HY vs MGR

Comparison between Hyster-Yale Materials Handling Inc - Class A (HY, Company) and Affiliated Managers Group Inc (MGR, Company).

HY is from the Industrials sector, while MGR is from the Financials sector.

5-Year PerformanceMGR has outperformed HY, delivering a return of -0.2% compared to -9.7%

HY vs MGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HY(COMPANY)	MGR(COMPANY)
Market Cap	$604M	$602M
Max Drawdown	79.85%	40.21%
Sharpe Ratio	-0.01	0.10
5Y Beta	1.18	0.24
Industry	Farm & Heavy Construction Machinery	Investment Banking & Investment Services
P/E Ratio	-15.87	0.84
Forward P/E	13.83	N/A
PEG Ratio	1.61	0.02
Dividend Yield	4.07%	6.46%
5Y Dividends CAGR	2.53%	4.57%
5Y EPS CAGR	N/A	147.87%
Debt to Equity	112.62%	83.11%
Free Cash Flow Yield	4.62%	N/A
P/S Ratio	0.17	N/A
P/B Ratio	1.41	N/A

Market Cap

Winner

$604M

MGR

$602M

Max Drawdown

79.85%

Winner

MGR

40.21%

Sharpe Ratio

-0.01

Winner

MGR

0.10

5Y Beta

1.18

Winner

MGR

0.24

Industry

Farm & Heavy Construction Machinery

MGR

Investment Banking & Investment Services

P/E Ratio

Winner

-15.87

MGR

0.84

Forward P/E

13.83

MGR

N/A

PEG Ratio

1.61

Winner

MGR

0.02

Dividend Yield

4.07%

Winner

MGR

6.46%

5Y Dividends CAGR

2.53%

Winner

MGR

4.57%

5Y EPS CAGR

N/A

MGR

147.87%

Debt to Equity

112.62%

Winner

MGR

83.11%

Free Cash Flow Yield

4.62%

MGR

N/A

P/S Ratio

0.17

MGR

N/A

P/B Ratio

1.41

MGR

N/A

HY vs MGR - Historical Returns

Returns include dividend reinvestment.

Period	HY	MGR
1 month	+3.27%	-3.61%
3 months	+16.41%	-1.34%
6 months	+13.17%	-2.64%
1 year	-5.63%	+4.32%
5 years(CAGR)	-9.74%	-0.21%
10 years(CAGR)	-2.27%	N/A
Max(CAGR)	+2.13%	+2.95%

Winner

+3.27%

MGR

-3.61%

Winner

+16.41%

MGR

-1.34%

Winner

+13.17%

MGR

-2.64%

-5.63%

Winner

MGR

+4.32%

5Y(CAGR)

-9.74%

Winner

MGR

-0.21%

10Y(CAGR)

-2.27%

MGR

N/A

Max(CAGR)

+2.13%

Winner

MGR

+2.95%

HY vs MGR - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	HY	MGR
2026	+26.30%	-3.76%
2025	-38.58%	+0.66%
2024	-17.21%	+3.45%
2023	+148.06%	+14.39%
2022	-37.75%	-17.68%
2021	-27.63%	+3.17%
2020	+3.74%	+7.94%
2019	-4.06%	+13.00%
2018	-26.35%	N/A
2017	+32.77%	N/A
2016	+24.26%	N/A
2015	-25.98%	N/A
2014	-20.24%	N/A
2013	+88.04%	N/A
2012	+26.69%	N/A

HY vs MGR Drawdown Comparison

The maximum drawdown for HY was -77.60%, occurring on Oct 7, 2022. This drawdown has not yet recovered.

The maximum drawdown for MGR was -40.21%, occurring on Mar 18, 2020. Recovery took 106 trading sessions.

The current HY drawdown is -56.02%. The current MGR drawdown is -11.57%.

Rank	HY	MGR
#1	-77.60% Feb 16, 2021 - Oct 7, 2022	-40.21% Feb 10, 2020 - Jul 13, 2020
#2	-66.43% Mar 6, 2014 - Jan 25, 2021	-23.16% Jul 12, 2021 - Feb 9, 2024
#3	-18.10% Sep 24, 2013 - Feb 20, 2014	-17.51% Oct 18, 2024 - Apr 16, 2025
#4	-16.06% Jun 18, 2013 - Aug 1, 2013	-10.12% Feb 12, 2024 - Sep 5, 2024
#5	-12.30% Mar 27, 2013 - May 7, 2013	-4.81% Aug 18, 2020 - Dec 15, 2020
#6	-11.93% Oct 2, 2012 - Nov 5, 2012	-4.32% Dec 28, 2020 - Mar 31, 2021
#7	-11.48% Aug 13, 2013 - Sep 5, 2013	-3.55% Apr 14, 2021 - Jun 16, 2021
#8	-7.72% Nov 6, 2012 - Dec 5, 2012	-3.01% Sep 3, 2019 - Oct 22, 2019
#9	-7.47% Jun 4, 2013 - Jun 10, 2013	-2.46% Jul 20, 2020 - Jul 31, 2020
#10	-5.21% Jan 4, 2013 - Feb 12, 2013	-2.46% Nov 13, 2019 - Dec 18, 2019
#11	-4.15% Feb 12, 2013 - Feb 28, 2013	-2.15% Jul 31, 2019 - Aug 22, 2019
#12	-3.78% May 21, 2013 - May 28, 2013	-1.64% Oct 2, 2024 - Oct 16, 2024
#13	-3.75% May 7, 2013 - May 16, 2013	-1.60% Dec 23, 2019 - Jan 14, 2020
#14	-3.50% Jan 25, 2021 - Feb 2, 2021	-1.47% Jul 31, 2020 - Aug 11, 2020
#15	-3.25% Mar 5, 2013 - Mar 7, 2013	-1.46% Jan 14, 2020 - Feb 3, 2020

Correlation

Correlation between HY and MGR is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

0.28

-101

Dividend Comparison (2012 - 2026)

HY vs MGR dividend yield comparison.

Year	HY	MGR
2026	1.95%	1.83%
2025	4.81%	6.99%
2024	2.70%	6.66%
2023	2.09%	6.52%
2022	5.10%	7.07%
2021	3.13%	5.44%
2020	2.13%	5.29%
2019	2.14%	2.76%
2018	1.99%	0.00%
2017	1.41%	0.00%
2016	1.83%	0.00%
2015	2.15%	0.00%
2014	1.47%	0.00%
2013	1.07%	0.00%
2012	4.61%	0.00%