WallStSmart

Affiliated Managers Group, Inc. (MGRB)vsUltrapar Participacoes SA ADR (UGP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UGP leads profitability with a 2.1% profit margin vs 0.0%. UGP earns a higher WallStSmart Score of 65/100 (B-).

MGRB

Avoid

24

out of 100

Grade: F

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

UGP

Strong Buy

65

out of 100

Grade: B-

Growth: 6.0Profit: 6.5Value: 7.7Quality: 6.5
Piotroski: 4/9Altman Z: 3.98

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGRB0 strengths · Avg: 0/10

No standout strengths identified

UGP6 strengths · Avg: 9.3/10
P/E RatioValuation
8.9x10/10

Attractively priced relative to earnings

Return on EquityProfitability
90.7%10/10

Every $100 of equity generates 91 in profit

EPS GrowthGrowth
167.4%10/10

Earnings expanding 167.4% YoY

Altman Z-ScoreHealth
3.9810/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.788/10

Growing faster than its price suggests

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

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%

UGP3 concerns · Avg: 3.0/10
Profit MarginProfitability
2.1%3/10

2.1% margin — thin

Operating MarginProfitability
5.0%3/10

Operating margin of 5.0%

Debt/EquityHealth
1.283/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : MGRB

MGRB has a balanced fundamental profile.

Bull Case : UGP

The strongest argument for UGP centers on P/E Ratio, Return on Equity, EPS Growth. Revenue growth of 10.3% demonstrates continued momentum. PEG of 0.78 suggests the stock is reasonably priced for its growth.

Bear Case : MGRB

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

Bear Case : UGP

The primary concerns for UGP are Profit Margin, Operating Margin, Debt/Equity. Thin 2.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

UGP is growing revenue faster at 10.3% — 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

UGP scores higher overall (65/100 vs 24/100) and 10.3% 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.

Ultrapar Participacoes SA ADR

ENERGY · OIL & GAS REFINING & MARKETING · USA

Ultrapar Participaes SA is engaged in the gas distribution, fuel distribution, chemical products, storage and pharmacy businesses mainly in Brazil, Mexico, Uruguay, Venezuela, other Latin American countries, the United States, Canada, the Far East, Europe and internationally. The company is headquartered in So Paulo, Brazil.

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