AMG vs. BLK
Compare and contrast key facts about Affiliated Managers Group, Inc. (AMG) and BlackRock, Inc. (BLK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMG or BLK.
Correlation
The correlation between AMG and BLK is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AMG vs. BLK - Performance Comparison
Key characteristics
AMG:
0.51
BLK:
0.86
AMG:
0.87
BLK:
1.33
AMG:
1.12
BLK:
1.19
AMG:
0.43
BLK:
0.95
AMG:
1.60
BLK:
3.08
AMG:
9.52%
BLK:
7.36%
AMG:
30.91%
BLK:
25.85%
AMG:
-85.93%
BLK:
-60.36%
AMG:
-17.95%
BLK:
-13.18%
Fundamentals
AMG:
$4.97B
BLK:
$142.70B
AMG:
$15.14
BLK:
$41.15
AMG:
11.40
BLK:
22.37
AMG:
0.77
BLK:
1.98
AMG:
2.43
BLK:
6.81
AMG:
1.50
BLK:
3.03
AMG:
$1.54B
BLK:
$21.30B
AMG:
$860.10M
BLK:
$14.60B
AMG:
$790.10M
BLK:
$8.00B
Returns By Period
In the year-to-date period, AMG achieves a -2.03% return, which is significantly higher than BLK's -8.92% return. Over the past 10 years, AMG has underperformed BLK with an annualized return of -1.75%, while BLK has yielded a comparatively higher 12.55% annualized return.
AMG
-2.03%
26.38%
-1.09%
15.59%
22.39%
-1.75%
BLK
-8.92%
13.84%
-9.43%
22.07%
16.11%
12.55%
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Risk-Adjusted Performance
AMG vs. BLK — Risk-Adjusted Performance Rank
AMG
BLK
AMG vs. BLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Affiliated Managers Group, Inc. (AMG) and BlackRock, Inc. (BLK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AMG vs. BLK - Dividend Comparison
AMG's dividend yield for the trailing twelve months is around 0.02%, less than BLK's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMG Affiliated Managers Group, Inc. | 0.02% | 0.02% | 0.03% | 0.03% | 0.02% | 0.34% | 1.51% | 1.23% | 0.39% | 0.00% | 0.00% | 0.00% |
BLK BlackRock, Inc. | 2.21% | 1.99% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.06% | 1.95% | 2.41% | 2.56% | 2.16% |
Drawdowns
AMG vs. BLK - Drawdown Comparison
The maximum AMG drawdown since its inception was -85.93%, which is greater than BLK's maximum drawdown of -60.36%. Use the drawdown chart below to compare losses from any high point for AMG and BLK. For additional features, visit the drawdowns tool.
Volatility
AMG vs. BLK - Volatility Comparison
Affiliated Managers Group, Inc. (AMG) has a higher volatility of 13.58% compared to BlackRock, Inc. (BLK) at 12.60%. This indicates that AMG's price experiences larger fluctuations and is considered to be riskier than BLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AMG vs. BLK - Financials Comparison
This section allows you to compare key financial metrics between Affiliated Managers Group, Inc. and BlackRock, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AMG vs. BLK - Profitability Comparison
AMG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Affiliated Managers Group, Inc. reported a gross profit of 279.50M and revenue of 521.00M. Therefore, the gross margin over that period was 53.7%.
BLK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, BlackRock, Inc. reported a gross profit of 3.42B and revenue of 5.28B. Therefore, the gross margin over that period was 64.8%.
AMG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Affiliated Managers Group, Inc. reported an operating income of 175.90M and revenue of 521.00M, resulting in an operating margin of 33.8%.
BLK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, BlackRock, Inc. reported an operating income of 1.70B and revenue of 5.28B, resulting in an operating margin of 32.2%.
AMG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Affiliated Managers Group, Inc. reported a net income of 162.10M and revenue of 521.00M, resulting in a net margin of 31.1%.
BLK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, BlackRock, Inc. reported a net income of 1.77B and revenue of 5.28B, resulting in a net margin of 33.6%.