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AMP vs CARR

Comparison between Ameriprise Financial Inc (AMP, Company) and Carrier Global Corp (CARR, Company).

AMP is from the Financial Services sector, while CARR is from the Industrials sector.

5-Year PerformanceAMP has outperformed CARR, delivering a return of +17.9% compared to +3.8%

AMP vs CARR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AMP
$50B
CARR
$50B
Max Drawdown
AMP
81.52%
Winner
CARR
41.60%
Sharpe Ratio
Winner
AMP
0.22
CARR
-0.16
5Y Beta
Winner
AMP
1.06
CARR
1.12
Industry
AMP
Asset Management
CARR
Building Products & Equipment
P/E Ratio
Winner
AMP
14.98
CARR
30.63
Forward P/E
Winner
AMP
12.14
CARR
22.12
PEG Ratio
Winner
AMP
0.96
CARR
1.52
Dividend Yield
AMP
1.20%
Winner
CARR
1.54%
5Y Dividends CAGR
AMP
14.26%
Winner
CARR
21.60%
5Y EPS CAGR
AMP
22.71%
CARR
N/A
Debt to Equity
Winner
AMP
0.00%
CARR
82.80%
Free Cash Flow Yield
Winner
AMP
14.08%
CARR
4.22%
P/S Ratio
AMP
2.41
Winner
CARR
2.23
P/B Ratio
AMP
7.59
Winner
CARR
3.90

AMP vs CARR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AMP
+13.79%
CARR
-13.93%
3M
Winner
AMP
+17.26%
CARR
-7.93%
6M
AMP
+4.22%
Winner
CARR
+4.50%
1Y
Winner
AMP
+6.74%
CARR
-8.54%
5Y(CAGR)
Winner
AMP
+17.93%
CARR
+3.78%
10Y(CAGR)
AMP
+21.56%
CARR
N/A
Max(CAGR)
AMP
+16.00%
Winner
CARR
+31.17%

AMP vs CARR - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearAMPCARR
2026+11.28%+16.83%
2025-6.29%-21.67%
2024+42.40%+22.38%
2023+24.25%+40.25%
2022+4.08%-20.16%
2021+63.12%+48.01%
2020+17.92%+217.24%
2019+58.53%N/A
2018-37.00%N/A
2017+55.09%N/A
2016+9.97%N/A
2015-17.74%N/A
2014+18.42%N/A
2013+80.65%N/A
2012+24.93%N/A
2011-14.97%N/A
2010+46.61%N/A
2009+65.91%N/A
2008-57.16%N/A
2007+0.74%N/A
2006+30.70%N/A
2005+11.11%N/A

AMP vs CARR Drawdown Comparison

The maximum drawdown for AMP was -81.14%, occurring on Nov 21, 2008. Recovery took 843 trading sessions.

The maximum drawdown for CARR was -40.82%, occurring on Oct 20, 2022. Recovery took 480 trading sessions.

The current AMP drawdown is -3.24%. The current CARR drawdown is -22.93%.

RankAMPCARR
#1-81.14%
Oct 9, 2007 - Feb 11, 2011
-40.82%
Aug 27, 2021 - Jul 27, 2023
#2-53.88%
Feb 20, 2020 - Nov 9, 2020
-37.93%
Oct 14, 2024 - Nov 20, 2025
#3-45.02%
Jan 12, 2018 - Feb 4, 2020
-25.28%
Mar 31, 2020 - Apr 29, 2020
#4-43.27%
Feb 13, 2015 - Feb 21, 2017
-22.10%
Aug 1, 2023 - Mar 7, 2024
#5-41.83%
Feb 18, 2011 - Dec 7, 2012
-14.90%
Jan 12, 2021 - Mar 29, 2021
#6-31.53%
Jan 14, 2022 - Nov 10, 2022
-13.63%
Jun 8, 2020 - Jul 10, 2020
#7-26.39%
Jan 29, 2025 - Apr 4, 2025
-10.77%
Mar 21, 2024 - Apr 26, 2024
#8-20.80%
Feb 13, 2023 - Jul 20, 2023
-10.46%
May 8, 2020 - May 20, 2020
#9-17.82%
Jun 19, 2007 - Oct 9, 2007
-9.82%
Apr 30, 2020 - May 8, 2020
#10-17.24%
Apr 27, 2006 - Oct 20, 2006
-9.69%
Jul 16, 2024 - Aug 23, 2024
#11-14.40%
Sep 2, 2014 - Nov 4, 2014
-9.58%
Nov 16, 2020 - Jan 7, 2021
#12-14.20%
Sep 26, 2005 - Nov 9, 2005
-9.49%
Mar 20, 2020 - Mar 25, 2020
#13-13.61%
Jul 20, 2023 - Dec 1, 2023
-7.48%
May 21, 2024 - Jul 11, 2024
#14-13.32%
Feb 22, 2007 - May 31, 2007
-6.56%
May 10, 2021 - May 28, 2021
#15-12.37%
Jan 8, 2014 - Jun 3, 2014
-6.19%
Aug 26, 2020 - Oct 2, 2020

Correlation

Correlation between AMP and CARR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2005 - 2026)

AMP vs CARR dividend yield comparison.

YearAMPCARR
20260.60%1.16%
20251.28%1.70%
20241.09%1.16%
20231.40%1.30%
20221.57%1.54%
20211.47%0.94%
20202.10%0.74%
20192.29%0.00%
20183.38%0.00%
20171.91%0.00%
20162.63%0.00%
20152.43%0.00%
20141.71%0.00%
20131.75%0.00%
20122.28%0.00%
20111.75%0.00%
20101.23%0.00%
20091.75%0.00%
20082.74%0.00%
20071.02%0.00%
20060.81%0.00%
20050.27%0.00%

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