AMG vs VMI

Comparison between Affiliated Managers Group Inc (AMG, Company) and Valmont Industries Inc (VMI, Company).

AMG is from the Financial Services sector, while VMI is from the Industrials sector.

5-Year PerformanceAMG has outperformed VMI, delivering a return of +16.9% compared to +16.2%

AMG vs VMI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMG(COMPANY)	VMI(COMPANY)
Market Cap	$9.57B	$9.55B
Max Drawdown	85.92%	68.00%
Sharpe Ratio	1.67	0.99
5Y Beta	1.09	1.06
Industry	Asset Management	Conglomerates
P/E Ratio	16.78	29.78
Forward P/E	10.12	21.32
PEG Ratio	0.28	N/A
Dividend Yield	0.01%	0.59%
5Y Dividends CAGR	103.57%	13.51%
5Y EPS CAGR	33.20%	25.37%
Debt to Equity	98.88%	42.32%
Free Cash Flow Yield	11.13%	3.37%

Market Cap

Winner

AMG

$9.57B

VMI

$9.55B

Max Drawdown

AMG

85.92%

Winner

VMI

68.00%

Sharpe Ratio

Winner

AMG

1.67

VMI

0.99

5Y Beta

AMG

1.09

Winner

VMI

1.06

Industry

AMG

Asset Management

VMI

Conglomerates

P/E Ratio

Winner

AMG

16.78

VMI

29.78

Forward P/E

Winner

AMG

10.12

VMI

21.32

PEG Ratio

AMG

0.28

VMI

N/A

Dividend Yield

AMG

0.01%

Winner

VMI

0.59%

5Y Dividends CAGR

Winner

AMG

103.57%

VMI

13.51%

5Y EPS CAGR

Winner

AMG

33.20%

VMI

25.37%

Debt to Equity

AMG

98.88%

Winner

VMI

42.32%

Free Cash Flow Yield

Winner

AMG

11.13%

VMI

3.37%

AMG vs VMI - Historical Returns

Returns include dividend reinvestment.

Period	AMG	VMI
1 month	+2.12%	-8.82%
3 months	+21.54%	-4.04%
6 months	+11.85%	+3.89%
1 year	+65.16%	+30.10%
5 years(CAGR)	+16.89%	+16.15%
10 years(CAGR)	+10.28%	+15.35%
Max(CAGR)	+12.03%	+14.50%

Winner

AMG

+2.12%

VMI

-8.82%

Winner

AMG

+21.54%

VMI

-4.04%

Winner

AMG

+11.85%

VMI

+3.89%

Winner

AMG

+65.16%

VMI

+30.10%

5Y(CAGR)

Winner

AMG

+16.89%

VMI

+16.15%

10Y(CAGR)

AMG

+10.28%

Winner

VMI

+15.35%

Max(CAGR)

AMG

+12.03%

Winner

VMI

+14.50%

AMG vs VMI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMG	VMI
2026	+27.70%	+19.95%
2025	+54.27%	+32.87%
2024	+23.44%	+31.93%
2023	-5.67%	-27.32%
2022	-2.40%	+33.49%
2021	+66.03%	+45.85%
2020	+21.60%	+19.23%
2019	-12.49%	+37.02%
2018	-51.63%	-32.95%
2017	+41.45%	+16.89%
2016	-6.85%	+34.59%
2015	-24.08%	-15.58%
2014	-0.53%	-13.20%
2013	+60.83%	+7.85%
2012	+33.47%	+49.34%
2011	-4.70%	+2.77%
2010	+44.05%	+12.79%
2009	+55.04%	+22.15%
2008	-62.68%	-30.30%
2007	+10.94%	+65.97%
2006	+27.54%	+64.08%
2005	+20.03%	+40.21%
2004	+45.66%	+8.89%
2003	+32.55%	+18.97%
2002	-28.55%	+32.41%
2001	+40.43%	-13.21%
2000	+49.33%	+12.27%
1999	+48.40%	-6.95%

AMG vs VMI Drawdown Comparison

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

The maximum drawdown for VMI was -67.92%, occurring on Nov 20, 2008. Recovery took 942 trading sessions.

The current AMG drawdown is -4.18%. The current VMI drawdown is -15.54%.

Rank	AMG	VMI
#1	-85.92% Oct 12, 2007 - Jan 4, 2013	-67.92% Jun 17, 2008 - Mar 13, 2012
#2	-79.58% Apr 28, 2015 - Aug 13, 2025	-48.87% Dec 4, 2017 - Nov 24, 2020
#3	-49.76% Mar 5, 2002 - Jan 7, 2004	-45.16% Dec 2, 2022 - Nov 6, 2024
#4	-37.24% Mar 23, 2000 - Aug 4, 2000	-41.33% Mar 22, 2013 - Feb 24, 2017
#5	-37.14% Mar 4, 2004 - Nov 5, 2004	-37.72% Jul 18, 2000 - Mar 21, 2002
#6	-32.14% Sep 14, 2000 - Jul 27, 2001	-29.84% Feb 18, 2025 - Aug 12, 2025
#7	-23.49% Aug 30, 2001 - Dec 6, 2001	-28.77% Oct 31, 2002 - Nov 22, 2004
#8	-22.50% Apr 5, 2006 - Jan 10, 2007	-27.81% May 4, 2006 - Sep 5, 2006
#9	-22.37% Jul 6, 2007 - Oct 12, 2007	-26.97% Dec 24, 2007 - Apr 16, 2008
#10	-19.72% Feb 18, 2026 - Jun 4, 2026	-26.08% Nov 17, 1999 - Jan 21, 2000
#11	-18.55% Dec 31, 1999 - Mar 3, 2000	-25.13% Jan 28, 2000 - Apr 25, 2000
#12	-17.33% Dec 31, 2013 - Feb 17, 2015	-21.73% Oct 29, 2007 - Dec 21, 2007
#13	-15.74% Dec 31, 2004 - Jun 28, 2005	-21.70% Jun 25, 2026 - Jul 29, 2026
#14	-12.08% Feb 14, 2007 - Apr 25, 2007	-21.10% Mar 21, 2002 - Jul 29, 2002
#15	-10.62% Dec 7, 2001 - Mar 5, 2002	-20.45% Nov 9, 2021 - Apr 21, 2022

Correlation

Correlation between AMG and VMI is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (1999 - 2026)

AMG vs VMI dividend yield comparison.

Year	AMG	VMI
2026	0.38%	0.31%
2025	0.01%	0.68%
2024	0.02%	0.78%
2023	0.03%	1.03%
2022	0.03%	0.67%
2021	0.02%	0.80%
2020	0.34%	1.03%
2019	1.51%	1.00%
2018	1.23%	1.35%
2017	0.39%	0.90%
2016	0.00%	1.06%
2015	0.00%	1.41%
2014	0.00%	1.08%
2013	0.00%	0.65%
2012	0.00%	0.63%
2011	0.00%	0.78%
2010	0.00%	0.73%
2009	0.00%	0.74%
2008	0.00%	0.81%
2007	0.00%	0.46%
2006	0.00%	0.67%
2005	0.00%	1.02%
2004	0.00%	1.27%
2003	0.00%	1.36%
2002	0.00%	1.57%
2001	0.00%	1.94%
2000	0.00%	1.52%
1999	0.00%	0.44%