MGRD vs HT

Comparison between Affiliated Managers Group Inc (MGRD, Company) and Hersha Hospitality Trust - Class A (HT, Company).

5-Year PerformanceMGRD has outperformed HT, delivering a return of -4.5% compared to -7.1%

MGRD vs HT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MGRD(COMPANY)	HT(COMPANY)
Market Cap	$403M	$400M
Max Drawdown	42.40%	94.91%
Sharpe Ratio	0.35	0.39
5Y Beta	0.28	N/A
P/E Ratio	0.88	12.13
Dividend Yield	6.85%	N/A
5Y Dividends CAGR	N/A	-11.74%
5Y EPS CAGR	129.36%	N/A
Debt to Equity	94.46%	79.48%
Free Cash Flow Yield	N/A	5.68%
P/S Ratio	N/A	1.11
P/B Ratio	N/A	0.55

Market Cap

Winner

MGRD

$403M

$400M

Max Drawdown

Winner

MGRD

42.40%

94.91%

Sharpe Ratio

MGRD

0.35

Winner

0.39

5Y Beta

MGRD

0.28

N/A

P/E Ratio

Winner

MGRD

0.88

12.13

Dividend Yield

MGRD

6.85%

N/A

5Y Dividends CAGR

MGRD

N/A

-11.74%

5Y EPS CAGR

MGRD

129.36%

N/A

Debt to Equity

MGRD

94.46%

Winner

79.48%

Free Cash Flow Yield

MGRD

N/A

5.68%

P/S Ratio

MGRD

N/A

1.11

P/B Ratio

MGRD

N/A

0.55

MGRD vs HT - Historical Returns

Returns include dividend reinvestment.

Period	MGRD	HT
1 month	-0.40%	+1.01%
3 months	-2.74%	+2.56%
6 months	+0.66%	+73.33%
1 year	+6.76%	+15.90%
5 years(CAGR)	-4.55%	-7.13%
10 years(CAGR)	N/A	-3.03%
Max(CAGR)	-4.55%	+4.16%

MGRD

-0.40%

Winner

+1.01%

MGRD

-2.74%

Winner

+2.56%

MGRD

+0.66%

Winner

+73.33%

MGRD

+6.76%

Winner

+15.90%

5Y(CAGR)

Winner

MGRD

-4.55%

-7.13%

10Y(CAGR)

MGRD

N/A

-3.03%

Max(CAGR)

MGRD

-4.55%

Winner

+4.16%

MGRD vs HT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MGRD	HT
2026	-1.87%	N/A
2025	+0.99%	N/A
2024	+2.59%	N/A
2023	+17.91%	+24.84%
2022	-35.99%	-4.91%
2021	+0.17%	+22.43%
2020	N/A	-39.29%
2019	N/A	-8.51%
2018	N/A	+6.03%
2017	N/A	-15.23%
2016	N/A	+7.58%
2015	N/A	-19.40%
2014	N/A	+34.32%
2013	N/A	+14.15%
2012	N/A	+5.80%
2011	N/A	-24.30%
2010	N/A	+111.45%
2009	N/A	+22.26%
2008	N/A	-63.54%
2007	N/A	-12.89%
2006	N/A	+33.66%
2005	N/A	-13.49%
2004	N/A	+22.74%
2003	N/A	+67.03%
2002	N/A	+28.89%
2001	N/A	+13.23%
2000	N/A	+26.54%
1999	N/A	-1.33%

MGRD vs HT Drawdown Comparison

The maximum drawdown for MGRD was -37.91%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The maximum drawdown for HT was -89.50%, occurring on Mar 10, 2009. This drawdown has not yet recovered.

The current MGRD drawdown is -20.47%. The current HT drawdown is -46.76%.

Rank	MGRD	HT
#1	-37.91% Nov 5, 2021 - Nov 4, 2022	-89.50% Jul 12, 2007 - Mar 10, 2009
#2	-3.29% Sep 16, 2021 - Nov 5, 2021	-26.52% Aug 29, 2001 - Jan 22, 2002
#3	-1.79% Jul 23, 2021 - Sep 16, 2021	-25.00% Jan 18, 2000 - Mar 30, 2000
#4	N/A	-21.86% Mar 7, 2005 - Oct 13, 2006
#5	N/A	-18.20% Feb 17, 2004 - Dec 21, 2004
#6	N/A	-17.43% Mar 30, 2000 - May 9, 2000
#7	N/A	-16.67% Mar 26, 2001 - Jun 26, 2001
#8	N/A	-11.54% Jun 23, 2000 - Jul 14, 2000
#9	N/A	-10.73% Mar 26, 2002 - Dec 10, 2002
#10	N/A	-10.05% Oct 9, 2003 - Dec 9, 2003
#11	N/A	-9.34% Dec 6, 1999 - Jan 14, 2000
#12	N/A	-8.33% Sep 29, 2000 - Jan 4, 2001
#13	N/A	-7.85% Jan 22, 2002 - Mar 18, 2002
#14	N/A	-7.58% May 13, 2003 - Jun 9, 2003
#15	N/A	-7.50% Jan 8, 2001 - Mar 26, 2001

Correlation

Correlation between MGRD and HT is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.01

-101

Dividend Comparison (1999 - 2026)

MGRD vs HT dividend yield comparison.

Year	MGRD	HT
2026	1.76%	0.00%
2025	6.83%	0.00%
2024	6.57%	0.00%
2023	6.32%	1.50%
2022	7.12%	7.04%
2021	1.97%	0.00%
2020	0.00%	7.10%
2019	0.00%	7.70%
2018	0.00%	6.39%
2017	0.00%	7.59%
2016	0.00%	3.91%
2015	0.00%	5.15%
2014	0.00%	3.70%
2013	0.00%	4.31%
2012	0.00%	4.80%
2011	0.00%	4.71%
2010	0.00%	3.03%
2009	0.00%	10.51%
2008	0.00%	30.00%
2007	0.00%	5.68%
2006	0.00%	6.35%
2005	0.00%	7.99%
2004	0.00%	6.29%
2003	0.00%	7.13%
2002	0.00%	11.32%
2001	0.00%	12.63%
2000	0.00%	12.94%
1999	0.00%	3.60%