WallStSmart

Affiliated Managers Group, Inc. (MGRB)vsOxford Square Capital Corp. 5.50% Notes due 2028 (OXSQG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

OXSQG leads profitability with a 0.0% profit margin vs 0.0%. OXSQG earns a higher WallStSmart Score of 26/100 (F).

MGRB

Avoid

24

out of 100

Grade: F

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

OXSQG

Avoid

26

out of 100

Grade: F

Growth: 4.3Profit: 5.5Value: 5.0Quality: 7.3
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGRB0 strengths · Avg: 0/10

No standout strengths identified

OXSQG1 strengths · Avg: 10.0/10
Return on EquityProfitability
50.6%10/10

Every $100 of equity generates 51 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%

OXSQG4 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
$248.44M3/10

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 : OXSQG

The strongest argument for OXSQG centers on Return on Equity.

Bear Case : MGRB

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

Bear Case : OXSQG

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

Key Dynamics to Monitor

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

MGRB generates stronger free cash flow (265M), providing more financial flexibility.

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

Bottom Line

OXSQG scores higher overall (26/100 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 focused on forming strategic partnerships with a diverse array of independent investment management firms. By leveraging significant resources, MGRB amplifies the capabilities of its affiliates, fostering innovation across various investment strategies and asset classes. The firm is strategically positioned to provide institutional investors with superior investment opportunities, ensuring adept navigation of dynamic market environments. Committed to maximizing shareholder value, MGRB maintains a strong performance track record, solidifying its status as a critical player for institutional investors aiming for sustainable growth and effective portfolio diversification.

Oxford Square Capital Corp. 5.50% Notes due 2028

NONE · NONE · USA

Oxford Square Capital Corp. 5.50% Notes due 2028 represent a strategic income-generation vehicle, offering institutional investors a fixed interest rate within a maturity profile ideally suited for moderate investment strategies. As part of Oxford Square Capital's diversified investment mandate, these notes facilitate access to a portfolio primarily focused on the resilient middle-market sector, emphasizing sustainable income generation. With a seasoned management team driving a disciplined investment approach, these notes deliver consistent interest payments and the potential for capital appreciation, making them a valuable asset for income-oriented portfolios seeking stability and growth.

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