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AMP vs IX

Comparison between Ameriprise Financial Inc (AMP, Company) and Orix Corporation (IX, Company).

Both AMP and IX are from the Financial Services sector.

5-Year PerformanceIX has outperformed AMP, delivering a return of +20.0% compared to +14.4%

AMP vs IX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AMP
$43B
IX
$43B
Max Drawdown
Winner
AMP
81.52%
IX
93.93%
Sharpe Ratio
AMP
-0.54
Winner
IX
2.23
5Y Beta
AMP
1.05
Winner
IX
0.82
Industry
AMP
Asset Management
IX
Financial Conglomerates
P/E Ratio
Winner
AMP
12.77
IX
15.20
Forward P/E
Winner
AMP
10.66
IX
14.24
PEG Ratio
AMP
0.81
Winner
IX
0.66
Dividend Yield
AMP
1.37%
Winner
IX
2.58%
5Y Dividends CAGR
AMP
14.26%
Winner
IX
33.35%
5Y EPS CAGR
Winner
AMP
22.71%
IX
12.42%
Debt to Equity
Winner
AMP
0.00%
IX
145.86%
Free Cash Flow Yield
AMP
16.51%
Winner
IX
20.15%
P/S Ratio
AMP
2.15
Winner
IX
0.01
P/B Ratio
AMP
6.67
Winner
IX
1.52

AMP vs IX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AMP
-0.66%
IX
-4.11%
3M
AMP
+1.33%
Winner
IX
+29.19%
6M
AMP
-9.24%
Winner
IX
+30.43%
1Y
AMP
-12.74%
Winner
IX
+78.56%
5Y(CAGR)
AMP
+14.39%
Winner
IX
+20.04%
10Y(CAGR)
Winner
AMP
+20.54%
IX
+13.98%
Max(CAGR)
Winner
AMP
+15.03%
IX
+5.15%

AMP vs IX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAMPIX
2026-7.75%+29.81%
2025-6.29%+43.71%
2024+42.40%+18.94%
2023+24.25%+19.23%
2022+4.08%-19.73%
2021+63.12%+34.13%
2020+17.92%-5.55%
2019+58.53%+14.76%
2018-37.00%-16.02%
2017+55.09%+9.60%
2016+9.97%+14.83%
2015-17.74%+11.37%
2014+18.42%-27.49%
2013+80.65%+53.29%
2012+24.93%+35.53%
2011-14.97%-16.25%
2010+46.61%+41.30%
2009+65.91%+20.49%
2008-57.16%-65.61%
2007+0.74%-41.90%
2006+30.70%+11.34%
2005+11.11%+87.14%
2004N/A+63.85%
2003N/A+26.81%
2002N/A-27.50%
2001N/A-9.93%
2000N/A-57.65%
1999N/A+68.00%

AMP vs IX Drawdown Comparison

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

The maximum drawdown for IX was -93.82%, occurring on Feb 25, 2009. Recovery took 4866 trading sessions.

The current AMP drawdown is -19.79%. The current IX drawdown is -5.15%.

RankAMPIX
#1-81.14%
Oct 9, 2007 - Feb 11, 2011
-93.82%
Apr 4, 2006 - Aug 7, 2025
#2-53.88%
Feb 20, 2020 - Nov 9, 2020
-83.18%
Dec 29, 1999 - Dec 14, 2005
#3-45.02%
Jan 12, 2018 - Feb 4, 2020
-20.33%
Feb 12, 2026 - May 11, 2026
#4-43.27%
Feb 13, 2015 - Feb 21, 2017
-15.58%
Jan 9, 2006 - Mar 13, 2006
#5-41.83%
Feb 18, 2011 - Dec 7, 2012
-10.33%
Nov 5, 1999 - Dec 1, 1999
#6-31.53%
Jan 14, 2022 - Nov 10, 2022
-8.44%
Sep 16, 2025 - Nov 12, 2025
#7-26.39%
Jan 29, 2025 - Apr 4, 2025
-8.40%
Dec 6, 1999 - Dec 17, 1999
#8-20.80%
Feb 13, 2023 - Jul 20, 2023
-5.29%
Mar 14, 2006 - Mar 20, 2006
#9-17.82%
Jun 19, 2007 - Oct 9, 2007
-5.15%
Jun 22, 2026 - Jun 26, 2026
#10-17.24%
Apr 27, 2006 - Oct 20, 2006
-5.11%
May 26, 2026 - Jun 18, 2026
#11-14.40%
Sep 2, 2014 - Nov 4, 2014
-4.83%
Nov 12, 2025 - Nov 25, 2025
#12-14.20%
Sep 26, 2005 - Nov 9, 2005
-3.45%
May 13, 2026 - May 20, 2026
#13-13.61%
Jul 20, 2023 - Dec 1, 2023
-3.38%
Dec 17, 1999 - Dec 22, 1999
#14-13.32%
Feb 22, 2007 - May 31, 2007
-3.17%
Dec 15, 2025 - Dec 23, 2025
#15-12.37%
Jan 8, 2014 - Jun 3, 2014
-2.97%
Dec 23, 2005 - Jan 3, 2006

Correlation

Correlation between AMP and IX is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (2000 - 2026)

AMP vs IX dividend yield comparison.

YearAMPIX
20260.73%0.00%
20251.28%3.43%
20241.09%3.63%
20231.40%3.22%
20221.57%1.94%
20211.47%0.00%
20202.10%2.17%
20192.29%0.00%
20183.38%0.00%
20171.91%1.41%
20162.63%2.40%
20152.43%0.00%
20141.71%1.60%
20131.75%0.67%
20122.28%0.94%
20111.75%1.11%
20101.23%0.77%
20091.75%0.97%
20082.74%4.26%
20071.02%0.00%
20060.81%0.12%
20050.27%0.09%
20040.00%0.16%
20030.00%0.16%
20020.00%0.18%
20010.00%0.14%
20000.00%0.11%

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