SSB vs AMG

Comparison between SouthState Corporation (SSB, Company) and Affiliated Managers Group Inc (AMG, Company).

Both SSB and AMG are from the Financial Services sector.

5-Year PerformanceAMG has outperformed SSB, delivering a return of +18.7% compared to +5.5%

SSB vs AMG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SSB(COMPANY)	AMG(COMPANY)
Market Cap	$9.45B	$9.46B
Max Drawdown	58.91%	85.92%
Sharpe Ratio	0.58	2.16
5Y Beta	1.01	1.11
Industry	Banks - Regional	Asset Management
P/E Ratio	10.31	20.72
Forward P/E	9.96	10.36
PEG Ratio	0.19	N/A
Dividend Yield	2.40%	0.01%
5Y Dividends CAGR	15.83%	10.76%
5Y EPS CAGR	23.46%	111.50%
Debt to Equity	0.00%	94.46%
Free Cash Flow Yield	6.90%	11.16%

Market Cap

SSB

$9.45B

Winner

AMG

$9.46B

Max Drawdown

Winner

SSB

58.91%

AMG

85.92%

Sharpe Ratio

SSB

0.58

Winner

AMG

2.16

5Y Beta

Winner

SSB

1.01

AMG

1.11

Industry

SSB

Banks - Regional

AMG

Asset Management

P/E Ratio

Winner

SSB

10.31

AMG

20.72

Forward P/E

Winner

SSB

9.96

AMG

10.36

PEG Ratio

SSB

0.19

AMG

N/A

Dividend Yield

Winner

SSB

2.40%

AMG

0.01%

5Y Dividends CAGR

Winner

SSB

15.83%

AMG

10.76%

5Y EPS CAGR

SSB

23.46%

Winner

AMG

111.50%

Debt to Equity

Winner

SSB

0.00%

AMG

94.46%

Free Cash Flow Yield

SSB

6.90%

Winner

AMG

11.16%

SSB vs AMG - Historical Returns

Returns include dividend reinvestment.

Period	SSB	AMG
1 month	+2.67%	+18.33%
3 months	+7.84%	+29.80%
6 months	+1.19%	+24.22%
1 year	+12.91%	+94.80%
5 years(CAGR)	+5.48%	+18.66%
10 years(CAGR)	+6.12%	+9.11%
Max(CAGR)	+8.23%	+11.97%

SSB

+2.67%

Winner

AMG

+18.33%

SSB

+7.84%

Winner

AMG

+29.80%

SSB

+1.19%

Winner

AMG

+24.22%

SSB

+12.91%

Winner

AMG

+94.80%

5Y(CAGR)

SSB

+5.48%

Winner

AMG

+18.66%

10Y(CAGR)

SSB

+6.12%

Winner

AMG

+9.11%

Max(CAGR)

SSB

+8.23%

Winner

AMG

+11.97%

SSB vs AMG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SSB	AMG
2026	+4.30%	+23.71%
2025	-0.58%	+54.27%
2024	+19.81%	+23.44%
2023	+14.32%	-5.67%
2022	-6.05%	-2.40%
2021	+14.45%	+66.03%
2020	-14.26%	+21.60%
2019	+46.20%	-12.49%
2018	-30.19%	-51.63%
2017	+1.36%	+41.45%
2016	+28.03%	-6.85%
2015	+11.55%	-24.08%
2014	+4.30%	-0.53%
2013	+61.87%	+60.83%
2012	+37.95%	+33.47%
2011	-10.69%	-4.70%
2010	+18.12%	+44.05%
2009	-16.11%	+55.04%
2008	+11.84%	-62.68%
2007	-19.45%	+10.94%
2006	+26.53%	+27.54%
2005	+2.70%	+20.03%
2004	+19.61%	+45.66%
2003	+26.07%	+32.55%
2002	+26.74%	-28.55%
2001	+49.20%	+40.43%
2000	-38.44%	+49.33%
1999	-5.31%	+48.40%

SSB vs AMG Drawdown Comparison

The maximum drawdown for SSB was -56.92%, occurring on Mar 9, 2009. Recovery took 823 trading sessions.

The maximum drawdown for AMG was -85.92%, occurring on Nov 21, 2008. Recovery took 1316 trading sessions.

The current SSB drawdown is -10.03%. The current AMG drawdown is -0.05%.

Rank	SSB	AMG
#1	-56.92% Dec 27, 2006 - Apr 7, 2010	-85.92% Oct 12, 2007 - Jan 4, 2013
#2	-51.59% Jun 6, 2018 - Mar 8, 2021	-79.58% Apr 28, 2015 - Aug 13, 2025
#3	-47.03% Nov 9, 1999 - Mar 14, 2002	-49.76% Mar 5, 2002 - Jan 7, 2004
#4	-39.27% May 3, 2010 - Aug 14, 2012	-37.24% Mar 23, 2000 - Aug 4, 2000
#5	-32.69% Jan 14, 2022 - Jul 16, 2024	-37.14% Mar 4, 2004 - Nov 5, 2004
#6	-31.69% Jul 8, 2002 - Oct 29, 2003	-32.14% Sep 14, 2000 - Jul 27, 2001
#7	-29.66% Mar 12, 2021 - Jan 10, 2022	-23.49% Aug 30, 2001 - Dec 6, 2001
#8	-27.63% Nov 25, 2024 - Apr 8, 2025	-22.50% Apr 5, 2006 - Jan 10, 2007
#9	-25.35% Nov 6, 2015 - Nov 10, 2016	-22.37% Jul 6, 2007 - Oct 12, 2007
#10	-23.05% Dec 1, 2004 - Jul 25, 2006	-19.72% Feb 18, 2026 - Jun 4, 2026
#11	-18.78% Dec 26, 2013 - Dec 30, 2014	-18.55% Dec 31, 1999 - Mar 3, 2000
#12	-18.71% Feb 18, 2004 - Oct 27, 2004	-17.33% Dec 31, 2013 - Feb 17, 2015
#13	-13.70% Apr 26, 2017 - Oct 2, 2017	-15.74% Dec 31, 2004 - Jun 28, 2005
#14	-12.49% Jul 26, 2024 - Sep 19, 2024	-12.08% Feb 14, 2007 - Apr 25, 2007
#15	-11.58% Dec 30, 2014 - Feb 26, 2015	-10.62% Dec 7, 2001 - Mar 5, 2002

Correlation

Correlation between SSB and AMG is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (1999 - 2026)

SSB vs AMG dividend yield comparison.

Year	SSB	AMG
2026	1.24%	0.01%
2025	2.42%	0.01%
2024	2.13%	0.02%
2023	2.42%	0.03%
2022	2.59%	0.03%
2021	2.40%	0.02%
2020	2.60%	0.34%
2019	1.93%	1.51%
2018	2.30%	1.23%
2017	1.51%	0.39%
2016	1.38%	0.00%
2015	1.36%	0.00%
2014	1.22%	0.00%
2013	1.11%	0.00%
2012	1.72%	0.00%
2011	2.34%	0.00%
2010	2.08%	0.00%
2009	2.46%	0.00%
2008	1.97%	0.00%
2007	2.12%	0.00%
2006	1.63%	0.00%
2005	2.03%	0.00%
2004	1.92%	0.00%
2003	2.20%	0.00%
2002	3.17%	0.00%
2001	2.95%	0.00%
2000	4.12%	0.00%
1999	0.58%	0.00%