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AMP vs. AON
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AMP and AON is 0.58, 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

AMP vs. AON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ameriprise Financial, Inc. (AMP) and Aon plc (AON). The values are adjusted to include any dividend payments, if applicable.

1,200.00%1,400.00%1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%December2025FebruaryMarchAprilMay
1,990.92%
1,302.60%
AMP
AON

Key characteristics

Sharpe Ratio

AMP:

0.55

AON:

1.26

Sortino Ratio

AMP:

0.98

AON:

1.78

Omega Ratio

AMP:

1.14

AON:

1.25

Calmar Ratio

AMP:

0.63

AON:

1.34

Martin Ratio

AMP:

1.99

AON:

5.14

Ulcer Index

AMP:

8.30%

AON:

5.07%

Daily Std Dev

AMP:

29.52%

AON:

21.57%

Max Drawdown

AMP:

-81.14%

AON:

-67.38%

Current Drawdown

AMP:

-14.46%

AON:

-12.57%

Fundamentals

Market Cap

AMP:

$45.78B

AON:

$76.76B

EPS

AMP:

$29.43

AON:

$11.58

PE Ratio

AMP:

16.34

AON:

30.70

PEG Ratio

AMP:

1.90

AON:

1.73

PS Ratio

AMP:

2.53

AON:

4.69

PB Ratio

AMP:

8.53

AON:

10.98

Total Revenue (TTM)

AMP:

$17.47B

AON:

$16.36B

Gross Profit (TTM)

AMP:

$17.47B

AON:

$7.71B

EBITDA (TTM)

AMP:

$3.67B

AON:

$5.14B

Returns By Period

In the year-to-date period, AMP achieves a -7.60% return, which is significantly lower than AON's -0.18% return. Over the past 10 years, AMP has outperformed AON with an annualized return of 17.13%, while AON has yielded a comparatively lower 14.67% annualized return.


AMP

YTD

-7.60%

1M

15.16%

6M

-10.16%

1Y

16.27%

5Y*

33.78%

10Y*

17.13%

AON

YTD

-0.18%

1M

-0.66%

6M

-5.62%

1Y

26.82%

5Y*

14.44%

10Y*

14.67%

*Annualized

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Risk-Adjusted Performance

AMP vs. AON — Risk-Adjusted Performance Rank

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

AMP
The Risk-Adjusted Performance Rank of AMP is 7171
Overall Rank
The Sharpe Ratio Rank of AMP is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of AMP is 6565
Sortino Ratio Rank
The Omega Ratio Rank of AMP is 6767
Omega Ratio Rank
The Calmar Ratio Rank of AMP is 7676
Calmar Ratio Rank
The Martin Ratio Rank of AMP is 7373
Martin Ratio Rank

AON
The Risk-Adjusted Performance Rank of AON is 8686
Overall Rank
The Sharpe Ratio Rank of AON is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of AON is 8383
Sortino Ratio Rank
The Omega Ratio Rank of AON is 8383
Omega Ratio Rank
The Calmar Ratio Rank of AON is 8888
Calmar Ratio Rank
The Martin Ratio Rank of AON is 8787
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMP vs. AON - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ameriprise Financial, Inc. (AMP) and Aon plc (AON). 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.


The current AMP Sharpe Ratio is 0.55, which is lower than the AON Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of AMP and AON, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.55
1.26
AMP
AON

Dividends

AMP vs. AON - Dividend Comparison

AMP's dividend yield for the trailing twelve months is around 1.24%, more than AON's 0.78% yield.


TTM20242023202220212020201920182017201620152014
AMP
Ameriprise Financial, Inc.
1.24%1.09%1.40%1.57%1.47%2.10%2.29%3.38%1.91%2.63%2.43%1.71%
AON
Aon plc
0.78%0.74%0.83%0.73%0.66%0.84%0.83%1.07%1.05%1.16%1.25%0.98%

Drawdowns

AMP vs. AON - Drawdown Comparison

The maximum AMP drawdown since its inception was -81.14%, which is greater than AON's maximum drawdown of -67.38%. Use the drawdown chart below to compare losses from any high point for AMP and AON. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-14.46%
-12.57%
AMP
AON

Volatility

AMP vs. AON - Volatility Comparison

Ameriprise Financial, Inc. (AMP) has a higher volatility of 13.33% compared to Aon plc (AON) at 11.95%. This indicates that AMP's price experiences larger fluctuations and is considered to be riskier than AON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
13.33%
11.95%
AMP
AON

Financials

AMP vs. AON - Financials Comparison

This section allows you to compare key financial metrics between Ameriprise Financial, Inc. and Aon plc. 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


2.50B3.00B3.50B4.00B4.50B20212022202320242025
4.35B
4.73B
(AMP) Total Revenue
(AON) Total Revenue
Values in USD except per share items

AMP vs. AON - Profitability Comparison

The chart below illustrates the profitability comparison between Ameriprise Financial, Inc. and Aon plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
100.0%
52.4%
(AMP) Gross Margin
(AON) Gross Margin
AMP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Ameriprise Financial, Inc. reported a gross profit of 4.35B and revenue of 4.35B. Therefore, the gross margin over that period was 100.0%.

AON - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Aon plc reported a gross profit of 2.48B and revenue of 4.73B. Therefore, the gross margin over that period was 52.4%.

AMP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ameriprise Financial, Inc. reported an operating income of 687.00M and revenue of 4.35B, resulting in an operating margin of 15.8%.

AON - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Aon plc reported an operating income of 1.46B and revenue of 4.73B, resulting in an operating margin of 30.9%.

AMP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ameriprise Financial, Inc. reported a net income of 583.00M and revenue of 4.35B, resulting in a net margin of 13.4%.

AON - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Aon plc reported a net income of 965.00M and revenue of 4.73B, resulting in a net margin of 20.4%.