AMG vs BIO

Comparison between Affiliated Managers Group Inc (AMG, Company) and Bio-Rad Laboratories Inc - Class A (BIO, Company).

AMG is from the Financial Services sector, while BIO is from the Healthcare sector.

5-Year PerformanceAMG has outperformed BIO, delivering a return of +13.1% compared to -12.0%

AMG vs BIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMG(COMPANY)	BIO(COMPANY)
Market Cap	$8.25B	$8.23B
Max Drawdown	85.92%	73.77%
Sharpe Ratio	1.93	0.87
5Y Beta	1.13	0.90
Industry	Asset Management	Medical Devices
P/E Ratio	18.08	-16.69
Forward P/E	9.07	32.57
Dividend Yield	0.01%	N/A
5Y Dividends CAGR	10.76%	N/A
5Y EPS CAGR	111.50%	N/A
Debt to Equity	94.46%	11.72%
Free Cash Flow Yield	12.78%	4.34%

Market Cap

Winner

AMG

$8.25B

BIO

$8.23B

Max Drawdown

AMG

85.92%

Winner

BIO

73.77%

Sharpe Ratio

Winner

AMG

1.93

BIO

0.87

5Y Beta

AMG

1.13

Winner

BIO

0.90

Industry

AMG

Asset Management

BIO

Medical Devices

P/E Ratio

AMG

18.08

Winner

BIO

-16.69

Forward P/E

Winner

AMG

9.07

BIO

32.57

Dividend Yield

AMG

0.01%

BIO

N/A

5Y Dividends CAGR

AMG

10.76%

BIO

N/A

5Y EPS CAGR

AMG

111.50%

BIO

N/A

Debt to Equity

AMG

94.46%

Winner

BIO

11.72%

Free Cash Flow Yield

Winner

AMG

12.78%

BIO

4.34%

AMG vs BIO - Historical Returns

Returns include dividend reinvestment.

Period	AMG	BIO
1 month	+3.56%	+13.89%
3 months	-1.07%	+14.25%
6 months	+12.68%	-2.07%
1 year	+74.10%	+38.83%
5 years(CAGR)	+13.08%	-11.99%
10 years(CAGR)	+6.14%	+7.90%
Max(CAGR)	+11.31%	+13.04%

AMG

+3.56%

Winner

BIO

+13.89%

AMG

-1.07%

Winner

BIO

+14.25%

Winner

AMG

+12.68%

BIO

-2.07%

Winner

AMG

+74.10%

BIO

+38.83%

5Y(CAGR)

Winner

AMG

+13.08%

BIO

-11.99%

10Y(CAGR)

AMG

+6.14%

Winner

BIO

+7.90%

Max(CAGR)

AMG

+11.31%

Winner

BIO

+13.04%

AMG vs BIO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMG	BIO
2026	+4.87%	+4.21%
2025	+54.27%	-7.10%
2024	+23.44%	+0.16%
2023	-5.67%	-23.56%
2022	-2.40%	-42.82%
2021	+66.03%	+31.34%
2020	+21.60%	+56.64%
2019	-12.49%	+62.24%
2018	-51.63%	-3.81%
2017	+41.45%	+30.48%
2016	-6.85%	+33.84%
2015	-24.08%	+15.21%
2014	-0.53%	-1.70%
2013	+60.83%	+15.03%
2012	+33.47%	+7.11%
2011	-4.70%	-8.81%
2010	+44.05%	+6.11%
2009	+55.04%	+29.53%
2008	-62.68%	-24.67%
2007	+10.94%	+26.03%
2006	+27.54%	+26.08%
2005	+20.03%	+14.47%
2004	+45.66%	-1.78%
2003	+32.55%	+50.93%
2002	-28.55%	+25.24%
2001	+40.43%	+97.20%
2000	+49.33%	+40.58%
1999	+48.40%	-4.57%

AMG vs BIO Drawdown Comparison

The maximum drawdown for AMG was -85.92%, occurring on Nov 21, 2008. Recovery took 1316 trading sessions.

The maximum drawdown for BIO was -73.77%, occurring on Jun 2, 2025. This drawdown has not yet recovered.

The current AMG drawdown is -8.42%. The current BIO drawdown is -61.47%.

Rank	AMG	BIO
#1	-85.92% Oct 12, 2007 - Jan 4, 2013	-73.77% Sep 2, 2021 - Jun 2, 2025
#2	-79.58% Apr 28, 2015 - Aug 13, 2025	-50.88% Aug 11, 2008 - Apr 14, 2010
#3	-49.76% Mar 5, 2002 - Jan 7, 2004	-35.37% Feb 29, 2000 - Nov 29, 2000
#4	-37.24% Mar 23, 2000 - Aug 4, 2000	-33.87% Jun 19, 2002 - May 20, 2003
#5	-37.14% Mar 4, 2004 - Nov 5, 2004	-32.52% Sep 4, 2018 - Aug 2, 2019
#6	-32.14% Sep 14, 2000 - Jul 27, 2001	-30.71% May 16, 2011 - Jan 9, 2014
#7	-23.49% Aug 30, 2001 - Dec 6, 2001	-28.28% May 3, 2010 - Feb 28, 2011
#8	-22.50% Apr 5, 2006 - Jan 10, 2007	-27.41% Nov 7, 2007 - Aug 11, 2008
#9	-22.37% Jul 6, 2007 - Oct 12, 2007	-25.09% Sep 4, 2001 - Oct 15, 2001
#10	-19.72% Feb 18, 2026 - Apr 2, 2026	-24.28% Dec 26, 2003 - Aug 2, 2005
#11	-18.55% Dec 31, 1999 - Mar 3, 2000	-22.79% Feb 1, 2007 - Sep 27, 2007
#12	-17.33% Dec 31, 2013 - Feb 17, 2015	-21.77% Feb 20, 2020 - Apr 16, 2020
#13	-15.74% Dec 31, 2004 - Jun 28, 2005	-21.10% Jan 31, 2001 - May 1, 2001
#14	-12.08% Feb 14, 2007 - Apr 25, 2007	-20.93% Jul 25, 2003 - Dec 26, 2003
#15	-10.62% Dec 7, 2001 - Mar 5, 2002	-20.38% Feb 20, 2014 - Mar 5, 2015