FBRT vs MGRE

Comparison between Franklin BSP Realty Trust Inc (FBRT, Company) and Affiliated Managers Group Inc (MGRE, Company).

FBRT vs MGRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FBRT(COMPANY)	MGRE(COMPANY)
Market Cap	$645M	$643M
Max Drawdown	51.84%	15.41%
Sharpe Ratio	-0.69	0.47
5Y Beta	0.60	0.21
Industry	Reit - Mortgage	N/A
P/E Ratio	9.70	1.41
Dividend Yield	15.10%	5.22%
5Y EPS CAGR	-6.92%	129.36%
Debt to Equity	0.00%	94.46%
Free Cash Flow Yield	18.87%	N/A
P/S Ratio	2.25	N/A
P/B Ratio	0.57	N/A

Market Cap

Winner

FBRT

$645M

MGRE

$643M

Max Drawdown

FBRT

51.84%

Winner

MGRE

15.41%

Sharpe Ratio

FBRT

-0.69

Winner

MGRE

0.47

5Y Beta

FBRT

0.60

Winner

MGRE

0.21

Industry

FBRT

Reit - Mortgage

MGRE

N/A

P/E Ratio

FBRT

9.70

Winner

MGRE

1.41

Dividend Yield

Winner

FBRT

15.10%

MGRE

5.22%

5Y EPS CAGR

FBRT

-6.92%

Winner

MGRE

129.36%

Debt to Equity

Winner

FBRT

0.00%

MGRE

94.46%

Free Cash Flow Yield

FBRT

18.87%

MGRE

N/A

P/S Ratio

FBRT

2.25

MGRE

N/A

P/B Ratio

FBRT

0.57

MGRE

N/A

FBRT vs MGRE - Historical Returns

Returns include dividend reinvestment.

Period	FBRT	MGRE
1 month	-5.00%	-2.62%
3 months	-5.03%	-0.55%
6 months	-17.20%	-1.48%
1 year	-14.84%	+7.73%
5 years(CAGR)	-4.61%	N/A
Max(CAGR)	-4.61%	+2.35%

FBRT

-5.00%

Winner

MGRE

-2.62%

FBRT

-5.03%

Winner

MGRE

-0.55%

FBRT

-17.20%

Winner

MGRE

-1.48%

FBRT

-14.84%

Winner

MGRE

+7.73%

5Y(CAGR)

FBRT

-4.61%

MGRE

N/A

Max(CAGR)

FBRT

-4.61%

Winner

MGRE

+2.35%

FBRT vs MGRE - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	FBRT	MGRE
2026	-15.36%	-2.02%
2025	-9.10%	+4.74%
2024	+3.14%	+1.37%
2023	+14.62%	N/A
2022	-5.56%	N/A
2021	-10.98%	N/A

FBRT vs MGRE Drawdown Comparison

The maximum drawdown for FBRT was -31.02%, occurring on Sep 29, 2022. Recovery took 415 trading sessions.

The maximum drawdown for MGRE was -10.34%, occurring on Apr 11, 2025. Recovery took 222 trading sessions.

The current FBRT drawdown is -28.29%. The current MGRE drawdown is -3.68%.

Rank	FBRT	MGRE
#1	-31.02% Nov 12, 2021 - Jul 12, 2023	-10.34% Sep 23, 2024 - Aug 13, 2025
#2	-30.02% Feb 28, 2025 - Mar 27, 2026	-7.87% Feb 19, 2026 - Mar 30, 2026
#3	-15.23% Jul 19, 2023 - Dec 14, 2023	-4.68% Sep 17, 2025 - Feb 12, 2026
#4	-13.57% Dec 26, 2023 - Jul 16, 2024	-3.72% Jul 12, 2024 - Sep 5, 2024
#5	-12.41% Jul 23, 2024 - Feb 18, 2025	-1.51% Aug 19, 2025 - Sep 5, 2025
#6	-4.85% Oct 19, 2021 - Nov 12, 2021	-1.40% May 6, 2024 - Jun 4, 2024
#7	-1.58% Feb 18, 2025 - Feb 27, 2025	-1.37% Mar 27, 2024 - Apr 30, 2024
#8	-1.26% Dec 14, 2023 - Dec 19, 2023	-1.11% Sep 5, 2025 - Sep 12, 2025
#9	-1.25% Dec 19, 2023 - Dec 21, 2023	-0.85% Sep 13, 2024 - Sep 19, 2024
#10	-0.41% Jul 13, 2023 - Jul 19, 2023	-0.77% Jun 12, 2024 - Jun 27, 2024
#11	-0.07% Dec 21, 2023 - Dec 26, 2023	-0.59% Jun 27, 2024 - Jul 3, 2024
#12	N/A	-0.52% Aug 13, 2025 - Aug 18, 2025
#13	N/A	-0.27% Jul 8, 2024 - Jul 11, 2024
#14	N/A	-0.27% Jun 4, 2024 - Jun 6, 2024
#15	N/A	-0.16% Feb 12, 2026 - Feb 17, 2026

Correlation

Correlation between FBRT and MGRE is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

-101