MGR vs UHT

Comparison between Affiliated Managers Group Inc (MGR, Company) and Universal Health Realty Income Trust (UHT, Company).

MGR is from the Financials sector, while UHT is from the Real Estate sector.

5-Year PerformanceMGR has outperformed UHT, delivering a return of -0.2% compared to -0.3%

MGR vs UHT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MGR(COMPANY)	UHT(COMPANY)
Market Cap	$602M	$601M
Max Drawdown	40.21%	75.16%
Sharpe Ratio	-0.09	0.52
5Y Beta	0.24	0.28
Industry	Investment Banking & Investment Services	Reit - Healthcare Facilities
P/E Ratio	0.84	33.66
Forward P/E	N/A	38.76
PEG Ratio	0.02	N/A
Dividend Yield	6.46%	6.79%
5Y Dividends CAGR	0.01%	6.00%
5Y EPS CAGR	147.87%	-2.86%
Debt to Equity	83.11%	0.00%
Free Cash Flow Yield	N/A	8.23%

Market Cap

Winner

MGR

$602M

UHT

$601M

Max Drawdown

Winner

MGR

40.21%

UHT

75.16%

Sharpe Ratio

MGR

-0.09

Winner

UHT

0.52

5Y Beta

Winner

MGR

0.24

UHT

0.28

Industry

MGR

Investment Banking & Investment Services

UHT

Reit - Healthcare Facilities

P/E Ratio

Winner

MGR

0.84

UHT

33.66

Forward P/E

MGR

N/A

UHT

38.76

PEG Ratio

MGR

0.02

UHT

N/A

Dividend Yield

MGR

6.46%

Winner

UHT

6.79%

5Y Dividends CAGR

MGR

0.01%

Winner

UHT

6.00%

5Y EPS CAGR

Winner

MGR

147.87%

UHT

-2.86%

Debt to Equity

MGR

83.11%

Winner

UHT

0.00%

Free Cash Flow Yield

MGR

N/A

UHT

8.23%

MGR vs UHT - Historical Returns

Returns include dividend reinvestment.

Period	MGR	UHT
1 month	+2.07%	+8.28%
3 months	+1.27%	+8.48%
6 months	-3.51%	+15.28%
1 year	+2.93%	+11.52%
5 years(CAGR)	-0.15%	-0.26%
10 years(CAGR)	N/A	+1.92%
Max(CAGR)	+3.26%	+10.75%

MGR

+2.07%

Winner

UHT

+8.28%

MGR

+1.27%

Winner

UHT

+8.48%

MGR

-3.51%

Winner

UHT

+15.28%

MGR

+2.93%

Winner

UHT

+11.52%

5Y(CAGR)

Winner

MGR

-0.15%

UHT

-0.26%

10Y(CAGR)

MGR

N/A

UHT

+1.92%

Max(CAGR)

MGR

+3.26%

Winner

UHT

+10.75%

MGR vs UHT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MGR	UHT
2026	-1.28%	+14.49%
2025	+0.66%	+15.59%
2024	+3.45%	-8.75%
2023	+14.39%	-4.23%
2022	-17.68%	-15.70%
2021	+3.17%	-0.90%
2020	+7.94%	-41.67%
2019	+13.00%	+99.26%
2018	N/A	-13.35%
2017	N/A	+18.78%
2016	N/A	+40.50%
2015	N/A	+7.36%
2014	N/A	+26.95%
2013	N/A	-18.36%
2012	N/A	+36.86%
2011	N/A	+12.48%
2010	N/A	+22.27%
2009	N/A	+7.59%
2008	N/A	+2.96%
2007	N/A	-3.43%
2006	N/A	+29.47%
2005	N/A	+4.15%
2004	N/A	+15.66%
2003	N/A	+23.74%
2002	N/A	+20.43%
2001	N/A	+33.92%
2000	N/A	+54.26%
1999	N/A	-9.77%

MGR vs UHT Drawdown Comparison

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

The maximum drawdown for UHT was -69.01%, occurring on Apr 17, 2024. This drawdown has not yet recovered.

The current MGR drawdown is -9.29%. The current UHT drawdown is -51.15%.

Rank	MGR	UHT
#1	-40.21% Feb 10, 2020 - Jul 13, 2020	-69.01% Feb 13, 2020 - Apr 17, 2024
#2	-23.16% Jul 12, 2021 - Feb 9, 2024	-40.55% Sep 18, 2008 - Mar 10, 2010
#3	-17.51% Oct 18, 2024 - Apr 16, 2025	-33.64% Apr 12, 2013 - Jan 22, 2015
#4	-10.12% Feb 12, 2024 - Sep 5, 2024	-33.12% Jul 19, 2017 - Apr 5, 2019
#5	-4.81% Aug 18, 2020 - Dec 15, 2020	-28.18% Feb 7, 2007 - Sep 16, 2008
#6	-4.32% Dec 28, 2020 - Mar 31, 2021	-27.00% Apr 1, 2004 - Nov 15, 2004
#7	-3.55% Apr 14, 2021 - Jun 16, 2021	-23.77% Jul 25, 2011 - Jun 28, 2012
#8	-3.01% Sep 3, 2019 - Oct 22, 2019	-22.55% Jul 11, 2005 - Oct 16, 2006
#9	-2.46% Jul 20, 2020 - Jul 31, 2020	-22.40% Mar 24, 2015 - Mar 17, 2016
#10	-2.46% Nov 13, 2019 - Dec 18, 2019	-17.80% Dec 13, 2004 - May 3, 2005
#11	-2.15% Jul 31, 2019 - Aug 22, 2019	-16.25% May 15, 2001 - Sep 7, 2001
#12	-1.64% Oct 2, 2024 - Oct 16, 2024	-15.30% Mar 24, 2010 - Oct 5, 2010
#13	-1.60% Dec 23, 2019 - Jan 14, 2020	-15.09% Jul 19, 2002 - Mar 21, 2003
#14	-1.47% Jul 31, 2020 - Aug 11, 2020	-13.88% Sep 28, 2016 - Dec 8, 2016
#15	-1.46% Jan 14, 2020 - Feb 3, 2020	-12.40% Jan 10, 2000 - Mar 31, 2000

Correlation

Correlation between MGR and UHT is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.45

-101

Dividend Comparison (1999 - 2026)

MGR vs UHT dividend yield comparison.

Year	MGR	UHT
2026	3.64%	3.45%
2025	6.99%	7.55%
2024	6.66%	7.85%
2023	6.52%	6.66%
2022	7.07%	5.95%
2021	5.44%	4.71%
2020	5.29%	4.29%
2019	2.76%	2.32%
2018	0.00%	4.37%
2017	0.00%	3.51%
2016	0.00%	3.96%
2015	0.00%	5.12%
2014	0.00%	5.24%
2013	0.00%	6.23%
2012	0.00%	4.86%
2011	0.00%	6.22%
2010	0.00%	6.61%
2009	0.00%	7.43%
2008	0.00%	7.11%
2007	0.00%	6.49%
2006	0.00%	5.80%
2005	0.00%	6.94%
2004	0.00%	7.78%
2003	0.00%	8.14%
2002	0.00%	9.14%
2001	0.00%	9.98%
2000	0.00%	11.59%
1999	0.00%	3.15%