MGR vs ETD

Comparison between Affiliated Managers Group Inc (MGR, Company) and Ethan Allen Interiors Inc (ETD, Company).

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

5-Year PerformanceETD has outperformed MGR, delivering a return of +6.4% compared to +0.0%

MGR vs ETD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MGR(COMPANY)	ETD(COMPANY)
Market Cap	$602M	$600M
Max Drawdown	40.21%	84.68%
Sharpe Ratio	-0.08	-0.57
5Y Beta	0.25	0.79
Industry	Investment Banking & Investment Services	Furnishings, Fixtures & Appliances
P/E Ratio	0.84	14.85
Forward P/E	N/A	10.50
PEG Ratio	0.02	1.99
Dividend Yield	6.46%	6.55%
5Y Dividends CAGR	0.01%	5.17%
5Y EPS CAGR	147.87%	6.08%
Debt to Equity	83.11%	0.00%
Free Cash Flow Yield	N/A	7.45%
P/S Ratio	N/A	1.01
P/B Ratio	N/A	1.27

Market Cap

Winner

MGR

$602M

ETD

$600M

Max Drawdown

Winner

MGR

40.21%

ETD

84.68%

Sharpe Ratio

Winner

MGR

-0.08

ETD

-0.57

5Y Beta

Winner

MGR

0.25

ETD

0.79

Industry

MGR

Investment Banking & Investment Services

ETD

Furnishings, Fixtures & Appliances

P/E Ratio

Winner

MGR

0.84

ETD

14.85

Forward P/E

MGR

N/A

ETD

10.50

PEG Ratio

Winner

MGR

0.02

ETD

1.99

Dividend Yield

MGR

6.46%

Winner

ETD

6.55%

5Y Dividends CAGR

MGR

0.01%

Winner

ETD

5.17%

5Y EPS CAGR

Winner

MGR

147.87%

ETD

6.08%

Debt to Equity

MGR

83.11%

Winner

ETD

0.00%

Free Cash Flow Yield

MGR

N/A

ETD

7.45%

P/S Ratio

MGR

N/A

ETD

1.01

P/B Ratio

MGR

N/A

ETD

1.27

MGR vs ETD - Historical Returns

Returns include dividend reinvestment.

Period	MGR	ETD
1 month	+2.69%	+2.42%
3 months	+2.12%	+9.45%
6 months	-2.22%	+3.55%
1 year	+3.00%	-15.53%
5 years(CAGR)	+0.01%	+6.40%
10 years(CAGR)	N/A	+1.96%
Max(CAGR)	+3.33%	+2.01%

Winner

MGR

+2.69%

ETD

+2.42%

MGR

+2.12%

Winner

ETD

+9.45%

MGR

-2.22%

Winner

ETD

+3.55%

Winner

MGR

+3.00%

ETD

-15.53%

5Y(CAGR)

MGR

+0.01%

Winner

ETD

+6.40%

10Y(CAGR)

MGR

N/A

ETD

+1.96%

Max(CAGR)

Winner

MGR

+3.33%

ETD

+2.01%

MGR vs ETD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MGR	ETD
2026	-0.74%	+3.86%
2025	+0.66%	-12.45%
2024	+3.45%	-5.25%
2023	+14.39%	+28.78%
2022	-17.68%	+6.82%
2021	+3.17%	+43.20%
2020	+7.94%	+14.00%
2019	+13.00%	+16.91%
2018	N/A	-35.99%
2017	N/A	-21.35%
2016	N/A	+39.59%
2015	N/A	-7.75%
2014	N/A	+4.79%
2013	N/A	+14.53%
2012	N/A	+8.46%
2011	N/A	+15.40%
2010	N/A	+47.76%
2009	N/A	-4.93%
2008	N/A	-46.89%
2007	N/A	-19.19%
2006	N/A	-1.36%
2005	N/A	-5.38%
2004	N/A	+6.65%
2003	N/A	+18.13%
2002	N/A	-15.03%
2001	N/A	+35.34%
2000	N/A	+11.63%
1999	N/A	-8.08%

MGR vs ETD Drawdown Comparison

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

The maximum drawdown for ETD was -82.92%, occurring on Mar 9, 2009. Recovery took 2675 trading sessions.

The current MGR drawdown is -8.79%. The current ETD drawdown is -22.74%.

Rank	MGR	ETD
#1	-40.21% Feb 10, 2020 - Jul 13, 2020	-82.92% Apr 26, 2006 - Dec 8, 2016
#2	-23.16% Jul 12, 2021 - Feb 9, 2024	-73.68% Dec 20, 2016 - Apr 28, 2021
#3	-17.51% Oct 18, 2024 - Apr 16, 2025	-41.16% Nov 16, 1999 - Jan 31, 2001
#4	-10.12% Feb 12, 2024 - Sep 5, 2024	-36.92% Mar 28, 2024 - May 13, 2026
#5	-4.81% Aug 18, 2020 - Dec 15, 2020	-35.40% Jan 4, 2002 - Jan 14, 2004
#6	-4.32% Dec 28, 2020 - Mar 31, 2021	-31.16% Nov 12, 2004 - Jan 26, 2006
#7	-3.55% Apr 14, 2021 - Jun 16, 2021	-31.15% Feb 2, 2001 - Nov 14, 2001
#8	-3.01% Sep 3, 2019 - Oct 22, 2019	-30.59% May 10, 2021 - Nov 8, 2022
#9	-2.46% Jul 20, 2020 - Jul 31, 2020	-26.54% Aug 3, 2023 - Mar 27, 2024
#10	-2.46% Nov 13, 2019 - Dec 18, 2019	-20.97% Mar 5, 2004 - Nov 12, 2004
#11	-2.15% Jul 31, 2019 - Aug 22, 2019	-15.96% Feb 3, 2023 - Jul 18, 2023
#12	-1.64% Oct 2, 2024 - Oct 16, 2024	-12.89% Nov 15, 2022 - Jan 12, 2023
#13	-1.60% Dec 23, 2019 - Jan 14, 2020	-10.53% Jan 12, 2023 - Feb 2, 2023
#14	-1.47% Jul 31, 2020 - Aug 11, 2020	-8.83% Apr 28, 2021 - May 7, 2021
#15	-1.46% Jan 14, 2020 - Feb 3, 2020	-8.19% Jan 31, 2006 - Mar 27, 2006

Correlation

Correlation between MGR and ETD is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (2000 - 2026)

MGR vs ETD dividend yield comparison.

Year	MGR	ETD
2026	3.62%	3.41%
2025	6.99%	7.92%
2024	6.66%	6.87%
2023	6.52%	5.95%
2022	7.07%	6.62%
2021	5.44%	10.61%
2020	5.29%	3.12%
2019	2.76%	9.34%
2018	0.00%	6.08%
2017	0.00%	2.66%
2016	0.00%	1.76%
2015	0.00%	1.87%
2014	0.00%	1.36%
2013	0.00%	1.22%
2012	0.00%	1.24%
2011	0.00%	1.01%
2010	0.00%	1.00%
2009	0.00%	3.35%
2008	0.00%	6.33%
2007	0.00%	2.88%
2006	0.00%	2.05%
2005	0.00%	1.72%
2004	0.00%	8.62%
2003	0.00%	0.69%
2002	0.00%	0.58%
2001	0.00%	0.38%
2000	0.00%	0.48%