MGR vs OOMA

Comparison between Affiliated Managers Group Inc (MGR, Company) and Ooma Inc (OOMA, Company).

MGR is from the Financials sector, while OOMA is from the Technology sector.

5-Year PerformanceOOMA has outperformed MGR, delivering a return of +2.9% compared to +0.0%

MGR vs OOMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MGR(COMPANY)	OOMA(COMPANY)
Market Cap	$602M	$602M
Max Drawdown	40.21%	72.27%
Sharpe Ratio	-0.08	1.58
5Y Beta	0.25	0.73
Industry	Investment Banking & Investment Services	Software - Application
P/E Ratio	0.84	118.47
Forward P/E	N/A	16.64
PEG Ratio	0.02	1.82
Dividend Yield	6.46%	N/A
5Y Dividends CAGR	0.01%	N/A
5Y EPS CAGR	147.87%	N/A
Debt to Equity	83.11%	55.19%
Free Cash Flow Yield	N/A	4.08%
P/S Ratio	N/A	2.08
P/B Ratio	N/A	6.34

Market Cap

Winner

MGR

$602M

OOMA

$602M

Max Drawdown

Winner

MGR

40.21%

OOMA

72.27%

Sharpe Ratio

MGR

-0.08

Winner

OOMA

1.58

5Y Beta

Winner

MGR

0.25

OOMA

0.73

Industry

MGR

Investment Banking & Investment Services

OOMA

Software - Application

P/E Ratio

Winner

MGR

0.84

OOMA

118.47

Forward P/E

MGR

N/A

OOMA

16.64

PEG Ratio

Winner

MGR

0.02

OOMA

1.82

Dividend Yield

MGR

6.46%

OOMA

N/A

5Y Dividends CAGR

MGR

0.01%

OOMA

N/A

5Y EPS CAGR

MGR

147.87%

OOMA

N/A

Debt to Equity

MGR

83.11%

Winner

OOMA

55.19%

Free Cash Flow Yield

MGR

N/A

OOMA

4.08%

P/S Ratio

MGR

N/A

OOMA

2.08

P/B Ratio

MGR

N/A

OOMA

6.34

MGR vs OOMA - Historical Returns

Returns include dividend reinvestment.

Period	MGR	OOMA
1 month	+2.69%	+11.55%
3 months	+2.12%	+31.37%
6 months	-2.22%	+82.47%
1 year	+3.00%	+85.15%
5 years(CAGR)	+0.01%	+2.94%
10 years(CAGR)	N/A	+9.69%
Max(CAGR)	+3.33%	+6.28%

MGR

+2.69%

Winner

OOMA

+11.55%

MGR

+2.12%

Winner

OOMA

+31.37%

MGR

-2.22%

Winner

OOMA

+82.47%

MGR

+3.00%

Winner

OOMA

+85.15%

5Y(CAGR)

MGR

+0.01%

Winner

OOMA

+2.94%

10Y(CAGR)

MGR

N/A

OOMA

+9.69%

Max(CAGR)

MGR

+3.33%

Winner

OOMA

+6.28%

MGR vs OOMA - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	MGR	OOMA
2026	-0.74%	+92.46%
2025	+0.66%	-17.04%
2024	+3.45%	+30.55%
2023	+14.39%	-21.62%
2022	-17.68%	-34.68%
2021	+3.17%	+48.33%
2020	+7.94%	+10.85%
2019	+13.00%	-6.24%
2018	N/A	+18.63%
2017	N/A	+32.04%
2016	N/A	+49.25%
2015	N/A	-42.01%

MGR vs OOMA Drawdown Comparison

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

The maximum drawdown for OOMA was -72.27%, occurring on Apr 24, 2024. This drawdown has not yet recovered.

The current MGR drawdown is -8.79%. The current OOMA drawdown is -11.40%.

Rank	MGR	OOMA
#1	-40.21% Feb 10, 2020 - Jul 13, 2020	-72.27% Jun 14, 2021 - Apr 24, 2024
#2	-23.16% Jul 12, 2021 - Feb 9, 2024	-52.68% Sep 21, 2018 - Jul 1, 2020
#3	-17.51% Oct 18, 2024 - Apr 16, 2025	-48.04% Aug 13, 2015 - Apr 13, 2017
#4	-10.12% Feb 12, 2024 - Sep 5, 2024	-38.21% May 16, 2017 - Dec 21, 2017
#5	-4.81% Aug 18, 2020 - Dec 15, 2020	-31.73% Jul 2, 2020 - May 27, 2021
#6	-4.32% Dec 28, 2020 - Mar 31, 2021	-20.32% Dec 26, 2017 - May 21, 2018
#7	-3.55% Apr 14, 2021 - Jun 16, 2021	-8.40% Jul 17, 2015 - Aug 13, 2015
#8	-3.01% Sep 3, 2019 - Oct 22, 2019	-7.35% May 2, 2017 - May 16, 2017
#9	-2.46% Jul 20, 2020 - Jul 31, 2020	-6.75% May 21, 2018 - Jun 12, 2018
#10	-2.46% Nov 13, 2019 - Dec 18, 2019	-5.59% Jul 10, 2018 - Jul 17, 2018
#11	-2.15% Jul 31, 2019 - Aug 22, 2019	-4.74% Jun 12, 2018 - Jun 20, 2018
#12	-1.64% Oct 2, 2024 - Oct 16, 2024	-4.32% Jul 17, 2018 - Aug 1, 2018
#13	-1.60% Dec 23, 2019 - Jan 14, 2020	-4.24% Aug 29, 2018 - Sep 14, 2018
#14	-1.47% Jul 31, 2020 - Aug 11, 2020	-3.34% Aug 2, 2018 - Aug 29, 2018
#15	-1.46% Jan 14, 2020 - Feb 3, 2020	-3.25% Jul 6, 2018 - Jul 10, 2018