AAMI vs EPR-P-E

Comparison between BrightSphere Investment Group Inc (AAMI, Company) and EPR Properties (EPR-P-E, Company).

5-Year PerformanceAAMI has outperformed EPR-P-E, delivering a return of +24.1% compared to +4.9%

AAMI vs EPR-P-E - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AAMI(COMPANY)	EPR-P-E(COMPANY)
Market Cap	$2.51B	$2.51B
Max Drawdown	77.07%	66.34%
Sharpe Ratio	2.02	0.58
5Y Beta	1.17	0.25
Industry	Asset Management	N/A
P/E Ratio	36.63	9.25
Forward P/E	15.85	N/A
PEG Ratio	1.79	0.34
Dividend Yield	0.30%	N/A
5Y Dividends CAGR	41.88%	4.56%
5Y EPS CAGR	N/A	-3.34%
Debt to Equity	0.00%	126.56%
Free Cash Flow Yield	0.06%	17.32%

Market Cap

Winner

AAMI

$2.51B

EPR-P-E

$2.51B

Max Drawdown

AAMI

77.07%

Winner

EPR-P-E

66.34%

Sharpe Ratio

Winner

AAMI

2.02

EPR-P-E

0.58

5Y Beta

AAMI

1.17

Winner

EPR-P-E

0.25

Industry

AAMI

Asset Management

EPR-P-E

N/A

P/E Ratio

AAMI

36.63

Winner

EPR-P-E

9.25

Forward P/E

AAMI

15.85

EPR-P-E

N/A

PEG Ratio

AAMI

1.79

Winner

EPR-P-E

0.34

Dividend Yield

AAMI

0.30%

EPR-P-E

N/A

5Y Dividends CAGR

Winner

AAMI

41.88%

EPR-P-E

4.56%

5Y EPS CAGR

AAMI

N/A

EPR-P-E

-3.34%

Debt to Equity

Winner

AAMI

0.00%

EPR-P-E

126.56%

Free Cash Flow Yield

AAMI

0.06%

Winner

EPR-P-E

17.32%

AAMI vs EPR-P-E - Historical Returns

Returns include dividend reinvestment.

Period	AAMI	EPR-P-E
1 month	-7.41%	-0.21%
3 months	+29.71%	+8.98%
6 months	+44.65%	+10.29%
1 year	+110.32%	+11.38%
5 years(CAGR)	+24.14%	+4.92%
10 years(CAGR)	+21.23%	+6.20%
Max(CAGR)	+21.23%	+7.78%

AAMI

-7.41%

Winner

EPR-P-E

-0.21%

Winner

AAMI

+29.71%

EPR-P-E

+8.98%

Winner

AAMI

+44.65%

EPR-P-E

+10.29%

Winner

AAMI

+110.32%

EPR-P-E

+11.38%

5Y(CAGR)

Winner

AAMI

+24.14%

EPR-P-E

+4.92%

10Y(CAGR)

Winner

AAMI

+21.23%

EPR-P-E

+6.20%

Max(CAGR)

Winner

AAMI

+21.23%

EPR-P-E

+7.78%

AAMI vs EPR-P-E - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	AAMI	EPR-P-E
2026	+47.80%	+8.96%
2025	+82.45%	+17.01%
2024	+40.33%	+3.72%
2023	-6.32%	+16.65%
2022	-18.75%	-20.95%
2021	+36.40%	+20.18%
2020	+101.24%	-9.99%
2019	-5.14%	+18.89%
2018	-30.58%	+0.11%
2017	N/A	+10.56%
2016	N/A	+24.03%
2015	N/A	+7.10%
2014	N/A	+5.51%

AAMI vs EPR-P-E Drawdown Comparison

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

The maximum drawdown for EPR-P-E was -65.90%, occurring on Mar 18, 2020. Recovery took 292 trading sessions.

The current AAMI drawdown is -15.62%. The current EPR-P-E drawdown is -2.34%.

Rank	AAMI	EPR-P-E
#1	-75.21% Jun 15, 2018 - Oct 12, 2020	-65.90% Jan 31, 2020 - Mar 30, 2021
#2	-51.45% Nov 12, 2021 - Nov 22, 2024	-31.06% Apr 9, 2021 - Oct 1, 2024
#3	-26.52% Dec 4, 2024 - Jun 10, 2025	-11.77% Oct 17, 2024 - Mar 4, 2025
#4	-18.20% Aug 28, 2025 - Jan 9, 2026	-11.18% Mar 4, 2025 - May 13, 2025
#5	-15.62% Jun 17, 2026 - Jun 25, 2026	-10.96% Apr 29, 2015 - Mar 18, 2016
#6	-15.38% Jan 20, 2021 - Apr 8, 2021	-10.61% Feb 26, 2026 - Mar 26, 2026
#7	-14.35% Oct 15, 2020 - Nov 9, 2020	-9.33% Aug 1, 2016 - Sep 11, 2017
#8	-13.12% Feb 2, 2026 - Feb 25, 2026	-7.68% Dec 29, 2017 - Aug 3, 2018
#9	-10.88% Feb 25, 2026 - Apr 8, 2026	-7.23% Oct 1, 2025 - Jan 13, 2026
#10	-7.72% Apr 15, 2021 - Jun 21, 2021	-4.96% Aug 29, 2018 - Jan 11, 2019
#11	-7.36% Mar 29, 2018 - Jun 1, 2018	-4.92% Jul 14, 2025 - Oct 1, 2025
#12	-6.01% Aug 27, 2021 - Oct 28, 2021	-4.74% May 16, 2016 - Jun 8, 2016
#13	-5.90% May 11, 2026 - May 21, 2026	-4.24% Feb 13, 2026 - Feb 26, 2026
#14	-5.33% Dec 8, 2020 - Jan 6, 2021	-4.01% Oct 1, 2024 - Oct 15, 2024
#15	-5.29% Jul 31, 2025 - Aug 5, 2025	-3.60% Mar 31, 2016 - May 12, 2016

Correlation

Correlation between AAMI and EPR-P-E is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2014 - 2026)

AAMI vs EPR-P-E dividend yield comparison.

Year	AAMI	EPR-P-E
2026	0.29%	1.72%
2025	0.09%	7.52%
2024	0.15%	8.26%
2023	0.21%	8.00%
2022	0.19%	8.74%
2021	0.16%	6.29%
2020	1.19%	7.10%
2019	3.91%	5.89%
2018	2.81%	6.62%
2017	0.00%	6.11%
2016	0.00%	6.27%
2015	0.00%	7.21%
2014	0.00%	3.57%