WallStSmart

Affiliated Managers Group, Inc. (MGRB)vsValero Energy Corporation (VLO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

VLO leads profitability with a 3.6% profit margin vs 0.0%. VLO earns a higher WallStSmart Score of 59/100 (C).

MGRB

Avoid

24

out of 100

Grade: F

Growth: 4.0Profit: 4.5Value: 5.0Quality: 5.5
Piotroski: 5/9

VLO

Buy

59

out of 100

Grade: C

Growth: 6.0Profit: 6.0Value: 4.3Quality: 7.5
Piotroski: 5/9Altman Z: 4.17

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGRB0 strengths · Avg: 0/10

No standout strengths identified

VLO4 strengths · Avg: 9.3/10
EPS GrowthGrowth
317.9%10/10

Earnings expanding 317.9% YoY

Altman Z-ScoreHealth
4.1710/10

Safe zone — low bankruptcy risk

Market CapQuality
$76.69B9/10

Large-cap with strong market position

Free Cash FlowQuality
$1.23B8/10

Generating 1.2B in free cash flow

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%

VLO2 concerns · Avg: 2.5/10
Profit MarginProfitability
3.6%3/10

3.6% margin — thin

PEG RatioValuation
4.082/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : MGRB

MGRB has a balanced fundamental profile.

Bull Case : VLO

The strongest argument for VLO centers on EPS Growth, Altman Z-Score, Market Cap.

Bear Case : MGRB

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

Bear Case : VLO

The primary concerns for VLO are Profit Margin, PEG Ratio. Thin 3.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

VLO is growing revenue faster at 6.6% — sustainability is the question.

VLO generates stronger free cash flow (1.2B), providing more financial flexibility.

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

Bottom Line

VLO scores higher overall (59/100 vs 24/100). 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 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.

Valero Energy Corporation

ENERGY · OIL & GAS REFINING & MARKETING · USA

Valero Energy Corporation is a Fortune 500 international manufacturer and marketer of transportation fuels, other petrochemical products, and power. It is headquartered in San Antonio, Texas, United States.

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