MGR vs VTEX

Comparison between Affiliated Managers Group Inc (MGR, Company) and Vtex - Class A (VTEX, Company).

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

5-Year PerformanceMGR has outperformed VTEX, delivering a return of -0.3% compared to -31.0%

MGR vs VTEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MGR(COMPANY)	VTEX(COMPANY)
Market Cap	$602M	$605M
Max Drawdown	40.21%	91.38%
Sharpe Ratio	0.05	-0.94
5Y Beta	0.24	1.12
Industry	Investment Banking & Investment Services	Software - Application
P/E Ratio	0.84	27.65
Forward P/E	N/A	21.64
PEG Ratio	0.02	0.61
Dividend Yield	6.46%	N/A
5Y Dividends CAGR	4.57%	N/A
5Y EPS CAGR	147.87%	N/A
Debt to Equity	83.11%	1.06%
Free Cash Flow Yield	N/A	6.45%
P/S Ratio	N/A	2.57
P/B Ratio	N/A	2.73

Market Cap

MGR

$602M

Winner

VTEX

$605M

Max Drawdown

Winner

MGR

40.21%

VTEX

91.38%

Sharpe Ratio

Winner

MGR

0.05

VTEX

-0.94

5Y Beta

Winner

MGR

0.24

VTEX

1.12

Industry

MGR

Investment Banking & Investment Services

VTEX

Software - Application

P/E Ratio

Winner

MGR

0.84

VTEX

27.65

Forward P/E

MGR

N/A

VTEX

21.64

PEG Ratio

Winner

MGR

0.02

VTEX

0.61

Dividend Yield

MGR

6.46%

VTEX

N/A

5Y Dividends CAGR

MGR

4.57%

VTEX

N/A

5Y EPS CAGR

MGR

147.87%

VTEX

N/A

Debt to Equity

MGR

83.11%

Winner

VTEX

1.06%

Free Cash Flow Yield

MGR

N/A

VTEX

6.45%

P/S Ratio

MGR

N/A

VTEX

2.57

P/B Ratio

MGR

N/A

VTEX

2.73

MGR vs VTEX - Historical Returns

Returns include dividend reinvestment.

Period	MGR	VTEX
1 month	-3.41%	-5.21%
3 months	-3.97%	-4.71%
6 months	-1.61%	-6.43%
1 year	+3.44%	-44.85%
5 years(CAGR)	-0.35%	-30.98%
Max(CAGR)	+2.84%	-30.98%

Winner

MGR

-3.41%

VTEX

-5.21%

Winner

MGR

-3.97%

VTEX

-4.71%

Winner

MGR

-1.61%

VTEX

-6.43%

Winner

MGR

+3.44%

VTEX

-44.85%

5Y(CAGR)

Winner

MGR

-0.35%

VTEX

-30.98%

Max(CAGR)

Winner

MGR

+2.84%

VTEX

-30.98%

MGR vs VTEX - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	MGR	VTEX
2026	-4.53%	+0.28%
2025	+0.66%	-37.02%
2024	+3.45%	-11.96%
2023	+14.39%	+75.06%
2022	-17.68%	-64.72%
2021	+3.17%	-51.67%
2020	+7.94%	N/A
2019	+13.00%	N/A

MGR vs VTEX Drawdown Comparison

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

The maximum drawdown for VTEX was -91.38%, occurring on Jul 15, 2022. This drawdown has not yet recovered.

The current MGR drawdown is -12.28%. The current VTEX drawdown is -88.71%.

Rank	MGR	VTEX
#1	-40.21% Feb 10, 2020 - Jul 13, 2020	-91.38% Aug 9, 2021 - Jul 15, 2022
#2	-23.16% Jul 12, 2021 - Feb 9, 2024	-8.04% Jul 22, 2021 - Aug 4, 2021
#3	-17.51% Oct 18, 2024 - Apr 16, 2025	N/A
#4	-10.12% Feb 12, 2024 - Sep 5, 2024	N/A
#5	-4.81% Aug 18, 2020 - Dec 15, 2020	N/A
#6	-4.32% Dec 28, 2020 - Mar 31, 2021	N/A
#7	-3.55% Apr 14, 2021 - Jun 16, 2021	N/A
#8	-3.01% Sep 3, 2019 - Oct 22, 2019	N/A
#9	-2.46% Jul 20, 2020 - Jul 31, 2020	N/A
#10	-2.46% Nov 13, 2019 - Dec 18, 2019	N/A
#11	-2.15% Jul 31, 2019 - Aug 22, 2019	N/A
#12	-1.64% Oct 2, 2024 - Oct 16, 2024	N/A
#13	-1.60% Dec 23, 2019 - Jan 14, 2020	N/A
#14	-1.47% Jul 31, 2020 - Aug 11, 2020	N/A
#15	-1.46% Jan 14, 2020 - Feb 3, 2020	N/A