WallStSmart

Affiliated Managers Group, Inc. (MGRB)vsValero Energy Corporation (VLO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

VLO leads profitability with a 2.0% profit margin vs 0.0%. VLO earns a higher WallStSmart Score of 51/100 (C-).

MGRB

Avoid

24

out of 100

Grade: F

Growth: 4.0Profit: 4.5Value: 5.0Quality: 5.0

VLO

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 5.5Value: 4.0Quality: 7.0
Piotroski: 6/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for MGRB.

VLOUndervalued (+8.2%)

Margin of Safety

+8.2%

Fair Value

$222.10

Current Price

$252.58

$30.48 discount

UndervaluedFair: $222.10Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGRB0 strengths · Avg: 0/10

No standout strengths identified

VLO3 strengths · Avg: 9.0/10
EPS GrowthGrowth
317.9%10/10

Earnings expanding 317.9% YoY

Market CapQuality
$75.15B9/10

Large-cap with strong market position

Free Cash FlowQuality
$1.81B8/10

Generating 1.8B in free cash flow

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%

VLO4 concerns · Avg: 2.8/10
P/E RatioValuation
33.2x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
2.0%3/10

2.0% margin — thin

PEG RatioValuation
4.082/10

Expensive relative to growth rate

Revenue GrowthGrowth
-2.1%2/10

Revenue declined 2.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : MGRB

MGRB has a balanced fundamental profile.

Bull Case : VLO

The strongest argument for VLO centers on EPS Growth, Market Cap, Free Cash Flow.

Bear Case : MGRB

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

Bear Case : VLO

The primary concerns for VLO are P/E Ratio, Profit Margin, PEG Ratio. Thin 2.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

VLO generates stronger free cash flow (1.8B), providing more financial flexibility.

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

Bottom Line

VLO scores higher overall (51/100 vs 24/100). Both earn "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 prominent asset management firm specializing in strategic partnerships with a diverse lineup of independent investment management firms. By leveraging significant resources and expertise, MGRB enhances the capabilities of its affiliates to drive innovation across various investment strategies and asset classes. The company is well-positioned to deliver compelling investment opportunities to institutional investors, ensuring effective navigation through ever-evolving market conditions. With a commitment to maximizing shareholder value and a robust performance track record, MGRB stands as a vital partner for institutional investors seeking sustainable growth and effective portfolio diversification.

Valero Energy Corporation

ENERGY · OIL & GAS REFINING & MARKETING · USA

Valero Energy Corporation is a Fortune 500 international manufacturer and marketer of transportation fuels, other petrochemical products, and power. It is headquartered in San Antonio, Texas, United States.

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