AMG vs ZWS

Comparison between Affiliated Managers Group Inc (AMG, Company) and Zurn Elkay Water Solutions Corp (ZWS, Company).

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

5-Year PerformanceZWS has outperformed AMG, delivering a return of +32.9% compared to +12.3%

AMG vs ZWS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMG(COMPANY)	ZWS(COMPANY)
Market Cap	$8.13B	$8.16B
Max Drawdown	85.92%	52.43%
Sharpe Ratio	1.61	0.96
5Y Beta	1.13	0.96
Industry	Asset Management	Pollution & Treatment Controls
P/E Ratio	17.81	38.30
Forward P/E	8.90	26.95
PEG Ratio	0.92	1.38
Dividend Yield	0.01%	0.81%
5Y Dividends CAGR	10.76%	19.94%
5Y EPS CAGR	111.50%	21.30%
Debt to Equity	94.46%	31.06%
Free Cash Flow Yield	12.98%	4.29%
P/S Ratio	3.78	4.75
P/B Ratio	2.59	5.32

Market Cap

AMG

$8.13B

Winner

ZWS

$8.16B

Max Drawdown

AMG

85.92%

Winner

ZWS

52.43%

Sharpe Ratio

Winner

AMG

1.61

ZWS

0.96

5Y Beta

AMG

1.13

Winner

ZWS

0.96

Industry

AMG

Asset Management

ZWS

Pollution & Treatment Controls

P/E Ratio

Winner

AMG

17.81

ZWS

38.30

Forward P/E

Winner

AMG

8.90

ZWS

26.95

PEG Ratio

Winner

AMG

0.92

ZWS

1.38

Dividend Yield

AMG

0.01%

Winner

ZWS

0.81%

5Y Dividends CAGR

AMG

10.76%

Winner

ZWS

19.94%

5Y EPS CAGR

Winner

AMG

111.50%

ZWS

21.30%

Debt to Equity

AMG

94.46%

Winner

ZWS

31.06%

Free Cash Flow Yield

Winner

AMG

12.98%

ZWS

4.29%

P/S Ratio

Winner

AMG

3.78

ZWS

4.75

P/B Ratio

Winner

AMG

2.59

ZWS

5.32

AMG vs ZWS - Historical Returns

Returns include dividend reinvestment.

Period	AMG	ZWS
1 month	-2.53%	+1.41%
3 months	-10.99%	-6.11%
6 months	+13.63%	+4.78%
1 year	+62.23%	+31.07%
5 years(CAGR)	+12.31%	+32.94%
10 years(CAGR)	+6.35%	+26.17%
Max(CAGR)	+11.19%	+18.23%

AMG

-2.53%

Winner

ZWS

+1.41%

AMG

-10.99%

Winner

ZWS

-6.11%

Winner

AMG

+13.63%

ZWS

+4.78%

Winner

AMG

+62.23%

ZWS

+31.07%

5Y(CAGR)

AMG

+12.31%

Winner

ZWS

+32.94%

10Y(CAGR)

AMG

+6.35%

Winner

ZWS

+26.17%

Max(CAGR)

AMG

+11.19%

Winner

ZWS

+18.23%

AMG vs ZWS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMG	ZWS
2026	+1.62%	+2.80%
2025	+54.27%	+27.18%
2024	+23.44%	+29.41%
2023	-5.67%	+39.55%
2022	-2.40%	-41.25%
2021	+66.03%	+296.38%
2020	+21.60%	+21.46%
2019	-12.49%	+39.10%
2018	-51.63%	-11.66%
2017	+41.45%	+29.20%
2016	-6.85%	+6.93%
2015	-24.08%	-35.15%
2014	-0.53%	+4.02%
2013	+60.83%	+24.36%
2012	+33.47%	+6.50%
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 ZWS Drawdown Comparison

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

The maximum drawdown for ZWS was -52.43%, occurring on Jan 19, 2016. Recovery took 1140 trading sessions.

The current AMG drawdown is -11.25%. The current ZWS drawdown is -8.98%.

Rank	AMG	ZWS
#1	-85.92% Oct 12, 2007 - Jan 4, 2013	-52.43% Mar 7, 2014 - Sep 14, 2018
#2	-79.58% Apr 28, 2015 - Aug 13, 2025	-47.25% Nov 19, 2021 - Oct 16, 2024
#3	-49.76% Mar 5, 2002 - Jan 7, 2004	-45.35% Feb 13, 2020 - Nov 9, 2020
#4	-37.24% Mar 23, 2000 - Aug 4, 2000	-31.93% Apr 30, 2012 - Oct 21, 2013
#5	-37.14% Mar 4, 2004 - Nov 5, 2004	-31.89% Sep 21, 2018 - Dec 11, 2019
#6	-32.14% Sep 14, 2000 - Jul 27, 2001	-30.17% Dec 9, 2024 - Jul 30, 2025
#7	-23.49% Aug 30, 2001 - Dec 6, 2001	-19.24% Jan 12, 2021 - Feb 17, 2021
#8	-22.50% Apr 5, 2006 - Jan 10, 2007	-17.02% Feb 6, 2026 - Apr 23, 2026
#9	-22.37% Jul 6, 2007 - Oct 12, 2007	-10.09% Jan 22, 2014 - Feb 18, 2014
#10	-19.72% Feb 18, 2026 - Apr 2, 2026	-10.05% Mar 12, 2021 - Apr 29, 2021
#11	-18.55% Dec 31, 1999 - Mar 3, 2000	-8.98% Apr 27, 2026 - May 15, 2026
#12	-17.33% Dec 31, 2013 - Feb 17, 2015	-8.92% May 7, 2021 - Jul 12, 2021
#13	-15.74% Dec 31, 2004 - Jun 28, 2005	-8.33% Jul 12, 2021 - Jul 21, 2021
#14	-12.08% Feb 14, 2007 - Apr 25, 2007	-6.83% Nov 5, 2025 - Nov 26, 2025
#15	-10.62% Dec 7, 2001 - Mar 5, 2002	-5.66% Sep 15, 2021 - Sep 27, 2021