UHT vs MGR

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

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

5-Year PerformanceUHT has outperformed MGR, delivering a return of -0.0% compared to -0.2%

UHT vs MGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UHT(COMPANY)	MGR(COMPANY)
Market Cap	$601M	$602M
Max Drawdown	75.16%	40.21%
Sharpe Ratio	0.47	-0.10
5Y Beta	0.28	0.24
Industry	Reit - Healthcare Facilities	Investment Banking & Investment Services
P/E Ratio	33.66	0.84
Forward P/E	38.76	N/A
PEG Ratio	0.63	0.02
Dividend Yield	6.77%	6.46%
5Y Dividends CAGR	6.00%	0.01%
5Y EPS CAGR	-2.86%	147.87%
Debt to Equity	0.00%	83.11%
Free Cash Flow Yield	8.23%	N/A
P/S Ratio	5.95	N/A
P/B Ratio	4.12	N/A

Market Cap

UHT

$601M

Winner

MGR

$602M

Max Drawdown

UHT

75.16%

Winner

MGR

40.21%

Sharpe Ratio

Winner

UHT

0.47

MGR

-0.10

5Y Beta

UHT

0.28

Winner

MGR

0.24

Industry

UHT

Reit - Healthcare Facilities

MGR

Investment Banking & Investment Services

P/E Ratio

UHT

33.66

Winner

MGR

0.84

Forward P/E

UHT

38.76

MGR

N/A

PEG Ratio

UHT

0.63

Winner

MGR

0.02

Dividend Yield

Winner

UHT

6.77%

MGR

6.46%

5Y Dividends CAGR

Winner

UHT

6.00%

MGR

0.01%

5Y EPS CAGR

UHT

-2.86%

Winner

MGR

147.87%

Debt to Equity

Winner

UHT

0.00%

MGR

83.11%

Free Cash Flow Yield

UHT

8.23%

MGR

N/A

P/S Ratio

UHT

5.95

MGR

N/A

P/B Ratio

UHT

4.12

MGR

N/A

UHT vs MGR - Historical Returns

Returns include dividend reinvestment.

Period	UHT	MGR
1 month	+5.18%	+2.23%
3 months	+9.62%	+1.52%
6 months	+16.72%	-3.51%
1 year	+13.42%	+3.13%
5 years(CAGR)	-0.01%	-0.15%
10 years(CAGR)	+2.06%	N/A
Max(CAGR)	+10.80%	+3.26%

Winner

UHT

+5.18%

MGR

+2.23%

Winner

UHT

+9.62%

MGR

+1.52%

Winner

UHT

+16.72%

MGR

-3.51%

Winner

UHT

+13.42%

MGR

+3.13%

5Y(CAGR)

Winner

UHT

-0.01%

MGR

-0.15%

10Y(CAGR)

UHT

+2.06%

MGR

N/A

Max(CAGR)

Winner

UHT

+10.80%

MGR

+3.26%

UHT vs MGR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UHT	MGR
2026	+15.92%	-1.28%
2025	+15.59%	+0.66%
2024	-8.75%	+3.45%
2023	-4.23%	+14.39%
2022	-15.70%	-17.68%
2021	-0.90%	+3.17%
2020	-41.67%	+7.94%
2019	+99.26%	+13.00%
2018	-13.35%	N/A
2017	+18.78%	N/A
2016	+40.50%	N/A
2015	+7.36%	N/A
2014	+26.95%	N/A
2013	-18.36%	N/A
2012	+36.86%	N/A
2011	+12.48%	N/A
2010	+22.27%	N/A
2009	+7.59%	N/A
2008	+2.96%	N/A
2007	-3.43%	N/A
2006	+29.47%	N/A
2005	+4.15%	N/A
2004	+15.66%	N/A
2003	+23.74%	N/A
2002	+20.43%	N/A
2001	+33.92%	N/A
2000	+54.26%	N/A
1999	-9.77%	N/A

UHT vs MGR Drawdown Comparison

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

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

The current UHT drawdown is -50.54%. The current MGR drawdown is -9.29%.

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

Correlation

Correlation between UHT and MGR 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)

UHT vs MGR dividend yield comparison.

Year	UHT	MGR
2026	3.41%	3.64%
2025	7.55%	6.99%
2024	7.85%	6.66%
2023	6.66%	6.52%
2022	5.95%	7.07%
2021	4.71%	5.44%
2020	4.29%	5.29%
2019	2.32%	2.76%
2018	4.37%	0.00%
2017	3.51%	0.00%
2016	3.96%	0.00%
2015	5.12%	0.00%
2014	5.24%	0.00%
2013	6.23%	0.00%
2012	4.86%	0.00%
2011	6.22%	0.00%
2010	6.61%	0.00%
2009	7.43%	0.00%
2008	7.11%	0.00%
2007	6.49%	0.00%
2006	5.80%	0.00%
2005	6.94%	0.00%
2004	7.78%	0.00%
2003	8.14%	0.00%
2002	9.14%	0.00%
2001	9.98%	0.00%
2000	11.59%	0.00%
1999	3.15%	0.00%