AMG vs USB
Affiliated Managers Group vs U.S. Bancorp — AI-powered side-by-side comparison
AMG
Affiliated Managers Group
73
Buy
VS
| Metric | AMG | USB |
| AI Score |
73
|
72
|
| Price |
$369.88
|
$64.14
|
| P/E Ratio |
11.86×
|
12.76×
|
| ROE |
22.1%
|
11.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
79.9%
|
63.8%
|
| Debt / Equity |
0.99×
|
1.42×
|
| Dividend Yield |
0.0%
|
3.3%
|
| RSI (14) |
52.0
|
55.9
|
| Beta |
1.108
|
0.978
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for AMG versus USB.
AMG leads by 1 points.
AMG scores 73/100 (Buy) versus USB at 72/100 (Buy).
AMG Committee View
100% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is 4 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
USB Committee View
100% agreement
6 analysts
The primary driver is revenue growing 84.1% yoy -- genuine top-line momentum. The main limiting factor is 4 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 12.2 is inexpensive for the broad market — Value
- Price-to-book of 1.3x is a discount to asset value — Value
- Dividend yield of 3.3% pays you to wait — Value
Bear Case
- MACD histogram negative -- bearish momentum — Technical