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AMP vs. CG: A Head-to-Head Stock Comparison

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Here’s a clear look at AMP and CG, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Overview

AMP’s market capitalization of 51.73 billion USD is substantially larger than CG’s 20.12 billion USD, indicating a significant difference in their market valuations.

With betas of 1.23 for AMP and 1.84 for CG, both stocks show similar sensitivity to overall market movements.

SymbolAMPCG
Company NameAmeriprise Financial, Inc.The Carlyle Group Inc.
CountryUSUS
SectorFinancial ServicesFinancial Services
IndustryAsset ManagementAsset Management
CEOJames M. Cracchiolo CPAHarvey Mitchell Schwartz
Price543.3 USD55.7 USD
Market Cap51.73 billion USD20.12 billion USD
Beta1.231.84
ExchangeNYSENASDAQ
IPO DateSeptember 15, 2005May 3, 2012
ADRNoNo

Historical Performance

This chart compares the performance of AMP and CG by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period.

Data is adjusted for dividends and splits.

AMP vs. CG: Growth of a $10,000 investment over the past one year.

Profitability

Return on Equity

AMP

56.06%

Asset Management Industry

Max
34.25%
Q3
18.22%
Median
11.24%
Q1
5.81%
Min
-5.72%

AMP’s Return on Equity of 56.06% is exceptionally high, placing it well beyond the typical range for the Asset Management industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.

CG

18.58%

Asset Management Industry

Max
34.25%
Q3
18.22%
Median
11.24%
Q1
5.81%
Min
-5.72%

In the upper quartile for the Asset Management industry, CG’s Return on Equity of 18.58% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

AMP vs. CG: A comparison of their ROE against the Asset Management industry benchmark.

Return on Invested Capital

AMP

38.36%

Asset Management Industry

Max
42.18%
Q3
20.06%
Median
8.68%
Q1
3.13%
Min
-16.42%

In the upper quartile for the Asset Management industry, AMP’s Return on Invested Capital of 38.36% signifies a highly effective use of its capital to generate profits when compared to its peers.

CG

42.18%

Asset Management Industry

Max
42.18%
Q3
20.06%
Median
8.68%
Q1
3.13%
Min
-16.42%

In the upper quartile for the Asset Management industry, CG’s Return on Invested Capital of 42.18% signifies a highly effective use of its capital to generate profits when compared to its peers.

AMP vs. CG: A comparison of their ROIC against the Asset Management industry benchmark.

Net Profit Margin

AMP

17.14%

Asset Management Industry

Max
91.66%
Q3
57.81%
Median
29.48%
Q1
15.70%
Min
-27.65%

AMP’s Net Profit Margin of 17.14% is aligned with the median group of its peers in the Asset Management industry. This indicates its ability to convert revenue into profit is typical for the sector.

CG

26.19%

Asset Management Industry

Max
91.66%
Q3
57.81%
Median
29.48%
Q1
15.70%
Min
-27.65%

CG’s Net Profit Margin of 26.19% is aligned with the median group of its peers in the Asset Management industry. This indicates its ability to convert revenue into profit is typical for the sector.

AMP vs. CG: A comparison of their Net Profit Margin against the Asset Management industry benchmark.

Operating Profit Margin

AMP

21.38%

Asset Management Industry

Max
99.76%
Q3
78.28%
Median
34.76%
Q1
21.75%
Min
-48.25%

AMP’s Operating Profit Margin of 21.38% is in the lower quartile for the Asset Management industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

CG

34.86%

Asset Management Industry

Max
99.76%
Q3
78.28%
Median
34.76%
Q1
21.75%
Min
-48.25%

CG’s Operating Profit Margin of 34.86% is around the midpoint for the Asset Management industry, indicating that its efficiency in managing core business operations is typical for the sector.

AMP vs. CG: A comparison of their Operating Margin against the Asset Management industry benchmark.

Profitability at a Glance

SymbolAMPCG
Return on Equity (TTM)56.06%18.58%
Return on Assets (TTM)1.67%4.50%
Return on Invested Capital (TTM)38.36%42.18%
Net Profit Margin (TTM)17.14%26.19%
Operating Profit Margin (TTM)21.38%34.86%
Gross Profit Margin (TTM)100.00%83.78%

Financial Strength

Current Ratio

AMP

38.84

Asset Management Industry

Max
12.44
Q3
5.76
Median
3.04
Q1
1.03
Min
0.01

AMP’s Current Ratio of 38.84 is exceptionally high, placing it well outside the typical range for the Asset Management industry. This indicates a very strong liquidity position, though such a high ratio may also suggest that the company is not using its assets efficiently to generate profits.

CG

4.70

Asset Management Industry

Max
12.44
Q3
5.76
Median
3.04
Q1
1.03
Min
0.01

CG’s Current Ratio of 4.70 aligns with the median group of the Asset Management industry, indicating that its short-term liquidity is in line with its sector peers.

AMP vs. CG: A comparison of their Current Ratio against the Asset Management industry benchmark.

Debt-to-Equity Ratio

AMP

0.70

Asset Management Industry

Max
2.62
Q3
1.42
Median
0.76
Q1
0.34
Min
0.01

AMP’s Debt-to-Equity Ratio of 0.70 is typical for the Asset Management industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

CG

--

Asset Management Industry

Max
2.62
Q3
1.42
Median
0.76
Q1
0.34
Min
0.01

Debt-to-Equity Ratio data for CG is currently unavailable.

AMP vs. CG: A comparison of their D/E Ratio against the Asset Management industry benchmark.

Interest Coverage Ratio

AMP

11.42

Asset Management Industry

Max
13.30
Q3
6.30
Median
2.71
Q1
1.00
Min
-6.91

AMP’s Interest Coverage Ratio of 11.42 is in the upper quartile for the Asset Management industry, signifying a strong and healthy capacity to meet its interest payments from operating profits.

CG

2.15

Asset Management Industry

Max
13.30
Q3
6.30
Median
2.71
Q1
1.00
Min
-6.91

CG’s Interest Coverage Ratio of 2.15 is positioned comfortably within the norm for the Asset Management industry, indicating a standard and healthy capacity to cover its interest payments.

AMP vs. CG: A comparison of their Interest Coverage against the Asset Management industry benchmark.

Financial Strength at a Glance

SymbolAMPCG
Current Ratio (TTM)38.844.70
Quick Ratio (TTM)38.844.70
Debt-to-Equity Ratio (TTM)0.70--
Debt-to-Asset Ratio (TTM)0.02--
Net Debt-to-EBITDA Ratio (TTM)1.03-0.73
Interest Coverage Ratio (TTM)11.422.15

Growth

The following charts compare key year-over-year (YoY) growth metrics for AMP and CG. These metrics are based on the companies’ annual financial reports.

Revenue Growth

AMP vs. CG: A comparison of their annual year-over-year Revenue Growth.

Earnings Per Share (EPS) Growth

AMP vs. CG: A comparison of their annual year-over-year Earnings Per Share (EPS) Growth.

Free Cash Flow Growth

AMP vs. CG: A comparison of their annual year-over-year Free Cash Flow Growth.

Dividend

Dividend Yield

AMP

1.11%

Asset Management Industry

Max
26.09%
Q3
11.60%
Median
6.37%
Q1
2.75%
Min
0.00%

AMP’s Dividend Yield of 1.11% is in the lower quartile for the Asset Management industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

CG

2.51%

Asset Management Industry

Max
26.09%
Q3
11.60%
Median
6.37%
Q1
2.75%
Min
0.00%

CG’s Dividend Yield of 2.51% is in the lower quartile for the Asset Management industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

AMP vs. CG: A comparison of their Dividend Yield against the Asset Management industry benchmark.

Dividend Payout Ratio

AMP

19.37%

Asset Management Industry

Max
1,034.88%
Q3
127.70%
Median
75.15%
Q1
34.21%
Min
0.00%

AMP’s Dividend Payout Ratio of 19.37% is in the lower quartile for the Asset Management industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

CG

46.34%

Asset Management Industry

Max
1,034.88%
Q3
127.70%
Median
75.15%
Q1
34.21%
Min
0.00%

CG’s Dividend Payout Ratio of 46.34% is within the typical range for the Asset Management industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

AMP vs. CG: A comparison of their Payout Ratio against the Asset Management industry benchmark.

Dividend at a Glance

SymbolAMPCG
Dividend Yield (TTM)1.11%2.51%
Dividend Payout Ratio (TTM)19.37%46.34%

Valuation

Price-to-Earnings Ratio

AMP

17.87

Asset Management Industry

Max
38.72
Q3
23.40
Median
11.45
Q1
8.80
Min
1.54

AMP’s P/E Ratio of 17.87 is within the middle range for the Asset Management industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

CG

18.46

Asset Management Industry

Max
38.72
Q3
23.40
Median
11.45
Q1
8.80
Min
1.54

CG’s P/E Ratio of 18.46 is within the middle range for the Asset Management industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

AMP vs. CG: A comparison of their P/E Ratio against the Asset Management industry benchmark.

Forward P/E to Growth Ratio

AMP

1.32

Asset Management Industry

Max
6.38
Q3
3.23
Median
1.55
Q1
0.89
Min
0.02

AMP’s Forward PEG Ratio of 1.32 is within the middle range of its peers in the Asset Management industry. This suggests a reasonable balance between the stock’s price and its expected growth, aligning with sector valuation norms.

CG

1.35

Asset Management Industry

Max
6.38
Q3
3.23
Median
1.55
Q1
0.89
Min
0.02

CG’s Forward PEG Ratio of 1.35 is within the middle range of its peers in the Asset Management industry. This suggests a reasonable balance between the stock’s price and its expected growth, aligning with sector valuation norms.

AMP vs. CG: A comparison of their Forward PEG Ratio against the Asset Management industry benchmark.

Price-to-Sales Ratio

AMP

2.96

Asset Management Industry

Max
13.75
Q3
7.92
Median
4.87
Q1
3.51
Min
0.02

In the lower quartile for the Asset Management industry, AMP’s P/S Ratio of 2.96 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

CG

4.86

Asset Management Industry

Max
13.75
Q3
7.92
Median
4.87
Q1
3.51
Min
0.02

CG’s P/S Ratio of 4.86 aligns with the market consensus for the Asset Management industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

AMP vs. CG: A comparison of their P/S Ratio against the Asset Management industry benchmark.

Price-to-Book Ratio

AMP

9.86

Asset Management Industry

Max
5.33
Q3
2.75
Median
1.06
Q1
0.87
Min
0.00

The P/B Ratio is often not a primary valuation metric for the Asset Management industry.

CG

3.14

Asset Management Industry

Max
5.33
Q3
2.75
Median
1.06
Q1
0.87
Min
0.00

The P/B Ratio is often not a primary valuation metric for the Asset Management industry.

AMP vs. CG: A comparison of their P/B Ratio against the Asset Management industry benchmark.

Valuation at a Glance

SymbolAMPCG
Price-to-Earnings Ratio (P/E, TTM)17.8718.46
Forward PEG Ratio (TTM)1.321.35
Price-to-Sales Ratio (P/S, TTM)2.964.86
Price-to-Book Ratio (P/B, TTM)9.863.14
Price-to-Free Cash Flow Ratio (P/FCF, TTM)7.75-26.94
EV-to-EBITDA (TTM)15.1211.61
EV-to-Sales (TTM)3.184.57