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AMG vs. III
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

AMG vs. III - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Affiliated Managers Group, Inc. (AMG) and Information Services Group, Inc. (III). The values are adjusted to include any dividend payments, if applicable.

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AMG vs. III - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMG
Affiliated Managers Group, Inc.
-4.01%55.93%22.15%-4.40%-3.67%61.80%20.53%-11.79%-52.15%41.93%
III
Information Services Group, Inc.
-32.78%79.78%-25.34%6.17%-38.12%135.39%29.64%-40.33%1.68%14.56%

Fundamentals

EPS

AMG:

$22.21

III:

$0.19

PE Ratio

AMG:

12.46

III:

19.77

PEG Ratio

AMG:

0.41

III:

0.64

PS Ratio

AMG:

3.85

III:

0.80

Total Revenue (TTM)

AMG:

$2.32B

III:

$241.29M

Gross Profit (TTM)

AMG:

$1.44B

III:

$101.92M

EBITDA (TTM)

AMG:

$1.49B

III:

$22.68M

Returns By Period

In the year-to-date period, AMG achieves a -4.01% return, which is significantly higher than III's -32.78% return. Over the past 10 years, AMG has outperformed III with an annualized return of 5.72%, while III has yielded a comparatively lower 1.66% annualized return.


AMG

1D
2.53%
1M
-9.63%
YTD
-4.01%
6M
16.06%
1Y
64.70%
3Y*
24.81%
5Y*
12.71%
10Y*
5.72%

III

1D
0.26%
1M
-19.22%
YTD
-32.78%
6M
-31.90%
1Y
1.99%
3Y*
-4.95%
5Y*
0.61%
10Y*
1.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

AMG vs. III — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMG
AMG Risk / Return Rank: 8989
Overall Rank
AMG Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
AMG Sortino Ratio Rank: 8787
Sortino Ratio Rank
AMG Omega Ratio Rank: 8888
Omega Ratio Rank
AMG Calmar Ratio Rank: 8989
Calmar Ratio Rank
AMG Martin Ratio Rank: 9191
Martin Ratio Rank

III
III Risk / Return Rank: 4141
Overall Rank
III Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
III Sortino Ratio Rank: 3939
Sortino Ratio Rank
III Omega Ratio Rank: 3939
Omega Ratio Rank
III Calmar Ratio Rank: 4141
Calmar Ratio Rank
III Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMG vs. III - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Affiliated Managers Group, Inc. (AMG) and Information Services Group, Inc. (III). 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.


AMGIIIDifference

Sharpe ratio

Return per unit of total volatility

1.95

0.05

+1.90

Sortino ratio

Return per unit of downside risk

2.52

0.39

+2.13

Omega ratio

Gain probability vs. loss probability

1.36

1.05

+0.31

Calmar ratio

Return relative to maximum drawdown

3.51

-0.01

+3.52

Martin ratio

Return relative to average drawdown

11.26

-0.02

+11.28

AMG vs. III - Sharpe Ratio Comparison

The current AMG Sharpe Ratio is 1.95, which is higher than the III Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of AMG and III, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AMGIIIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.95

0.05

+1.90

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.01

+0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

0.04

+0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

-0.05

+0.29

Correlation

The correlation between AMG and III is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

AMG vs. III - Dividend Comparison

AMG's dividend yield for the trailing twelve months is around 0.01%, less than III's 4.69% yield.


TTM20252024202320222021202020192018201720162015
AMG
Affiliated Managers Group, Inc.
0.01%0.01%0.02%0.03%0.03%0.02%0.34%1.51%1.23%0.39%0.00%0.00%
III
Information Services Group, Inc.
4.69%3.11%5.39%3.72%3.26%1.18%0.00%0.00%0.00%0.00%0.00%3.87%

Drawdowns

AMG vs. III - Drawdown Comparison

The maximum AMG drawdown since its inception was -85.92%, roughly equal to the maximum III drawdown of -88.55%. Use the drawdown chart below to compare losses from any high point for AMG and III.


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Drawdown Indicators


AMGIIIDifference

Max Drawdown

Largest peak-to-trough decline

-85.92%

-88.55%

+2.63%

Max Drawdown (1Y)

Largest decline over 1 year

-18.67%

-37.63%

+18.96%

Max Drawdown (5Y)

Largest decline over 5 years

-41.22%

-66.71%

+25.49%

Max Drawdown (10Y)

Largest decline over 10 years

-78.52%

-69.72%

-8.80%

Current Drawdown

Current decline from peak

-16.34%

-52.57%

+36.23%

Average Drawdown

Average peak-to-trough decline

-24.81%

-53.12%

+28.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.82%

13.09%

-7.27%

Volatility

AMG vs. III - Volatility Comparison

The current volatility for Affiliated Managers Group, Inc. (AMG) is 8.57%, while Information Services Group, Inc. (III) has a volatility of 10.20%. This indicates that AMG experiences smaller price fluctuations and is considered to be less risky than III based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMGIIIDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.57%

10.20%

-1.63%

Volatility (6M)

Calculated over the trailing 6-month period

24.90%

30.32%

-5.42%

Volatility (1Y)

Calculated over the trailing 1-year period

33.35%

43.90%

-10.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.21%

41.15%

-8.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.63%

45.40%

-10.77%

Financials

AMG vs. III - Financials Comparison

This section allows you to compare key financial metrics between Affiliated Managers Group, Inc. and Information Services Group, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
800.40M
62.36M
(AMG) Total Revenue
(III) Total Revenue
Values in USD except per share items

AMG vs. III - Profitability Comparison

The chart below illustrates the profitability comparison between Affiliated Managers Group, Inc. and Information Services Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
83.3%
42.2%
Portfolio components
AMG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Affiliated Managers Group, Inc. reported a gross profit of 667.00M and revenue of 800.40M. Therefore, the gross margin over that period was 83.3%.

III - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Information Services Group, Inc. reported a gross profit of 26.33M and revenue of 62.36M. Therefore, the gross margin over that period was 42.2%.

AMG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Affiliated Managers Group, Inc. reported an operating income of 308.50M and revenue of 800.40M, resulting in an operating margin of 38.5%.

III - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Information Services Group, Inc. reported an operating income of 4.59M and revenue of 62.36M, resulting in an operating margin of 7.4%.

AMG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Affiliated Managers Group, Inc. reported a net income of 347.60M and revenue of 800.40M, resulting in a net margin of 43.4%.

III - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Information Services Group, Inc. reported a net income of 3.06M and revenue of 62.36M, resulting in a net margin of 4.9%.