MGR vs AMSF

Comparison between Affiliated Managers Group Inc (MGR, Company) and Amerisafe Inc (AMSF, Company).

MGR is from the Financials sector, while AMSF is from the Financial Services sector.

5-Year PerformanceMGR has outperformed AMSF, delivering a return of -0.2% compared to -4.9%

MGR vs AMSF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MGR(COMPANY)	AMSF(COMPANY)
Market Cap	$602M	$599M
Max Drawdown	40.21%	61.19%
Sharpe Ratio	0.10	-1.12
5Y Beta	0.24	0.22
Industry	Investment Banking & Investment Services	Insurance - Specialty
P/E Ratio	0.84	13.07
Forward P/E	N/A	22.37
PEG Ratio	0.02	1.81
Dividend Yield	6.46%	4.97%
5Y Dividends CAGR	4.57%	-10.92%
5Y EPS CAGR	147.87%	-13.01%
Debt to Equity	83.11%	0.00%
Free Cash Flow Yield	N/A	1.33%
P/S Ratio	N/A	1.80
P/B Ratio	N/A	2.40

Market Cap

Winner

MGR

$602M

AMSF

$599M

Max Drawdown

Winner

MGR

40.21%

AMSF

61.19%

Sharpe Ratio

Winner

MGR

0.10

AMSF

-1.12

5Y Beta

MGR

0.24

Winner

AMSF

0.22

Industry

MGR

Investment Banking & Investment Services

AMSF

Insurance - Specialty

P/E Ratio

Winner

MGR

0.84

AMSF

13.07

Forward P/E

MGR

N/A

AMSF

22.37

PEG Ratio

Winner

MGR

0.02

AMSF

1.81

Dividend Yield

Winner

MGR

6.46%

AMSF

4.97%

5Y Dividends CAGR

Winner

MGR

4.57%

AMSF

-10.92%

5Y EPS CAGR

Winner

MGR

147.87%

AMSF

-13.01%

Debt to Equity

MGR

83.11%

Winner

AMSF

0.00%

Free Cash Flow Yield

MGR

N/A

AMSF

1.33%

P/S Ratio

MGR

N/A

AMSF

1.80

P/B Ratio

MGR

N/A

AMSF

2.40

MGR vs AMSF - Historical Returns

Returns include dividend reinvestment.

Period	MGR	AMSF
1 month	-3.61%	+4.03%
3 months	-1.34%	-3.03%
6 months	-2.64%	-18.52%
1 year	+4.32%	-25.52%
5 years(CAGR)	-0.21%	-4.87%
10 years(CAGR)	N/A	-0.27%
Max(CAGR)	+2.95%	+10.50%

MGR

-3.61%

Winner

AMSF

+4.03%

Winner

MGR

-1.34%

AMSF

-3.03%

Winner

MGR

-2.64%

AMSF

-18.52%

Winner

MGR

+4.32%

AMSF

-25.52%

5Y(CAGR)

Winner

MGR

-0.21%

AMSF

-4.87%

10Y(CAGR)

MGR

N/A

AMSF

-0.27%

Max(CAGR)

MGR

+2.95%

Winner

AMSF

+10.50%

MGR vs AMSF - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	MGR	AMSF
2026	-3.76%	-15.05%
2025	+0.66%	-20.24%
2024	+3.45%	+19.12%
2023	+14.39%	-1.39%
2022	-17.68%	+7.27%
2021	+3.17%	+2.32%
2020	+7.94%	-6.38%
2019	+13.00%	+28.34%
2018	N/A	-3.80%
2017	N/A	-0.93%
2016	N/A	+33.23%
2015	N/A	+31.66%
2014	N/A	+7.81%
2013	N/A	+49.30%
2012	N/A	+19.05%
2011	N/A	+31.13%
2010	N/A	-2.89%
2009	N/A	-11.48%
2008	N/A	+35.60%
2007	N/A	-1.08%
2006	N/A	+57.76%
2005	N/A	+11.89%

MGR vs AMSF Drawdown Comparison

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

The maximum drawdown for AMSF was -43.28%, occurring on May 6, 2026. This drawdown has not yet recovered.

The current MGR drawdown is -11.57%. The current AMSF drawdown is -39.58%.

Rank	MGR	AMSF
#1	-40.21% Feb 10, 2020 - Jul 13, 2020	-43.28% Nov 12, 2024 - May 6, 2026
#2	-23.16% Jul 12, 2021 - Feb 9, 2024	-40.90% Jul 9, 2007 - Jan 5, 2009
#3	-17.51% Oct 18, 2024 - Apr 16, 2025	-38.87% Jan 6, 2009 - Mar 10, 2011
#4	-10.12% Feb 12, 2024 - Sep 5, 2024	-32.91% Feb 20, 2020 - Oct 24, 2024
#5	-4.81% Aug 18, 2020 - Dec 15, 2020	-28.97% Jul 12, 2006 - Nov 28, 2006
#6	-4.32% Dec 28, 2020 - Mar 31, 2021	-25.34% Jan 26, 2006 - Mar 31, 2006
#7	-3.55% Apr 14, 2021 - Jun 16, 2021	-24.53% Jul 7, 2011 - Nov 8, 2011
#8	-3.01% Sep 3, 2019 - Oct 22, 2019	-23.78% Feb 23, 2017 - Nov 6, 2017
#9	-2.46% Jul 20, 2020 - Jul 31, 2020	-22.07% Nov 6, 2017 - Oct 25, 2018
#10	-2.46% Nov 13, 2019 - Dec 18, 2019	-19.24% Mar 18, 2014 - Dec 5, 2014
#11	-2.15% Jul 31, 2019 - Aug 22, 2019	-19.03% Oct 29, 2018 - Jul 18, 2019
#12	-1.64% Oct 2, 2024 - Oct 16, 2024	-17.92% May 12, 2006 - Jul 12, 2006
#13	-1.60% Dec 23, 2019 - Jan 14, 2020	-16.65% Jun 10, 2016 - Nov 25, 2016
#14	-1.47% Jul 31, 2020 - Aug 11, 2020	-15.33% Jul 18, 2013 - Oct 17, 2013
#15	-1.46% Jan 14, 2020 - Feb 3, 2020	-12.84% Jun 6, 2012 - Jan 2, 2013

Correlation

Correlation between MGR and AMSF is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31

-101

Dividend Comparison (2013 - 2026)

MGR vs AMSF dividend yield comparison.

Year	MGR	AMSF
2026	1.83%	1.30%
2025	6.99%	6.66%
2024	6.66%	8.69%
2023	6.52%	10.39%
2022	7.07%	10.08%
2021	5.44%	9.59%
2020	5.29%	7.97%
2019	2.76%	6.82%
2018	0.00%	1.55%
2017	0.00%	1.30%
2016	0.00%	6.37%
2015	0.00%	7.07%
2014	0.00%	4.67%
2013	0.00%	0.76%