MGR vs HY

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

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

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

MGR vs HY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

MGR

$602M

Winner

$604M

Max Drawdown

Winner

MGR

40.21%

79.85%

Sharpe Ratio

Winner

MGR

0.10

-0.01

5Y Beta

Winner

MGR

0.24

1.18

Industry

MGR

Investment Banking & Investment Services

Farm & Heavy Construction Machinery

P/E Ratio

MGR

0.84

Winner

-15.87

Forward P/E

MGR

N/A

13.83

PEG Ratio

Winner

MGR

0.02

1.61

Dividend Yield

Winner

MGR

6.46%

4.07%

5Y Dividends CAGR

Winner

MGR

4.57%

2.53%

5Y EPS CAGR

MGR

147.87%

N/A

Debt to Equity

Winner

MGR

83.11%

112.62%

Free Cash Flow Yield

MGR

N/A

4.62%

P/S Ratio

MGR

N/A

0.17

P/B Ratio

MGR

N/A

1.41

MGR vs HY - Historical Returns

Returns include dividend reinvestment.

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

MGR

-3.61%

Winner

+3.27%

MGR

-1.34%

Winner

+16.41%

MGR

-2.64%

Winner

+13.17%

Winner

MGR

+4.32%

-5.63%

5Y(CAGR)

Winner

MGR

-0.21%

-9.74%

10Y(CAGR)

MGR

N/A

-2.27%

Max(CAGR)

Winner

MGR

+2.95%

+2.13%

MGR vs HY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

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

MGR vs HY Drawdown Comparison

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

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

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

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

Correlation

Correlation between MGR and HY 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)

MGR vs HY dividend yield comparison.

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