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

Correlation

The correlation between AMP and ARES is 0.50, 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

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

400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%1,600.00%December2025FebruaryMarchAprilMay
454.01%
1,333.52%
AMP
ARES

Key characteristics

Sharpe Ratio

AMP:

0.55

ARES:

0.56

Sortino Ratio

AMP:

0.98

ARES:

1.03

Omega Ratio

AMP:

1.14

ARES:

1.15

Calmar Ratio

AMP:

0.63

ARES:

0.63

Martin Ratio

AMP:

1.99

ARES:

2.04

Ulcer Index

AMP:

8.30%

ARES:

12.28%

Daily Std Dev

AMP:

29.52%

ARES:

40.78%

Max Drawdown

AMP:

-81.14%

ARES:

-45.85%

Current Drawdown

AMP:

-14.46%

ARES:

-15.68%

Fundamentals

Market Cap

AMP:

$45.78B

ARES:

$51.30B

EPS

AMP:

$29.43

ARES:

$2.04

PE Ratio

AMP:

16.34

ARES:

77.00

PEG Ratio

AMP:

1.90

ARES:

0.63

PS Ratio

AMP:

2.53

ARES:

13.20

PB Ratio

AMP:

8.53

ARES:

16.46

Total Revenue (TTM)

AMP:

$17.47B

ARES:

$3.83B

Gross Profit (TTM)

AMP:

$17.47B

ARES:

$2.54B

EBITDA (TTM)

AMP:

$3.67B

ARES:

$1.57B

Returns By Period

In the year-to-date period, AMP achieves a -7.60% return, which is significantly lower than ARES's -5.58% return. Over the past 10 years, AMP has underperformed ARES with an annualized return of 17.13%, while ARES has yielded a comparatively higher 29.83% annualized return.


AMP

YTD

-7.60%

1M

15.16%

6M

-10.16%

1Y

16.27%

5Y*

33.78%

10Y*

17.13%

ARES

YTD

-5.58%

1M

34.61%

6M

-0.16%

1Y

22.77%

5Y*

41.55%

10Y*

29.83%

*Annualized

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Risk-Adjusted Performance

AMP vs. ARES — 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

ARES
The Risk-Adjusted Performance Rank of ARES is 7272
Overall Rank
The Sharpe Ratio Rank of ARES is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of ARES is 6767
Sortino Ratio Rank
The Omega Ratio Rank of ARES is 6868
Omega Ratio Rank
The Calmar Ratio Rank of ARES is 7777
Calmar Ratio Rank
The Martin Ratio Rank of ARES is 7373
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. 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.


The current AMP Sharpe Ratio is 0.55, which is comparable to the ARES Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of AMP and ARES, 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
0.56
AMP
ARES

Dividends

AMP vs. ARES - Dividend Comparison

AMP's dividend yield for the trailing twelve months is around 1.24%, less than ARES's 2.36% 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%
ARES
Ares Management Corporation
2.36%2.10%2.59%3.57%2.31%3.40%3.59%7.50%6.30%4.32%6.81%2.45%

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.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-14.46%
-15.68%
AMP
ARES

Volatility

AMP vs. ARES - Volatility Comparison

The current volatility for Ameriprise Financial, Inc. (AMP) is 13.33%, while Ares Management Corporation (ARES) has a volatility of 16.95%. 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.


5.00%10.00%15.00%20.00%25.00%December2025FebruaryMarchAprilMay
13.33%
16.95%
AMP
ARES

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.


Quarterly
Annual

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


0.001.00B2.00B3.00B4.00B5.00B20212022202320242025
4.35B
1.61B
(AMP) Total Revenue
(ARES) Total Revenue
Values in USD except per share items

AMP vs. ARES - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
100.0%
71.2%
(AMP) Gross Margin
(ARES) 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%.

ARES - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Ares Management Corporation reported a gross profit of 1.14B and revenue of 1.61B. Therefore, the gross margin over that period was 71.2%.

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%.

ARES - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ares Management Corporation reported an operating income of 626.34M and revenue of 1.61B, resulting in an operating margin of 39.0%.

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%.

ARES - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ares Management Corporation reported a net income of 177.32M and revenue of 1.61B, resulting in a net margin of 11.0%.