AMG vs. MSFT
Compare and contrast key facts about Affiliated Managers Group, Inc. (AMG) and Microsoft Corporation (MSFT).
Performance
AMG vs. MSFT - Performance Comparison
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AMG vs. MSFT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
MSFT Microsoft Corporation | -23.28% | 15.58% | 12.93% | 58.19% | -28.02% | 52.48% | 42.53% | 57.56% | 20.80% | 40.73% |
Fundamentals
AMG:
$8.72B
MSFT:
$2.76T
AMG:
$22.21
MSFT:
$15.98
AMG:
12.46
MSFT:
23.16
AMG:
0.41
MSFT:
1.62
AMG:
3.85
MSFT:
9.04
AMG:
2.69
MSFT:
7.06
AMG:
$2.32B
MSFT:
$305.45B
AMG:
$1.44B
MSFT:
$209.50B
AMG:
$1.49B
MSFT:
$191.39B
Returns By Period
In the year-to-date period, AMG achieves a -4.01% return, which is significantly higher than MSFT's -23.28% return. Over the past 10 years, AMG has underperformed MSFT with an annualized return of 5.72%, while MSFT has yielded a comparatively higher 22.44% 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%
MSFT
- 1D
- 3.12%
- 1M
- -5.75%
- YTD
- -23.28%
- 6M
- -28.23%
- 1Y
- -0.64%
- 3Y*
- 9.54%
- 5Y*
- 9.74%
- 10Y*
- 22.44%
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Return for Risk
AMG vs. MSFT — Risk / Return Rank
AMG
MSFT
AMG vs. MSFT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Affiliated Managers Group, Inc. (AMG) and Microsoft Corporation (MSFT). 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.
| AMG | MSFT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.95 | -0.02 | +1.97 |
Sortino ratioReturn per unit of downside risk | 2.52 | 0.15 | +2.37 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.02 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 3.51 | -0.05 | +3.55 |
Martin ratioReturn relative to average drawdown | 11.26 | -0.12 | +11.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMG | MSFT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.95 | -0.02 | +1.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.37 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.84 | -0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.74 | -0.49 |
Correlation
The correlation between AMG and MSFT is 0.41, 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.
Dividends
AMG vs. MSFT - Dividend Comparison
AMG's dividend yield for the trailing twelve months is around 0.01%, less than MSFT's 0.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MSFT Microsoft Corporation | 0.94% | 0.70% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% |
Drawdowns
AMG vs. MSFT - Drawdown Comparison
The maximum AMG drawdown since its inception was -85.92%, which is greater than MSFT's maximum drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for AMG and MSFT.
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Drawdown Indicators
| AMG | MSFT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.92% | -69.38% | -16.54% |
Max Drawdown (1Y)Largest decline over 1 year | -18.67% | -33.91% | +15.24% |
Max Drawdown (5Y)Largest decline over 5 years | -41.22% | -37.15% | -4.07% |
Max Drawdown (10Y)Largest decline over 10 years | -78.52% | -37.15% | -41.37% |
Current DrawdownCurrent decline from peak | -16.34% | -31.43% | +15.09% |
Average DrawdownAverage peak-to-trough decline | -24.81% | -21.77% | -3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.82% | 12.46% | -6.64% |
Volatility
AMG vs. MSFT - Volatility Comparison
Affiliated Managers Group, Inc. (AMG) has a higher volatility of 8.57% compared to Microsoft Corporation (MSFT) at 6.48%. This indicates that AMG's price experiences larger fluctuations and is considered to be riskier than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMG | MSFT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.57% | 6.48% | +2.09% |
Volatility (6M)Calculated over the trailing 6-month period | 24.90% | 19.15% | +5.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.35% | 26.46% | +6.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.21% | 26.19% | +6.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.63% | 26.89% | +7.74% |
Financials
AMG vs. MSFT - Financials Comparison
This section allows you to compare key financial metrics between Affiliated Managers Group, Inc. and Microsoft Corporation. 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. MSFT - Profitability Comparison
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%.
MSFT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Microsoft Corporation reported a gross profit of 55.30B and revenue of 81.27B. Therefore, the gross margin over that period was 68.0%.
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%.
MSFT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Microsoft Corporation reported an operating income of 38.28B and revenue of 81.27B, resulting in an operating margin of 47.1%.
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%.
MSFT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Microsoft Corporation reported a net income of 38.46B and revenue of 81.27B, resulting in a net margin of 47.3%.