WallStSmart

Affiliated Managers Group, Inc. (MGRB)vsB. Riley Financial Inc. 6.00% Senior Notes Due 2028 (RILYT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

RILYT leads profitability with a 0.0% profit margin vs 0.0%. RILYT earns a higher WallStSmart Score of 27/100 (F).

MGRB

Avoid

24

out of 100

Grade: F

Growth: 4.0Profit: 4.5Value: 5.0Quality: 5.5
Piotroski: 5/9

RILYT

Avoid

27

out of 100

Grade: F

Growth: 4.0Profit: 5.5Value: 5.0Quality: 4.0
Piotroski: 4/9Altman Z: 0.64

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGRB0 strengths · Avg: 0/10

No standout strengths identified

RILYT1 strengths · Avg: 10.0/10
Return on EquityProfitability
114.4%10/10

Every $100 of equity generates 114 in profit

Areas to Watch

MGRB4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

RILYT4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.95B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : MGRB

MGRB has a balanced fundamental profile.

Bull Case : RILYT

The strongest argument for RILYT centers on Return on Equity.

Bear Case : MGRB

The primary concerns for MGRB are Revenue Growth, EPS Growth, Profit Margin.

Bear Case : RILYT

The primary concerns for RILYT are Revenue Growth, EPS Growth, Market Cap. Debt-to-equity of 17.37 is elevated, increasing financial risk.

Key Dynamics to Monitor

RILYT is growing revenue faster at 0.0% — sustainability is the question.

MGRB generates stronger free cash flow (300M), providing more financial flexibility.

Monitor NONE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

RILYT scores higher overall (27/100 vs 24/100). Both earn "Avoid" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Affiliated Managers Group, Inc.

NONE · NONE · USA

Affiliated Managers Group, Inc. (MGRB) is a leading asset management firm that expertly partners with a diverse range of independent investment management firms to enhance their capabilities across various investment strategies and asset classes. With a strong commitment to innovation and a proven track record of performance, MGRB is uniquely positioned to provide compelling investment opportunities for institutional investors. The company’s strategic focus on maximizing shareholder value, combined with its substantial resources and expertise, allows for effective navigation of complex market dynamics, making MGRB an essential ally for those seeking sustainable growth and robust portfolio diversification.

B. Riley Financial Inc. 6.00% Senior Notes Due 2028

NONE · NONE · USA

B. Riley Financial Inc. is a leading diversified financial services firm that provides a wide array of solutions, encompassing investment banking, asset management, and financial advisory services. The firm's focus on income-generating investments is exemplified by its 6.00% Senior Notes due 2028, underscoring its commitment to delivering consistent returns and maintaining a strong financial foundation. Bolstered by a seasoned management team and a proactive approach to market dynamics, B. Riley is strategically positioned to seize growth opportunities, making it an attractive option for institutional investors seeking a balance of stability and innovation.

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