XYZ vs AMP

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

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

5-Year PerformanceAMP has outperformed XYZ, delivering a return of +16.3% compared to -20.6%

XYZ vs AMP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XYZ(COMPANY)	AMP(COMPANY)
Market Cap	$45B	$44B
Max Drawdown	86.08%	81.52%
Sharpe Ratio	0.51	-0.30
5Y Beta	1.73	1.05
Industry	Software - Infrastructure	Asset Management
P/E Ratio	52.48	12.96
Forward P/E	19.42	10.92
PEG Ratio	26.25	0.83
Dividend Yield	N/A	1.36%
5Y Dividends CAGR	N/A	14.26%
5Y EPS CAGR	N/A	22.71%
Debt to Equity	33.58%	0.00%
Free Cash Flow Yield	7.29%	16.27%

Market Cap

Winner

XYZ

$45B

AMP

$44B

Max Drawdown

XYZ

86.08%

Winner

AMP

81.52%

Sharpe Ratio

Winner

XYZ

0.51

AMP

-0.30

5Y Beta

XYZ

1.73

Winner

AMP

1.05

Industry

XYZ

Software - Infrastructure

AMP

Asset Management

P/E Ratio

XYZ

52.48

Winner

AMP

12.96

Forward P/E

XYZ

19.42

Winner

AMP

10.92

PEG Ratio

XYZ

26.25

Winner

AMP

0.83

Dividend Yield

XYZ

N/A

AMP

1.36%

5Y Dividends CAGR

XYZ

N/A

AMP

14.26%

5Y EPS CAGR

XYZ

N/A

AMP

22.71%

Debt to Equity

XYZ

33.58%

Winner

AMP

0.00%

Free Cash Flow Yield

XYZ

7.29%

Winner

AMP

16.27%

XYZ vs AMP - Historical Returns

Returns include dividend reinvestment.

Period	XYZ	AMP
1 month	+5.88%	-0.80%
3 months	+29.29%	+8.46%
6 months	+16.14%	-3.52%
1 year	+18.53%	-6.47%
5 years(CAGR)	-20.61%	+16.29%
10 years(CAGR)	+23.52%	+19.45%
Max(CAGR)	+17.92%	+15.23%

Winner

XYZ

+5.88%

AMP

-0.80%

Winner

XYZ

+29.29%

AMP

+8.46%

Winner

XYZ

+16.14%

AMP

-3.52%

Winner

XYZ

+18.53%

AMP

-6.47%

5Y(CAGR)

XYZ

-20.61%

Winner

AMP

+16.29%

10Y(CAGR)

Winner

XYZ

+23.52%

AMP

+19.45%

Max(CAGR)

Winner

XYZ

+17.92%

AMP

+15.23%

XYZ vs AMP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	XYZ	AMP
2026	+14.78%	-4.71%
2025	-24.97%	-6.29%
2024	+17.68%	+42.40%
2023	+19.66%	+24.25%
2022	-61.69%	+4.08%
2021	-26.97%	+63.12%
2020	+240.97%	+17.92%
2019	+9.37%	+58.53%
2018	+55.07%	-37.00%
2017	+151.05%	+55.09%
2016	+12.09%	+9.97%
2015	+0.15%	-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%

XYZ vs AMP Drawdown Comparison

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

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

The current XYZ drawdown is -73.46%. The current AMP drawdown is -17.14%.

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