HT vs MGRD

Comparison between Hersha Hospitality Trust - Class A (HT, Company) and Affiliated Managers Group Inc (MGRD, Company).

5-Year PerformanceMGRD has outperformed HT, delivering a return of -4.5% compared to -7.1%

HT vs MGRD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HT(COMPANY)	MGRD(COMPANY)
Market Cap	$400M	$403M
Max Drawdown	94.91%	42.40%
Sharpe Ratio	0.39	0.35
5Y Beta	N/A	0.27
P/E Ratio	12.13	0.88
Dividend Yield	N/A	6.85%
5Y Dividends CAGR	-11.74%	N/A
5Y EPS CAGR	N/A	129.36%
Debt to Equity	79.48%	94.46%
Free Cash Flow Yield	5.68%	N/A
P/S Ratio	1.11	N/A
P/B Ratio	0.55	N/A

Market Cap

$400M

Winner

MGRD

$403M

Max Drawdown

94.91%

Winner

MGRD

42.40%

Sharpe Ratio

Winner

0.39

MGRD

0.35

5Y Beta

N/A

MGRD

0.27

P/E Ratio

12.13

Winner

MGRD

0.88

Dividend Yield

N/A

MGRD

6.85%

5Y Dividends CAGR

-11.74%

MGRD

N/A

5Y EPS CAGR

N/A

MGRD

129.36%

Debt to Equity

Winner

79.48%

MGRD

94.46%

Free Cash Flow Yield

5.68%

MGRD

N/A

P/S Ratio

1.11

MGRD

N/A

P/B Ratio

0.55

MGRD

N/A

HT vs MGRD - Historical Returns

Returns include dividend reinvestment.

Period	HT	MGRD
1 month	+1.01%	-1.15%
3 months	+2.56%	+0.30%
6 months	+73.33%	-1.10%
1 year	+15.90%	+6.38%
5 years(CAGR)	-7.13%	-4.49%
10 years(CAGR)	-3.03%	N/A
Max(CAGR)	+4.16%	-4.49%

Winner

+1.01%

MGRD

-1.15%

Winner

+2.56%

MGRD

+0.30%

Winner

+73.33%

MGRD

-1.10%

Winner

+15.90%

MGRD

+6.38%

5Y(CAGR)

-7.13%

Winner

MGRD

-4.49%

10Y(CAGR)

-3.03%

MGRD

N/A

Max(CAGR)

Winner

+4.16%

MGRD

-4.49%

HT vs MGRD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HT	MGRD
2026	N/A	-1.64%
2025	N/A	+0.99%
2024	N/A	+2.59%
2023	+24.84%	+17.91%
2022	-4.91%	-35.99%
2021	+22.43%	+0.17%
2020	-39.29%	N/A
2019	-8.51%	N/A
2018	+6.03%	N/A
2017	-15.23%	N/A
2016	+7.58%	N/A
2015	-19.40%	N/A
2014	+34.32%	N/A
2013	+14.15%	N/A
2012	+5.80%	N/A
2011	-24.30%	N/A
2010	+111.45%	N/A
2009	+22.26%	N/A
2008	-63.54%	N/A
2007	-12.89%	N/A
2006	+33.66%	N/A
2005	-13.49%	N/A
2004	+22.74%	N/A
2003	+67.03%	N/A
2002	+28.89%	N/A
2001	+13.23%	N/A
2000	+26.54%	N/A
1999	-1.33%	N/A

HT vs MGRD Drawdown Comparison

The maximum drawdown for HT was -89.50%, occurring on Mar 10, 2009. This drawdown has not yet recovered.

The maximum drawdown for MGRD was -37.91%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current HT drawdown is -46.76%. The current MGRD drawdown is -20.28%.

Rank	HT	MGRD
#1	-89.50% Jul 12, 2007 - Mar 10, 2009	-37.91% Nov 5, 2021 - Nov 4, 2022
#2	-26.52% Aug 29, 2001 - Jan 22, 2002	-3.29% Sep 16, 2021 - Nov 5, 2021
#3	-25.00% Jan 18, 2000 - Mar 30, 2000	-1.79% Jul 23, 2021 - Sep 16, 2021
#4	-21.86% Mar 7, 2005 - Oct 13, 2006	N/A
#5	-18.20% Feb 17, 2004 - Dec 21, 2004	N/A
#6	-17.43% Mar 30, 2000 - May 9, 2000	N/A
#7	-16.67% Mar 26, 2001 - Jun 26, 2001	N/A
#8	-11.54% Jun 23, 2000 - Jul 14, 2000	N/A
#9	-10.73% Mar 26, 2002 - Dec 10, 2002	N/A
#10	-10.05% Oct 9, 2003 - Dec 9, 2003	N/A
#11	-9.34% Dec 6, 1999 - Jan 14, 2000	N/A
#12	-8.33% Sep 29, 2000 - Jan 4, 2001	N/A
#13	-7.85% Jan 22, 2002 - Mar 18, 2002	N/A
#14	-7.58% May 13, 2003 - Jun 9, 2003	N/A
#15	-7.50% Jan 8, 2001 - Mar 26, 2001	N/A

Correlation

Correlation between HT and MGRD is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.01

-101

Dividend Comparison (1999 - 2026)

HT vs MGRD dividend yield comparison.

Year	HT	MGRD
2026	0.00%	1.75%
2025	0.00%	6.83%
2024	0.00%	6.57%
2023	1.50%	6.32%
2022	7.04%	7.12%
2021	0.00%	1.97%
2020	7.10%	0.00%
2019	7.70%	0.00%
2018	6.39%	0.00%
2017	7.59%	0.00%
2016	3.91%	0.00%
2015	5.15%	0.00%
2014	3.70%	0.00%
2013	4.31%	0.00%
2012	4.80%	0.00%
2011	4.71%	0.00%
2010	3.03%	0.00%
2009	10.51%	0.00%
2008	30.00%	0.00%
2007	5.68%	0.00%
2006	6.35%	0.00%
2005	7.99%	0.00%
2004	6.29%	0.00%
2003	7.13%	0.00%
2002	11.32%	0.00%
2001	12.63%	0.00%
2000	12.94%	0.00%
1999	3.60%	0.00%