DDS vs AMG

Comparison between Dillard`s Inc - Class A (DDS, Company) and Affiliated Managers Group Inc (AMG, Company).

DDS is from the Consumer Cyclical sector, while AMG is from the Financial Services sector.

5-Year PerformanceDDS has outperformed AMG, delivering a return of +32.3% compared to +16.8%

DDS vs AMG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DDS(COMPANY)	AMG(COMPANY)
Market Cap	$9.07B	$9.09B
Max Drawdown	93.03%	85.92%
Sharpe Ratio	1.07	1.92
5Y Beta	0.88	1.11
Industry	Department Stores	Asset Management
P/E Ratio	14.74	19.90
Forward P/E	31.15	9.78
PEG Ratio	0.75	1.02
Dividend Yield	0.20%	0.01%
5Y Dividends CAGR	120.68%	10.76%
5Y EPS CAGR	40.22%	111.50%
Debt to Equity	0.00%	94.46%
Free Cash Flow Yield	8.58%	11.61%
P/S Ratio	1.38	4.22
P/B Ratio	4.48	2.90

Market Cap

DDS

$9.07B

Winner

AMG

$9.09B

Max Drawdown

DDS

93.03%

Winner

AMG

85.92%

Sharpe Ratio

DDS

1.07

Winner

AMG

1.92

5Y Beta

Winner

DDS

0.88

AMG

1.11

Industry

DDS

Department Stores

AMG

Asset Management

P/E Ratio

Winner

DDS

14.74

AMG

19.90

Forward P/E

DDS

31.15

Winner

AMG

9.78

PEG Ratio

Winner

DDS

0.75

AMG

1.02

Dividend Yield

Winner

DDS

0.20%

AMG

0.01%

5Y Dividends CAGR

Winner

DDS

120.68%

AMG

10.76%

5Y EPS CAGR

DDS

40.22%

Winner

AMG

111.50%

Debt to Equity

Winner

DDS

0.00%

AMG

94.46%

Free Cash Flow Yield

DDS

8.58%

Winner

AMG

11.61%

P/S Ratio

Winner

DDS

1.38

AMG

4.22

P/B Ratio

DDS

4.48

Winner

AMG

2.90

DDS vs AMG - Historical Returns

Returns include dividend reinvestment.

Period	DDS	AMG
1 month	-0.01%	+10.70%
3 months	+4.47%	+23.65%
6 months	-8.38%	+15.41%
1 year	+46.00%	+77.84%
5 years(CAGR)	+32.28%	+16.84%
10 years(CAGR)	+29.38%	+10.28%
Max(CAGR)	+15.94%	+11.78%

DDS

-0.01%

Winner

AMG

+10.70%

DDS

+4.47%

Winner

AMG

+23.65%

DDS

-8.38%

Winner

AMG

+15.41%

DDS

+46.00%

Winner

AMG

+77.84%

5Y(CAGR)

Winner

DDS

+32.28%

AMG

+16.84%

10Y(CAGR)

Winner

DDS

+29.38%

AMG

+10.28%

Max(CAGR)

Winner

DDS

+15.94%

AMG

+11.78%

DDS vs AMG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DDS	AMG
2026	-9.41%	+18.30%
2025	+40.77%	+54.27%
2024	+12.99%	+23.44%
2023	+33.80%	-5.67%
2022	+35.50%	-2.40%
2021	+342.92%	+66.03%
2020	-8.53%	+21.60%
2019	+17.02%	-12.49%
2018	+0.01%	-51.63%
2017	-2.12%	+41.45%
2016	-4.53%	-6.85%
2015	-45.89%	-24.08%
2014	+29.54%	-0.53%
2013	+19.54%	+60.83%
2012	+102.10%	+33.47%
2011	+16.06%	-4.70%
2010	+104.25%	+44.05%
2009	+338.82%	+55.04%
2008	-77.74%	-62.68%
2007	-45.03%	+10.94%
2006	+38.49%	+27.54%
2005	-7.01%	+20.03%
2004	+65.46%	+45.66%
2003	+1.14%	+32.55%
2002	+0.26%	-28.55%
2001	+28.68%	+40.43%
2000	-37.32%	+49.33%
1999	+6.82%	+48.40%

DDS vs AMG Drawdown Comparison

The maximum drawdown for DDS was -92.93%, occurring on Nov 21, 2008. Recovery took 905 trading sessions.

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

The current DDS drawdown is -17.60%. The current AMG drawdown is -4.43%.

Rank	DDS	AMG
#1	-92.93% May 21, 2007 - Dec 21, 2010	-85.92% Oct 12, 2007 - Jan 4, 2013
#2	-83.71% Apr 10, 2015 - May 17, 2021	-79.58% Apr 28, 2015 - Aug 13, 2025
#3	-58.77% Jun 3, 2002 - Jun 15, 2006	-49.76% Mar 5, 2002 - Jan 7, 2004
#4	-53.35% Jan 19, 2000 - Mar 22, 2001	-37.24% Mar 23, 2000 - Aug 4, 2000
#5	-49.58% Nov 23, 2021 - Jan 13, 2023	-37.14% Mar 4, 2004 - Nov 5, 2004
#6	-42.44% Apr 2, 2001 - Mar 6, 2002	-32.14% Sep 14, 2000 - Jul 27, 2001
#7	-42.02% Feb 19, 2025 - Jul 28, 2025	-23.49% Aug 30, 2001 - Dec 6, 2001
#8	-34.75% Jul 19, 2011 - Feb 28, 2012	-22.50% Apr 5, 2006 - Jan 10, 2007
#9	-33.67% Feb 7, 2023 - Dec 15, 2023	-22.37% Jul 6, 2007 - Oct 12, 2007
#10	-30.10% Apr 1, 2024 - Dec 24, 2024	-19.72% Feb 18, 2026 - Jun 4, 2026
#11	-24.26% Jan 13, 2026 - May 18, 2026	-18.55% Dec 31, 1999 - Mar 3, 2000
#12	-19.08% May 21, 2013 - Dec 20, 2013	-17.33% Dec 31, 2013 - Feb 17, 2015
#13	-18.69% Aug 8, 2014 - Dec 29, 2014	-15.74% Dec 31, 2004 - Jun 28, 2005
#14	-17.79% Sep 23, 2021 - Oct 18, 2021	-12.08% Feb 14, 2007 - Apr 25, 2007
#15	-14.54% Oct 4, 2006 - Nov 14, 2006	-10.62% Dec 7, 2001 - Mar 5, 2002

Correlation

Correlation between DDS and AMG is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70

-101

Dividend Comparison (1999 - 2026)

DDS vs AMG dividend yield comparison.

Year	DDS	AMG
2026	0.05%	0.01%
2025	5.13%	0.01%
2024	6.02%	0.02%
2023	5.18%	0.03%
2022	4.89%	0.03%
2021	6.41%	0.02%
2020	0.95%	0.34%
2019	0.68%	1.51%
2018	0.66%	1.23%
2017	0.57%	0.39%
2016	0.45%	0.00%
2015	0.40%	0.00%
2014	0.19%	0.00%
2013	0.23%	0.00%
2012	6.21%	0.00%
2011	0.42%	0.00%
2010	0.42%	0.00%
2009	0.87%	0.00%
2008	4.03%	0.00%
2007	0.85%	0.00%
2006	0.46%	0.00%
2005	0.64%	0.00%
2004	0.60%	0.00%
2003	0.97%	0.00%
2002	1.01%	0.00%
2001	1.00%	0.00%
2000	5.32%	0.00%
1999	0.20%	0.00%