MGR vs CSV

Comparison between Affiliated Managers Group Inc (MGR, Company) and Carriage Services Inc (CSV, Company).

MGR is from the Financials sector, while CSV is from the Consumer Cyclical sector.

5-Year PerformanceCSV has outperformed MGR, delivering a return of +1.7% compared to -0.1%

MGR vs CSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MGR(COMPANY)	CSV(COMPANY)
Market Cap	$602M	$602M
Max Drawdown	40.21%	87.05%
Sharpe Ratio	-0.02	-0.86
5Y Beta	0.24	0.42
Industry	Investment Banking & Investment Services	Personal Services
P/E Ratio	0.84	13.57
Forward P/E	N/A	10.87
PEG Ratio	0.02	0.83
Dividend Yield	6.46%	1.19%
5Y Dividends CAGR	0.01%	9.18%
5Y EPS CAGR	147.87%	8.61%
Debt to Equity	83.11%	2.33%
Free Cash Flow Yield	N/A	6.72%
P/S Ratio	N/A	1.46
P/B Ratio	N/A	2.34

Market Cap

MGR

$602M

Winner

CSV

$602M

Max Drawdown

Winner

MGR

40.21%

CSV

87.05%

Sharpe Ratio

Winner

MGR

-0.02

CSV

-0.86

5Y Beta

Winner

MGR

0.24

CSV

0.42

Industry

MGR

Investment Banking & Investment Services

CSV

Personal Services

P/E Ratio

Winner

MGR

0.84

CSV

13.57

Forward P/E

MGR

N/A

CSV

10.87

PEG Ratio

Winner

MGR

0.02

CSV

0.83

Dividend Yield

Winner

MGR

6.46%

CSV

1.19%

5Y Dividends CAGR

MGR

0.01%

Winner

CSV

9.18%

5Y EPS CAGR

Winner

MGR

147.87%

CSV

8.61%

Debt to Equity

MGR

83.11%

Winner

CSV

2.33%

Free Cash Flow Yield

MGR

N/A

CSV

6.72%

P/S Ratio

MGR

N/A

CSV

1.46

P/B Ratio

MGR

N/A

CSV

2.34

MGR vs CSV - Historical Returns

Returns include dividend reinvestment.

Period	MGR	CSV
1 month	+2.88%	-4.10%
3 months	+2.22%	-23.97%
6 months	-1.93%	-13.99%
1 year	+3.11%	-19.07%
5 years(CAGR)	-0.15%	+1.72%
10 years(CAGR)	N/A	+5.47%
Max(CAGR)	+3.38%	+7.23%

Winner

MGR

+2.88%

CSV

-4.10%

Winner

MGR

+2.22%

CSV

-23.97%

Winner

MGR

-1.93%

CSV

-13.99%

Winner

MGR

+3.11%

CSV

-19.07%

5Y(CAGR)

MGR

-0.15%

Winner

CSV

+1.72%

10Y(CAGR)

MGR

N/A

CSV

+5.47%

Max(CAGR)

MGR

+3.38%

Winner

CSV

+7.23%

MGR vs CSV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MGR	CSV
2026	-0.45%	-11.15%
2025	+0.66%	+9.56%
2024	+3.45%	+61.21%
2023	+14.39%	-11.02%
2022	-17.68%	-54.82%
2021	+3.17%	+110.24%
2020	+7.94%	+25.86%
2019	+13.00%	+66.54%
2018	N/A	-39.49%
2017	N/A	-9.09%
2016	N/A	+23.02%
2015	N/A	+20.06%
2014	N/A	+3.77%
2013	N/A	+46.28%
2012	N/A	+118.16%
2011	N/A	+17.49%
2010	N/A	+22.47%
2009	N/A	+83.64%
2008	N/A	-77.59%
2007	N/A	+73.23%
2006	N/A	+2.21%
2005	N/A	+0.40%
2004	N/A	+29.66%
2003	N/A	-9.09%
2002	N/A	-24.05%
2001	N/A	+266.48%
2000	N/A	-72.21%
1999	N/A	-12.03%

MGR vs CSV Drawdown Comparison

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

The maximum drawdown for CSV was -87.05%, occurring on Mar 19, 2009. Recovery took 1238 trading sessions.

The current MGR drawdown is -8.52%. The current CSV drawdown is -40.89%.

Rank	MGR	CSV
#1	-40.21% Feb 10, 2020 - Jul 13, 2020	-87.05% Nov 27, 2007 - Oct 24, 2012
#2	-23.16% Jul 12, 2021 - Feb 9, 2024	-83.61% Nov 9, 1999 - Aug 1, 2001
#3	-17.51% Oct 18, 2024 - Apr 16, 2025	-68.54% Dec 29, 2021 - Nov 13, 2023
#4	-10.12% Feb 12, 2024 - Sep 5, 2024	-65.53% Aug 15, 2001 - Apr 16, 2007
#5	-4.81% Aug 18, 2020 - Dec 15, 2020	-51.01% Dec 13, 2019 - Nov 13, 2020
#6	-4.32% Dec 28, 2020 - Mar 31, 2021	-48.75% Dec 27, 2016 - Dec 13, 2019
#7	-3.55% Apr 14, 2021 - Jun 16, 2021	-28.66% Jan 22, 2014 - Jan 23, 2015
#8	-3.01% Sep 3, 2019 - Oct 22, 2019	-23.14% Apr 10, 2013 - Jan 14, 2014
#9	-2.46% Jul 20, 2020 - Jul 31, 2020	-21.51% Dec 4, 2015 - Nov 11, 2016
#10	-2.46% Nov 13, 2019 - Dec 18, 2019	-18.66% May 21, 2015 - Dec 2, 2015
#11	-2.15% Jul 31, 2019 - Aug 22, 2019	-15.39% Jul 23, 2007 - Oct 22, 2007
#12	-1.64% Oct 2, 2024 - Oct 16, 2024	-14.43% May 10, 2007 - Jul 16, 2007
#13	-1.60% Dec 23, 2019 - Jan 14, 2020	-13.88% Nov 1, 1999 - Nov 9, 1999
#14	-1.47% Jul 31, 2020 - Aug 11, 2020	-11.57% Sep 3, 2021 - Oct 28, 2021
#15	-1.46% Jan 14, 2020 - Feb 3, 2020	-10.75% Jun 1, 2021 - Aug 11, 2021

Correlation

Correlation between MGR and CSV is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2011 - 2026)

MGR vs CSV dividend yield comparison.

Year	MGR	CSV
2026	3.61%	0.61%
2025	6.99%	1.06%
2024	6.66%	1.13%
2023	6.52%	1.80%
2022	7.07%	1.63%
2021	5.44%	0.64%
2020	5.29%	1.08%
2019	2.76%	1.17%
2018	0.00%	1.94%
2017	0.00%	0.88%
2016	0.00%	0.52%
2015	0.00%	0.41%
2014	0.00%	0.48%
2013	0.00%	0.67%
2012	0.00%	0.84%
2011	0.00%	1.34%