AMP vs. ARES
Compare and contrast key facts about Ameriprise Financial, Inc. (AMP) and Ares Management Corporation (ARES).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMP or ARES.
Key characteristics
| AMP | ARES | |
|---|---|---|
| YTD Return | 8.79% | 12.69% |
| 1Y Return | 38.31% | 60.15% |
| 3Y Return (Ann) | 18.78% | 40.85% |
| 5Y Return (Ann) | 25.38% | 45.49% |
| Sharpe Ratio | 1.90 | 2.26 |
| Daily Std Dev | 19.53% | 24.97% |
| Max Drawdown | -81.14% | -45.85% |
| Current Drawdown | -6.08% | -2.56% |
Fundamentals
| AMP | ARES | |
|---|---|---|
| Market Cap | $41.08B | $41.39B |
| EPS | $29.40 | $2.42 |
| PE Ratio | 13.95 | 55.21 |
| PEG Ratio | 1.07 | 0.63 |
| Revenue (TTM) | $16.58B | $3.63B |
| Gross Profit (TTM) | $7.84B | $1.24B |
| EBITDA (TTM) | $4.27B | $1.15B |
Correlation
The correlation between AMP and ARES is 0.44, 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. ARES - Performance Comparison
In the year-to-date period, AMP achieves a 8.79% return, which is significantly lower than ARES's 12.69% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AMP vs. ARES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ameriprise Financial, Inc. (AMP) and Ares Management Corporation (ARES). 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
AMP vs. ARES - Dividend Comparison
AMP's dividend yield for the trailing twelve months is around 1.31%, less than ARES's 2.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | 1.31% | 1.40% | 1.57% | 1.47% | 2.10% | 2.29% | 3.38% | 1.91% | 2.63% | 2.43% | 1.71% | 1.75% |
ARES Ares Management Corporation | 2.43% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 6.30% | 4.32% | 6.81% | 2.45% | 0.00% |
Drawdowns
AMP vs. ARES - Drawdown Comparison
The maximum AMP drawdown since its inception was -81.14%, which is greater than ARES's maximum drawdown of -45.85%. Use the drawdown chart below to compare losses from any high point for AMP and ARES. For additional features, visit the drawdowns tool.
Volatility
AMP vs. ARES - Volatility Comparison
The current volatility for Ameriprise Financial, Inc. (AMP) is 5.69%, while Ares Management Corporation (ARES) has a volatility of 6.18%. This indicates that AMP experiences smaller price fluctuations and is considered to be less risky than ARES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AMP vs. ARES - Financials Comparison
This section allows you to compare key financial metrics between Ameriprise Financial, Inc. and Ares Management 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