AMG vs BSY

Comparison between Affiliated Managers Group Inc (AMG, Company) and Bentley Systems Inc - Class B (BSY, Company).

AMG is from the Financial Services sector, while BSY is from the Technology sector.

5-Year PerformanceAMG has outperformed BSY, delivering a return of +15.9% compared to -12.7%

AMG vs BSY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMG(COMPANY)	BSY(COMPANY)
Market Cap	$9.29B	$9.30B
Max Drawdown	85.92%	61.05%
Sharpe Ratio	1.64	-1.63
5Y Beta	1.11	0.74
Industry	Asset Management	Software - Application
P/E Ratio	20.34	29.70
Forward P/E	9.75	21.88
PEG Ratio	0.87	0.92
Dividend Yield	0.01%	0.90%
5Y Dividends CAGR	103.28%	42.29%
5Y EPS CAGR	111.50%	N/A
Debt to Equity	94.46%	90.98%
Free Cash Flow Yield	11.36%	5.29%
P/S Ratio	4.31	5.81
P/B Ratio	2.91	7.75

Market Cap

AMG

$9.29B

Winner

BSY

$9.30B

Max Drawdown

AMG

85.92%

Winner

BSY

61.05%

Sharpe Ratio

Winner

AMG

1.64

BSY

-1.63

5Y Beta

AMG

1.11

Winner

BSY

0.74

Industry

AMG

Asset Management

BSY

Software - Application

P/E Ratio

Winner

AMG

20.34

BSY

29.70

Forward P/E

Winner

AMG

9.75

BSY

21.88

PEG Ratio

Winner

AMG

0.87

BSY

0.92

Dividend Yield

AMG

0.01%

Winner

BSY

0.90%

5Y Dividends CAGR

Winner

AMG

103.28%

BSY

42.29%

5Y EPS CAGR

AMG

111.50%

BSY

N/A

Debt to Equity

AMG

94.46%

Winner

BSY

90.98%

Free Cash Flow Yield

Winner

AMG

11.36%

BSY

5.29%

P/S Ratio

Winner

AMG

4.31

BSY

5.81

P/B Ratio

Winner

AMG

2.91

BSY

7.75

AMG vs BSY - Historical Returns

Returns include dividend reinvestment.

Period	AMG	BSY
1 month	-0.33%	+5.98%
3 months	+22.74%	-7.56%
6 months	+9.15%	-22.15%
1 year	+66.07%	-48.17%
5 years(CAGR)	+15.89%	-12.74%
10 years(CAGR)	+9.48%	N/A
Max(CAGR)	+11.83%	-1.37%

AMG

-0.33%

Winner

BSY

+5.98%

Winner

AMG

+22.74%

BSY

-7.56%

Winner

AMG

+9.15%

BSY

-22.15%

Winner

AMG

+66.07%

BSY

-48.17%

5Y(CAGR)

Winner

AMG

+15.89%

BSY

-12.74%

10Y(CAGR)

AMG

+9.48%

BSY

N/A

Max(CAGR)

Winner

AMG

+11.83%

BSY

-1.37%

AMG vs BSY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMG	BSY
2026	+20.85%	-20.74%
2025	+54.27%	-17.42%
2024	+23.44%	-4.93%
2023	-5.67%	+42.67%
2022	-2.40%	-23.62%
2021	+66.03%	+19.07%
2020	+21.60%	+21.07%
2019	-12.49%	N/A
2018	-51.63%	N/A
2017	+41.45%	N/A
2016	-6.85%	N/A
2015	-24.08%	N/A
2014	-0.53%	N/A
2013	+60.83%	N/A
2012	+33.47%	N/A
2011	-4.70%	N/A
2010	+44.05%	N/A
2009	+55.04%	N/A
2008	-62.68%	N/A
2007	+10.94%	N/A
2006	+27.54%	N/A
2005	+20.03%	N/A
2004	+45.66%	N/A
2003	+32.55%	N/A
2002	-28.55%	N/A
2001	+40.43%	N/A
2000	+49.33%	N/A
1999	+48.40%	N/A

AMG vs BSY Drawdown Comparison

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

The maximum drawdown for BSY was -61.00%, occurring on May 11, 2022. This drawdown has not yet recovered.

The current AMG drawdown is -8.40%. The current BSY drawdown is -56.70%.

Rank	AMG	BSY
#1	-85.92% Oct 12, 2007 - Jan 4, 2013	-61.00% Sep 15, 2021 - May 11, 2022
#2	-79.58% Apr 28, 2015 - Aug 13, 2025	-26.27% Jan 12, 2021 - May 24, 2021
#3	-49.76% Mar 5, 2002 - Jan 7, 2004	-19.35% Oct 16, 2020 - Dec 31, 2020
#4	-37.24% Mar 23, 2000 - Aug 4, 2000	-14.00% Sep 25, 2020 - Oct 14, 2020
#5	-37.14% Mar 4, 2004 - Nov 5, 2004	-11.45% Jun 21, 2021 - Sep 3, 2021
#6	-32.14% Sep 14, 2000 - Jul 27, 2001	-4.45% Sep 23, 2020 - Sep 25, 2020
#7	-23.49% Aug 30, 2001 - Dec 6, 2001	-1.96% Jun 16, 2021 - Jun 21, 2021
#8	-22.50% Apr 5, 2006 - Jan 10, 2007	-0.93% Sep 7, 2021 - Sep 9, 2021
#9	-22.37% Jul 6, 2007 - Oct 12, 2007	-0.92% May 25, 2021 - May 27, 2021
#10	-19.72% Feb 18, 2026 - Jun 4, 2026	-0.55% Jun 11, 2021 - Jun 15, 2021
#11	-18.55% Dec 31, 1999 - Mar 3, 2000	-0.49% Sep 9, 2021 - Sep 15, 2021
#12	-17.33% Dec 31, 2013 - Feb 17, 2015	-0.28% May 27, 2021 - Jun 1, 2021
#13	-15.74% Dec 31, 2004 - Jun 28, 2005	N/A
#14	-12.08% Feb 14, 2007 - Apr 25, 2007	N/A
#15	-10.62% Dec 7, 2001 - Mar 5, 2002	N/A