Core Viewpoint - Affiliated Managers Group (AMG) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The consensus estimate for AMG's quarterly earnings is $5.25 per share, reflecting a year-over-year increase of +12.4% [3]. - Expected revenues for the quarter are $510.15 million, which is a 2% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.82% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for AMG is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.20% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a likely earnings beat, especially when combined with a Zacks Rank of 2 (Buy) [10][12]. - AMG has a history of beating consensus EPS estimates, having surpassed expectations in three out of the last four quarters [14]. Industry Comparison - In the Zacks Financial - Investment Management industry, T. Rowe Price (TROW) is expected to report earnings of $2.11 per share for the same quarter, indicating a year-over-year decline of -6.6% [18]. - T. Rowe's expected revenue is $1.71 billion, down 1.4% from the previous year, with a consensus EPS estimate revised 9.6% higher recently [19].

WEST PALM BEACH, Fla. and PARIS, July 28, 2025 (GLOBE NEWSWIRE) -- AMG, a strategic partner to leading independent investment management firms globally, today announced that it has entered into a definitive agreement to acquire a minority equity interest in Montefiore Investment ("Montefiore"), a leading middle-market private equity firm in France and southern Europe. Under the terms of the transaction, Montefiore's management will retain a substantial majority of the firm's equity, continue to lead the org ...

Core Viewpoint - AMG is scheduled to report its financial and operating results for the second quarter ended June 30, 2025, on July 31, 2025, with a conference call to follow [2][3]. Group 1: Financial Reporting - The financial results will be discussed during a conference call hosted by key executives including the CEO, President, and CFO [3]. - The conference call will take place at 11:00 a.m. Eastern Time on July 31, 2025 [2]. Group 2: Accessing the Conference Call - Interested parties can join the call by dialing specific numbers for U.S. and non-U.S. calls [3]. - A replay of the conference call will be available approximately one hour after its conclusion, with specific dial-in numbers provided [4]. - The live call and replay, along with a presentation highlighting the company's performance, can be accessed via AMG's website [4].

Core Insights - Investing in stocks based on valuation metrics, particularly the price-to-sales (P/S) ratio, can identify opportunities with strong upside potential, especially for unprofitable or early-stage companies [1][2][3] Valuation Metrics - The P/S ratio compares a company's market capitalization to its revenues, providing a clearer picture of value when earnings are minimal or volatile [2][5] - A P/S ratio below 1 indicates a good bargain, as investors pay less than a dollar for each dollar of revenue generated [6] - The P/S ratio is often preferred over the price-to-earnings (P/E) ratio due to the difficulty of manipulating sales figures compared to earnings [7][10] Investment Opportunities - Companies with low P/S ratios, such as Affiliated Managers Group (AMG), The Greenbrier Companies, Inc. (GBX), Signet Jewelers (SIG), Cognizant Technology Solutions (CTSH), and PagSeguro Digital (PAGS), may offer compelling growth opportunities [4][10] - AMG is positioned for growth through partnerships and a robust balance sheet, currently holding a Zacks Rank 2 and a Value Score of A [12][13] - GBX benefits from a strong market position and ongoing success in its leasing business, also holding a Value Score of A and Zacks Rank 2 [14][15] - SIG demonstrates strength in key jewelry segments and has implemented cost-saving initiatives, maintaining a Value Score of A and Zacks Rank 2 [16][17] - CTSH is experiencing robust organic growth, particularly in Health Sciences and Financial Services, with a Value Score of B and Zacks Rank 2 [18][20] - PAGS is expanding its digital banking platform and adjusting credit offerings, well-positioned for long-term opportunities in Brazil's digital finance space, holding a Value Score of A and Zacks Rank 2 [21][22]

Group 1 - AMG Critical Materials N.V. will release its second quarter 2025 financial results on July 30, 2025, at approximately 18:00 CEST, followed by a conference call on July 31, 2025, at 09:00 CEST to discuss these results [1] - The company focuses on providing critical materials and related process technologies aimed at advancing a less carbon-intensive world, particularly in energy storage materials such as lithium, vanadium, and tantalum [2] - AMG operates globally with approximately 3,600 employees and has production facilities in multiple countries including Germany, the United Kingdom, France, the United States, China, Mexico, Brazil, India, and Sri Lanka [4] Group 2 - AMG's Lithium segment aims to reduce the CO2 footprint across the lithium value chain, while the Vanadium segment is a market leader in recycling vanadium from oil refining residues [3] - The Technologies segment is recognized as a world market leader in advanced metallurgy, providing engineering services to the aerospace engine sector and supporting the development of LIVA batteries and NewMOX SAS for the nuclear fuel market [3]

Core Insights - The Price-to-Book (P/B) ratio is a valuation metric that compares a company's market capitalization to its book value, helping investors identify undervalued stocks with strong fundamentals [1][2][6] - The P/B ratio is particularly useful in value investing, where investors seek stocks that are cheap yet fundamentally strong [1][10] - A P/B ratio of less than one indicates that a stock is trading below its book value, suggesting it may be undervalued, while a ratio above one may indicate overvaluation [6][8] Understanding Book Value - Book value represents the total value remaining for shareholders if a company were to liquidate its assets after settling all liabilities [4][5] - It is calculated by subtracting total liabilities from total assets, often equating to common stockholders' equity [5] P/B Ratio Analysis - The P/B ratio is calculated as market capitalization divided by book value of equity, providing insight into whether a stock is under- or overvalued [2][6] - Stocks with low P/B ratios and strong projected earnings growth are considered attractive investment opportunities [10][16] Screening Parameters for Investment - Stocks should have a P/B ratio lower than the industry median, a P/S ratio below the industry average, and a P/E ratio using F(1) estimates that is also lower than the industry median [12][13] - A PEG ratio of less than 1 indicates that a stock is undervalued relative to its growth prospects, while a minimum trading price of $5 and a substantial average trading volume are also recommended [14][15] Notable Stocks with Low P/B Ratios - CVS Health (CVS) has a projected 3-5 year EPS growth rate of 11.4% and holds a Zacks Rank of 2 with a Value Score of A [16] - Signet Jewelers (SIG) has a projected EPS growth rate of 12.2% and also holds a Zacks Rank of 2 with a Value Score of A [17] - KB Financial Group (KB) has a projected EPS growth rate of 12.33% and a Zacks Rank of 2 with a Value Score of B [18] - Affiliated Managers Group (AMG) has a projected EPS growth rate of 14.2% and a Zacks Rank of 2 with a Value Score of A [19] - PagSeguro Digital (PAGS) has a projected EPS growth rate of 11.3% and holds a Zacks Rank of 1 with a Value Score of A [21]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Affiliated Managers Group (AMG) - AMG currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to the market [3] Performance Metrics - AMG shares have increased by 1.74% over the past week, outperforming the Zacks Financial - Investment Management industry, which rose by 0.14% [5] - Over the past month, AMG's price change is 12.02%, significantly higher than the industry's 6.16% [5] - In the last quarter, AMG shares have risen by 34.65%, and over the past year, they have gained 22.72%, while the S&P 500 has increased by 16.27% and 12.91% respectively [6] Trading Volume - AMG's average 20-day trading volume is 228,560 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, five earnings estimates for AMG have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $22.78 to $23.33 [9] - For the next fiscal year, five estimates have also moved higher without any downward revisions [9] Conclusion - Given the strong performance metrics and positive earnings outlook, AMG is positioned as a 2 (Buy) stock with a Momentum Score of A, making it a potential candidate for near-term investment [11]

Market Overview - The stock market experienced a dip at the beginning of July due to renewed trade war concerns, which contrasts with previous months of positive tariff negotiation progress between the U.S. and key trading partners like China [1][2] - Despite trade war uncertainties, historical trends show that the S&P 500 has typically climbed in July over the past decade, supported by a solid earnings outlook driven by AI and technology [3] Investment Strategy - A screening method has been introduced to help investors identify stocks that are trading near their 52-week highs and have shown strong upward earnings revisions, categorized as Zacks Rank 1 (Strong Buys) [4][5] - The screening process narrows down Zacks Rank 1 stocks to those with upward price momentum within 20% of their 52-week highs, utilizing PEG and Price to Sales ratios to ensure value [6][8] Company Spotlight: Affiliated Managers Group (AMG) - Affiliated Managers Group, Inc. (AMG) is highlighted as a strong investment opportunity, being a global asset management company that partners with independent investment firms [7][9] - AMG has outperformed the market significantly, with a 32% stock price increase over the past year compared to the Financial-Investment Management industry's 23% [12][13] - The company is projected to grow adjusted earnings by 8% and 13% for 2025 and 2026, respectively, following a strong first quarter that boosted its Zacks Rank [12][13] - AMG's stock has shown a remarkable 195% increase over the last five years, nearly tripling its industry performance, and has outpaced the S&P 500 by 540% over the past 25 years [13][15]

Group 1 - Affiliated Managers Group, Inc. (AMG) has reached an important support level and recently experienced a "golden cross," indicating a potential bullish trend [1][2] - A golden cross occurs when a stock's short-term moving average (50-day) crosses above its long-term moving average (200-day), suggesting a bullish breakout is likely [2][3] - Over the past four weeks, AMG's stock has gained 9.4%, and it currently holds a 1 (Strong Buy) rating on the Zacks Rank, indicating strong potential for further gains [4] Group 2 - The positive earnings outlook for AMG supports the bullish case, with no earnings estimates cut and five revisions higher in the past 60 days, leading to an increase in the Zacks Consensus Estimate [4][5] - Investors are encouraged to monitor AMG for potential gains due to the combination of positive technical indicators and favorable earnings revisions [5]

Group 1 - Affiliated Managers Group (AMG) has a Zacks Rank of 1 (Strong Buy), while Carlyle Group (CG) has a Zacks Rank of 3 (Hold), indicating a stronger earnings outlook for AMG [3][7] - AMG has a forward P/E ratio of 8.24, significantly lower than CG's forward P/E of 12.11, suggesting that AMG may be undervalued [5] - AMG's PEG ratio is 0.64, compared to CG's PEG ratio of 1.06, further indicating AMG's potential for better value [5][6] Group 2 - AMG has a P/B ratio of 1.33, while CG has a P/B ratio of 2.78, reinforcing the notion that AMG is more undervalued [6] - Based on various valuation metrics, AMG holds a Value grade of A, whereas CG has a Value grade of C, highlighting AMG's superior value proposition [6] - AMG's improving earnings outlook makes it a more attractive option for value investors compared to CG [7]