COMP <GO>
AMG vs V // RETURN ON INVESTED CAPITAL (ROIC)
Affiliated Managers Group Inc. (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: AMG 3
— V 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: V
LAST: $370.39 (-2.93%) • MKT CAP: $9.58B
roic
14.80%
LAST: $425.51 (+2.88%) • MKT CAP: $760.28B
roic
32.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMG VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMG | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 14.80% | 32.30% | -17.50 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.4x | 28.9x | -15.50 | AMG | /valuation <GO> |
| Free Cash Flow Yield | 9.37% | 2.90% | +6.47 | AMG | /fcf-yield <GO> |
| Operating Margin | 42.10% | 60.00% | -17.90 | V | /operating-margins <GO> |
| Net Profit Margin | 34.50% | 50.10% | -15.60 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 1.60% | 11.30% | -9.70 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.01% | 0.63% | -0.62 | V | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 9.09 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.0 | 74.2 | -31.20 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.06 | -0.07 | V | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.4x | 34.0x | -20.60 | AMG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.58B | $760.28B | -$750.70B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMG REV | V REV | AMG GROSS % | V GROSS % | AMG FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.07B | $40.00B | — | — | $967.1M | $21.26B |
| FY 2024 | $2.04B | $35.93B | — | — | $928.7M | $18.33B |
| FY 2023 | $2.06B | $32.65B | — | — | $781.7M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMG // BETA 0.99
V // BETA 1.06