Correlation
The correlation between AMG and MSFT is 0.69, 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.
AMG vs. MSFT
Compare and contrast key facts about Affiliated Managers Group, Inc. (AMG) and Microsoft Corporation (MSFT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMG or MSFT.
Performance
AMG vs. MSFT - Performance Comparison
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Key characteristics
AMG:
0.31
MSFT:
0.47
AMG:
0.66
MSFT:
0.62
AMG:
1.09
MSFT:
1.08
AMG:
0.29
MSFT:
0.33
AMG:
1.03
MSFT:
0.73
AMG:
9.76%
MSFT:
10.70%
AMG:
31.18%
MSFT:
25.79%
AMG:
-85.93%
MSFT:
-69.39%
AMG:
-20.28%
MSFT:
-0.79%
Fundamentals
AMG:
$5.04B
MSFT:
$3.42T
AMG:
$13.09
MSFT:
$12.98
AMG:
13.45
MSFT:
35.47
AMG:
0.60
MSFT:
2.16
AMG:
2.47
MSFT:
12.67
AMG:
1.58
MSFT:
10.63
AMG:
$2.03B
MSFT:
$270.01B
AMG:
$1.13B
MSFT:
$186.51B
AMG:
$953.60M
MSFT:
$150.06B
Returns By Period
In the year-to-date period, AMG achieves a -4.81% return, which is significantly lower than MSFT's 9.64% return. Over the past 10 years, AMG has underperformed MSFT with an annualized return of -2.10%, while MSFT has yielded a comparatively higher 27.46% annualized return.
AMG
-4.81%
5.45%
-6.14%
8.27%
9.65%
21.48%
-2.10%
MSFT
9.64%
8.42%
9.13%
11.75%
20.19%
21.26%
27.46%
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Risk-Adjusted Performance
AMG vs. MSFT — Risk-Adjusted Performance Rank
AMG
MSFT
AMG vs. MSFT - Risk-Adjusted Performance 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.
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Dividends
AMG vs. MSFT - Dividend Comparison
AMG's dividend yield for the trailing twelve months is around 0.02%, less than MSFT's 0.70% 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% |
MSFT Microsoft Corporation | 0.70% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
Drawdowns
AMG vs. MSFT - Drawdown Comparison
The maximum AMG drawdown since its inception was -85.93%, which is greater than MSFT's maximum drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for AMG and MSFT.
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Volatility
AMG vs. MSFT - Volatility Comparison
Affiliated Managers Group, Inc. (AMG) and Microsoft Corporation (MSFT) have volatilities of 8.05% and 8.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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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 Jun 2025, Affiliated Managers Group, Inc. reported a gross profit of 266.30M and revenue of 496.60M. Therefore, the gross margin over that period was 53.6%.
MSFT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Microsoft Corporation reported a gross profit of 48.15B and revenue of 70.07B. Therefore, the gross margin over that period was 68.7%.
AMG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Affiliated Managers Group, Inc. reported an operating income of 85.50M and revenue of 496.60M, resulting in an operating margin of 17.2%.
MSFT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Microsoft Corporation reported an operating income of 32.00B and revenue of 70.07B, resulting in an operating margin of 45.7%.
AMG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Affiliated Managers Group, Inc. reported a net income of 99.20M and revenue of 496.60M, resulting in a net margin of 20.0%.
MSFT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Microsoft Corporation reported a net income of 25.82B and revenue of 70.07B, resulting in a net margin of 36.9%.