AMG vs. STT: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AMG and STT, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Overview
STT’s market capitalization of 31.46 billion USD is significantly greater than AMG’s 5.73 billion USD, highlighting its more substantial market valuation.
With betas of 1.08 for AMG and 1.46 for STT, both stocks show similar sensitivity to overall market movements.
| Symbol | AMG | STT |
|---|---|---|
| Company Name | Affiliated Managers Group, Inc. | State Street Corporation |
| Country | US | US |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management | Asset Management |
| CEO | Jay C. Horgen | Ronald Philip O'Hanley |
| Price | 201.45 USD | 110.31 USD |
| Market Cap | 5.73 billion USD | 31.46 billion USD |
| Beta | 1.08 | 1.46 |
| Exchange | NYSE | NYSE |
| IPO Date | November 21, 1997 | March 17, 1980 |
| ADR | No | No |
Historical Performance
This chart compares the performance of AMG and STT by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period.
Data is adjusted for dividends and splits.
Profitability
Return on Equity
AMG
13.17%
Asset Management Industry
- Max
- 34.25%
- Q3
- 18.22%
- Median
- 11.24%
- Q1
- 5.81%
- Min
- -5.72%
AMG’s Return on Equity of 13.17% is on par with the norm for the Asset Management industry, indicating its profitability relative to shareholder equity is typical for the sector.
STT
11.18%
Asset Management Industry
- Max
- 34.25%
- Q3
- 18.22%
- Median
- 11.24%
- Q1
- 5.81%
- Min
- -5.72%
STT’s Return on Equity of 11.18% is on par with the norm for the Asset Management industry, indicating its profitability relative to shareholder equity is typical for the sector.
Return on Invested Capital
AMG
9.52%
Asset Management Industry
- Max
- 42.18%
- Q3
- 20.06%
- Median
- 8.68%
- Q1
- 3.13%
- Min
- -16.42%
AMG’s Return on Invested Capital of 9.52% is in line with the norm for the Asset Management industry, reflecting a standard level of efficiency in generating profits from its capital base.
STT
-16.42%
Asset Management Industry
- Max
- 42.18%
- Q3
- 20.06%
- Median
- 8.68%
- Q1
- 3.13%
- Min
- -16.42%
STT has a negative Return on Invested Capital of -16.42%. This indicates that its operations are failing to generate a profit on the total capital invested, signaling significant inefficiency or value destruction.
Net Profit Margin
AMG
21.34%
Asset Management Industry
- Max
- 91.66%
- Q3
- 57.81%
- Median
- 29.48%
- Q1
- 15.70%
- Min
- -27.65%
AMG’s Net Profit Margin of 21.34% is aligned with the median group of its peers in the Asset Management industry. This indicates its ability to convert revenue into profit is typical for the sector.
STT
12.95%
Asset Management Industry
- Max
- 91.66%
- Q3
- 57.81%
- Median
- 29.48%
- Q1
- 15.70%
- Min
- -27.65%
Falling into the lower quartile for the Asset Management industry, STT’s Net Profit Margin of 12.95% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
Operating Profit Margin
AMG
31.71%
Asset Management Industry
- Max
- 99.76%
- Q3
- 78.28%
- Median
- 34.76%
- Q1
- 21.75%
- Min
- -48.25%
AMG’s Operating Profit Margin of 31.71% is around the midpoint for the Asset Management industry, indicating that its efficiency in managing core business operations is typical for the sector.
STT
16.34%
Asset Management Industry
- Max
- 99.76%
- Q3
- 78.28%
- Median
- 34.76%
- Q1
- 21.75%
- Min
- -48.25%
STT’s Operating Profit Margin of 16.34% is in the lower quartile for the Asset Management industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.
Profitability at a Glance
| Symbol | AMG | STT |
|---|---|---|
| Return on Equity (TTM) | 13.17% | 11.18% |
| Return on Assets (TTM) | 4.98% | 0.77% |
| Return on Invested Capital (TTM) | 9.52% | -16.42% |
| Net Profit Margin (TTM) | 21.34% | 12.95% |
| Operating Profit Margin (TTM) | 31.71% | 16.34% |
| Gross Profit Margin (TTM) | 55.67% | 58.70% |
Financial Strength
Current Ratio
AMG
2.10
Asset Management Industry
- Max
- 12.44
- Q3
- 5.76
- Median
- 3.04
- Q1
- 1.03
- Min
- 0.01
AMG’s Current Ratio of 2.10 aligns with the median group of the Asset Management industry, indicating that its short-term liquidity is in line with its sector peers.
STT
0.14
Asset Management Industry
- Max
- 12.44
- Q3
- 5.76
- Median
- 3.04
- Q1
- 1.03
- Min
- 0.01
STT’s Current Ratio of 0.14 falls into the lower quartile for the Asset Management industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
Debt-to-Equity Ratio
AMG
0.82
Asset Management Industry
- Max
- 2.62
- Q3
- 1.42
- Median
- 0.76
- Q1
- 0.34
- Min
- 0.01
AMG’s Debt-to-Equity Ratio of 0.82 is typical for the Asset Management industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
STT
1.37
Asset Management Industry
- Max
- 2.62
- Q3
- 1.42
- Median
- 0.76
- Q1
- 0.34
- Min
- 0.01
STT’s Debt-to-Equity Ratio of 1.37 is typical for the Asset Management industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
Interest Coverage Ratio
AMG
4.69
Asset Management Industry
- Max
- 13.30
- Q3
- 6.30
- Median
- 2.71
- Q1
- 1.00
- Min
- -6.91
AMG’s Interest Coverage Ratio of 4.69 is positioned comfortably within the norm for the Asset Management industry, indicating a standard and healthy capacity to cover its interest payments.
STT
0.40
Asset Management Industry
- Max
- 13.30
- Q3
- 6.30
- Median
- 2.71
- Q1
- 1.00
- Min
- -6.91
STT’s Interest Coverage Ratio of 0.40 is a critical concern. A value below 1.0 means operating earnings are insufficient to cover interest expenses, indicating severe financial strain and high default risk.
Financial Strength at a Glance
| Symbol | AMG | STT |
|---|---|---|
| Current Ratio (TTM) | 2.10 | 0.14 |
| Quick Ratio (TTM) | 2.10 | 0.14 |
| Debt-to-Equity Ratio (TTM) | 0.82 | 1.37 |
| Debt-to-Asset Ratio (TTM) | 0.30 | 0.10 |
| Net Debt-to-EBITDA Ratio (TTM) | 1.74 | 7.76 |
| Interest Coverage Ratio (TTM) | 4.69 | 0.40 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for AMG and STT. These metrics are based on the companies’ annual financial reports.
Revenue Growth
Earnings Per Share (EPS) Growth
Free Cash Flow Growth
Dividend
Dividend Yield
AMG
0.02%
Asset Management Industry
- Max
- 26.09%
- Q3
- 11.60%
- Median
- 6.37%
- Q1
- 2.75%
- Min
- 0.00%
AMG’s Dividend Yield of 0.02% is in the lower quartile for the Asset Management industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.
STT
2.76%
Asset Management Industry
- Max
- 26.09%
- Q3
- 11.60%
- Median
- 6.37%
- Q1
- 2.75%
- Min
- 0.00%
STT’s Dividend Yield of 2.76% is consistent with its peers in the Asset Management industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio
AMG
0.32%
Asset Management Industry
- Max
- 1,034.88%
- Q3
- 127.70%
- Median
- 75.15%
- Q1
- 34.21%
- Min
- 0.00%
AMG’s Dividend Payout Ratio of 0.32% is in the lower quartile for the Asset Management industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.
STT
36.82%
Asset Management Industry
- Max
- 1,034.88%
- Q3
- 127.70%
- Median
- 75.15%
- Q1
- 34.21%
- Min
- 0.00%
STT’s Dividend Payout Ratio of 36.82% is within the typical range for the Asset Management industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | AMG | STT |
|---|---|---|
| Dividend Yield (TTM) | 0.02% | 2.76% |
| Dividend Payout Ratio (TTM) | 0.32% | 36.82% |
Valuation
Price-to-Earnings Ratio
AMG
13.55
Asset Management Industry
- Max
- 38.72
- Q3
- 23.40
- Median
- 11.45
- Q1
- 8.80
- Min
- 1.54
AMG’s P/E Ratio of 13.55 is within the middle range for the Asset Management industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
STT
11.10
Asset Management Industry
- Max
- 38.72
- Q3
- 23.40
- Median
- 11.45
- Q1
- 8.80
- Min
- 1.54
STT’s P/E Ratio of 11.10 is within the middle range for the Asset Management industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
Forward P/E to Growth Ratio
AMG
0.92
Asset Management Industry
- Max
- 6.38
- Q3
- 3.23
- Median
- 1.55
- Q1
- 0.89
- Min
- 0.02
AMG’s Forward PEG Ratio of 0.92 is within the middle range of its peers in the Asset Management industry. This suggests a reasonable balance between the stock’s price and its expected growth, aligning with sector valuation norms.
STT
0.92
Asset Management Industry
- Max
- 6.38
- Q3
- 3.23
- Median
- 1.55
- Q1
- 0.89
- Min
- 0.02
STT’s Forward PEG Ratio of 0.92 is within the middle range of its peers in the Asset Management industry. This suggests a reasonable balance between the stock’s price and its expected growth, aligning with sector valuation norms.
Price-to-Sales Ratio
AMG
2.82
Asset Management Industry
- Max
- 13.75
- Q3
- 7.92
- Median
- 4.87
- Q1
- 3.51
- Min
- 0.02
In the lower quartile for the Asset Management industry, AMG’s P/S Ratio of 2.82 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.
STT
1.42
Asset Management Industry
- Max
- 13.75
- Q3
- 7.92
- Median
- 4.87
- Q1
- 3.51
- Min
- 0.02
In the lower quartile for the Asset Management industry, STT’s P/S Ratio of 1.42 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.
Price-to-Book Ratio
AMG
1.85
Asset Management Industry
- Max
- 5.33
- Q3
- 2.75
- Median
- 1.06
- Q1
- 0.87
- Min
- 0.00
The P/B Ratio is often not a primary valuation metric for the Asset Management industry.
STT
1.19
Asset Management Industry
- Max
- 5.33
- Q3
- 2.75
- Median
- 1.06
- Q1
- 0.87
- Min
- 0.00
The P/B Ratio is often not a primary valuation metric for the Asset Management industry.
Valuation at a Glance
| Symbol | AMG | STT |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 13.55 | 11.10 |
| Forward PEG Ratio (TTM) | 0.92 | 0.92 |
| Price-to-Sales Ratio (P/S, TTM) | 2.82 | 1.42 |
| Price-to-Book Ratio (P/B, TTM) | 1.85 | 1.19 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | 7.97 | -7.20 |
| EV-to-EBITDA (TTM) | 7.26 | 15.37 |
| EV-to-Sales (TTM) | 3.70 | 2.87 |