MSCI vs AMP

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

Both MSCI and AMP are from the Financial Services sector.

5-Year PerformanceAMP has outperformed MSCI, delivering a return of +13.9% compared to +6.4%

MSCI vs AMP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSCI(COMPANY)	AMP(COMPANY)
Market Cap	$42B	$43B
Max Drawdown	69.06%	81.52%
Sharpe Ratio	0.24	-0.47
5Y Beta	0.72	1.09
Industry	Financial Data & Stock Exchanges	Asset Management
P/E Ratio	32.90	12.68
Forward P/E	29.59	10.42
PEG Ratio	1.57	0.81
Dividend Yield	1.28%	1.40%
5Y Dividends CAGR	24.94%	14.26%
5Y EPS CAGR	17.64%	22.71%
Debt to Equity	-230.84%	0.00%
Free Cash Flow Yield	3.68%	16.62%
P/S Ratio	13.07	2.13
P/B Ratio	37.57	6.71

Market Cap

MSCI

$42B

Winner

AMP

$43B

Max Drawdown

Winner

MSCI

69.06%

AMP

81.52%

Sharpe Ratio

Winner

MSCI

0.24

AMP

-0.47

5Y Beta

Winner

MSCI

0.72

AMP

1.09

Industry

MSCI

Financial Data & Stock Exchanges

AMP

Asset Management

P/E Ratio

MSCI

32.90

Winner

AMP

12.68

Forward P/E

MSCI

29.59

Winner

AMP

10.42

PEG Ratio

MSCI

1.57

Winner

AMP

0.81

Dividend Yield

MSCI

1.28%

Winner

AMP

1.40%

5Y Dividends CAGR

Winner

MSCI

24.94%

AMP

14.26%

5Y EPS CAGR

MSCI

17.64%

Winner

AMP

22.71%

Debt to Equity

Winner

MSCI

-230.84%

AMP

0.00%

Free Cash Flow Yield

MSCI

3.68%

Winner

AMP

16.62%

P/S Ratio

MSCI

13.07

Winner

AMP

2.13

P/B Ratio

MSCI

37.57

Winner

AMP

6.71

MSCI vs AMP - Historical Returns

Returns include dividend reinvestment.

Period	MSCI	AMP
1 month	-2.85%	-3.11%
3 months	+9.72%	+0.04%
6 months	+5.52%	+1.73%
1 year	+5.84%	-9.82%
5 years(CAGR)	+6.37%	+13.87%
10 years(CAGR)	+24.03%	+18.96%
Max(CAGR)	+19.18%	+15.10%

Winner

MSCI

-2.85%

AMP

-3.11%

Winner

MSCI

+9.72%

AMP

+0.04%

Winner

MSCI

+5.52%

AMP

+1.73%

Winner

MSCI

+5.84%

AMP

-9.82%

5Y(CAGR)

MSCI

+6.37%

Winner

AMP

+13.87%

10Y(CAGR)

Winner

MSCI

+24.03%

AMP

+18.96%

Max(CAGR)

Winner

MSCI

+19.18%

AMP

+15.10%

MSCI vs AMP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	MSCI	AMP
2026	+4.91%	-7.79%
2025	-2.69%	-6.29%
2024	+9.21%	+42.40%
2023	+23.97%	+24.25%
2022	-21.13%	+4.08%
2021	+40.95%	+63.12%
2020	+69.23%	+17.92%
2019	+77.76%	+58.53%
2018	+16.88%	-37.00%
2017	+62.75%	+55.09%
2016	+12.99%	+9.97%
2015	+53.19%	-17.74%
2014	+10.40%	+18.42%
2013	+36.07%	+80.65%
2012	-5.55%	+24.93%
2011	-16.53%	-14.97%
2010	+21.83%	+46.61%
2009	+70.51%	+65.91%
2008	-47.53%	-57.16%
2007	+47.13%	+0.74%
2006	N/A	+30.70%
2005	N/A	+11.11%

MSCI vs AMP Drawdown Comparison

The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.

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

The current MSCI drawdown is -8.15%. The current AMP drawdown is -19.82%.

Rank	MSCI	AMP
#1	-69.06% Dec 31, 2007 - Dec 21, 2010	-81.14% Oct 9, 2007 - Feb 11, 2011
#2	-43.74% Nov 16, 2021 - May 9, 2022	-53.88% Feb 20, 2020 - Nov 9, 2020
#3	-36.06% Dec 27, 2010 - Sep 16, 2013	-45.02% Jan 12, 2018 - Feb 4, 2020
#4	-32.21% Feb 19, 2020 - Apr 27, 2020	-43.27% Feb 13, 2015 - Feb 21, 2017
#5	-25.58% Sep 4, 2018 - Feb 28, 2019	-41.83% Feb 18, 2011 - Dec 7, 2012
#6	-14.93% Jul 31, 2015 - Nov 2, 2015	-31.53% Jan 14, 2022 - Nov 10, 2022
#7	-14.85% Jul 18, 2019 - Nov 1, 2019	-26.39% Jan 29, 2025 - Apr 4, 2025
#8	-14.11% Aug 31, 2016 - Feb 3, 2017	-20.80% Feb 13, 2023 - Jul 20, 2023
#9	-13.71% Jul 27, 2020 - Nov 4, 2020	-17.82% Jun 19, 2007 - Oct 9, 2007
#10	-13.50% May 18, 2020 - Jul 6, 2020	-17.24% Apr 27, 2006 - Oct 20, 2006
#11	-13.49% Sep 18, 2014 - Nov 24, 2014	-14.40% Sep 2, 2014 - Nov 4, 2014
#12	-13.30% Dec 29, 2015 - Feb 22, 2016	-14.20% Sep 26, 2005 - Nov 9, 2005
#13	-13.21% Jan 12, 2021 - Apr 12, 2021	-13.61% Jul 20, 2023 - Dec 1, 2023
#14	-12.38% Mar 12, 2014 - Jul 1, 2014	-13.32% Feb 22, 2007 - May 31, 2007
#15	-11.20% Sep 24, 2021 - Oct 29, 2021	-12.37% Jan 8, 2014 - Jun 3, 2014

Correlation

Correlation between MSCI and AMP is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2005 - 2026)

MSCI vs AMP dividend yield comparison.

Year	MSCI	AMP
2026	0.70%	0.73%
2025	1.25%	1.28%
2024	1.07%	1.09%
2023	0.98%	1.40%
2022	0.98%	1.57%
2021	0.59%	1.47%
2020	0.65%	2.10%
2019	0.98%	2.29%
2018	1.30%	3.38%
2017	1.04%	1.91%
2016	1.27%	2.63%
2015	1.11%	2.43%
2014	0.38%	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%