AMG vs MASI

Comparison between Affiliated Managers Group Inc (AMG, Company) and Masimo Corp (MASI, Company).

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

5-Year PerformanceAMG has outperformed MASI, delivering a return of +18.7% compared to -3.8%

AMG vs MASI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMG(COMPANY)	MASI(COMPANY)
Market Cap	$9.46B	$9.43B
Max Drawdown	85.92%	74.70%
Sharpe Ratio	2.16	0.22
5Y Beta	1.11	N/A
Industry	Asset Management	Medical Devices
P/E Ratio	20.72	123.71
Forward P/E	10.36	40.82
Dividend Yield	0.01%	N/A
5Y Dividends CAGR	10.76%	N/A
5Y EPS CAGR	111.50%	-18.96%
Debt to Equity	94.46%	57.29%
Free Cash Flow Yield	11.16%	2.24%

Market Cap

Winner

AMG

$9.46B

MASI

$9.43B

Max Drawdown

AMG

85.92%

Winner

MASI

74.70%

Sharpe Ratio

Winner

AMG

2.16

MASI

0.22

5Y Beta

AMG

1.11

MASI

N/A

Industry

AMG

Asset Management

MASI

Medical Devices

P/E Ratio

Winner

AMG

20.72

MASI

123.71

Forward P/E

Winner

AMG

10.36

MASI

40.82

Dividend Yield

AMG

0.01%

MASI

N/A

5Y Dividends CAGR

AMG

10.76%

MASI

N/A

5Y EPS CAGR

Winner

AMG

111.50%

MASI

-18.96%

Debt to Equity

AMG

94.46%

Winner

MASI

57.29%

Free Cash Flow Yield

Winner

AMG

11.16%

MASI

2.24%

AMG vs MASI - Historical Returns

Returns include dividend reinvestment.

Period	AMG	MASI
1 month	+18.33%	+0.81%
3 months	+29.80%	+2.54%
6 months	+24.22%	+28.75%
1 year	+94.80%	+7.09%
5 years(CAGR)	+18.66%	-3.82%
10 years(CAGR)	+9.11%	+13.20%
Max(CAGR)	+11.97%	+12.95%

Winner

AMG

+18.33%

MASI

+0.81%

Winner

AMG

+29.80%

MASI

+2.54%

AMG

+24.22%

Winner

MASI

+28.75%

Winner

AMG

+94.80%

MASI

+7.09%

5Y(CAGR)

Winner

AMG

+18.66%

MASI

-3.82%

10Y(CAGR)

AMG

+9.11%

Winner

MASI

+13.20%

Max(CAGR)

AMG

+11.97%

Winner

MASI

+12.95%

AMG vs MASI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMG	MASI
2026	+23.71%	+41.25%
2025	+54.27%	-22.85%
2024	+23.44%	+44.23%
2023	-5.67%	-19.74%
2022	-2.40%	-48.06%
2021	+66.03%	+10.11%
2020	+21.60%	+69.24%
2019	-12.49%	+49.79%
2018	-51.63%	+24.79%
2017	+41.45%	+25.82%
2016	-6.85%	+71.98%
2015	-24.08%	+60.39%
2014	-0.53%	-9.33%
2013	+60.83%	+37.04%
2012	+33.47%	+16.95%
2011	-4.70%	-38.17%
2010	+44.05%	+7.42%
2009	+55.04%	+2.42%
2008	-62.68%	-23.55%
2007	+10.94%	+88.76%
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 MASI Drawdown Comparison

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

The maximum drawdown for MASI was -74.70%, occurring on Oct 16, 2023. This drawdown has not yet recovered.

The current AMG drawdown is -0.05%. The current MASI drawdown is -40.67%.

Rank	AMG	MASI
#1	-85.92% Oct 12, 2007 - Jan 4, 2013	-74.70% Nov 19, 2021 - Oct 16, 2023
#2	-79.58% Apr 28, 2015 - Aug 13, 2025	-53.23% Sep 8, 2008 - Jun 3, 2015
#3	-49.76% Mar 5, 2002 - Jan 7, 2004	-40.03% Dec 21, 2007 - Sep 8, 2008
#4	-37.24% Mar 23, 2000 - Aug 4, 2000	-26.52% Jan 8, 2021 - Aug 24, 2021
#5	-37.14% Mar 4, 2004 - Nov 5, 2004	-21.70% May 1, 2017 - Aug 2, 2018
#6	-32.14% Sep 14, 2000 - Jul 27, 2001	-21.50% Oct 2, 2018 - Feb 4, 2019
#7	-23.49% Aug 30, 2001 - Dec 6, 2001	-20.56% Mar 13, 2020 - Apr 14, 2020
#8	-22.50% Apr 5, 2006 - Jan 10, 2007	-19.47% Aug 5, 2015 - Apr 27, 2016
#9	-22.37% Jul 6, 2007 - Oct 12, 2007	-16.33% May 11, 2020 - Oct 27, 2020
#10	-19.72% Feb 18, 2026 - Jun 4, 2026	-12.53% Apr 1, 2019 - May 9, 2019
#11	-18.55% Dec 31, 1999 - Mar 3, 2000	-12.42% Oct 31, 2007 - Nov 28, 2007
#12	-17.33% Dec 31, 2013 - Feb 17, 2015	-11.92% Jul 26, 2019 - Jan 9, 2020
#13	-15.74% Dec 31, 2004 - Jun 28, 2005	-11.28% May 16, 2019 - Jun 19, 2019
#14	-12.08% Feb 14, 2007 - Apr 25, 2007	-11.24% Oct 10, 2007 - Oct 31, 2007
#15	-10.62% Dec 7, 2001 - Mar 5, 2002	-11.21% Feb 13, 2020 - Mar 13, 2020

Correlation

Correlation between AMG and MASI is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20

-101

Dividend Comparison (2010 - 2026)

AMG vs MASI dividend yield comparison.

Year	AMG	MASI
2026	0.01%	0.00%
2025	0.01%	0.00%
2024	0.02%	0.00%
2023	0.03%	0.00%
2022	0.03%	0.00%
2021	0.02%	0.00%
2020	0.34%	0.00%
2019	1.51%	0.00%
2018	1.23%	0.00%
2017	0.39%	0.00%
2012	0.00%	4.76%
2010	0.00%	9.46%