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Affiliated Managers Group, Inc. (AMG) DCF Valuation |
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Affiliated Managers Group, Inc. (AMG) Bundle
Simplify Affiliated Managers Group, Inc. (AMG) valuation with this customizable DCF Calculator! Featuring real Affiliated Managers Group, Inc. (AMG) financials and adjustable forecast inputs, you can test scenarios and uncover Affiliated Managers Group, Inc. (AMG) fair value in minutes.
Discounted Cash Flow (DCF) - (USD MM)
| Year | AY1 2020 |
AY2 2021 |
AY3 2022 |
AY4 2023 |
AY5 2024 |
FY1 2025 |
FY2 2026 |
FY3 2027 |
FY4 2028 |
FY5 2029 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2,027.5 | 2,412.4 | 2,329.6 | 2,057.8 | 2,040.9 | 2,056.6 | 2,072.4 | 2,088.4 | 2,104.5 | 2,120.7 |
| Revenue Growth, % | 0.00 | 18.98 | -3.43 | -11.67 | -0.82 | 0.77 | 0.77 | 0.77 | 0.77 | 0.77 |
| EBITDA | 769.6 | 1,269.1 | 1,876.6 | 1,228.2 | 1,069.9 | 1,165.1 | 1,174.0 | 1,183.1 | 1,192.2 | 1,201.4 |
| EBITDA, % | 37.96 | 52.61 | 80.55 | 59.69 | 52.42 | 56.65 | 56.65 | 56.65 | 56.65 | 56.65 |
| Depreciation | 159.6 | 52.3 | 67.4 | 61.3 | 13.4 | 68.1 | 68.6 | 69.1 | 69.7 | 70.2 |
| Depreciation, % | 7.87 | 2.17 | 2.89 | 2.98 | 0.66 | 3.31 | 3.31 | 3.31 | 3.31 | 3.31 |
| EBIT | 610.0 | 1,216.8 | 1,809.2 | 1,166.9 | 1,056.5 | 1,097.0 | 1,105.4 | 1,113.9 | 1,122.5 | 1,131.2 |
| EBIT, % | 30.09 | 50.44 | 77.66 | 56.71 | 51.77 | 53.34 | 53.34 | 53.34 | 53.34 | 53.34 |
| Total Cash | 1,114.6 | 987.0 | 1,146.1 | 1,274.6 | 1,006.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Total Cash, percent | .0 | .0 | .0 | .0 | .0 | .0 | .0 | .0 | .0 | .0 |
| Account Receivables | 421.6 | 419.2 | 316.0 | 368.4 | 409.7 | 369.0 | 371.8 | 374.7 | 377.5 | 380.5 |
| Account Receivables, % | 20.79 | 17.38 | 13.56 | 17.90 | 20.07 | 17.94 | 17.94 | 17.94 | 17.94 | 17.94 |
| Inventories | .0 | .0 | .0 | .0 | .0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Inventories, % | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Accounts Payable | .0 | .0 | .0 | .0 | .0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Accounts Payable, % | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Expenditure | -8.5 | -8.4 | -11.4 | -12.4 | -3.4 | -8.4 | -8.5 | -8.6 | -8.6 | -8.7 |
| Capital Expenditure, % | -0.42 | -0.35 | -0.49 | -0.60 | -0.17 | -0.41 | -0.41 | -0.41 | -0.41 | -0.41 |
| Tax Rate, % | 60.23 | 50.43 | 34.39 | 38.35 | 44.58 | 45.59 | 45.59 | 45.59 | 45.59 | 45.59 |
| EBITAT | 242.6 | 603.2 | 1,187.1 | 719.4 | 585.5 | 596.9 | 601.5 | 606.1 | 610.8 | 615.5 |
| Depreciation | 159.6 | 52.3 | 67.4 | 61.3 | 13.4 | 68.1 | 68.6 | 69.1 | 69.7 | 70.2 |
| Changes in Account Receivables | 40.7 | -2.8 | -2.9 | -2.8 | -3.0 | |||||
| Changes in Inventories | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |||||
| Changes in Accounts Payable | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |||||
| Capital Expenditure | -8.5 | -8.4 | -11.4 | -12.4 | -3.4 | -8.4 | -8.5 | -8.6 | -8.6 | -8.7 |
| UFCF | -27.9 | 649.5 | 1,346.3 | 715.9 | 554.2 | 697.3 | 658.8 | 663.8 | 669.0 | 674.0 |
| WACC, % | 6.87 | 7.03 | 7.28 | 7.22 | 7.12 | 7.10 | 7.10 | 7.10 | 7.10 | 7.10 |
| PV UFCF | 651.0 | 574.3 | 540.3 | 508.4 | 478.3 | |||||
| SUM PV UFCF | 2,752.5 | |||||||||
| Long Term Growth Rate, % | 2.00 | |||||||||
| Free cash flow (T + 1) | 687.5 | |||||||||
| Terminal Value | 13,480.0 | |||||||||
| Present Terminal Value | 9,566.3 | |||||||||
| Enterprise Value | 12,318.7 | |||||||||
| Net Debt | 1,670.0 | |||||||||
| Equity Value | 10,648.7 | |||||||||
| Diluted Shares Outstanding, MM | 36.0 | |||||||||
| Equity Value Per Share | 295.80 |
What You Will Get
- Editable Forecast Inputs: Flexibly adjust key assumptions (growth %, margins, WACC) to explore various scenarios.
- Real-World Data: AMG’s financial information pre-filled to facilitate your analysis.
- Automatic DCF Outputs: The template computes Net Present Value (NPV) and intrinsic value automatically.
- Customizable and Professional: A refined Excel model tailored to meet your valuation requirements.
- Built for Analysts and Investors: Perfect for evaluating projections, confirming strategies, and enhancing efficiency.
Key Features
- Comprehensive DCF Calculator: Features detailed unlevered and levered DCF valuation models tailored for Affiliated Managers Group, Inc. (AMG).
- WACC Calculator: Pre-configured Weighted Average Cost of Capital sheet with adjustable inputs for precise calculations.
- Customizable Forecast Assumptions: Easily alter growth projections, capital expenditures, and discount rates.
- Integrated Financial Ratios: Evaluate profitability, leverage, and efficiency ratios specifically for Affiliated Managers Group, Inc. (AMG).
- Interactive Dashboard and Charts: Visual representations that summarize essential valuation metrics for streamlined analysis.
How It Works
- Step 1: Download the Excel file.
- Step 2: Review pre-entered Affiliated Managers Group, Inc. (AMG) data (historical and projected).
- Step 3: Adjust key assumptions (yellow cells) based on your analysis.
- Step 4: View automatic recalculations for Affiliated Managers Group, Inc. (AMG)’s intrinsic value.
- Step 5: Use the outputs for investment decisions or reporting.
Why Choose This Calculator for Affiliated Managers Group, Inc. (AMG)?
- Accurate Data: Access to real financials for AMG guarantees trustworthy valuation outcomes.
- Customizable: Tailor key inputs like growth rates, WACC, and tax rates to align with your forecasts.
- Time-Saving: Pre-configured calculations save you the hassle of starting from the ground up.
- Professional-Grade Tool: Crafted for use by investors, analysts, and consultants in the field.
- User-Friendly: The intuitive design and guided instructions cater to users of all experience levels.
Who Should Use This Product?
- Finance Students: Understand asset management strategies and apply them to real-world scenarios.
- Academics: Utilize AMG's models for research and academic projects in finance and investment.
- Investors: Evaluate your investment strategies and analyze performance metrics for Affiliated Managers Group, Inc. (AMG).
- Analysts: Enhance your analysis with a tailored, user-friendly financial model specific to asset management.
- Small Business Owners: Discover insights into how large asset management firms like AMG operate and make decisions.
What the Template Contains
- Operating and Balance Sheet Data: Pre-filled Affiliated Managers Group, Inc. (AMG) historical data and forecasts, including revenue, EBITDA, EBIT, and capital expenditures.
- WACC Calculation: A dedicated sheet for Weighted Average Cost of Capital (WACC), including parameters like Beta, risk-free rate, and share price.
- DCF Valuation (Unlevered and Levered): Editable Discounted Cash Flow models showing intrinsic value with detailed calculations.
- Financial Statements: Pre-loaded financial statements (annual and quarterly) to support analysis.
- Key Ratios: Includes profitability, leverage, and efficiency ratios for Affiliated Managers Group, Inc. (AMG).
- Dashboard and Charts: Visual summary of valuation outputs and assumptions to analyze results easily.
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