WallStSmart

Affiliated Managers Group, Inc. (MGRB)vsB. Riley Financial Inc. 6.00% Senior Notes Due 2028 (RILYT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

RILYT leads profitability with a 0.0% profit margin vs 0.0%. RILYT earns a higher WallStSmart Score of 27/100 (F).

MGRB

Avoid

24

out of 100

Grade: F

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

RILYT

Avoid

27

out of 100

Grade: F

Growth: 3.3Profit: 5.5Value: 5.0Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGRB0 strengths · Avg: 0/10

No standout strengths identified

RILYT1 strengths · Avg: 10.0/10
Return on EquityProfitability
114.4%10/10

Every $100 of equity generates 114 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%

RILYT4 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
$1.95B3/10

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 : RILYT

The strongest argument for RILYT centers on Return on Equity.

Bear Case : MGRB

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

Bear Case : RILYT

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

Key Dynamics to Monitor

RILYT 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

RILYT 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 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.

B. Riley Financial Inc. 6.00% Senior Notes Due 2028

NONE · NONE · USA

B. Riley Financial Inc. is a leading diversified financial services firm that specializes in investment banking, asset management, and financial advisory services. The company is known for its strategic focus on income-generating investments, as evidenced by its issuance of the 6.00% Senior Notes due 2028, underscoring its commitment to delivering dependable returns alongside a strong balance sheet. Backed by a seasoned management team and a proactive approach to market dynamics, B. Riley is positioned to leverage growth opportunities within the rapidly changing financial landscape, making it an attractive option for institutional investors seeking stability and innovation in their portfolios.

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