AMG vs BIO-B

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

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

5-Year PerformanceAMG has outperformed BIO-B, delivering a return of +13.1% compared to -12.6%

AMG vs BIO-B - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMG(COMPANY)	BIO-B(COMPANY)
Market Cap	$8.25B	$8.20B
Max Drawdown	85.92%	72.48%
Sharpe Ratio	1.93	0.63
5Y Beta	1.13	-0.11
Industry	Asset Management	Medical Devices
P/E Ratio	18.08	-16.63
Forward P/E	9.07	30.21
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%	4.36%

Market Cap

Winner

AMG

$8.25B

BIO-B

$8.20B

Max Drawdown

AMG

85.92%

Winner

BIO-B

72.48%

Sharpe Ratio

Winner

AMG

1.93

BIO-B

0.63

5Y Beta

AMG

1.13

Winner

BIO-B

-0.11

Industry

AMG

Asset Management

BIO-B

Medical Devices

P/E Ratio

AMG

18.08

Winner

BIO-B

-16.63

Forward P/E

Winner

AMG

9.07

BIO-B

30.21

Dividend Yield

AMG

0.01%

BIO-B

N/A

5Y Dividends CAGR

AMG

10.76%

BIO-B

N/A

5Y EPS CAGR

AMG

111.50%

BIO-B

N/A

Debt to Equity

AMG

94.46%

Winner

BIO-B

11.72%

Free Cash Flow Yield

Winner

AMG

12.78%

BIO-B

4.36%

AMG vs BIO-B - Historical Returns

Returns include dividend reinvestment.

Period	AMG	BIO-B
1 month	+3.56%	+1.57%
3 months	-1.07%	+13.12%
6 months	+12.68%	-2.11%
1 year	+74.10%	+21.62%
5 years(CAGR)	+13.08%	-12.61%
10 years(CAGR)	+6.14%	+7.50%
Max(CAGR)	+11.31%	+13.07%

Winner

AMG

+3.56%

BIO-B

+1.57%

AMG

-1.07%

Winner

BIO-B

+13.12%

Winner

AMG

+12.68%

BIO-B

-2.11%

Winner

AMG

+74.10%

BIO-B

+21.62%

5Y(CAGR)

Winner

AMG

+13.08%

BIO-B

-12.61%

10Y(CAGR)

AMG

+6.14%

Winner

BIO-B

+7.50%

Max(CAGR)

AMG

+11.31%

Winner

BIO-B

+13.07%

AMG vs BIO-B - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMG	BIO-B
2026	+4.87%	-2.11%
2025	+54.27%	-4.58%
2024	+23.44%	+1.54%
2023	-5.67%	-20.76%
2022	-2.40%	-44.94%
2021	+66.03%	+25.91%
2020	+21.60%	+54.89%
2019	-12.49%	+60.70%
2018	-51.63%	-3.46%
2017	+41.45%	+30.08%
2016	-6.85%	+33.03%
2015	-24.08%	+14.67%
2014	-0.53%	-2.37%
2013	+60.83%	+15.80%
2012	+33.47%	+6.31%
2011	-4.70%	-9.98%
2010	+44.05%	+6.86%
2009	+55.04%	+31.80%
2008	-62.68%	-30.83%
2007	+10.94%	+28.86%
2006	+27.54%	+28.31%
2005	+20.03%	+14.04%
2004	+45.66%	-2.64%
2003	+32.55%	+36.47%
2002	-28.55%	+32.81%
2001	+40.43%	+103.17%
2000	+49.33%	+36.25%
1999	+48.40%	-0.56%

AMG vs BIO-B 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-B was -72.48%, occurring on Apr 9, 2025. This drawdown has not yet recovered.

The current AMG drawdown is -8.42%. The current BIO-B drawdown is -62.85%.

Rank	AMG	BIO-B
#1	-85.92% Oct 12, 2007 - Jan 4, 2013	-72.48% Sep 10, 2021 - Apr 9, 2025
#2	-79.58% Apr 28, 2015 - Aug 13, 2025	-50.14% Aug 11, 2008 - Apr 20, 2010
#3	-49.76% Mar 5, 2002 - Jan 7, 2004	-35.34% Mar 1, 2000 - Nov 29, 2000
#4	-37.24% Mar 23, 2000 - Aug 4, 2000	-34.33% Jun 19, 2002 - May 20, 2003
#5	-37.14% Mar 4, 2004 - Nov 5, 2004	-31.86% Sep 4, 2018 - Aug 2, 2019
#6	-32.14% Sep 14, 2000 - Jul 27, 2001	-31.00% May 3, 2011 - Jan 9, 2014
#7	-23.49% Aug 30, 2001 - Dec 6, 2001	-27.68% Nov 8, 2007 - Aug 11, 2008
#8	-22.50% Apr 5, 2006 - Jan 10, 2007	-25.78% May 3, 2010 - Mar 7, 2011
#9	-22.37% Jul 6, 2007 - Oct 12, 2007	-23.33% Dec 26, 2003 - Aug 2, 2005
#10	-19.72% Feb 18, 2026 - Apr 2, 2026	-22.65% Feb 1, 2007 - Sep 27, 2007
#11	-18.55% Dec 31, 1999 - Mar 3, 2000	-20.71% May 17, 2002 - Jun 17, 2002
#12	-17.33% Dec 31, 2013 - Feb 17, 2015	-19.75% Feb 18, 2020 - Apr 14, 2020
#13	-15.74% Dec 31, 2004 - Jun 28, 2005	-19.59% Jun 6, 2003 - Dec 26, 2003
#14	-12.08% Feb 14, 2007 - Apr 25, 2007	-18.74% Feb 20, 2014 - Mar 12, 2015
#15	-10.62% Dec 7, 2001 - Mar 5, 2002	-18.70% Nov 6, 2020 - Feb 12, 2021