FBIZ vs MGRB

Comparison between First Business Financial Services Inc (FBIZ, Company) and Affiliated Managers Group Inc (MGRB, Company).

5-Year PerformanceFBIZ has outperformed MGRB, delivering a return of +20.2% compared to -2.9%

FBIZ vs MGRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FBIZ(COMPANY)	MGRB(COMPANY)
Market Cap	$501M	$500M
Max Drawdown	74.09%	40.44%
Sharpe Ratio	0.84	0.32
5Y Beta	0.80	0.21
Industry	Banks - Regional	N/A
P/E Ratio	9.75	0.70
Forward P/E	8.96	N/A
PEG Ratio	0.99	0.02
Dividend Yield	2.01%	6.99%
5Y Dividends CAGR	24.90%	19.20%
5Y EPS CAGR	17.73%	147.87%
Debt to Equity	0.00%	83.11%
Free Cash Flow Yield	10.53%	N/A
P/S Ratio	3.04	N/A
P/B Ratio	1.35	N/A

Market Cap

Winner

FBIZ

$501M

MGRB

$500M

Max Drawdown

FBIZ

74.09%

Winner

MGRB

40.44%

Sharpe Ratio

Winner

FBIZ

0.84

MGRB

0.32

5Y Beta

FBIZ

0.80

Winner

MGRB

0.21

Industry

FBIZ

Banks - Regional

MGRB

N/A

P/E Ratio

FBIZ

9.75

Winner

MGRB

0.70

Forward P/E

FBIZ

8.96

MGRB

N/A

PEG Ratio

FBIZ

0.99

Winner

MGRB

0.02

Dividend Yield

FBIZ

2.01%

Winner

MGRB

6.99%

5Y Dividends CAGR

Winner

FBIZ

24.90%

MGRB

19.20%

5Y EPS CAGR

FBIZ

17.73%

Winner

MGRB

147.87%

Debt to Equity

Winner

FBIZ

0.00%

MGRB

83.11%

Free Cash Flow Yield

FBIZ

10.53%

MGRB

N/A

P/S Ratio

FBIZ

3.04

MGRB

N/A

P/B Ratio

FBIZ

1.35

MGRB

N/A

FBIZ vs MGRB - Historical Returns

Returns include dividend reinvestment.

Period	FBIZ	MGRB
1 month	+10.16%	-1.13%
3 months	+16.19%	-0.14%
6 months	+7.16%	-1.46%
1 year	+26.89%	+6.39%
5 years(CAGR)	+20.23%	-2.85%
10 years(CAGR)	+12.67%	N/A
Max(CAGR)	+10.15%	-1.63%

Winner

FBIZ

+10.16%

MGRB

-1.13%

Winner

FBIZ

+16.19%

MGRB

-0.14%

Winner

FBIZ

+7.16%

MGRB

-1.46%

Winner

FBIZ

+26.89%

MGRB

+6.39%

5Y(CAGR)

Winner

FBIZ

+20.23%

MGRB

-2.85%

10Y(CAGR)

FBIZ

+12.67%

MGRB

N/A

Max(CAGR)

Winner

FBIZ

+10.15%

MGRB

-1.63%

FBIZ vs MGRB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	FBIZ	MGRB
2026	+14.48%	-0.95%
2025	+23.45%	-3.22%
2024	+17.47%	+2.80%
2023	+13.85%	+18.73%
2022	+28.46%	-31.78%
2021	+64.41%	+5.02%
2020	-27.64%	+4.22%
2019	+35.45%	N/A
2018	-10.79%	N/A
2017	-4.09%	N/A
2016	+1.13%	N/A
2015	+8.63%	N/A
2014	+29.87%	N/A
2013	+66.40%	N/A
2012	+42.86%	N/A
2011	+24.63%	N/A
2010	+42.18%	N/A
2009	-23.94%	N/A
2008	-24.40%	N/A
2007	-21.78%	N/A
2006	-1.84%	N/A
2005	-8.61%	N/A

FBIZ vs MGRB Drawdown Comparison

The maximum drawdown for FBIZ was -72.58%, occurring on Aug 25, 2009. Recovery took 1866 trading sessions.

The maximum drawdown for MGRB was -33.90%, occurring on Nov 3, 2022. This drawdown has not yet recovered.

The current MGRB drawdown is -16.39%.

Rank	FBIZ	MGRB
#1	-72.58% Oct 18, 2005 - Mar 20, 2013	-33.90% Dec 31, 2021 - Nov 3, 2022
#2	-50.20% Jan 27, 2020 - Mar 5, 2021	-6.77% Dec 16, 2020 - Jun 15, 2021
#3	-35.29% Nov 22, 2022 - Dec 15, 2023	-4.95% Aug 5, 2021 - Dec 30, 2021
#4	-30.07% Apr 27, 2017 - Dec 20, 2019	-2.23% Oct 16, 2020 - Dec 8, 2020
#5	-29.13% Dec 2, 2015 - Apr 21, 2017	-1.16% Jul 12, 2021 - Aug 5, 2021
#6	-20.77% Feb 6, 2025 - Dec 10, 2025	-1.09% Jun 15, 2021 - Jul 1, 2021
#7	-19.26% Dec 28, 2023 - Jul 16, 2024	-0.52% Dec 8, 2020 - Dec 16, 2020
#8	-16.88% Nov 25, 2024 - Jan 31, 2025	-0.51% Sep 30, 2020 - Oct 8, 2020
#9	-14.92% Jun 3, 2022 - Aug 12, 2022	-0.45% Jul 7, 2021 - Jul 9, 2021
#10	-14.71% Apr 9, 2014 - Jun 10, 2014	-0.38% Oct 12, 2020 - Oct 15, 2020
#11	-13.71% Jun 10, 2014 - Sep 24, 2015	N/A
#12	-13.25% Feb 6, 2026 - Jun 9, 2026	N/A
#13	-12.73% Jul 31, 2024 - Sep 19, 2024	N/A
#14	-11.99% Mar 12, 2021 - May 4, 2021	N/A
#15	-11.26% Aug 16, 2022 - Oct 28, 2022	N/A

Correlation

Correlation between FBIZ and MGRB is -0.23 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.23

-101

Dividend Comparison (2005 - 2026)

FBIZ vs MGRB dividend yield comparison.

Year	FBIZ	MGRB
2026	1.12%	1.78%
2025	2.14%	7.00%
2024	2.16%	6.53%
2023	2.27%	6.27%
2022	2.16%	7.06%
2021	2.47%	4.51%
2020	3.59%	1.21%
2019	2.28%	0.00%
2018	2.87%	0.00%
2017	2.35%	0.00%
2016	2.02%	0.00%
2015	1.76%	0.00%
2014	1.75%	0.00%
2013	1.49%	0.00%
2012	1.22%	0.00%
2011	1.70%	0.00%
2010	2.09%	0.00%
2009	2.91%	0.00%
2008	2.15%	0.00%
2007	1.49%	0.00%
2006	1.05%	0.00%
2005	0.25%	0.00%