ARE vs AMG

Comparison between Alexandria Real Estate Equities Inc (ARE, Company) and Affiliated Managers Group Inc (AMG, Company).

ARE is from the Real Estate sector, while AMG is from the Financial Services sector.

5-Year PerformanceAMG has outperformed ARE, delivering a return of +17.3% compared to -18.6%

ARE vs AMG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ARE(COMPANY)	AMG(COMPANY)
Market Cap	$9.05B	$9.03B
Max Drawdown	81.93%	85.92%
Sharpe Ratio	-0.50	1.81
5Y Beta	0.79	1.10
Industry	Reit - Office	Asset Management
P/E Ratio	747.99	19.79
Forward P/E	16.69	9.63
PEG Ratio	3.24	0.86
Dividend Yield	7.72%	0.01%
5Y Dividends CAGR	1.94%	103.28%
5Y EPS CAGR	-56.32%	111.50%
Debt to Equity	79.57%	94.46%
Free Cash Flow Yield	15.51%	11.68%
P/S Ratio	3.15	4.19
P/B Ratio	0.59	2.88

Market Cap

Winner

ARE

$9.05B

AMG

$9.03B

Max Drawdown

Winner

ARE

81.93%

AMG

85.92%

Sharpe Ratio

ARE

-0.50

Winner

AMG

1.81

5Y Beta

Winner

ARE

0.79

AMG

1.10

Industry

ARE

Reit - Office

AMG

Asset Management

P/E Ratio

ARE

747.99

Winner

AMG

19.79

Forward P/E

ARE

16.69

Winner

AMG

9.63

PEG Ratio

ARE

3.24

Winner

AMG

0.86

Dividend Yield

Winner

ARE

7.72%

AMG

0.01%

5Y Dividends CAGR

ARE

1.94%

Winner

AMG

103.28%

5Y EPS CAGR

ARE

-56.32%

Winner

AMG

111.50%

Debt to Equity

Winner

ARE

79.57%

AMG

94.46%

Free Cash Flow Yield

Winner

ARE

15.51%

AMG

11.68%

P/S Ratio

Winner

ARE

3.15

AMG

4.19

P/B Ratio

Winner

ARE

0.59

AMG

2.88

ARE vs AMG - Historical Returns

Returns include dividend reinvestment.

Period	ARE	AMG
1 month	+1.05%	+11.32%
3 months	+23.29%	+30.20%
6 months	+10.52%	+19.68%
1 year	-26.85%	+72.44%
5 years(CAGR)	-18.64%	+17.29%
10 years(CAGR)	-3.18%	+9.94%
Max(CAGR)	+6.09%	+11.82%

ARE

+1.05%

Winner

AMG

+11.32%

ARE

+23.29%

Winner

AMG

+30.20%

ARE

+10.52%

Winner

AMG

+19.68%

ARE

-26.85%

Winner

AMG

+72.44%

5Y(CAGR)

ARE

-18.64%

Winner

AMG

+17.29%

10Y(CAGR)

ARE

-3.18%

Winner

AMG

+9.94%

Max(CAGR)

ARE

+6.09%

Winner

AMG

+11.82%

ARE vs AMG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ARE	AMG
2026	+10.52%	+19.68%
2025	-46.57%	+54.27%
2024	-21.07%	+23.44%
2023	-8.19%	-5.67%
2022	-31.68%	-2.40%
2021	+33.67%	+66.03%
2020	+14.57%	+21.60%
2019	+49.03%	-12.49%
2018	-8.55%	-51.63%
2017	+21.55%	+41.45%
2016	+28.69%	-6.85%
2015	+4.07%	-24.08%
2014	+44.49%	-0.53%
2013	-6.29%	+60.83%
2012	+3.73%	+33.47%
2011	-4.94%	-4.70%
2010	+17.81%	+44.05%
2009	+14.72%	+55.04%
2008	-39.21%	-62.68%
2007	+3.95%	+10.94%
2006	+25.64%	+27.54%
2005	+14.37%	+20.03%
2004	+33.99%	+45.66%
2003	+43.62%	+32.55%
2002	+9.02%	-28.55%
2001	+16.49%	+40.43%
2000	+23.77%	+49.33%
1999	+10.68%	+48.40%

ARE vs AMG Drawdown Comparison

The maximum drawdown for ARE was -77.96%, occurring on Apr 28, 2026. This drawdown has not yet recovered.

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

The current ARE drawdown is -70.93%. The current AMG drawdown is -3.30%.

Rank	ARE	AMG
#1	-77.96% Dec 30, 2021 - Apr 28, 2026	-85.92% Oct 12, 2007 - Jan 4, 2013
#2	-71.87% Sep 19, 2008 - Jan 7, 2015	-79.58% Apr 28, 2015 - Aug 13, 2025
#3	-34.31% Feb 14, 2020 - Jul 28, 2020	-49.76% Mar 5, 2002 - Jan 7, 2004
#4	-27.66% Mar 20, 2015 - May 25, 2016	-37.24% Mar 23, 2000 - Aug 4, 2000
#5	-22.89% Feb 8, 2007 - Aug 11, 2008	-37.14% Mar 4, 2004 - Nov 5, 2004
#6	-20.94% Jun 28, 2002 - Jul 8, 2003	-32.14% Sep 14, 2000 - Jul 27, 2001
#7	-19.97% Feb 11, 2004 - Aug 24, 2004	-23.49% Aug 30, 2001 - Dec 6, 2001
#8	-15.30% Dec 18, 2017 - Jan 30, 2019	-22.50% Apr 5, 2006 - Jan 10, 2007
#9	-14.65% Dec 31, 2004 - Jun 15, 2005	-22.37% Jul 6, 2007 - Oct 12, 2007
#10	-14.21% Aug 11, 2000 - Nov 30, 2000	-19.72% Feb 18, 2026 - Jun 4, 2026
#11	-14.10% Jul 31, 2020 - Dec 16, 2020	-18.55% Dec 31, 1999 - Mar 3, 2000
#12	-13.56% Mar 17, 2006 - Aug 4, 2006	-17.33% Dec 31, 2013 - Feb 17, 2015
#13	-11.35% Dec 31, 2020 - Apr 20, 2021	-15.74% Dec 31, 2004 - Jun 28, 2005
#14	-10.90% Aug 21, 2001 - Nov 23, 2001	-12.08% Feb 14, 2007 - Apr 25, 2007
#15	-10.37% Sep 7, 2016 - Jan 4, 2017	-10.62% Dec 7, 2001 - Mar 5, 2002

Correlation

Correlation between ARE and AMG is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (1999 - 2026)

ARE vs AMG dividend yield comparison.

Year	ARE	AMG
2026	2.74%	0.40%
2025	9.56%	0.01%
2024	5.32%	0.02%
2023	3.91%	0.03%
2022	3.24%	0.03%
2021	2.01%	0.02%
2020	2.38%	0.34%
2019	2.48%	1.51%
2018	3.24%	1.23%
2017	2.64%	0.39%
2016	2.91%	0.00%
2015	3.38%	0.00%
2014	3.25%	0.00%
2013	4.10%	0.00%
2012	3.02%	0.00%
2011	2.70%	0.00%
2010	2.05%	0.00%
2009	2.88%	0.00%
2008	5.27%	0.00%
2007	2.99%	0.00%
2006	2.85%	0.00%
2005	3.38%	0.00%
2004	3.39%	0.00%
2003	3.80%	0.00%
2002	5.77%	0.00%
2001	4.40%	0.00%
2000	3.47%	0.00%
1999	1.35%	0.00%