DBRG-P-J vs APAM

Comparison between DigitalBridge Group Inc 7.125 Cum Red Perp Pfd Ser J (DBRG-P-J, Company) and Artisan Partners Asset Management Inc - Class A (APAM, Company).

5-Year PerformanceAPAM has outperformed DBRG-P-J, delivering a return of +3.6% compared to -1.8%

DBRG-P-J vs APAM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DBRG-P-J(COMPANY)	APAM(COMPANY)
Market Cap	$3.17B	$3.18B
Max Drawdown	45.14%	74.90%
Sharpe Ratio	-0.98	-0.31
5Y Beta	0.25	N/A
Industry	N/A	Asset Management
P/E Ratio	34.26	11.04
Forward P/E	N/A	10.58
PEG Ratio	N/A	1.17
Dividend Yield	N/A	8.65%
5Y Dividends CAGR	37.97%	4.86%
5Y EPS CAGR	N/A	1.89%
Debt to Equity	15.98%	48.84%
Free Cash Flow Yield	6.65%	6.14%
P/S Ratio	N/A	2.23
P/B Ratio	N/A	6.69

Market Cap

DBRG-P-J

$3.17B

Winner

APAM

$3.18B

Max Drawdown

Winner

DBRG-P-J

45.14%

APAM

74.90%

Sharpe Ratio

DBRG-P-J

-0.98

Winner

APAM

-0.31

5Y Beta

DBRG-P-J

0.25

APAM

N/A

Industry

DBRG-P-J

N/A

APAM

Asset Management

P/E Ratio

DBRG-P-J

34.26

Winner

APAM

11.04

Forward P/E

DBRG-P-J

N/A

APAM

10.58

PEG Ratio

DBRG-P-J

N/A

APAM

1.17

Dividend Yield

DBRG-P-J

N/A

APAM

8.65%

5Y Dividends CAGR

Winner

DBRG-P-J

37.97%

APAM

4.86%

5Y EPS CAGR

DBRG-P-J

N/A

APAM

1.89%

Debt to Equity

Winner

DBRG-P-J

15.98%

APAM

48.84%

Free Cash Flow Yield

Winner

DBRG-P-J

6.65%

APAM

6.14%

P/S Ratio

DBRG-P-J

N/A

APAM

2.23

P/B Ratio

DBRG-P-J

N/A

APAM

6.69

DBRG-P-J vs APAM - Historical Returns

Returns include dividend reinvestment.

Period	DBRG-P-J	APAM
1 month	-2.25%	+8.89%
3 months	-2.62%	+5.48%
6 months	-17.45%	-5.68%
1 year	-22.18%	-4.94%
5 years(CAGR)	-1.78%	+3.58%
10 years(CAGR)	N/A	+13.25%
Max(CAGR)	-1.57%	+8.97%

DBRG-P-J

-2.25%

Winner

APAM

+8.89%

DBRG-P-J

-2.62%

Winner

APAM

+5.48%

DBRG-P-J

-17.45%

Winner

APAM

-5.68%

DBRG-P-J

-22.18%

Winner

APAM

-4.94%

5Y(CAGR)

DBRG-P-J

-1.78%

Winner

APAM

+3.58%

10Y(CAGR)

DBRG-P-J

N/A

APAM

+13.25%

Max(CAGR)

DBRG-P-J

-1.57%

Winner

APAM

+8.97%

DBRG-P-J vs APAM - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	DBRG-P-J	APAM
2026	-23.74%	+0.20%
2025	-4.00%	+4.03%
2024	+16.81%	+5.31%
2023	+29.63%	+54.66%
2022	-22.74%	-31.26%
2021	+6.89%	+5.31%
2020	N/A	+69.97%
2019	N/A	+65.93%
2018	N/A	-36.76%
2017	N/A	+40.58%
2016	N/A	-6.31%
2015	N/A	-23.09%
2014	N/A	-16.63%
2013	N/A	+70.49%

DBRG-P-J vs APAM Drawdown Comparison

The maximum drawdown for DBRG-P-J was -34.72%, occurring on May 26, 2026. This drawdown has not yet recovered.

The maximum drawdown for APAM was -59.53%, occurring on Feb 10, 2016. Recovery took 1646 trading sessions.

The current DBRG-P-J drawdown is -29.46%. The current APAM drawdown is -11.00%.

Rank	DBRG-P-J	APAM
#1	-34.72% Feb 28, 2025 - May 26, 2026	-59.53% Jan 22, 2014 - Aug 5, 2020
#2	-27.44% Jan 7, 2022 - Dec 8, 2023	-47.37% Apr 15, 2021 - Dec 15, 2023
#3	-6.56% Mar 6, 2024 - Jun 28, 2024	-28.94% Dec 2, 2024 - Jul 9, 2025
#4	-5.19% Jul 3, 2024 - Aug 15, 2024	-22.84% Aug 13, 2025 - Jul 1, 2026
#5	-4.58% Sep 30, 2024 - Feb 26, 2025	-17.52% Apr 9, 2024 - Oct 16, 2024
#6	-4.00% Oct 29, 2021 - Dec 30, 2021	-15.66% Jun 18, 2013 - Oct 22, 2013
#7	-3.05% Jan 12, 2024 - Feb 15, 2024	-13.29% Jan 13, 2021 - Mar 17, 2021
#8	-2.44% Jul 1, 2021 - Aug 4, 2021	-13.02% Oct 16, 2020 - Nov 10, 2020
#9	-2.30% Aug 16, 2024 - Sep 16, 2024	-10.82% Sep 2, 2020 - Oct 7, 2020
#10	-2.02% Dec 12, 2023 - Dec 20, 2023	-8.84% Dec 15, 2023 - Mar 4, 2024
#11	-1.46% Aug 4, 2021 - Sep 23, 2021	-7.91% Oct 18, 2024 - Nov 6, 2024
#12	-1.33% Sep 17, 2024 - Sep 20, 2024	-7.44% Nov 13, 2013 - Dec 6, 2013
#13	-1.32% Oct 13, 2021 - Oct 29, 2021	-7.25% Jul 10, 2025 - Aug 13, 2025
#14	-1.18% Sep 24, 2024 - Sep 30, 2024	-7.03% May 21, 2013 - Jun 10, 2013
#15	-1.05% Dec 20, 2023 - Dec 29, 2023	-6.48% Oct 29, 2013 - Nov 12, 2013

Correlation

Correlation between DBRG-P-J and APAM is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2013 - 2026)

DBRG-P-J vs APAM dividend yield comparison.

Year	DBRG-P-J	APAM
2026	8.77%	6.00%
2025	8.03%	8.91%
2024	7.17%	7.34%
2023	7.76%	6.02%
2022	10.65%	12.36%
2021	3.38%	8.88%
2020	0.00%	6.73%
2019	0.00%	10.49%
2018	0.00%	14.43%
2017	0.00%	6.99%
2016	0.00%	9.41%
2015	0.00%	9.29%
2014	0.00%	7.58%
2013	0.00%	1.32%