AMP vs HUM

Comparison between Ameriprise Financial Inc (AMP, Company) and Humana Inc (HUM, Company).

AMP is from the Financial Services sector, while HUM is from the Healthcare sector.

5-Year PerformanceAMP has outperformed HUM, delivering a return of +16.3% compared to -2.2%

AMP vs HUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMP(COMPANY)	HUM(COMPANY)
Market Cap	$44B	$43B
Max Drawdown	81.52%	78.42%
Sharpe Ratio	-0.30	1.02
5Y Beta	1.05	0.40
Industry	Asset Management	Healthcare Plans
P/E Ratio	12.96	13.71
Forward P/E	10.92	39.84
PEG Ratio	0.83	0.81
Dividend Yield	1.36%	0.96%
5Y Dividends CAGR	14.26%	12.10%
5Y EPS CAGR	22.71%	8.85%
Debt to Equity	0.00%	75.31%
Free Cash Flow Yield	16.27%	2.93%

Market Cap

Winner

AMP

$44B

HUM

$43B

Max Drawdown

AMP

81.52%

Winner

HUM

78.42%

Sharpe Ratio

AMP

-0.30

Winner

HUM

1.02

5Y Beta

AMP

1.05

Winner

HUM

0.40

Industry

AMP

Asset Management

HUM

Healthcare Plans

P/E Ratio

Winner

AMP

12.96

HUM

13.71

Forward P/E

Winner

AMP

10.92

HUM

39.84

PEG Ratio

AMP

0.83

Winner

HUM

0.81

Dividend Yield

Winner

AMP

1.36%

HUM

0.96%

5Y Dividends CAGR

Winner

AMP

14.26%

HUM

12.10%

5Y EPS CAGR

Winner

AMP

22.71%

HUM

8.85%

Debt to Equity

Winner

AMP

0.00%

HUM

75.31%

Free Cash Flow Yield

Winner

AMP

16.27%

HUM

2.93%

AMP vs HUM - Historical Returns

Returns include dividend reinvestment.

Period	AMP	HUM
1 month	-0.80%	+17.86%
3 months	+8.46%	+112.73%
6 months	-3.52%	+39.55%
1 year	-6.47%	+50.52%
5 years(CAGR)	+16.29%	-2.20%
10 years(CAGR)	+19.45%	+7.68%
Max(CAGR)	+15.23%	+16.28%

AMP

-0.80%

Winner

HUM

+17.86%

AMP

+8.46%

Winner

HUM

+112.73%

AMP

-3.52%

Winner

HUM

+39.55%

AMP

-6.47%

Winner

HUM

+50.52%

5Y(CAGR)

Winner

AMP

+16.29%

HUM

-2.20%

10Y(CAGR)

Winner

AMP

+19.45%

HUM

+7.68%

Max(CAGR)

AMP

+15.23%

Winner

HUM

+16.28%

AMP vs HUM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMP	HUM
2026	-4.71%	+37.08%
2025	-6.29%	+2.79%
2024	+42.40%	-45.42%
2023	+24.25%	-7.84%
2022	+4.08%	+10.77%
2021	+63.12%	+13.27%
2020	+17.92%	+13.71%
2019	+58.53%	+31.18%
2018	-37.00%	+14.62%
2017	+55.09%	+26.58%
2016	+9.97%	+14.05%
2015	-17.74%	+25.64%
2014	+18.42%	+40.88%
2013	+80.65%	+52.73%
2012	+24.93%	-21.24%
2011	-14.97%	+60.46%
2010	+46.61%	+19.83%
2009	+65.91%	+17.76%
2008	-57.16%	-52.28%
2007	+0.74%	+34.43%
2006	+30.70%	-0.84%
2005	+11.11%	+86.32%
2004	N/A	+29.48%
2003	N/A	+121.63%
2002	N/A	-13.04%
2001	N/A	-21.08%
2000	N/A	+101.64%
1999	N/A	+10.08%

AMP vs HUM Drawdown Comparison

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

The maximum drawdown for HUM was -78.42%, occurring on Mar 5, 2009. Recovery took 961 trading sessions.

The current AMP drawdown is -17.14%. The current HUM drawdown is -33.37%.

Rank	AMP	HUM
#1	-81.14% Oct 9, 2007 - Feb 11, 2011	-78.42% Jan 14, 2008 - Nov 3, 2011
#2	-53.88% Feb 20, 2020 - Nov 9, 2020	-69.92% Nov 3, 2022 - Mar 12, 2026
#3	-45.02% Jan 12, 2018 - Feb 4, 2020	-49.21% Jun 19, 2002 - Jul 28, 2003
#4	-43.27% Feb 13, 2015 - Feb 21, 2017	-48.65% Jan 13, 2000 - Sep 15, 2000
#5	-41.83% Feb 18, 2011 - Dec 7, 2012	-44.21% Dec 28, 2000 - Apr 18, 2002
#6	-31.53% Jan 14, 2022 - Nov 10, 2022	-43.60% Feb 13, 2020 - Apr 30, 2020
#7	-26.39% Jan 29, 2025 - Apr 4, 2025	-35.10% Jan 17, 2012 - Aug 8, 2013
#8	-20.80% Feb 13, 2023 - Jul 20, 2023	-34.96% Jan 26, 2004 - Nov 24, 2004
#9	-17.82% Jun 19, 2007 - Oct 9, 2007	-33.95% Nov 7, 2018 - Dec 13, 2019
#10	-17.24% Apr 27, 2006 - Oct 20, 2006	-28.07% Jun 1, 2015 - Dec 1, 2016
#11	-14.40% Sep 2, 2014 - Nov 4, 2014	-27.60% Jan 5, 2006 - Aug 2, 2006
#12	-14.20% Sep 26, 2005 - Nov 9, 2005	-24.08% Oct 4, 2006 - Jul 18, 2007
#13	-13.61% Jul 20, 2023 - Dec 1, 2023	-22.68% Jul 23, 2021 - Jun 29, 2022
#14	-13.32% Feb 22, 2007 - May 31, 2007	-20.60% Nov 17, 2000 - Dec 26, 2000
#15	-12.37% Jan 8, 2014 - Jun 3, 2014	-18.18% Nov 22, 1999 - Jan 7, 2000

Correlation

Correlation between AMP and HUM is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2005 - 2026)

AMP vs HUM dividend yield comparison.

Year	AMP	HUM
2026	0.71%	0.25%
2025	1.28%	1.38%
2024	1.09%	1.40%
2023	1.40%	0.77%
2022	1.57%	0.62%
2021	1.47%	0.60%
2020	2.10%	0.61%
2019	2.29%	0.60%
2018	3.38%	0.70%
2017	1.91%	0.76%
2016	2.63%	0.43%
2015	2.43%	0.64%
2014	1.71%	0.77%
2013	1.75%	1.04%
2012	2.28%	1.50%
2011	1.75%	0.86%
2010	1.23%	0.00%
2009	1.75%	0.00%
2008	2.74%	0.00%
2007	1.02%	0.00%
2006	0.81%	0.00%
2005	0.27%	0.00%