AAMI vs AGO

Comparison between BrightSphere Investment Group Inc (AAMI, Company) and Assured Guaranty Ltd (AGO, Company).

Both AAMI and AGO are from the Financial Services sector.

5-Year PerformanceAAMI has outperformed AGO, delivering a return of +28.5% compared to +10.8%

AAMI vs AGO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AAMI(COMPANY)	AGO(COMPANY)
Market Cap	$3.28B	$3.29B
Max Drawdown	77.07%	90.40%
Sharpe Ratio	1.75	-0.27
5Y Beta	1.19	0.52
Industry	Asset Management	Insurance - Specialty
P/E Ratio	42.86	9.65
Forward P/E	17.64	11.59
PEG Ratio	1.45	0.33
Dividend Yield	0.33%	1.89%
5Y Dividends CAGR	41.88%	16.77%
5Y EPS CAGR	N/A	11.85%
Debt to Equity	0.00%	30.69%
Free Cash Flow Yield	-1.04%	9.84%
P/S Ratio	4.91	4.15
P/B Ratio	35.00	0.60

Market Cap

AAMI

$3.28B

Winner

AGO

$3.29B

Max Drawdown

Winner

AAMI

77.07%

AGO

90.40%

Sharpe Ratio

Winner

AAMI

1.75

AGO

-0.27

5Y Beta

AAMI

1.19

Winner

AGO

0.52

Industry

AAMI

Asset Management

AGO

Insurance - Specialty

P/E Ratio

AAMI

42.86

Winner

AGO

9.65

Forward P/E

AAMI

17.64

Winner

AGO

11.59

PEG Ratio

AAMI

1.45

Winner

AGO

0.33

Dividend Yield

AAMI

0.33%

Winner

AGO

1.89%

5Y Dividends CAGR

Winner

AAMI

41.88%

AGO

16.77%

5Y EPS CAGR

AAMI

N/A

AGO

11.85%

Debt to Equity

Winner

AAMI

0.00%

AGO

30.69%

Free Cash Flow Yield

AAMI

-1.04%

Winner

AGO

9.84%

P/S Ratio

AAMI

4.91

Winner

AGO

4.15

P/B Ratio

AAMI

35.00

Winner

AGO

0.60

AAMI vs AGO - Historical Returns

Returns include dividend reinvestment.

Period	AAMI	AGO
1 month	+14.80%	-7.11%
3 months	+30.11%	+1.39%
6 months	+79.08%	-10.20%
1 year	+97.05%	-5.31%
5 years(CAGR)	+28.46%	+10.83%
10 years(CAGR)	+24.98%	+12.81%
Max(CAGR)	+24.98%	+8.37%

Winner

AAMI

+14.80%

AGO

-7.11%

Winner

AAMI

+30.11%

AGO

+1.39%

Winner

AAMI

+79.08%

AGO

-10.20%

Winner

AAMI

+97.05%

AGO

-5.31%

5Y(CAGR)

Winner

AAMI

+28.46%

AGO

+10.83%

10Y(CAGR)

Winner

AAMI

+24.98%

AGO

+12.81%

Max(CAGR)

Winner

AAMI

+24.98%

AGO

+8.37%

AAMI vs AGO - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	AAMI	AGO
2026	+95.97%	-12.63%
2025	+82.45%	+2.01%
2024	+40.33%	+22.33%
2023	-6.32%	+24.48%
2022	-18.75%	+25.70%
2021	+36.40%	+66.37%
2020	+101.24%	-34.02%
2019	-5.14%	+29.69%
2018	-30.58%	+14.42%
2017	N/A	-11.80%
2016	N/A	+47.38%
2015	N/A	+2.01%
2014	N/A	+13.73%
2013	N/A	+63.44%
2012	N/A	+8.69%
2011	N/A	-29.07%
2010	N/A	-20.95%
2009	N/A	+95.54%
2008	N/A	-55.02%
2007	N/A	-0.94%
2006	N/A	+5.74%
2005	N/A	+30.20%
2004	N/A	+9.67%

AAMI vs AGO Drawdown Comparison

The maximum drawdown for AAMI was -75.21%, occurring on Mar 18, 2020. Recovery took 585 trading sessions.

The maximum drawdown for AGO was -90.17%, occurring on Mar 9, 2009. Recovery took 1971 trading sessions.

The current AAMI drawdown is -0.65%. The current AGO drawdown is -17.49%.

Rank	AAMI	AGO
#1	-75.21% Jun 15, 2018 - Oct 12, 2020	-90.17% Jun 6, 2007 - Apr 6, 2015
#2	-51.45% Nov 12, 2021 - Nov 22, 2024	-61.49% Dec 16, 2019 - Apr 27, 2021
#3	-26.52% Dec 4, 2024 - Jun 10, 2025	-30.23% Nov 30, 2022 - Nov 8, 2023
#4	-18.20% Aug 28, 2025 - Jan 9, 2026	-28.39% Apr 1, 2022 - Nov 29, 2022
#5	-15.66% Jun 17, 2026 - Jul 15, 2026	-26.74% Jul 25, 2017 - Mar 11, 2019
#6	-15.38% Jan 20, 2021 - Apr 8, 2021	-24.88% Nov 6, 2015 - Oct 17, 2016
#7	-14.35% Oct 15, 2020 - Nov 9, 2020	-21.82% Feb 28, 2024 - Nov 25, 2024
#8	-13.12% Feb 2, 2026 - Feb 25, 2026	-21.35% Jan 30, 2025 - Jun 3, 2026
#9	-10.88% Feb 25, 2026 - Apr 8, 2026	-19.63% Jun 22, 2015 - Nov 6, 2015
#10	-7.72% Apr 15, 2021 - Jun 21, 2021	-18.95% Nov 1, 2021 - Feb 8, 2022
#11	-7.36% Mar 29, 2018 - Jun 1, 2018	-16.73% Apr 23, 2004 - Nov 8, 2004
#12	-6.01% Aug 27, 2021 - Oct 28, 2021	-13.95% Apr 30, 2019 - Oct 30, 2019
#13	-5.90% May 11, 2026 - May 21, 2026	-13.86% Feb 24, 2017 - Jun 29, 2017
#14	-5.33% Dec 8, 2020 - Jan 6, 2021	-12.65% May 4, 2021 - Oct 14, 2021
#15	-5.29% Jul 31, 2025 - Aug 5, 2025	-11.61% Dec 31, 2004 - May 6, 2005

Correlation

Correlation between AAMI and AGO is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2004 - 2026)

AAMI vs AGO dividend yield comparison.

Year	AAMI	AGO
2026	0.22%	0.99%
2025	0.09%	1.51%
2024	0.15%	1.38%
2023	0.21%	1.50%
2022	0.19%	1.61%
2021	0.16%	1.75%
2020	1.19%	2.54%
2019	3.91%	1.47%
2018	2.81%	1.67%
2017	0.00%	1.68%
2016	0.00%	1.38%
2015	0.00%	1.82%
2014	0.00%	1.69%
2013	0.00%	1.70%
2012	0.00%	2.53%
2011	0.00%	1.37%
2010	0.00%	1.02%
2009	0.00%	0.83%
2008	0.00%	1.58%
2007	0.00%	0.60%
2006	0.00%	0.55%
2005	0.00%	0.47%
2004	0.00%	0.31%