CARE vs MGRE
Comparison between Carter Bankshares Inc (CARE, Company) and Affiliated Managers Group Inc (MGRE, Company).
CARE vs MGRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
CARE
$645M
MGRE
$643M
Max Drawdown
CARE
73.36%
Winner
MGRE
15.41%
Sharpe Ratio
Winner
CARE
2.18
MGRE
0.47
5Y Beta
CARE
0.75
Winner
MGRE
0.21
Industry
CARE
Banks - Regional
MGRE
N/A
P/E Ratio
CARE
5.98
Winner
MGRE
1.41
Forward P/E
CARE
13.66
MGRE
N/A
PEG Ratio
CARE
0.02
MGRE
N/A
Dividend Yield
CARE
N/A
MGRE
5.22%
5Y EPS CAGR
CARE
N/A
MGRE
129.36%
Debt to Equity
Winner
CARE
0.00%
MGRE
94.46%
Free Cash Flow Yield
CARE
51.04%
MGRE
N/A
P/S Ratio
CARE
2.54
MGRE
N/A
P/B Ratio
CARE
1.28
MGRE
N/A
CARE vs MGRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CARE
+14.16%
MGRE
-2.62%
3M
Winner
CARE
+49.41%
MGRE
-0.55%
6M
Winner
CARE
+50.09%
MGRE
-1.48%
1Y
Winner
CARE
+79.67%
MGRE
+7.73%
5Y(CAGR)
CARE
+16.00%
MGRE
N/A
10Y(CAGR)
CARE
+9.15%
MGRE
N/A
Max(CAGR)
Winner
CARE
+9.98%
MGRE
+2.35%
CARE vs MGRE - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | CARE | MGRE |
|---|---|---|
| 2026 | +54.34% | -2.02% |
| 2025 | +14.10% | +4.74% |
| 2024 | +18.21% | +1.37% |
| 2023 | -8.78% | N/A |
| 2022 | +6.62% | N/A |
| 2021 | +45.46% | N/A |
| 2020 | -51.39% | N/A |
| 2019 | +55.54% | N/A |
| 2018 | -13.04% | N/A |
| 2017 | +32.99% | N/A |
| 2016 | +2.63% | N/A |
| 2015 | +13.29% | N/A |
| 2014 | +18.54% | N/A |
| 2013 | +24.69% | N/A |
| 2012 | -1.67% | N/A |
CARE vs MGRE Drawdown Comparison
The maximum drawdown for CARE was -73.17%, occurring on Sep 23, 2020. Recovery took 1572 trading sessions.
The maximum drawdown for MGRE was -10.34%, occurring on Apr 11, 2025. Recovery took 222 trading sessions.
The current MGRE drawdown is -3.68%.
| Rank | CARE | MGRE |
|---|---|---|
| #1 | -73.17% Dec 31, 2019 - Apr 6, 2026 | -10.34% Sep 23, 2024 - Aug 13, 2025 |
| #2 | -26.41% Sep 19, 2018 - May 3, 2019 | -7.87% Feb 19, 2026 - Mar 30, 2026 |
| #3 | -14.66% Jul 27, 2016 - Jan 12, 2017 | -4.68% Sep 17, 2025 - Feb 12, 2026 |
| #4 | -12.95% Apr 13, 2017 - Aug 28, 2017 | -3.72% Jul 12, 2024 - Sep 5, 2024 |
| #5 | -9.77% Jul 26, 2013 - Oct 13, 2014 | -1.51% Aug 19, 2025 - Sep 5, 2025 |
| #6 | -9.06% Jun 18, 2019 - Nov 18, 2019 | -1.40% May 6, 2024 - Jun 4, 2024 |
| #7 | -8.61% Aug 31, 2017 - Jun 28, 2018 | -1.37% Mar 27, 2024 - Apr 30, 2024 |
| #8 | -7.80% Mar 24, 2015 - Nov 13, 2015 | -1.11% Sep 5, 2025 - Sep 12, 2025 |
| #9 | -7.77% Jul 18, 2018 - Sep 14, 2018 | -0.85% Sep 13, 2024 - Sep 19, 2024 |
| #10 | -7.57% Mar 31, 2016 - Jul 27, 2016 | -0.77% Jun 12, 2024 - Jun 27, 2024 |
| #11 | -5.34% Apr 22, 2013 - May 13, 2013 | -0.59% Jun 27, 2024 - Jul 3, 2024 |
| #12 | -4.23% Jan 24, 2013 - Feb 20, 2013 | -0.52% Aug 13, 2025 - Aug 18, 2025 |
| #13 | -4.01% Jun 18, 2013 - Jun 27, 2013 | -0.27% Jul 8, 2024 - Jul 11, 2024 |
| #14 | -3.94% May 13, 2013 - Jun 17, 2013 | -0.27% Jun 4, 2024 - Jun 6, 2024 |
| #15 | -3.71% Jun 27, 2013 - Jul 9, 2013 | -0.16% Feb 12, 2026 - Feb 17, 2026 |
Correlation
Correlation between CARE and MGRE is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.62
-101
Dividend Comparison (2012 - 2026)
CARE vs MGRE dividend yield comparison.
| Year | CARE | MGRE |
|---|---|---|
| 2026 | 0.33% | 1.80% |
| 2025 | 0.00% | 6.94% |
| 2024 | 0.00% | 5.33% |
| 2020 | 1.31% | 0.00% |
| 2016 | 2.26% | 0.00% |
| 2015 | 2.96% | 0.00% |
| 2014 | 2.36% | 0.00% |
| 2013 | 1.82% | 0.00% |
| 2012 | 1.13% | 0.00% |
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