GCMG vs SMBC

Comparison between GCM Grosvenor Inc - Class A (GCMG, Company) and Southern Missouri Bancorp Inc (SMBC, Company).

Both GCMG and SMBC are from the Financial Services sector.

5-Year PerformanceSMBC has outperformed GCMG, delivering a return of +13.5% compared to +10.5%

GCMG vs SMBC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GCMG(COMPANY)	SMBC(COMPANY)
Market Cap	$838M	$838M
Max Drawdown	54.16%	55.21%
Sharpe Ratio	0.62	1.41
5Y Beta	0.64	0.84
Industry	Asset Management	Banks - Regional
P/E Ratio	22.97	12.60
Forward P/E	15.87	8.83
PEG Ratio	0.41	0.37
Dividend Yield	3.40%	1.29%
5Y Dividends CAGR	32.88%	14.68%
5Y EPS CAGR	N/A	19.67%
Debt to Equity	1423.71%	0.00%
Free Cash Flow Yield	22.77%	10.73%
P/S Ratio	1.50	4.46
P/B Ratio	32.74	1.45

Market Cap

GCMG

$838M

Winner

SMBC

$838M

Max Drawdown

Winner

GCMG

54.16%

SMBC

55.21%

Sharpe Ratio

GCMG

0.62

Winner

SMBC

1.41

5Y Beta

Winner

GCMG

0.64

SMBC

0.84

Industry

GCMG

Asset Management

SMBC

Banks - Regional

P/E Ratio

GCMG

22.97

Winner

SMBC

12.60

Forward P/E

GCMG

15.87

Winner

SMBC

8.83

PEG Ratio

GCMG

0.41

Winner

SMBC

0.37

Dividend Yield

Winner

GCMG

3.40%

SMBC

1.29%

5Y Dividends CAGR

Winner

GCMG

32.88%

SMBC

14.68%

5Y EPS CAGR

GCMG

N/A

SMBC

19.67%

Debt to Equity

GCMG

1423.71%

Winner

SMBC

0.00%

Free Cash Flow Yield

Winner

GCMG

22.77%

SMBC

10.73%

P/S Ratio

Winner

GCMG

1.50

SMBC

4.46

P/B Ratio

GCMG

32.74

Winner

SMBC

1.45

GCMG vs SMBC - Historical Returns

Returns include dividend reinvestment.

Period	GCMG	SMBC
1 month	+15.58%	+9.25%
3 months	+28.54%	+19.34%
6 months	+17.57%	+27.85%
1 year	+18.68%	+41.86%
5 years(CAGR)	+10.49%	+13.46%
10 years(CAGR)	N/A	+13.92%
Max(CAGR)	+8.22%	+15.30%

Winner

GCMG

+15.58%

SMBC

+9.25%

Winner

GCMG

+28.54%

SMBC

+19.34%

GCMG

+17.57%

Winner

SMBC

+27.85%

GCMG

+18.68%

Winner

SMBC

+41.86%

5Y(CAGR)

GCMG

+10.49%

Winner

SMBC

+13.46%

10Y(CAGR)

GCMG

N/A

SMBC

+13.92%

Max(CAGR)

GCMG

+8.22%

Winner

SMBC

+15.30%

GCMG vs SMBC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	GCMG	SMBC
2026	+22.05%	+34.43%
2025	-6.02%	+6.45%
2024	+48.61%	+9.97%
2023	+23.82%	+19.76%
2022	-24.16%	-13.13%
2021	-11.98%	+76.31%
2020	+22.20%	-18.74%
2019	N/A	+16.42%
2018	N/A	-7.95%
2017	N/A	+9.97%
2016	N/A	+54.20%
2015	N/A	+28.12%
2014	N/A	+16.28%
2013	N/A	+42.39%
2012	N/A	+3.15%
2011	N/A	+32.47%
2010	N/A	+50.99%
2009	N/A	+8.27%
2008	N/A	-18.30%
2007	N/A	-2.71%
2006	N/A	+0.17%
2005	N/A	-15.58%
2004	N/A	+35.05%
2003	N/A	+35.51%
2002	N/A	+32.80%
2001	N/A	+23.03%
2000	N/A	+10.78%
1999	N/A	-0.49%

GCMG vs SMBC Drawdown Comparison

The maximum drawdown for GCMG was -51.79%, occurring on Jun 16, 2022. Recovery took 982 trading sessions.

The maximum drawdown for SMBC was -49.68%, occurring on Mar 4, 2009. Recovery took 1372 trading sessions.

The current GCMG drawdown is -2.24%.

Rank	GCMG	SMBC
#1	-51.79% Dec 10, 2020 - Nov 6, 2024	-49.68% Nov 30, 2004 - May 13, 2010
#2	-31.30% Feb 19, 2025 - Jul 6, 2026	-49.12% Dec 18, 2017 - Mar 3, 2021
#3	-12.84% Nov 18, 2020 - Dec 7, 2020	-48.51% Nov 10, 2021 - Oct 15, 2024
#4	-6.29% Nov 6, 2024 - Nov 20, 2024	-29.18% Nov 11, 2024 - Apr 7, 2026
#5	-5.86% Dec 3, 2024 - Jan 2, 2025	-23.08% Apr 19, 2011 - Mar 15, 2012
#6	-2.49% Feb 10, 2025 - Feb 18, 2025	-19.33% Nov 19, 1999 - Sep 19, 2000
#7	-2.24% Jul 14, 2026 - Jul 16, 2026	-17.80% Mar 15, 2012 - Mar 4, 2013
#8	-1.84% Jul 6, 2026 - Jul 9, 2026	-15.42% Feb 23, 2017 - Sep 29, 2017
#9	-1.53% Nov 20, 2024 - Nov 26, 2024	-14.11% Dec 20, 2013 - Mar 10, 2014
#10	-1.41% Jan 3, 2025 - Jan 8, 2025	-13.67% Feb 22, 2011 - Mar 7, 2011
#11	-1.03% Jan 29, 2025 - Feb 5, 2025	-12.44% May 13, 2010 - Dec 7, 2010
#12	-1.02% Feb 6, 2025 - Feb 10, 2025	-11.98% Dec 10, 2014 - Aug 17, 2015
#13	-1.02% Jul 9, 2026 - Jul 14, 2026	-11.64% Nov 29, 2013 - Dec 20, 2013
#14	-0.78% Jan 8, 2025 - Jan 15, 2025	-10.69% Apr 18, 2002 - Oct 31, 2002
#15	-0.52% Jan 22, 2025 - Jan 28, 2025	-10.26% Mar 4, 2013 - Jul 31, 2013

Correlation

Correlation between GCMG and SMBC is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (1999 - 2026)

GCMG vs SMBC dividend yield comparison.

Year	GCMG	SMBC
2026	1.78%	0.64%
2025	3.98%	1.62%
2024	3.59%	1.53%
2023	4.91%	1.57%
2022	5.39%	1.79%
2021	3.14%	1.38%
2020	0.00%	1.97%
2019	0.00%	1.46%
2018	0.00%	1.42%
2017	0.00%	1.12%
2016	0.00%	1.07%
2015	0.00%	1.46%
2014	0.00%	1.74%
2013	0.00%	1.86%
2012	0.00%	2.41%
2011	0.00%	2.14%
2010	0.00%	2.78%
2009	0.00%	4.09%
2008	0.00%	3.97%
2007	0.00%	2.72%
2006	0.00%	2.46%
2005	0.00%	2.45%
2004	0.00%	1.95%
2003	0.00%	2.31%
2002	0.00%	2.54%
2001	0.00%	3.09%
2000	0.00%	3.67%
1999	0.00%	0.98%