AMP vs. CG: Ameriprise Financial vs. Carlyle Stock Comparison
How do Ameriprise Financial (AMP) and Carlyle (CG) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Ameriprise Financial (AMP) and Carlyle (CG) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.
| Profile Item | AMP | CG |
|---|---|---|
| Name | Ameriprise Financial Inc. | The Carlyle Group Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Asset Management & Custody Banks |
| Market Capitalization | 43.54 billion USD | 14.04 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | September 15, 2005 | May 3, 2012 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AMP | CG |
|---|---|---|
| Total Return (1Y) | 13.80% | -17.79% |
| Total Return (3Y, Annualized) | 17.42% | 15.29% |
| Total Return (5Y, Annualized) | 12.72% | -3.77% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AMP | CG |
|---|---|---|
| Volatility (1Y, Annualized) | 26.68% | 37.89% |
| Beta (5Y) | 1.10 | 1.82 |
| Max Drawdown (5Y) | -31.54% | -56.75% |
| Avg. Volume (3M) | 545.31K | 3.48M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AMP | CG |
|---|---|---|
| Sharpe Ratio (1Y) | 0.36 | -0.58 |
| Sortino Ratio (1Y) | 0.50 | -0.81 |
Profitability
ROE (TTM)
Ameriprise Financial (AMP) at 71.98% clears its industry range for ROE, a sharper capital-efficiency signal than Carlyle (CG) at 5.23%, which is closer to a typical peer reading.
AMP
Financial Services industry group
71.98%
- AMP
- 71.98%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
CG
Financial Services industry group
5.23%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- CG
- 5.23%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Ameriprise Financial (AMP) at 20.67% and Carlyle (CG) at 12.81% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
AMP
Financial Services industry group
20.67%
- Max
- 62.84%
- Q3
- 28.05%
- AMP
- 20.67%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
CG
Financial Services industry group
12.81%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- CG
- 12.81%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Carlyle (CG) reports a negative operating margin of -52.93%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Ameriprise Financial (AMP) reports 36.41%, ranking against industry peers normally.
AMP
Financial Services industry group
36.41%
- Max
- 107.33%
- Q3
- 55.90%
- AMP
- 36.41%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
CG
Financial Services industry group
-52.93%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
- CG
- -52.93%
Profitability Metrics
| Metric | AMP | CG |
|---|---|---|
| ROE (TTM) | 71.98% | 5.23% |
| ROA (TTM) | 2.30% | 1.27% |
| Net Margin (TTM) | 20.67% | 12.81% |
| Operating Margin (TTM) | 36.41% | -52.93% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Ameriprise Financial (AMP) at 7.04% is around its peer norm for revenue growth, while Carlyle (CG) at -5.56% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Both Ameriprise Financial (AMP) at 9.77% and Carlyle (CG) at -21.30% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | AMP | CG |
|---|---|---|
| Revenue Growth (YoY) | 7.04% | -5.56% |
| Revenue Growth (3Y CAGR) | 9.03% | -1.43% |
| EPS Growth (YoY) | 9.77% | -21.30% |
| EPS Growth (3Y CAGR) | 9.41% | -13.34% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Ameriprise Financial (AMP) in Financial Services and Carlyle (CG) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: Ameriprise Financial (AMP) in Financial Services and Carlyle (CG) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | AMP | CG |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Ameriprise Financial (AMP) at 1.30% and Carlyle (CG) at 3.50% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
AMP
Financial Services industry group
1.30%
- Max
- 9.77%
- Q3
- 3.92%
- AMP
- 1.30%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
CG
Financial Services industry group
3.50%
- Max
- 9.77%
- Q3
- 3.92%
- CG
- 3.50%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Carlyle (CG) reports payout ratio above 100% at 147.37%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Ameriprise Financial (AMP) reports 14.86%, ranking against industry peers normally.
AMP
Financial Services industry group
14.86%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- AMP
- 14.86%
- Q1
- 0.00%
- Min
- 0.00%
CG
Financial Services industry group
147.37%
- Max
- 241.07%
- CG
- 147.37%
- Q3
- 97.36%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AMP | CG |
|---|---|---|
| Dividend Yield (TTM) | 1.30% | 3.50% |
| Dividend Payout Ratio (TTM) | 14.86% | 147.37% |
Valuation
P/E Ratio (TTM)
Ameriprise Financial (AMP) at 11.29 is near its industry’s usual P/E ratio, while Carlyle (CG) at 40.93 sits in the richer quartile — CG needs stronger growth or earnings quality to justify the premium.
AMP
Financial Services industry group
11.29
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- AMP
- 11.29
- Q1
- 9.68
- Min
- 0.16
CG
Financial Services industry group
40.93
- Max
- 45.85
- CG
- 40.93
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Ameriprise Financial (AMP) at 2.16 is priced about in line with its industry on P/S ratio, while Carlyle (CG) at 5.06 sits in the pricier quartile — CG costs more per dollar of sales.
AMP
Financial Services industry group
2.16
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- AMP
- 2.16
- Q1
- 1.28
- Min
- -0.55
CG
Financial Services industry group
5.06
- Max
- 9.23
- CG
- 5.06
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Carlyle (CG) at 2.81 sits near its industry’s typical P/B ratio, while Ameriprise Financial (AMP) at 8.54 prices above its benchmark range — AMP looks rich relative to book.
AMP
Financial Services industry group
8.54
- AMP
- 8.54
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
CG
Financial Services industry group
2.81
- Max
- 7.79
- Q3
- 3.63
- CG
- 2.81
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | AMP | CG |
|---|---|---|
| P/E Ratio (TTM) | 11.29 | 40.93 |
| P/S Ratio (TTM) | 2.16 | 5.06 |
| P/B Ratio (MRQ) | 8.54 | 2.81 |
| Free Cash Flow Yield (TTM) | -- | -- |