 9.37% | 11.25% | -1.88 | IVZ | /fcf-yield <GO> |
| Operating Margin | 42.10% | -10.90% | +53.00 | AMG | /operating-margins <GO> |
| Net Profit Margin | 34.50% | -8.50% | +43.00 | AMG | /net-margins <GO> |
| Revenue Growth (YoY) | 1.60% | 5.10% | -3.50 | IVZ | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.01% | 2.94% | -2.93 | IVZ | /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 | 59.5 | 48.2 | +11.30 | AMG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.07 | -0.08 | IVZ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.4x | 18.0x | -4.60 | AMG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.32B | $12.81B | -$2.49B | IVZ | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMG REV | IVZ REV | AMG GROSS % | IVZ GROSS % | AMG FCF | IVZ FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.07B | $6.38B | — | — | $967.1M | $1.44B |
| FY 2024 | $2.04B | $6.07B | — | — | $928.7M | $1.12B |
| FY 2023 | $2.06B | $5.72B | — | — | $781.7M | $1.04B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMG // BETA 0.99
IVZ // BETA 1.07