AMP vs XYZ

Comparison between Ameriprise Financial Inc (AMP, Company) and Block Inc - Class A (XYZ, Company).

AMP is from the Financial Services sector, while XYZ is from the Technology sector.

5-Year PerformanceAMP has outperformed XYZ, delivering a return of +13.9% compared to -19.4%

AMP vs XYZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMP(COMPANY)	XYZ(COMPANY)
Market Cap	$43B	$42B
Max Drawdown	81.52%	86.08%
Sharpe Ratio	-0.47	0.60
5Y Beta	1.09	1.70
Industry	Asset Management	Software - Infrastructure
P/E Ratio	12.68	49.75
Forward P/E	10.42	18.45
PEG Ratio	0.81	24.89
Dividend Yield	1.40%	N/A
5Y Dividends CAGR	14.26%	N/A
5Y EPS CAGR	22.71%	N/A
Debt to Equity	0.00%	33.58%
Free Cash Flow Yield	16.62%	7.69%
P/S Ratio	2.13	1.72
P/B Ratio	6.71	1.94

Market Cap

Winner

AMP

$43B

XYZ

$42B

Max Drawdown

Winner

AMP

81.52%

XYZ

86.08%

Sharpe Ratio

AMP

-0.47

Winner

XYZ

0.60

5Y Beta

Winner

AMP

1.09

XYZ

1.70

Industry

AMP

Asset Management

XYZ

Software - Infrastructure

P/E Ratio

Winner

AMP

12.68

XYZ

49.75

Forward P/E

Winner

AMP

10.42

XYZ

18.45

PEG Ratio

Winner

AMP

0.81

XYZ

24.89

Dividend Yield

AMP

1.40%

XYZ

N/A

5Y Dividends CAGR

AMP

14.26%

XYZ

N/A

5Y EPS CAGR

AMP

22.71%

XYZ

N/A

Debt to Equity

Winner

AMP

0.00%

XYZ

33.58%

Free Cash Flow Yield

Winner

AMP

16.62%

XYZ

7.69%

P/S Ratio

AMP

2.13

Winner

XYZ

1.72

P/B Ratio

AMP

6.71

Winner

XYZ

1.94

AMP vs XYZ - Historical Returns

Returns include dividend reinvestment.

Period	AMP	XYZ
1 month	-3.11%	-6.10%
3 months	+0.04%	+34.15%
6 months	+1.73%	+9.90%
1 year	-9.82%	+16.68%
5 years(CAGR)	+13.87%	-19.38%
10 years(CAGR)	+18.96%	+21.83%
Max(CAGR)	+15.10%	+17.01%

Winner

AMP

-3.11%

XYZ

-6.10%

AMP

+0.04%

Winner

XYZ

+34.15%

AMP

+1.73%

Winner

XYZ

+9.90%

AMP

-9.82%

Winner

XYZ

+16.68%

5Y(CAGR)

Winner

AMP

+13.87%

XYZ

-19.38%

10Y(CAGR)

AMP

+18.96%

Winner

XYZ

+21.83%

Max(CAGR)

AMP

+15.10%

Winner

XYZ

+17.01%

AMP vs XYZ - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	AMP	XYZ
2026	-7.79%	+4.50%
2025	-6.29%	-24.97%
2024	+42.40%	+17.68%
2023	+24.25%	+19.66%
2022	+4.08%	-61.69%
2021	+63.12%	-26.97%
2020	+17.92%	+240.97%
2019	+58.53%	+9.37%
2018	-37.00%	+55.07%
2017	+55.09%	+151.05%
2016	+9.97%	+12.09%
2015	-17.74%	+0.15%
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 XYZ Drawdown Comparison

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

The maximum drawdown for XYZ was -86.08%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The current AMP drawdown is -19.82%. The current XYZ drawdown is -75.84%.

Rank	AMP	XYZ
#1	-81.14% Oct 9, 2007 - Feb 11, 2011	-86.08% Aug 5, 2021 - Oct 30, 2023
#2	-53.88% Feb 20, 2020 - Nov 9, 2020	-61.53% Sep 28, 2018 - Jun 22, 2020
#3	-45.02% Jan 12, 2018 - Feb 4, 2020	-44.32% Apr 12, 2016 - Feb 23, 2017
#4	-43.27% Feb 13, 2015 - Feb 21, 2017	-36.06% Dec 31, 2015 - Mar 21, 2016
#5	-41.83% Feb 18, 2011 - Dec 7, 2012	-29.04% Nov 24, 2017 - Mar 5, 2018
#6	-31.53% Jan 14, 2022 - Nov 10, 2022	-28.72% Feb 19, 2021 - Aug 5, 2021
#7	-26.39% Jan 29, 2025 - Apr 4, 2025	-22.43% Mar 20, 2018 - May 30, 2018
#8	-20.80% Feb 13, 2023 - Jul 20, 2023	-18.69% Oct 13, 2020 - Nov 6, 2020
#9	-17.82% Jun 19, 2007 - Oct 9, 2007	-17.53% Sep 1, 2020 - Oct 1, 2020
#10	-17.24% Apr 27, 2006 - Oct 20, 2006	-16.19% Dec 22, 2020 - Feb 8, 2021
#11	-14.40% Sep 2, 2014 - Nov 4, 2014	-13.17% Nov 6, 2020 - Nov 23, 2020
#12	-14.20% Sep 26, 2005 - Nov 9, 2005	-11.10% Jun 20, 2018 - Jul 17, 2018
#13	-13.61% Jul 20, 2023 - Dec 1, 2023	-11.02% Jul 8, 2020 - Aug 3, 2020
#14	-13.32% Feb 22, 2007 - May 31, 2007	-10.86% Jul 25, 2018 - Aug 2, 2018
#15	-12.37% Jan 8, 2014 - Jun 3, 2014	-10.44% Jul 26, 2017 - Sep 11, 2017