WallStSmart

Affiliated Managers Group, Inc. (MGRB)vsSunoco LP (SUN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SUN leads profitability with a 2.1% profit margin vs 0.0%. SUN earns a higher WallStSmart Score of 52/100 (C-).

MGRB

Avoid

24

out of 100

Grade: F

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

SUN

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 4.5Value: 5.3Quality: 6.0
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for MGRB.

SUNUndervalued (+56.4%)

Margin of Safety

+56.4%

Fair Value

$137.02

Current Price

$68.42

$68.60 discount

UndervaluedFair: $137.02Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGRB0 strengths · Avg: 0/10

No standout strengths identified

SUN2 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
63.2%10/10

Revenue surging 63.2% year-over-year

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%

SUN4 concerns · Avg: 3.3/10
P/E RatioValuation
30.0x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
2.1%3/10

2.1% margin — thin

Operating MarginProfitability
2.7%3/10

Operating margin of 2.7%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : MGRB

MGRB has a balanced fundamental profile.

Bull Case : SUN

The strongest argument for SUN centers on Price/Book, Revenue Growth. Revenue growth of 63.2% demonstrates continued momentum.

Bear Case : MGRB

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

Bear Case : SUN

The primary concerns for SUN are P/E Ratio, Profit Margin, Operating Margin. Thin 2.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

MGRB profiles as a value stock while SUN is a hypergrowth play — different risk/reward profiles.

SUN is growing revenue faster at 63.2% — 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

SUN scores higher overall (52/100 vs 24/100) and 63.2% revenue growth. 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.

Sunoco LP

ENERGY · OIL & GAS REFINING & MARKETING · USA

Sunoco LP, distributes and sells motor fuels in the United States. The company is headquartered in Dallas, Texas.

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