WallStSmart

Affiliated Managers Group, Inc. (MGRB)vsExxon Mobil Corp (XOM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

XOM leads profitability with a 8.9% profit margin vs 0.0%. XOM earns a higher WallStSmart Score of 50/100 (C-).

MGRB

Avoid

24

out of 100

Grade: F

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

XOM

Buy

50

out of 100

Grade: C-

Growth: 2.0Profit: 6.0Value: 4.7Quality: 6.5
Piotroski: 1/9Altman Z: 3.44
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for MGRB.

XOMSignificantly Overvalued (-46.3%)

Margin of Safety

-46.3%

Fair Value

$105.46

Current Price

$154.33

$48.87 premium

UndervaluedFair: $105.46Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGRB0 strengths · Avg: 0/10

No standout strengths identified

XOM5 strengths · Avg: 9.0/10
Market CapQuality
$642.90B10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
3.4410/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.23B8/10

Generating 5.2B 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%

XOM3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-1.3%2/10

Revenue declined 1.3%

EPS GrowthGrowth
-11.0%2/10

Earnings declined 11.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : MGRB

MGRB has a balanced fundamental profile.

Bull Case : XOM

The strongest argument for XOM centers on Market Cap, Altman Z-Score, Debt/Equity. PEG of 1.38 suggests the stock is reasonably priced for its growth.

Bear Case : MGRB

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

Bear Case : XOM

The primary concerns for XOM are Piotroski F-Score, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

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

XOM generates stronger free cash flow (5.2B), providing more financial flexibility.

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

Bottom Line

XOM scores higher overall (50/100 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 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.

Exxon Mobil Corp

ENERGY · OIL & GAS INTEGRATED · USA

Exxon Mobil Corporation, stylized as ExxonMobil, is an American multinational oil and gas corporation headquartered in Irving, Texas. It is the largest direct descendant of John D. Rockefeller's Standard Oil, and was formed on November 30, 1999 by the merger of Exxon (formerly the Standard Oil Company of New Jersey) and Mobil (formerly the Standard Oil Company of New York). ExxonMobil's primary brands are Exxon, Mobil, Esso, and ExxonMobil Chemical. ExxonMobil is incorporated in New Jersey.

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