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: 6.3
Piotroski: 5/9Altman Z: 2.49

OXSQG

Avoid

26

out of 100

Grade: F

Growth: 4.3Profit: 3.5Value: 5.0Quality: 5.0
Piotroski: 3/9Altman Z: -1.12

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGRB0 strengths · Avg: 0/10

No standout strengths identified

OXSQG0 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%

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

OXSQG has a balanced fundamental profile.

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 (252M), 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 that excels in forming strategic partnerships with a diverse array of independent investment management companies, enhancing their investment strategies across various asset classes. With a strong track record of performance and a commitment to innovation, MGRB provides tailored investment solutions that meet the specific needs of institutional investors. The firm’s dedication to maximizing shareholder value, coupled with its substantial resources and deep industry expertise, positions it as a vital ally for investors seeking sustainable growth and effective portfolio diversification in today’s complex market landscape.

Oxford Square Capital Corp. 5.50% Notes due 2028

NONE · NONE · USA

Oxford Square Capital Corp. 5.50% Notes due 2028 offer institutional investors a compelling opportunity for stable fixed-income returns combined with potential capital appreciation. Focused on the resilient middle-market sector, the company employs a diversified investment strategy that leverages strong cash flow generation across various economic environments. Backed by a seasoned management team and a disciplined investment approach, these notes provide consistent interest payments, positioning them as an attractive addition to income-oriented portfolios seeking a mix of stability and growth.

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