AMP vs. IBKR: Ameriprise Financial vs. Interactive Brokers Stock Comparison
How do Ameriprise Financial (AMP) and Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR) both belong to the Capital Markets industry, though AMP is classified under Asset Management & Custody Banks while IBKR falls under Investment Banking & Brokerage.
| Profile Item | AMP | IBKR |
|---|---|---|
| Name | Ameriprise Financial Inc. | Interactive Brokers Group, Inc. Class A Common Stock |
| 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 | Investment Banking & Brokerage |
| Market Capitalization | 43.54 billion USD | 129.19 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | September 15, 2005 | May 4, 2007 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AMP | IBKR |
|---|---|---|
| Total Return (1Y) | 13.80% | 11.53% |
| Total Return (3Y, Annualized) | 17.42% | 57.15% |
| Total Return (5Y, Annualized) | 12.72% | 34.54% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AMP | IBKR |
|---|---|---|
| Volatility (1Y, Annualized) | 26.68% | 40.72% |
| Beta (5Y) | 1.10 | 1.37 |
| Max Drawdown (5Y) | -31.54% | -38.66% |
| Avg. Volume (3M) | 545.31K | 4.24M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AMP | IBKR |
|---|---|---|
| Sharpe Ratio (1Y) | 0.36 | 0.18 |
| Sortino Ratio (1Y) | 0.50 | 0.26 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Ameriprise Financial (AMP) at 71.98% is the standout with ROE above its industry range; Interactive Brokers (IBKR) at 23.67% also sits in the top quartile.
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%
IBKR
Financial Services industry group
23.67%
- Max
- 44.78%
- IBKR
- 23.67%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Ameriprise Financial (AMP) at 20.67% and Interactive Brokers (IBKR) at 16.68% 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%
IBKR
Financial Services industry group
16.68%
- Max
- 62.84%
- Q3
- 28.05%
- IBKR
- 16.68%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Interactive Brokers (IBKR) at 77.70% operates in the top operating margin quartile, ahead of Ameriprise Financial (AMP) at 36.41%, which runs around its industry’s norm.
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%
IBKR
Financial Services industry group
77.70%
- Max
- 107.33%
- IBKR
- 77.70%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | AMP | IBKR |
|---|---|---|
| ROE (TTM) | 71.98% | 23.67% |
| ROA (TTM) | 2.30% | 2.28% |
| Net Margin (TTM) | 20.67% | 16.68% |
| Operating Margin (TTM) | 36.41% | 77.70% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Ameriprise Financial (AMP) at 7.04% and Interactive Brokers (IBKR) at 9.73% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both Ameriprise Financial (AMP) at 9.77% and Interactive Brokers (IBKR) at 28.14% 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 | IBKR |
|---|---|---|
| Revenue Growth (YoY) | 7.04% | 9.73% |
| Revenue Growth (3Y CAGR) | 9.03% | 34.60% |
| EPS Growth (YoY) | 9.77% | 28.14% |
| EPS Growth (3Y CAGR) | 9.41% | 33.29% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Ameriprise Financial (AMP) in Financial Services and Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR) 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 | IBKR |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Ameriprise Financial (AMP) at 1.30% and Interactive Brokers (IBKR) at 0.46% 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%
IBKR
Financial Services industry group
0.46%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- IBKR
- 0.46%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Ameriprise Financial (AMP) at 14.86% and Interactive Brokers (IBKR) at 12.79% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
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%
IBKR
Financial Services industry group
12.79%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- IBKR
- 12.79%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AMP | IBKR |
|---|---|---|
| Dividend Yield (TTM) | 1.30% | 0.46% |
| Dividend Payout Ratio (TTM) | 14.86% | 12.79% |
Valuation
P/E Ratio (TTM)
Ameriprise Financial (AMP) at 11.29 is near its industry’s usual P/E ratio, while Interactive Brokers (IBKR) at 28.94 sits in the richer quartile — IBKR 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
IBKR
Financial Services industry group
28.94
- Max
- 45.85
- IBKR
- 28.94
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Ameriprise Financial (AMP) at 2.16 prices around its industry’s typical P/S ratio, while Interactive Brokers (IBKR) at 18.30 clears its benchmark range — IBKR looks notably rich on 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
IBKR
Financial Services industry group
18.30
- IBKR
- 18.30
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both look rich against book: Interactive Brokers (IBKR) at 5.53 sits in the upper P/B ratio quartile, and Ameriprise Financial (AMP) at 8.54 prices even higher, above its industry range.
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
IBKR
Financial Services industry group
5.53
- Max
- 7.79
- IBKR
- 5.53
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | AMP | IBKR |
|---|---|---|
| P/E Ratio (TTM) | 11.29 | 28.94 |
| P/S Ratio (TTM) | 2.16 | 18.30 |
| P/B Ratio (MRQ) | 8.54 | 5.53 |
| Free Cash Flow Yield (TTM) | -- | -- |