AMG vs TAP-A

Comparison between Affiliated Managers Group Inc (AMG, Company) and Molson Coors Beverage Company - Class A (TAP-A, Company).

AMG is from the Financial Services sector, while TAP-A is from the Consumer Defensive sector.

5-Year PerformanceAMG has outperformed TAP-A, delivering a return of +16.4% compared to -3.0%

AMG vs TAP-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMG(COMPANY)	TAP-A(COMPANY)
Market Cap	$8.99B	$9B
Max Drawdown	85.92%	69.31%
Sharpe Ratio	2.07	-0.44
5Y Beta	1.12	0.15
Industry	Asset Management	Beverages - Brewers
P/E Ratio	19.68	-4.16
Forward P/E	9.97	9.40
PEG Ratio	1.03	4.48
Dividend Yield	0.01%	4.22%
5Y Dividends CAGR	10.76%	N/A
5Y EPS CAGR	111.50%	N/A
Debt to Equity	94.46%	61.19%
Free Cash Flow Yield	11.74%	19.82%
P/S Ratio	4.26	0.75
P/B Ratio	2.92	0.84

Market Cap

AMG

$8.99B

Winner

TAP-A

$9B

Max Drawdown

AMG

85.92%

Winner

TAP-A

69.31%

Sharpe Ratio

Winner

AMG

2.07

TAP-A

-0.44

5Y Beta

AMG

1.12

Winner

TAP-A

0.15

Industry

AMG

Asset Management

TAP-A

Beverages - Brewers

P/E Ratio

AMG

19.68

Winner

TAP-A

-4.16

Forward P/E

AMG

9.97

Winner

TAP-A

9.40

PEG Ratio

Winner

AMG

1.03

TAP-A

4.48

Dividend Yield

AMG

0.01%

Winner

TAP-A

4.22%

5Y Dividends CAGR

AMG

10.76%

TAP-A

N/A

5Y EPS CAGR

AMG

111.50%

TAP-A

N/A

Debt to Equity

AMG

94.46%

Winner

TAP-A

61.19%

Free Cash Flow Yield

AMG

11.74%

Winner

TAP-A

19.82%

P/S Ratio

AMG

4.26

Winner

TAP-A

0.75

P/B Ratio

AMG

2.92

Winner

TAP-A

0.84

AMG vs TAP-A - Historical Returns

Returns include dividend reinvestment.

Period	AMG	TAP-A
1 month	+14.29%	+6.33%
3 months	+22.07%	-6.10%
6 months	+22.91%	-6.42%
1 year	+88.03%	-16.09%
5 years(CAGR)	+16.39%	-3.04%
10 years(CAGR)	+8.34%	-5.77%
Max(CAGR)	+11.83%	+4.14%

Winner

AMG

+14.29%

TAP-A

+6.33%

Winner

AMG

+22.07%

TAP-A

-6.10%

Winner

AMG

+22.91%

TAP-A

-6.42%

Winner

AMG

+88.03%

TAP-A

-16.09%

5Y(CAGR)

Winner

AMG

+16.39%

TAP-A

-3.04%

10Y(CAGR)

Winner

AMG

+8.34%

TAP-A

-5.77%

Max(CAGR)

Winner

AMG

+11.83%

TAP-A

+4.14%

AMG vs TAP-A - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMG	TAP-A
2026	+19.21%	-0.83%
2025	+54.27%	-15.46%
2024	+23.44%	-8.96%
2023	-5.67%	-13.75%
2022	-2.40%	+38.48%
2021	+66.03%	-6.42%
2020	+21.60%	-3.39%
2019	-12.49%	+9.15%
2018	-51.63%	-24.66%
2017	+41.45%	-12.68%
2016	-6.85%	+6.32%
2015	-24.08%	-5.71%
2014	-0.53%	+86.38%
2013	+60.83%	+30.57%
2012	+33.47%	+0.39%
2011	-4.70%	-10.31%
2010	+44.05%	+17.03%
2009	+55.04%	-3.47%
2008	-62.68%	-6.28%
2007	+10.94%	+36.96%
2006	+27.54%	+22.28%
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 TAP-A Drawdown Comparison

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

The maximum drawdown for TAP-A was -68.56%, occurring on Mar 17, 2009. Recovery took 1794 trading sessions.

The current TAP-A drawdown is -48.14%.

Rank	AMG	TAP-A
#1	-85.92% Oct 12, 2007 - Jan 4, 2013	-68.56% Oct 4, 2007 - Nov 18, 2014
#2	-79.58% Apr 28, 2015 - Aug 13, 2025	-58.34% Oct 13, 2016 - Mar 12, 2020
#3	-49.76% Mar 5, 2002 - Jan 7, 2004	-33.79% Dec 5, 2014 - May 27, 2016
#4	-37.24% Mar 23, 2000 - Aug 4, 2000	-18.52% Nov 21, 2014 - Dec 5, 2014
#5	-37.14% Mar 4, 2004 - Nov 5, 2004	-17.35% Apr 26, 2007 - Sep 27, 2007
#6	-32.14% Sep 14, 2000 - Jul 27, 2001	-10.22% Jun 10, 2016 - Sep 6, 2016
#7	-23.49% Aug 30, 2001 - Dec 6, 2001	-9.83% Apr 26, 2006 - Dec 5, 2006
#8	-22.50% Apr 5, 2006 - Jan 10, 2007	-5.58% Sep 15, 2016 - Sep 30, 2016
#9	-22.37% Jul 6, 2007 - Oct 12, 2007	-4.33% Mar 16, 2006 - Apr 21, 2006
#10	-19.72% Feb 18, 2026 - Jun 4, 2026	-3.61% Oct 4, 2016 - Oct 10, 2016
#11	-18.55% Dec 31, 1999 - Mar 3, 2000	-3.17% Apr 2, 2007 - Apr 26, 2007
#12	-17.33% Dec 31, 2013 - Feb 17, 2015	-2.77% Sep 8, 2016 - Sep 14, 2016
#13	-15.74% Dec 31, 2004 - Jun 28, 2005	-1.41% Sep 30, 2016 - Oct 4, 2016
#14	-12.08% Feb 14, 2007 - Apr 25, 2007	-1.30% Jan 3, 2007 - Jan 17, 2007
#15	-10.62% Dec 7, 2001 - Mar 5, 2002	-1.10% May 27, 2016 - Jun 1, 2016

Correlation

Correlation between AMG and TAP-A is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49

-101

Dividend Comparison (2006 - 2026)

AMG vs TAP-A dividend yield comparison.

Year	AMG	TAP-A
2026	0.01%	2.12%
2025	0.01%	4.04%
2024	0.02%	3.07%
2023	0.03%	2.53%
2022	0.03%	1.97%
2021	0.02%	1.17%
2020	0.34%	0.91%
2019	1.51%	3.00%
2018	1.23%	2.65%
2017	0.39%	1.95%
2016	0.00%	1.67%
2015	0.00%	1.75%
2014	0.00%	1.46%
2013	0.00%	2.32%
2012	0.00%	3.00%
2011	0.00%	2.83%
2010	0.00%	2.14%
2009	0.00%	2.08%
2008	0.00%	1.62%
2007	0.00%	1.23%
2006	0.00%	1.26%