WallStSmart

Affiliated Managers Group, Inc. (MGRB)vsSunoco LP (SUN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SUN leads profitability with a 3.1% profit margin vs 0.0%. SUN earns a higher WallStSmart Score of 67/100 (B-).

MGRB

Avoid

24

out of 100

Grade: F

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

SUN

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 6.5Value: 6.7Quality: 4.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for MGRB.

SUNUndervalued (+36.0%)

Margin of Safety

+36.0%

Fair Value

$93.42

Current Price

$66.25

$27.17 discount

UndervaluedFair: $93.42Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGRB0 strengths · Avg: 0/10

No standout strengths identified

SUN5 strengths · Avg: 9.6/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Return on EquityProfitability
33.8%10/10

Every $100 of equity generates 34 in profit

Revenue GrowthGrowth
106.4%10/10

Revenue surging 106.4% year-over-year

EPS GrowthGrowth
135.5%10/10

Earnings expanding 135.5% YoY

P/E RatioValuation
16.7x8/10

Attractively priced relative to earnings

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%

SUN3 concerns · Avg: 2.7/10
Profit MarginProfitability
3.1%3/10

3.1% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
8.542/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : MGRB

MGRB has a balanced fundamental profile.

Bull Case : SUN

The strongest argument for SUN centers on Price/Book, Return on Equity, Revenue Growth. Revenue growth of 106.4% demonstrates continued momentum.

Bear Case : MGRB

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

Bear Case : SUN

The primary concerns for SUN are Profit Margin, Piotroski F-Score, PEG Ratio. Thin 3.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

MGRB profiles as a value stock while SUN is a hypergrowth play — different risk/reward profiles.

SUN is growing revenue faster at 106.4% — 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

SUN scores higher overall (67/100 vs 24/100) and 106.4% revenue growth. Both earn "Strong Buy" 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.

Sunoco LP

ENERGY · OIL & GAS REFINING & MARKETING · USA

Sunoco LP, distributes and sells motor fuels in the United States. The company is headquartered in Dallas, Texas.

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