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AMG vs ORA

Comparison between Affiliated Managers Group Inc (AMG, Company) and Ormat Technologies Inc (ORA, Company).

AMG is from the Financial Services sector, while ORA is from the Utilities sector.

5-Year PerformanceORA has outperformed AMG, delivering a return of +15.3% compared to +14.0%

AMG vs ORA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
AMG
$8.08B
Winner
ORA
$8.10B
Max Drawdown
AMG
85.92%
Winner
ORA
74.68%
Sharpe Ratio
AMG
1.91
Winner
ORA
2.31
5Y Beta
AMG
1.13
Winner
ORA
0.58
Industry
AMG
Asset Management
ORA
Utilities - Renewable
P/E Ratio
Winner
AMG
17.69
ORA
63.01
Forward P/E
Winner
AMG
8.87
ORA
69.44
PEG Ratio
Winner
AMG
0.92
ORA
71.64
Dividend Yield
AMG
0.01%
Winner
ORA
0.36%
5Y Dividends CAGR
Winner
AMG
10.76%
ORA
1.03%
5Y EPS CAGR
Winner
AMG
111.50%
ORA
8.35%
Debt to Equity
AMG
94.46%
Winner
ORA
0.00%
Free Cash Flow Yield
Winner
AMG
13.07%
ORA
-2.66%
P/S Ratio
Winner
AMG
3.75
ORA
7.07
P/B Ratio
Winner
AMG
2.58
ORA
3.15

AMG vs ORA - Historical Returns

Returns include dividend reinvestment.

1M
AMG
+5.88%
Winner
ORA
+22.12%
3M
AMG
-1.35%
Winner
ORA
+30.97%
6M
AMG
+15.37%
Winner
ORA
+23.78%
1Y
AMG
+74.36%
Winner
ORA
+93.10%
5Y(CAGR)
AMG
+14.00%
Winner
ORA
+15.30%
10Y(CAGR)
AMG
+6.47%
Winner
ORA
+13.17%
Max(CAGR)
AMG
+11.39%
Winner
ORA
+11.41%

AMG vs ORA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAMGORA
2026+6.88%+22.61%
2025+54.27%+60.72%
2024+23.44%-10.80%
2023-5.67%-10.33%
2022-2.40%+10.72%
2021+66.03%-12.87%
2020+21.60%+21.35%
2019-12.49%+45.09%
2018-51.63%-18.37%
2017+41.45%+22.06%
2016-6.85%+54.41%
2015-24.08%+33.89%
2014-0.53%+1.51%
2013+60.83%+35.94%
2012+33.47%+5.14%
2011-4.70%-38.44%
2010+44.05%-21.16%
2009+55.04%+19.09%
2008-62.68%-41.19%
2007+10.94%+48.48%
2006+27.54%+32.17%
2005+20.03%+68.77%
2004+45.66%+3.89%
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 ORA Drawdown Comparison

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

The maximum drawdown for ORA was -73.97%, occurring on Sep 22, 2011. Recovery took 2267 trading sessions.

The current AMG drawdown is -6.66%.

RankAMGORA
#1-85.92%
Oct 12, 2007 - Jan 4, 2013
-73.97%
Dec 28, 2007 - Dec 29, 2016
#2-79.58%
Apr 28, 2015 - Aug 13, 2025
-52.40%
Feb 10, 2021 - Jan 22, 2026
#3-49.76%
Mar 5, 2002 - Jan 7, 2004
-36.16%
Feb 19, 2020 - Dec 18, 2020
#4-37.24%
Mar 23, 2000 - Aug 4, 2000
-28.78%
Jan 31, 2018 - Aug 8, 2019
#5-37.14%
Mar 4, 2004 - Nov 5, 2004
-27.00%
Feb 14, 2006 - Feb 9, 2007
#6-32.14%
Sep 14, 2000 - Jul 27, 2001
-24.13%
Feb 26, 2007 - Aug 7, 2007
#7-23.49%
Aug 30, 2001 - Dec 6, 2001
-23.84%
Dec 15, 2004 - Jun 30, 2005
#8-22.50%
Apr 5, 2006 - Jan 10, 2007
-20.05%
Feb 3, 2026 - May 13, 2026
#9-22.37%
Jul 6, 2007 - Oct 12, 2007
-19.21%
Sep 16, 2005 - Nov 29, 2005
#10-19.72%
Feb 18, 2026 - Apr 2, 2026
-13.18%
Oct 31, 2007 - Dec 21, 2007
#11-18.55%
Dec 31, 1999 - Mar 3, 2000
-12.80%
Aug 9, 2007 - Sep 27, 2007
#12-17.33%
Dec 31, 2013 - Feb 17, 2015
-12.41%
Dec 22, 2005 - Jan 11, 2006
#13-15.74%
Dec 31, 2004 - Jun 28, 2005
-9.61%
Jan 8, 2021 - Feb 1, 2021
#14-12.08%
Feb 14, 2007 - Apr 25, 2007
-9.15%
Jun 13, 2017 - Sep 28, 2017
#15-10.62%
Dec 7, 2001 - Mar 5, 2002
-8.95%
Nov 26, 2004 - Dec 15, 2004

Correlation

Correlation between AMG and ORA is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48
-101

Dividend Comparison (2005 - 2026)

AMG vs ORA dividend yield comparison.

YearAMGORA
20260.01%0.17%
20250.01%0.43%
20240.02%0.71%
20230.03%0.63%
20220.03%0.56%
20210.02%0.61%
20200.34%0.49%
20191.51%0.59%
20181.23%1.01%
20170.39%0.91%
20160.00%0.97%
20150.00%0.71%
20140.00%0.77%
20130.00%0.29%
20120.00%0.41%
20110.00%0.72%
20100.00%0.91%
20090.00%0.66%
20080.00%0.63%
20070.00%0.40%
20060.00%0.41%
20050.00%0.46%

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