AMG vs COMP

Comparison between Affiliated Managers Group Inc (AMG, Company) and Compass Inc - Class A (COMP, Company).

AMG is from the Financial Services sector, while COMP is from the Real Estate sector.

5-Year PerformanceAMG has outperformed COMP, delivering a return of +17.3% compared to -5.4%

AMG vs COMP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMG(COMPANY)	COMP(COMPANY)
Market Cap	$9.57B	$9.59B
Max Drawdown	85.92%	90.82%
Sharpe Ratio	1.65	0.85
5Y Beta	1.09	1.39
Industry	Asset Management	Real Estate Services
P/E Ratio	16.78	184.43
Forward P/E	10.12	24.21
PEG Ratio	0.28	N/A
Dividend Yield	0.01%	N/A
5Y Dividends CAGR	103.57%	N/A
5Y EPS CAGR	33.20%	N/A
Debt to Equity	98.88%	105.40%
Free Cash Flow Yield	11.13%	1.33%
P/S Ratio	4.88	0.95
P/B Ratio	3.16	3.19

Market Cap

AMG

$9.57B

Winner

COMP

$9.59B

Max Drawdown

Winner

AMG

85.92%

COMP

90.82%

Sharpe Ratio

Winner

AMG

1.65

COMP

0.85

5Y Beta

Winner

AMG

1.09

COMP

1.39

Industry

AMG

Asset Management

COMP

Real Estate Services

P/E Ratio

Winner

AMG

16.78

COMP

184.43

Forward P/E

Winner

AMG

10.12

COMP

24.21

PEG Ratio

AMG

0.28

COMP

N/A

Dividend Yield

AMG

0.01%

COMP

N/A

5Y Dividends CAGR

AMG

103.57%

COMP

N/A

5Y EPS CAGR

AMG

33.20%

COMP

N/A

Debt to Equity

Winner

AMG

98.88%

COMP

105.40%

Free Cash Flow Yield

Winner

AMG

11.13%

COMP

1.33%

P/S Ratio

AMG

4.88

Winner

COMP

0.95

P/B Ratio

Winner

AMG

3.16

COMP

3.19

AMG vs COMP - Historical Returns

Returns include dividend reinvestment.

Period	AMG	COMP
1 month	+2.29%	+11.43%
3 months	+24.42%	+67.94%
6 months	+13.98%	+25.02%
1 year	+68.57%	+48.57%
5 years(CAGR)	+17.33%	-5.43%
10 years(CAGR)	+10.44%	N/A
Max(CAGR)	+12.11%	-7.82%

AMG

+2.29%

Winner

COMP

+11.43%

AMG

+24.42%

Winner

COMP

+67.94%

AMG

+13.98%

Winner

COMP

+25.02%

Winner

AMG

+68.57%

COMP

+48.57%

5Y(CAGR)

Winner

AMG

+17.33%

COMP

-5.43%

10Y(CAGR)

AMG

+10.44%

COMP

N/A

Max(CAGR)

Winner

AMG

+12.11%

COMP

-7.82%

AMG vs COMP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMG	COMP
2026	+30.13%	+23.95%
2025	+54.27%	+82.24%
2024	+23.44%	+65.25%
2023	-5.67%	+69.37%
2022	-2.40%	-75.60%
2021	+66.03%	-54.89%
2020	+21.60%	N/A
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 COMP Drawdown Comparison

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

The maximum drawdown for COMP was -90.82%, occurring on Nov 9, 2022. This drawdown has not yet recovered.

The current AMG drawdown is -2.36%. The current COMP drawdown is -35.41%.

Rank	AMG	COMP
#1	-85.92% Oct 12, 2007 - Jan 4, 2013	-90.82% Apr 1, 2021 - Nov 9, 2022
#2	-79.58% Apr 28, 2015 - Aug 13, 2025	N/A
#3	-49.76% Mar 5, 2002 - Jan 7, 2004	N/A
#4	-37.24% Mar 23, 2000 - Aug 4, 2000	N/A
#5	-37.14% Mar 4, 2004 - Nov 5, 2004	N/A
#6	-32.14% Sep 14, 2000 - Jul 27, 2001	N/A
#7	-23.49% Aug 30, 2001 - Dec 6, 2001	N/A
#8	-22.50% Apr 5, 2006 - Jan 10, 2007	N/A
#9	-22.37% Jul 6, 2007 - Oct 12, 2007	N/A
#10	-19.72% Feb 18, 2026 - Jun 4, 2026	N/A
#11	-18.55% Dec 31, 1999 - Mar 3, 2000	N/A
#12	-17.33% Dec 31, 2013 - Feb 17, 2015	N/A
#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