MGR vs PFIS

Comparison between Affiliated Managers Group Inc (MGR, Company) and Peoples Financial Services Corp (PFIS, Company).

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

5-Year PerformancePFIS has outperformed MGR, delivering a return of +10.9% compared to -0.3%

MGR vs PFIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MGR(COMPANY)	PFIS(COMPANY)
Market Cap	$602M	$600M
Max Drawdown	40.21%	58.13%
Sharpe Ratio	0.05	1.05
5Y Beta	0.24	0.87
Industry	Investment Banking & Investment Services	Banks - Regional
P/E Ratio	0.84	10.17
Forward P/E	N/A	15.08
PEG Ratio	0.02	0.05
Dividend Yield	6.46%	4.17%
5Y Dividends CAGR	4.57%	16.27%
5Y EPS CAGR	147.87%	13.81%
Debt to Equity	83.11%	34.12%
Free Cash Flow Yield	N/A	6.87%
P/S Ratio	N/A	3.15
P/B Ratio	N/A	1.14

Market Cap

Winner

MGR

$602M

PFIS

$600M

Max Drawdown

Winner

MGR

40.21%

PFIS

58.13%

Sharpe Ratio

MGR

0.05

Winner

PFIS

1.05

5Y Beta

Winner

MGR

0.24

PFIS

0.87

Industry

MGR

Investment Banking & Investment Services

PFIS

Banks - Regional

P/E Ratio

Winner

MGR

0.84

PFIS

10.17

Forward P/E

MGR

N/A

PFIS

15.08

PEG Ratio

Winner

MGR

0.02

PFIS

0.05

Dividend Yield

Winner

MGR

6.46%

PFIS

4.17%

5Y Dividends CAGR

MGR

4.57%

Winner

PFIS

16.27%

5Y EPS CAGR

Winner

MGR

147.87%

PFIS

13.81%

Debt to Equity

MGR

83.11%

Winner

PFIS

34.12%

Free Cash Flow Yield

MGR

N/A

PFIS

6.87%

P/S Ratio

MGR

N/A

PFIS

3.15

P/B Ratio

MGR

N/A

PFIS

1.14

MGR vs PFIS - Historical Returns

Returns include dividend reinvestment.

Period	MGR	PFIS
1 month	-3.41%	+6.68%
3 months	-3.97%	+13.53%
6 months	-1.61%	+23.59%
1 year	+3.44%	+32.41%
5 years(CAGR)	-0.35%	+10.91%
10 years(CAGR)	N/A	+8.22%
Max(CAGR)	+2.84%	+8.59%

MGR

-3.41%

Winner

PFIS

+6.68%

MGR

-3.97%

Winner

PFIS

+13.53%

MGR

-1.61%

Winner

PFIS

+23.59%

MGR

+3.44%

Winner

PFIS

+32.41%

5Y(CAGR)

MGR

-0.35%

Winner

PFIS

+10.91%

10Y(CAGR)

MGR

N/A

PFIS

+8.22%

Max(CAGR)

MGR

+2.84%

Winner

PFIS

+8.59%

MGR vs PFIS - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	MGR	PFIS
2026	-4.53%	+27.54%
2025	+0.66%	+3.72%
2024	+3.45%	+9.70%
2023	+14.39%	-0.56%
2022	-17.68%	+2.32%
2021	+3.17%	+49.02%
2020	+7.94%	-23.85%
2019	+13.00%	+16.13%
2018	N/A	-0.50%
2017	N/A	-1.59%
2016	N/A	+36.37%
2015	N/A	-19.45%
2014	N/A	+34.82%
2013	N/A	+28.05%
2012	N/A	+10.43%
2011	N/A	+9.40%
2010	N/A	+52.24%
2009	N/A	+2.00%
2008	N/A	-27.26%
2007	N/A	+4.01%
2006	N/A	-14.96%
2005	N/A	-17.33%
2004	N/A	+20.08%
2003	N/A	+74.17%
2002	N/A	+10.89%

MGR vs PFIS Drawdown Comparison

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

The maximum drawdown for PFIS was -51.83%, occurring on Jan 27, 2009. Recovery took 1920 trading sessions.

The current MGR drawdown is -12.28%.

Rank	MGR	PFIS
#1	-40.21% Feb 10, 2020 - Jul 13, 2020	-51.83% Dec 31, 2004 - Aug 15, 2012
#2	-23.16% Jul 12, 2021 - Feb 9, 2024	-42.95% Dec 20, 2019 - Dec 17, 2021
#3	-17.51% Oct 18, 2024 - Apr 16, 2025	-37.46% Nov 10, 2022 - Nov 6, 2024
#4	-10.12% Feb 12, 2024 - Sep 5, 2024	-34.54% Jun 25, 2014 - Dec 20, 2016
#5	-4.81% Aug 18, 2020 - Dec 15, 2020	-29.13% Nov 25, 2024 - Feb 4, 2026
#6	-4.32% Dec 28, 2020 - Mar 31, 2021	-22.04% Jun 18, 2018 - Nov 1, 2019
#7	-3.55% Apr 14, 2021 - Jun 16, 2021	-20.39% Dec 29, 2016 - Sep 27, 2017
#8	-3.01% Sep 3, 2019 - Oct 22, 2019	-19.11% Dec 18, 2017 - Jun 15, 2018
#9	-2.46% Jul 20, 2020 - Jul 31, 2020	-17.15% Jun 27, 2022 - Nov 7, 2022
#10	-2.46% Nov 13, 2019 - Dec 18, 2019	-16.04% Jun 4, 2013 - Dec 24, 2013
#11	-2.15% Jul 31, 2019 - Aug 22, 2019	-14.86% Sep 4, 2003 - Feb 6, 2004
#12	-1.64% Oct 2, 2024 - Oct 16, 2024	-13.16% Apr 28, 2004 - Dec 30, 2004
#13	-1.60% Dec 23, 2019 - Jan 14, 2020	-12.24% Feb 19, 2004 - Apr 28, 2004
#14	-1.47% Jul 31, 2020 - Aug 11, 2020	-11.95% Dec 27, 2021 - May 26, 2022
#15	-1.46% Jan 14, 2020 - Feb 3, 2020	-10.37% Feb 17, 2026 - Apr 8, 2026

Correlation

Correlation between MGR and PFIS is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39

-101

Dividend Comparison (2002 - 2026)

MGR vs PFIS dividend yield comparison.

Year	MGR	PFIS
2026	1.85%	2.08%
2025	6.99%	5.07%
2024	6.66%	4.02%
2023	6.52%	3.37%
2022	7.07%	3.05%
2021	5.44%	2.85%
2020	5.29%	3.92%
2019	2.76%	2.72%
2018	0.00%	2.97%
2017	0.00%	2.71%
2016	0.00%	2.55%
2015	0.00%	3.26%
2014	0.00%	2.50%
2013	0.00%	2.42%
2012	0.00%	2.10%
2011	0.00%	2.83%
2010	0.00%	2.97%
2009	0.00%	4.21%
2008	0.00%	4.11%
2007	0.00%	2.89%
2006	0.00%	2.92%
2005	0.00%	5.61%
2004	0.00%	1.82%
2003	0.00%	1.91%
2002	0.00%	1.50%