WallStSmart

Affiliated Managers Group, Inc. (MGRB)vsOxford Lane Capital Corp. 6.75% Notes due 2031 (OXLCL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

OXLCL leads profitability with a 0.0% profit margin vs 0.0%. OXLCL 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

OXLCL

Avoid

27

out of 100

Grade: F

Growth: 4.3Profit: 3.5Value: 5.0Quality: 6.3
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGRB0 strengths · Avg: 0/10

No standout strengths identified

OXLCL0 strengths · Avg: 0/10

No standout strengths identified

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%

OXLCL4 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
$758.22M3/10

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 : OXLCL

OXLCL has a balanced fundamental profile.

Bear Case : MGRB

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

Bear Case : OXLCL

The primary concerns for OXLCL are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

OXLCL 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

OXLCL 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.

Oxford Lane Capital Corp. 6.75% Notes due 2031

NONE · NONE · USA

Oxford Lane Capital Corp. is a specialized closed-end investment firm dedicated to delivering attractive risk-adjusted returns primarily through senior secured loans and various debt instruments. The company’s 6.75% Notes due 2031 provide institutional investors with a steady income stream, underscoring its commitment to consistent cash flow generation. With a robust and experienced management team skilled in navigating the complexities of credit markets, Oxford Lane is strategically positioned to capitalize on value-added investments while prioritizing capital preservation. This investment approach creates a unique opportunity for institutional stakeholders seeking diversification and income within their portfolios.

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