AMP vs. IVZ: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AMP and IVZ, 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 IVZ’s 7.49 billion USD, indicating a significant difference in their market valuations.
With betas of 1.23 for AMP and 1.44 for IVZ, both stocks show similar sensitivity to overall market movements.
| Symbol | AMP | IVZ |
|---|---|---|
| Company Name | Ameriprise Financial, Inc. | Invesco Ltd. |
| Country | US | US |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management | Asset Management |
| CEO | James M. Cracchiolo CPA | Andrew Ryan Schlossberg |
| Price | 543.3 USD | 16.73 USD |
| Market Cap | 51.73 billion USD | 7.49 billion USD |
| Beta | 1.23 | 1.44 |
| Exchange | NYSE | NYSE |
| IPO Date | September 15, 2005 | August 25, 1995 |
| ADR | No | No |
Historical Performance
This chart compares the performance of AMP and IVZ 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.
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.
IVZ
5.49%
Asset Management Industry
- Max
- 34.25%
- Q3
- 18.22%
- Median
- 11.24%
- Q1
- 5.81%
- Min
- -5.72%
IVZ’s Return on Equity of 5.49% is in the lower quartile for the Asset Management industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
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.
IVZ
2.53%
Asset Management Industry
- Max
- 42.18%
- Q3
- 20.06%
- Median
- 8.68%
- Q1
- 3.13%
- Min
- -16.42%
IVZ’s Return on Invested Capital of 2.53% is in the lower quartile for the Asset Management industry. This indicates a less efficient conversion of invested capital into profit compared to most of its competitors.
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.
IVZ
13.14%
Asset Management Industry
- Max
- 91.66%
- Q3
- 57.81%
- Median
- 29.48%
- Q1
- 15.70%
- Min
- -27.65%
Falling into the lower quartile for the Asset Management industry, IVZ’s Net Profit Margin of 13.14% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
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.
IVZ
14.64%
Asset Management Industry
- Max
- 99.76%
- Q3
- 78.28%
- Median
- 34.76%
- Q1
- 21.75%
- Min
- -48.25%
IVZ’s Operating Profit Margin of 14.64% 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.
Profitability at a Glance
| Symbol | AMP | IVZ |
|---|---|---|
| Return on Equity (TTM) | 56.06% | 5.49% |
| Return on Assets (TTM) | 1.67% | 2.86% |
| Return on Invested Capital (TTM) | 38.36% | 2.53% |
| Net Profit Margin (TTM) | 17.14% | 13.14% |
| Operating Profit Margin (TTM) | 21.38% | 14.64% |
| Gross Profit Margin (TTM) | 100.00% | 47.89% |
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.
IVZ
--
Asset Management Industry
- Max
- 12.44
- Q3
- 5.76
- Median
- 3.04
- Q1
- 1.03
- Min
- 0.01
Current Ratio data for IVZ is currently unavailable.
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.
IVZ
--
Asset Management Industry
- Max
- 2.62
- Q3
- 1.42
- Median
- 0.76
- Q1
- 0.34
- Min
- 0.01
Debt-to-Equity Ratio data for IVZ is currently unavailable.
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.
IVZ
16.24
Asset Management Industry
- Max
- 13.30
- Q3
- 6.30
- Median
- 2.71
- Q1
- 1.00
- Min
- -6.91
With an Interest Coverage Ratio of 16.24, IVZ demonstrates a superior capacity to service its debt, placing it well above the typical range for the Asset Management industry. This stems from either robust earnings or a conservative debt load.
Financial Strength at a Glance
| Symbol | AMP | IVZ |
|---|---|---|
| Current Ratio (TTM) | 38.84 | -- |
| Quick Ratio (TTM) | 38.84 | -- |
| Debt-to-Equity Ratio (TTM) | 0.70 | -- |
| Debt-to-Asset Ratio (TTM) | 0.02 | -- |
| Net Debt-to-EBITDA Ratio (TTM) | 1.03 | -1.52 |
| Interest Coverage Ratio (TTM) | 11.42 | 16.24 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for AMP and IVZ. These metrics are based on the companies’ annual financial reports.
Revenue Growth
Earnings Per Share (EPS) Growth
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.
IVZ
4.93%
Asset Management Industry
- Max
- 26.09%
- Q3
- 11.60%
- Median
- 6.37%
- Q1
- 2.75%
- Min
- 0.00%
IVZ’s Dividend Yield of 4.93% is consistent with its peers in the Asset Management industry, providing a dividend return that is standard for its sector.
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.
IVZ
75.91%
Asset Management Industry
- Max
- 1,034.88%
- Q3
- 127.70%
- Median
- 75.15%
- Q1
- 34.21%
- Min
- 0.00%
IVZ’s Dividend Payout Ratio of 75.91% is within the typical range for the Asset Management industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | AMP | IVZ |
|---|---|---|
| Dividend Yield (TTM) | 1.11% | 4.93% |
| Dividend Payout Ratio (TTM) | 19.37% | 75.91% |
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.
IVZ
9.42
Asset Management Industry
- Max
- 38.72
- Q3
- 23.40
- Median
- 11.45
- Q1
- 8.80
- Min
- 1.54
IVZ’s P/E Ratio of 9.42 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.
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.
IVZ
0.66
Asset Management Industry
- Max
- 6.38
- Q3
- 3.23
- Median
- 1.55
- Q1
- 0.89
- Min
- 0.02
In the lower quartile for the Asset Management industry, IVZ’s Forward PEG Ratio of 0.66 is a positive indicator. It suggests that the stock may be attractively valued relative to its expected earnings growth.
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.
IVZ
1.22
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, IVZ’s P/S Ratio of 1.22 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.
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.
IVZ
0.52
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.
Valuation at a Glance
| Symbol | AMP | IVZ |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 17.87 | 9.42 |
| Forward PEG Ratio (TTM) | 1.32 | 0.66 |
| Price-to-Sales Ratio (P/S, TTM) | 2.96 | 1.22 |
| Price-to-Book Ratio (P/B, TTM) | 9.86 | 0.52 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | 7.75 | 6.92 |
| EV-to-EBITDA (TTM) | 15.12 | 4.57 |
| EV-to-Sales (TTM) | 3.18 | 0.92 |