EPR-P-E vs AAMI

Comparison between EPR Properties (EPR-P-E, Company) and BrightSphere Investment Group Inc (AAMI, Company).

5-Year PerformanceAAMI has outperformed EPR-P-E, delivering a return of +24.1% compared to +4.9%

EPR-P-E vs AAMI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPR-P-E(COMPANY)	AAMI(COMPANY)
Market Cap	$2.51B	$2.51B
Max Drawdown	66.34%	77.07%
Sharpe Ratio	0.58	2.02
5Y Beta	0.25	1.17
Industry	N/A	Asset Management
P/E Ratio	9.25	36.63
Forward P/E	N/A	15.85
PEG Ratio	0.34	1.79
Dividend Yield	N/A	0.30%
5Y Dividends CAGR	4.56%	41.88%
5Y EPS CAGR	-3.34%	N/A
Debt to Equity	126.56%	0.00%
Free Cash Flow Yield	17.32%	0.06%

Market Cap

EPR-P-E

$2.51B

Winner

AAMI

$2.51B

Max Drawdown

Winner

EPR-P-E

66.34%

AAMI

77.07%

Sharpe Ratio

EPR-P-E

0.58

Winner

AAMI

2.02

5Y Beta

Winner

EPR-P-E

0.25

AAMI

1.17

Industry

EPR-P-E

N/A

AAMI

Asset Management

P/E Ratio

Winner

EPR-P-E

9.25

AAMI

36.63

Forward P/E

EPR-P-E

N/A

AAMI

15.85

PEG Ratio

Winner

EPR-P-E

0.34

AAMI

1.79

Dividend Yield

EPR-P-E

N/A

AAMI

0.30%

5Y Dividends CAGR

EPR-P-E

4.56%

Winner

AAMI

41.88%

5Y EPS CAGR

EPR-P-E

-3.34%

AAMI

N/A

Debt to Equity

EPR-P-E

126.56%

Winner

AAMI

0.00%

Free Cash Flow Yield

Winner

EPR-P-E

17.32%

AAMI

0.06%

EPR-P-E vs AAMI - Historical Returns

Returns include dividend reinvestment.

Period	EPR-P-E	AAMI
1 month	-0.21%	-7.41%
3 months	+8.98%	+29.71%
6 months	+10.29%	+44.65%
1 year	+11.38%	+110.32%
5 years(CAGR)	+4.92%	+24.14%
10 years(CAGR)	+6.20%	+21.23%
Max(CAGR)	+7.78%	+21.23%

Winner

EPR-P-E

-0.21%

AAMI

-7.41%

EPR-P-E

+8.98%

Winner

AAMI

+29.71%

EPR-P-E

+10.29%

Winner

AAMI

+44.65%

EPR-P-E

+11.38%

Winner

AAMI

+110.32%

5Y(CAGR)

EPR-P-E

+4.92%

Winner

AAMI

+24.14%

10Y(CAGR)

EPR-P-E

+6.20%

Winner

AAMI

+21.23%

Max(CAGR)

EPR-P-E

+7.78%

Winner

AAMI

+21.23%

EPR-P-E vs AAMI - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	EPR-P-E	AAMI
2026	+8.96%	+47.80%
2025	+17.01%	+82.45%
2024	+3.72%	+40.33%
2023	+16.65%	-6.32%
2022	-20.95%	-18.75%
2021	+20.18%	+36.40%
2020	-9.99%	+101.24%
2019	+18.89%	-5.14%
2018	+0.11%	-30.58%
2017	+10.56%	N/A
2016	+24.03%	N/A
2015	+7.10%	N/A
2014	+5.51%	N/A

EPR-P-E vs AAMI Drawdown Comparison

The maximum drawdown for EPR-P-E was -65.90%, occurring on Mar 18, 2020. Recovery took 292 trading sessions.

The maximum drawdown for AAMI was -75.21%, occurring on Mar 18, 2020. Recovery took 585 trading sessions.

The current EPR-P-E drawdown is -2.34%. The current AAMI drawdown is -15.62%.

Rank	EPR-P-E	AAMI
#1	-65.90% Jan 31, 2020 - Mar 30, 2021	-75.21% Jun 15, 2018 - Oct 12, 2020
#2	-31.06% Apr 9, 2021 - Oct 1, 2024	-51.45% Nov 12, 2021 - Nov 22, 2024
#3	-11.77% Oct 17, 2024 - Mar 4, 2025	-26.52% Dec 4, 2024 - Jun 10, 2025
#4	-11.18% Mar 4, 2025 - May 13, 2025	-18.20% Aug 28, 2025 - Jan 9, 2026
#5	-10.96% Apr 29, 2015 - Mar 18, 2016	-15.62% Jun 17, 2026 - Jun 25, 2026
#6	-10.61% Feb 26, 2026 - Mar 26, 2026	-15.38% Jan 20, 2021 - Apr 8, 2021
#7	-9.33% Aug 1, 2016 - Sep 11, 2017	-14.35% Oct 15, 2020 - Nov 9, 2020
#8	-7.68% Dec 29, 2017 - Aug 3, 2018	-13.12% Feb 2, 2026 - Feb 25, 2026
#9	-7.23% Oct 1, 2025 - Jan 13, 2026	-10.88% Feb 25, 2026 - Apr 8, 2026
#10	-4.96% Aug 29, 2018 - Jan 11, 2019	-7.72% Apr 15, 2021 - Jun 21, 2021
#11	-4.92% Jul 14, 2025 - Oct 1, 2025	-7.36% Mar 29, 2018 - Jun 1, 2018
#12	-4.74% May 16, 2016 - Jun 8, 2016	-6.01% Aug 27, 2021 - Oct 28, 2021
#13	-4.24% Feb 13, 2026 - Feb 26, 2026	-5.90% May 11, 2026 - May 21, 2026
#14	-4.01% Oct 1, 2024 - Oct 15, 2024	-5.33% Dec 8, 2020 - Jan 6, 2021
#15	-3.60% Mar 31, 2016 - May 12, 2016	-5.29% Jul 31, 2025 - Aug 5, 2025

Correlation

Correlation between EPR-P-E and AAMI is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2014 - 2026)

EPR-P-E vs AAMI dividend yield comparison.

Year	EPR-P-E	AAMI
2026	1.72%	0.29%
2025	7.52%	0.09%
2024	8.26%	0.15%
2023	8.00%	0.21%
2022	8.74%	0.19%
2021	6.29%	0.16%
2020	7.10%	1.19%
2019	5.89%	3.91%
2018	6.62%	2.81%
2017	6.11%	0.00%
2016	6.27%	0.00%
2015	7.21%	0.00%
2014	3.57%	0.00%