MGRB vs OBT

Comparison between Affiliated Managers Group Inc (MGRB, Company) and Orange County Bancorp Inc (OBT, Company).

5-Year PerformanceOBT has outperformed MGRB, delivering a return of +20.5% compared to -2.7%

MGRB vs OBT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MGRB(COMPANY)	OBT(COMPANY)
Market Cap	$500M	$499M
Max Drawdown	40.44%	60.57%
Sharpe Ratio	0.44	1.76
5Y Beta	0.21	0.98
Industry	N/A	Banks - Regional
P/E Ratio	0.70	11.27
PEG Ratio	0.02	0.30
Dividend Yield	6.99%	1.72%
5Y Dividends CAGR	19.20%	14.87%
5Y EPS CAGR	147.87%	N/A
Debt to Equity	83.11%	0.00%
Free Cash Flow Yield	N/A	9.35%

Market Cap

Winner

MGRB

$500M

OBT

$499M

Max Drawdown

Winner

MGRB

40.44%

OBT

60.57%

Sharpe Ratio

MGRB

0.44

Winner

OBT

1.76

5Y Beta

Winner

MGRB

0.21

OBT

0.98

Industry

MGRB

N/A

OBT

Banks - Regional

P/E Ratio

Winner

MGRB

0.70

OBT

11.27

PEG Ratio

Winner

MGRB

0.02

OBT

0.30

Dividend Yield

Winner

MGRB

6.99%

OBT

1.72%

5Y Dividends CAGR

Winner

MGRB

19.20%

OBT

14.87%

5Y EPS CAGR

MGRB

147.87%

OBT

N/A

Debt to Equity

MGRB

83.11%

Winner

OBT

0.00%

Free Cash Flow Yield

MGRB

N/A

OBT

9.35%

MGRB vs OBT - Historical Returns

Returns include dividend reinvestment.

Period	MGRB	OBT
1 month	-0.59%	+12.02%
3 months	+2.14%	+21.63%
6 months	-0.24%	+26.62%
1 year	+7.92%	+61.29%
5 years(CAGR)	-2.72%	+20.51%
10 years(CAGR)	N/A	+15.26%
Max(CAGR)	-1.46%	+9.05%

MGRB

-0.59%

Winner

OBT

+12.02%

MGRB

+2.14%

Winner

OBT

+21.63%

MGRB

-0.24%

Winner

OBT

+26.62%

MGRB

+7.92%

Winner

OBT

+61.29%

5Y(CAGR)

MGRB

-2.72%

Winner

OBT

+20.51%

10Y(CAGR)

MGRB

N/A

OBT

+15.26%

Max(CAGR)

MGRB

-1.46%

Winner

OBT

+9.05%

MGRB vs OBT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	MGRB	OBT
2026	-0.00%	+32.60%
2025	-3.22%	+8.14%
2024	+2.80%	-3.65%
2023	+18.73%	+31.35%
2022	-31.78%	+16.71%
2021	+5.02%	+51.05%
2020	+4.22%	-4.09%
2019	N/A	+12.10%
2018	N/A	-1.24%
2017	N/A	+25.96%
2016	N/A	-0.16%
2015	N/A	+14.87%
2014	N/A	+15.42%
2013	N/A	+1.86%
2012	N/A	+9.60%
2011	N/A	+0.90%
2010	N/A	+3.50%
2009	N/A	-14.08%
2008	N/A	-11.54%
2007	N/A	+0.00%

MGRB vs OBT Drawdown Comparison

The maximum drawdown for MGRB was -33.90%, occurring on Nov 3, 2022. This drawdown has not yet recovered.

The maximum drawdown for OBT was -57.57%, occurring on Oct 15, 2020. Recovery took 1227 trading sessions.

The current MGRB drawdown is -15.59%.

Rank	MGRB	OBT
#1	-33.90% Dec 31, 2021 - Nov 3, 2022	-57.57% Mar 2, 2018 - Feb 6, 2023
#2	-6.77% Dec 16, 2020 - Jun 15, 2021	-50.00% Feb 26, 2018 - Mar 2, 2018
#3	-4.95% Aug 5, 2021 - Dec 30, 2021	-45.77% Feb 23, 2023 - Dec 13, 2023
#4	-2.23% Oct 16, 2020 - Dec 8, 2020	-32.49% Nov 11, 2024 - Feb 2, 2026
#5	-1.16% Jul 12, 2021 - Aug 5, 2021	-31.70% Dec 27, 2023 - Jul 25, 2024
#6	-1.09% Jun 15, 2021 - Jul 1, 2021	-28.40% Jan 18, 2008 - Nov 20, 2014
#7	-0.52% Dec 8, 2020 - Dec 16, 2020	-18.20% Jul 25, 2024 - Nov 11, 2024
#8	-0.51% Sep 30, 2020 - Oct 8, 2020	-13.73% Feb 9, 2026 - Apr 17, 2026
#9	-0.45% Jul 7, 2021 - Jul 9, 2021	-10.39% Dec 10, 2015 - Sep 8, 2017
#10	-0.38% Oct 12, 2020 - Oct 15, 2020	-9.79% Apr 28, 2026 - Jun 12, 2026
#11	N/A	-6.22% Sep 2, 2015 - Dec 10, 2015
#12	N/A	-5.37% Sep 28, 2017 - Nov 21, 2017
#13	N/A	-4.52% Nov 26, 2014 - Mar 11, 2015
#14	N/A	-3.76% Jun 12, 2026 - Jun 18, 2026
#15	N/A	-2.71% Apr 17, 2026 - Apr 28, 2026

Correlation

Correlation between MGRB and OBT is -0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.27

-101

Dividend Comparison (2008 - 2026)

MGRB vs OBT dividend yield comparison.

Year	MGRB	OBT
2026	1.76%	0.97%
2025	7.00%	2.00%
2024	6.53%	1.69%
2023	6.27%	1.53%
2022	7.06%	1.78%
2021	4.51%	1.99%
2020	1.21%	2.94%
2019	0.00%	2.72%
2018	0.00%	3.00%
2017	0.00%	2.93%
2016	0.00%	3.53%
2015	0.00%	3.40%
2014	0.00%	3.77%
2013	0.00%	3.01%
2012	0.00%	4.79%
2011	0.00%	0.95%
2010	0.00%	3.53%
2009	0.00%	3.76%
2008	0.00%	3.07%