AMG vs DDS

Comparison between Affiliated Managers Group Inc (AMG, Company) and Dillard`s Inc - Class A (DDS, Company).

AMG is from the Financial Services sector, while DDS is from the Consumer Cyclical sector.

5-Year PerformanceDDS has outperformed AMG, delivering a return of +32.3% compared to +16.8%

AMG vs DDS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMG(COMPANY)	DDS(COMPANY)
Market Cap	$9.09B	$9.07B
Max Drawdown	85.92%	93.03%
Sharpe Ratio	1.92	1.07
5Y Beta	1.11	0.88
Industry	Asset Management	Department Stores
P/E Ratio	19.90	14.74
Forward P/E	9.78	31.15
PEG Ratio	1.02	0.75
Dividend Yield	0.01%	0.20%
5Y Dividends CAGR	10.76%	120.68%
5Y EPS CAGR	111.50%	40.22%
Debt to Equity	94.46%	0.00%
Free Cash Flow Yield	11.61%	8.58%
P/S Ratio	4.22	1.38
P/B Ratio	2.90	4.48

Market Cap

Winner

AMG

$9.09B

DDS

$9.07B

Max Drawdown

Winner

AMG

85.92%

DDS

93.03%

Sharpe Ratio

Winner

AMG

1.92

DDS

1.07

5Y Beta

AMG

1.11

Winner

DDS

0.88

Industry

AMG

Asset Management

DDS

Department Stores

P/E Ratio

AMG

19.90

Winner

DDS

14.74

Forward P/E

Winner

AMG

9.78

DDS

31.15

PEG Ratio

AMG

1.02

Winner

DDS

0.75

Dividend Yield

AMG

0.01%

Winner

DDS

0.20%

5Y Dividends CAGR

AMG

10.76%

Winner

DDS

120.68%

5Y EPS CAGR

Winner

AMG

111.50%

DDS

40.22%

Debt to Equity

AMG

94.46%

Winner

DDS

0.00%

Free Cash Flow Yield

Winner

AMG

11.61%

DDS

8.58%

P/S Ratio

AMG

4.22

Winner

DDS

1.38

P/B Ratio

Winner

AMG

2.90

DDS

4.48

AMG vs DDS - Historical Returns

Returns include dividend reinvestment.

Period	AMG	DDS
1 month	+10.70%	-0.01%
3 months	+23.65%	+4.47%
6 months	+15.41%	-8.38%
1 year	+77.84%	+46.00%
5 years(CAGR)	+16.84%	+32.28%
10 years(CAGR)	+10.28%	+29.38%
Max(CAGR)	+11.78%	+15.94%

Winner

AMG

+10.70%

DDS

-0.01%

Winner

AMG

+23.65%

DDS

+4.47%

Winner

AMG

+15.41%

DDS

-8.38%

Winner

AMG

+77.84%

DDS

+46.00%

5Y(CAGR)

AMG

+16.84%

Winner

DDS

+32.28%

10Y(CAGR)

AMG

+10.28%

Winner

DDS

+29.38%

Max(CAGR)

AMG

+11.78%

Winner

DDS

+15.94%

AMG vs DDS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMG	DDS
2026	+18.30%	-9.41%
2025	+54.27%	+40.77%
2024	+23.44%	+12.99%
2023	-5.67%	+33.80%
2022	-2.40%	+35.50%
2021	+66.03%	+342.92%
2020	+21.60%	-8.53%
2019	-12.49%	+17.02%
2018	-51.63%	+0.01%
2017	+41.45%	-2.12%
2016	-6.85%	-4.53%
2015	-24.08%	-45.89%
2014	-0.53%	+29.54%
2013	+60.83%	+19.54%
2012	+33.47%	+102.10%
2011	-4.70%	+16.06%
2010	+44.05%	+104.25%
2009	+55.04%	+338.82%
2008	-62.68%	-77.74%
2007	+10.94%	-45.03%
2006	+27.54%	+38.49%
2005	+20.03%	-7.01%
2004	+45.66%	+65.46%
2003	+32.55%	+1.14%
2002	-28.55%	+0.26%
2001	+40.43%	+28.68%
2000	+49.33%	-37.32%
1999	+48.40%	+6.82%

AMG vs DDS Drawdown Comparison

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

The maximum drawdown for DDS was -92.93%, occurring on Nov 21, 2008. Recovery took 905 trading sessions.

The current AMG drawdown is -4.43%. The current DDS drawdown is -17.60%.

Rank	AMG	DDS
#1	-85.92% Oct 12, 2007 - Jan 4, 2013	-92.93% May 21, 2007 - Dec 21, 2010
#2	-79.58% Apr 28, 2015 - Aug 13, 2025	-83.71% Apr 10, 2015 - May 17, 2021
#3	-49.76% Mar 5, 2002 - Jan 7, 2004	-58.77% Jun 3, 2002 - Jun 15, 2006
#4	-37.24% Mar 23, 2000 - Aug 4, 2000	-53.35% Jan 19, 2000 - Mar 22, 2001
#5	-37.14% Mar 4, 2004 - Nov 5, 2004	-49.58% Nov 23, 2021 - Jan 13, 2023
#6	-32.14% Sep 14, 2000 - Jul 27, 2001	-42.44% Apr 2, 2001 - Mar 6, 2002
#7	-23.49% Aug 30, 2001 - Dec 6, 2001	-42.02% Feb 19, 2025 - Jul 28, 2025
#8	-22.50% Apr 5, 2006 - Jan 10, 2007	-34.75% Jul 19, 2011 - Feb 28, 2012
#9	-22.37% Jul 6, 2007 - Oct 12, 2007	-33.67% Feb 7, 2023 - Dec 15, 2023
#10	-19.72% Feb 18, 2026 - Jun 4, 2026	-30.10% Apr 1, 2024 - Dec 24, 2024
#11	-18.55% Dec 31, 1999 - Mar 3, 2000	-24.26% Jan 13, 2026 - May 18, 2026
#12	-17.33% Dec 31, 2013 - Feb 17, 2015	-19.08% May 21, 2013 - Dec 20, 2013
#13	-15.74% Dec 31, 2004 - Jun 28, 2005	-18.69% Aug 8, 2014 - Dec 29, 2014
#14	-12.08% Feb 14, 2007 - Apr 25, 2007	-17.79% Sep 23, 2021 - Oct 18, 2021
#15	-10.62% Dec 7, 2001 - Mar 5, 2002	-14.54% Oct 4, 2006 - Nov 14, 2006

Correlation

Correlation between AMG and DDS is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70

-101

Dividend Comparison (1999 - 2026)

AMG vs DDS dividend yield comparison.

Year	AMG	DDS
2026	0.01%	0.05%
2025	0.01%	5.13%
2024	0.02%	6.02%
2023	0.03%	5.18%
2022	0.03%	4.89%
2021	0.02%	6.41%
2020	0.34%	0.95%
2019	1.51%	0.68%
2018	1.23%	0.66%
2017	0.39%	0.57%
2016	0.00%	0.45%
2015	0.00%	0.40%
2014	0.00%	0.19%
2013	0.00%	0.23%
2012	0.00%	6.21%
2011	0.00%	0.42%
2010	0.00%	0.42%
2009	0.00%	0.87%
2008	0.00%	4.03%
2007	0.00%	0.85%
2006	0.00%	0.46%
2005	0.00%	0.64%
2004	0.00%	0.60%
2003	0.00%	0.97%
2002	0.00%	1.01%
2001	0.00%	1.00%
2000	0.00%	5.32%
1999	0.00%	0.20%