AMG vs WFRD

Comparison between Affiliated Managers Group Inc (AMG, Company) and Weatherford International plc - New (WFRD, Company).

AMG is from the Financial Services sector, while WFRD is from the Energy sector.

5-Year PerformanceWFRD has outperformed AMG, delivering a return of +58.2% compared to +14.0%

AMG vs WFRD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMG(COMPANY)	WFRD(COMPANY)
Market Cap	$8.08B	$8.01B
Max Drawdown	85.92%	70.83%
Sharpe Ratio	1.91	2.23
5Y Beta	1.13	1.59
Industry	Asset Management	Oil & Gas Equipment & Services
P/E Ratio	17.69	17.26
Forward P/E	8.87	18.48
PEG Ratio	0.92	2.35
Dividend Yield	0.01%	0.93%
5Y Dividends CAGR	10.76%	N/A
5Y EPS CAGR	111.50%	N/A
Debt to Equity	94.46%	0.00%
Free Cash Flow Yield	13.07%	5.83%
P/S Ratio	3.75	1.64
P/B Ratio	2.58	4.56

Market Cap

Winner

AMG

$8.08B

WFRD

$8.01B

Max Drawdown

AMG

85.92%

Winner

WFRD

70.83%

Sharpe Ratio

AMG

1.91

Winner

WFRD

2.23

5Y Beta

Winner

AMG

1.13

WFRD

1.59

Industry

AMG

Asset Management

WFRD

Oil & Gas Equipment & Services

P/E Ratio

AMG

17.69

Winner

WFRD

17.26

Forward P/E

Winner

AMG

8.87

WFRD

18.48

PEG Ratio

Winner

AMG

0.92

WFRD

2.35

Dividend Yield

AMG

0.01%

Winner

WFRD

0.93%

5Y Dividends CAGR

AMG

10.76%

WFRD

N/A

5Y EPS CAGR

AMG

111.50%

WFRD

N/A

Debt to Equity

AMG

94.46%

Winner

WFRD

0.00%

Free Cash Flow Yield

Winner

AMG

13.07%

WFRD

5.83%

P/S Ratio

AMG

3.75

Winner

WFRD

1.64

P/B Ratio

Winner

AMG

2.58

WFRD

4.56

AMG vs WFRD - Historical Returns

Returns include dividend reinvestment.

Period	AMG	WFRD
1 month	+5.88%	-0.52%
3 months	-1.35%	+4.00%
6 months	+15.37%	+51.36%
1 year	+74.36%	+141.63%
5 years(CAGR)	+14.00%	+58.19%
10 years(CAGR)	+6.47%	N/A
Max(CAGR)	+11.39%	+73.54%

Winner

AMG

+5.88%

WFRD

-0.52%

AMG

-1.35%

Winner

WFRD

+4.00%

AMG

+15.37%

Winner

WFRD

+51.36%

AMG

+74.36%

Winner

WFRD

+141.63%

5Y(CAGR)

AMG

+14.00%

Winner

WFRD

+58.19%

10Y(CAGR)

AMG

+6.47%

WFRD

N/A

Max(CAGR)

AMG

+11.39%

Winner

WFRD

+73.54%

AMG vs WFRD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMG	WFRD
2026	+6.88%	+35.25%
2025	+54.27%	+10.17%
2024	+23.44%	-24.44%
2023	-5.67%	+102.13%
2022	-2.40%	+75.71%
2021	+66.03%	+382.93%
2020	+21.60%	N/A
2019	-12.49%	N/A
2018	-51.63%	N/A
2017	+41.45%	N/A
2016	-6.85%	N/A
2015	-24.08%	N/A
2014	-0.53%	N/A
2013	+60.83%	N/A
2012	+33.47%	N/A
2011	-4.70%	N/A
2010	+44.05%	N/A
2009	+55.04%	N/A
2008	-62.68%	N/A
2007	+10.94%	N/A
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 WFRD Drawdown Comparison

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

The maximum drawdown for WFRD was -70.56%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current AMG drawdown is -6.66%. The current WFRD drawdown is -16.65%.

Rank	AMG	WFRD
#1	-85.92% Oct 12, 2007 - Jan 4, 2013	-70.56% Jul 16, 2024 - Apr 8, 2025
#2	-79.58% Apr 28, 2015 - Aug 13, 2025	-55.23% Apr 18, 2022 - Oct 26, 2022
#3	-49.76% Mar 5, 2002 - Jan 7, 2004	-28.24% Nov 9, 2021 - Feb 9, 2022
#4	-37.24% Mar 23, 2000 - Aug 4, 2000	-24.89% Mar 6, 2023 - Jul 7, 2023
#5	-37.14% Mar 4, 2004 - Nov 5, 2004	-23.79% Jun 25, 2021 - Sep 27, 2021
#6	-32.14% Sep 14, 2000 - Jul 27, 2001	-22.28% Feb 24, 2021 - Jun 3, 2021
#7	-23.49% Aug 30, 2001 - Dec 6, 2001	-19.98% Feb 16, 2022 - Mar 10, 2022
#8	-22.50% Apr 5, 2006 - Jan 10, 2007	-16.22% Dec 26, 2023 - Feb 15, 2024
#9	-22.37% Jul 6, 2007 - Oct 12, 2007	-14.83% Mar 10, 2022 - Apr 12, 2022
#10	-19.72% Feb 18, 2026 - Apr 2, 2026	-14.69% Jan 21, 2021 - Feb 5, 2021
#11	-18.55% Dec 31, 1999 - Mar 3, 2000	-14.53% Nov 6, 2023 - Dec 26, 2023
#12	-17.33% Dec 31, 2013 - Feb 17, 2015	-14.07% Apr 29, 2024 - Jul 15, 2024
#13	-15.74% Dec 31, 2004 - Jun 28, 2005	-12.90% Sep 18, 2023 - Nov 2, 2023
#14	-12.08% Feb 14, 2007 - Apr 25, 2007	-12.66% Apr 3, 2024 - Apr 26, 2024
#15	-10.62% Dec 7, 2001 - Mar 5, 2002	-11.19% Feb 13, 2023 - Mar 1, 2023