BTSGU vs AMP

Comparison between BrightSpring Health Services Inc (BTSGU, Company) and Ameriprise Financial Inc (AMP, Company).

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

BTSGU vs AMP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTSGU(COMPANY)	AMP(COMPANY)
Market Cap	$46B	$46B
Max Drawdown	33.37%	81.52%
Sharpe Ratio	3.17	-0.20
5Y Beta	0.89	1.05
Industry	Health Information Services	Asset Management
P/E Ratio	145.49	13.59
Forward P/E	N/A	11.16
PEG Ratio	0.37	0.87
Dividend Yield	N/A	1.26%
5Y Dividends CAGR	N/A	14.26%
5Y EPS CAGR	N/A	22.71%
Debt to Equity	126.20%	0.00%
Free Cash Flow Yield	0.89%	15.51%
P/S Ratio	N/A	2.28
P/B Ratio	N/A	7.08

Market Cap

Winner

BTSGU

$46B

AMP

$46B

Max Drawdown

Winner

BTSGU

33.37%

AMP

81.52%

Sharpe Ratio

Winner

BTSGU

3.17

AMP

-0.20

5Y Beta

Winner

BTSGU

0.89

AMP

1.05

Industry

BTSGU

Health Information Services

AMP

Asset Management

P/E Ratio

BTSGU

145.49

Winner

AMP

13.59

Forward P/E

BTSGU

N/A

AMP

11.16

PEG Ratio

Winner

BTSGU

0.37

AMP

0.87

Dividend Yield

BTSGU

N/A

AMP

1.26%

5Y Dividends CAGR

BTSGU

N/A

AMP

14.26%

5Y EPS CAGR

BTSGU

N/A

AMP

22.71%

Debt to Equity

BTSGU

126.20%

Winner

AMP

0.00%

Free Cash Flow Yield

BTSGU

0.89%

Winner

AMP

15.51%

P/S Ratio

BTSGU

N/A

AMP

2.28

P/B Ratio

BTSGU

N/A

AMP

7.08

BTSGU vs AMP - Historical Returns

Returns include dividend reinvestment.

Period	BTSGU	AMP
1 month	+16.81%	+12.46%
3 months	+56.75%	+13.95%
6 months	+88.14%	+0.46%
1 year	+227.06%	-5.35%
5 years(CAGR)	N/A	+16.98%
10 years(CAGR)	N/A	+21.08%
Max(CAGR)	+103.68%	+15.63%

Winner

BTSGU

+16.81%

AMP

+12.46%

Winner

BTSGU

+56.75%

AMP

+13.95%

Winner

BTSGU

+88.14%

AMP

+0.46%

Winner

BTSGU

+227.06%

AMP

-5.35%

5Y(CAGR)

BTSGU

N/A

AMP

+16.98%

10Y(CAGR)

BTSGU

N/A

AMP

+21.08%

Max(CAGR)

Winner

BTSGU

+103.68%

AMP

+15.63%

BTSGU vs AMP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	BTSGU	AMP
2026	+84.06%	+3.31%
2025	+106.26%	-6.29%
2024	+43.79%	+42.40%
2023	N/A	+24.25%
2022	N/A	+4.08%
2021	N/A	+63.12%
2020	N/A	+17.92%
2019	N/A	+58.53%
2018	N/A	-37.00%
2017	N/A	+55.09%
2016	N/A	+9.97%
2015	N/A	-17.74%
2014	N/A	+18.42%
2013	N/A	+80.65%
2012	N/A	+24.93%
2011	N/A	-14.97%
2010	N/A	+46.61%
2009	N/A	+65.91%
2008	N/A	-57.16%
2007	N/A	+0.74%
2006	N/A	+30.70%
2005	N/A	+11.11%

BTSGU vs AMP Drawdown Comparison

The maximum drawdown for BTSGU was -32.46%, occurring on Apr 21, 2025. Recovery took 74 trading sessions.

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

The current BTSGU drawdown is -0.25%. The current AMP drawdown is -10.17%.

Rank	BTSGU	AMP
#1	-32.46% Jan 30, 2025 - May 16, 2025	-81.14% Oct 9, 2007 - Feb 11, 2011
#2	-22.43% Jan 30, 2024 - Jun 5, 2024	-53.88% Feb 20, 2020 - Nov 9, 2020
#3	-18.43% May 16, 2025 - Aug 22, 2025	-45.02% Jan 12, 2018 - Feb 4, 2020
#4	-13.46% Nov 11, 2024 - Jan 21, 2025	-43.27% Feb 13, 2015 - Feb 21, 2017
#5	-11.14% Jul 29, 2024 - Aug 26, 2024	-41.83% Feb 18, 2011 - Dec 7, 2012
#6	-8.63% Mar 4, 2026 - Mar 18, 2026	-31.53% Jan 14, 2022 - Nov 10, 2022
#7	-7.69% Jan 6, 2026 - Feb 25, 2026	-26.39% Jan 29, 2025 - Apr 4, 2025
#8	-7.52% May 28, 2026 - Jun 11, 2026	-20.80% Feb 13, 2023 - Jul 20, 2023
#9	-7.22% Oct 18, 2024 - Nov 1, 2024	-17.82% Jun 19, 2007 - Oct 9, 2007
#10	-7.04% Jun 5, 2024 - Jun 28, 2024	-17.24% Apr 27, 2006 - Oct 20, 2006
#11	-7.02% Nov 11, 2025 - Nov 24, 2025	-14.40% Sep 2, 2014 - Nov 4, 2014
#12	-6.75% Mar 19, 2026 - Mar 25, 2026	-14.20% Sep 26, 2005 - Nov 9, 2005
#13	-6.42% Mar 25, 2026 - Apr 8, 2026	-13.61% Jul 20, 2023 - Dec 1, 2023
#14	-5.46% Sep 10, 2025 - Sep 30, 2025	-13.32% Feb 22, 2007 - May 31, 2007
#15	-5.38% Oct 1, 2025 - Oct 14, 2025	-12.37% Jan 8, 2014 - Jun 3, 2014

Correlation

Correlation between BTSGU and AMP is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

0.21

-101

Dividend Comparison (2005 - 2026)

BTSGU vs AMP dividend yield comparison.

Year	BTSGU	AMP
2026	0.72%	0.65%
2025	2.67%	1.28%
2024	2.70%	1.09%
2023	0.00%	1.40%
2022	0.00%	1.57%
2021	0.00%	1.47%
2020	0.00%	2.10%
2019	0.00%	2.29%
2018	0.00%	3.38%
2017	0.00%	1.91%
2016	0.00%	2.63%
2015	0.00%	2.43%
2014	0.00%	1.71%
2013	0.00%	1.75%
2012	0.00%	2.28%
2011	0.00%	1.75%
2010	0.00%	1.23%
2009	0.00%	1.75%
2008	0.00%	2.74%
2007	0.00%	1.02%
2006	0.00%	0.81%
2005	0.00%	0.27%