AMSF vs MGR

Comparison between Amerisafe Inc (AMSF, Company) and Affiliated Managers Group Inc (MGR, Company).

AMSF is from the Financial Services sector, while MGR is from the Financials sector.

5-Year PerformanceMGR has outperformed AMSF, delivering a return of -0.2% compared to -4.9%

AMSF vs MGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMSF(COMPANY)	MGR(COMPANY)
Market Cap	$599M	$602M
Max Drawdown	61.19%	40.21%
Sharpe Ratio	-1.12	0.10
5Y Beta	0.22	0.24
Industry	Insurance - Specialty	Investment Banking & Investment Services
P/E Ratio	13.07	0.84
Forward P/E	22.37	N/A
PEG Ratio	1.81	0.02
Dividend Yield	4.97%	6.46%
5Y Dividends CAGR	-10.92%	4.57%
5Y EPS CAGR	-13.01%	147.87%
Debt to Equity	0.00%	83.11%
Free Cash Flow Yield	1.33%	N/A
P/S Ratio	1.80	N/A
P/B Ratio	2.40	N/A

Market Cap

AMSF

$599M

Winner

MGR

$602M

Max Drawdown

AMSF

61.19%

Winner

MGR

40.21%

Sharpe Ratio

AMSF

-1.12

Winner

MGR

0.10

5Y Beta

Winner

AMSF

0.22

MGR

0.24

Industry

AMSF

Insurance - Specialty

MGR

Investment Banking & Investment Services

P/E Ratio

AMSF

13.07

Winner

MGR

0.84

Forward P/E

AMSF

22.37

MGR

N/A

PEG Ratio

AMSF

1.81

Winner

MGR

0.02

Dividend Yield

AMSF

4.97%

Winner

MGR

6.46%

5Y Dividends CAGR

AMSF

-10.92%

Winner

MGR

4.57%

5Y EPS CAGR

AMSF

-13.01%

Winner

MGR

147.87%

Debt to Equity

Winner

AMSF

0.00%

MGR

83.11%

Free Cash Flow Yield

AMSF

1.33%

MGR

N/A

P/S Ratio

AMSF

1.80

MGR

N/A

P/B Ratio

AMSF

2.40

MGR

N/A

AMSF vs MGR - Historical Returns

Returns include dividend reinvestment.

Period	AMSF	MGR
1 month	+4.03%	-3.61%
3 months	-3.03%	-1.34%
6 months	-18.52%	-2.64%
1 year	-25.52%	+4.32%
5 years(CAGR)	-4.87%	-0.21%
10 years(CAGR)	-0.27%	N/A
Max(CAGR)	+10.50%	+2.95%

Winner

AMSF

+4.03%

MGR

-3.61%

AMSF

-3.03%

Winner

MGR

-1.34%

AMSF

-18.52%

Winner

MGR

-2.64%

AMSF

-25.52%

Winner

MGR

+4.32%

5Y(CAGR)

AMSF

-4.87%

Winner

MGR

-0.21%

10Y(CAGR)

AMSF

-0.27%

MGR

N/A

Max(CAGR)

Winner

AMSF

+10.50%

MGR

+2.95%

AMSF vs MGR - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	AMSF	MGR
2026	-15.05%	-3.76%
2025	-20.24%	+0.66%
2024	+19.12%	+3.45%
2023	-1.39%	+14.39%
2022	+7.27%	-17.68%
2021	+2.32%	+3.17%
2020	-6.38%	+7.94%
2019	+28.34%	+13.00%
2018	-3.80%	N/A
2017	-0.93%	N/A
2016	+33.23%	N/A
2015	+31.66%	N/A
2014	+7.81%	N/A
2013	+49.30%	N/A
2012	+19.05%	N/A
2011	+31.13%	N/A
2010	-2.89%	N/A
2009	-11.48%	N/A
2008	+35.60%	N/A
2007	-1.08%	N/A
2006	+57.76%	N/A
2005	+11.89%	N/A

AMSF vs MGR Drawdown Comparison

The maximum drawdown for AMSF was -43.28%, occurring on May 6, 2026. This drawdown has not yet recovered.

The maximum drawdown for MGR was -40.21%, occurring on Mar 18, 2020. Recovery took 106 trading sessions.

The current AMSF drawdown is -39.58%. The current MGR drawdown is -11.57%.

Rank	AMSF	MGR
#1	-43.28% Nov 12, 2024 - May 6, 2026	-40.21% Feb 10, 2020 - Jul 13, 2020
#2	-40.90% Jul 9, 2007 - Jan 5, 2009	-23.16% Jul 12, 2021 - Feb 9, 2024
#3	-38.87% Jan 6, 2009 - Mar 10, 2011	-17.51% Oct 18, 2024 - Apr 16, 2025
#4	-32.91% Feb 20, 2020 - Oct 24, 2024	-10.12% Feb 12, 2024 - Sep 5, 2024
#5	-28.97% Jul 12, 2006 - Nov 28, 2006	-4.81% Aug 18, 2020 - Dec 15, 2020
#6	-25.34% Jan 26, 2006 - Mar 31, 2006	-4.32% Dec 28, 2020 - Mar 31, 2021
#7	-24.53% Jul 7, 2011 - Nov 8, 2011	-3.55% Apr 14, 2021 - Jun 16, 2021
#8	-23.78% Feb 23, 2017 - Nov 6, 2017	-3.01% Sep 3, 2019 - Oct 22, 2019
#9	-22.07% Nov 6, 2017 - Oct 25, 2018	-2.46% Jul 20, 2020 - Jul 31, 2020
#10	-19.24% Mar 18, 2014 - Dec 5, 2014	-2.46% Nov 13, 2019 - Dec 18, 2019
#11	-19.03% Oct 29, 2018 - Jul 18, 2019	-2.15% Jul 31, 2019 - Aug 22, 2019
#12	-17.92% May 12, 2006 - Jul 12, 2006	-1.64% Oct 2, 2024 - Oct 16, 2024
#13	-16.65% Jun 10, 2016 - Nov 25, 2016	-1.60% Dec 23, 2019 - Jan 14, 2020
#14	-15.33% Jul 18, 2013 - Oct 17, 2013	-1.47% Jul 31, 2020 - Aug 11, 2020
#15	-12.84% Jun 6, 2012 - Jan 2, 2013	-1.46% Jan 14, 2020 - Feb 3, 2020

Correlation

Correlation between AMSF and MGR is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31

-101

Dividend Comparison (2013 - 2026)

AMSF vs MGR dividend yield comparison.

Year	AMSF	MGR
2026	1.30%	1.83%
2025	6.66%	6.99%
2024	8.69%	6.66%
2023	10.39%	6.52%
2022	10.08%	7.07%
2021	9.59%	5.44%
2020	7.97%	5.29%
2019	6.82%	2.76%
2018	1.55%	0.00%
2017	1.30%	0.00%
2016	6.37%	0.00%
2015	7.07%	0.00%
2014	4.67%	0.00%
2013	0.76%	0.00%