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AMP vs. MS: Ameriprise Financial vs. Morgan Stanley Stock Comparison

How do Ameriprise Financial (AMP) and Morgan Stanley (MS) 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 Morgan Stanley (MS) both belong to the Capital Markets industry, though AMP is classified under Asset Management & Custody Banks while MS falls under Investment Banking & Brokerage.

Company profile comparison for Ameriprise Financial (AMP) and Morgan Stanley (MS)
Profile ItemAMPMS
NameAmeriprise Financial Inc.Morgan Stanley Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksInvestment Banking & Brokerage
Market Capitalization43.54 billion USD283.60 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateSeptember 15, 2005February 23, 1993
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

AMP
MS
GSPC
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Ameriprise Financial (AMP) vs. Morgan Stanley (MS), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Ameriprise Financial (AMP) and Morgan Stanley (MS). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Ameriprise Financial (AMP) and Morgan Stanley (MS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Ameriprise Financial (AMP) and Morgan Stanley (MS)
MetricAMPMS
Total Return (1Y)13.80%19.44%
Total Return (3Y, Annualized)17.42%40.69%
Total Return (5Y, Annualized)12.72%17.38%

Risk Profile

Drawdown History

AMP
MS
GSPC
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Ameriprise Financial (AMP) vs. Morgan Stanley (MS), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Ameriprise Financial (AMP) and Morgan Stanley (MS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Ameriprise Financial (AMP) and Morgan Stanley (MS)
MetricAMPMS
Volatility (1Y, Annualized)26.68%29.73%
Beta (5Y)1.101.21
Max Drawdown (5Y)-31.54%-32.38%
Avg. Volume (3M)545.31K5.37M

Risk-Adjusted Performance

Risk-Return Positioning

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AMP and MS are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Ameriprise Financial (AMP) and Morgan Stanley (MS)
MetricAMPMS
Sharpe Ratio (1Y)0.360.51
Sortino Ratio (1Y)0.500.73

Profitability

ROE (TTM)

Ameriprise Financial (AMP) at 71.98% clears its industry range for ROE, a sharper capital-efficiency signal than Morgan Stanley (MS) at 18.04%, 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%

MS

Financial Services industry group

18.04%

Max
44.78%
Q3
21.85%
MS
18.04%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Ameriprise Financial (AMP) vs. Morgan Stanley (MS): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Ameriprise Financial (AMP) at 20.67% and Morgan Stanley (MS) at 25.63% 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%

MS

Financial Services industry group

25.63%

Max
62.84%
Q3
28.05%
MS
25.63%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Ameriprise Financial (AMP) vs. Morgan Stanley (MS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Ameriprise Financial (AMP) at 36.41% and Morgan Stanley (MS) at 39.00% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

MS

Financial Services industry group

39.00%

Max
107.33%
Q3
55.90%
MS
39.00%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Ameriprise Financial (AMP) vs. Morgan Stanley (MS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Ameriprise Financial (AMP) and Morgan Stanley (MS)
MetricAMPMS
ROE (TTM)71.98%18.04%
ROA (TTM)2.30%1.35%
Net Margin (TTM)20.67%25.63%
Operating Margin (TTM)36.41%39.00%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Ameriprise Financial (AMP) at 7.04% and Morgan Stanley (MS) at 14.48% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Ameriprise Financial (AMP) vs. Morgan Stanley (MS): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Ameriprise Financial (AMP) at 9.77% and Morgan Stanley (MS) at 28.43% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Ameriprise Financial (AMP) vs. Morgan Stanley (MS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Ameriprise Financial (AMP) and Morgan Stanley (MS)
MetricAMPMS
Revenue Growth (YoY)7.04%14.48%
Revenue Growth (3Y CAGR)9.03%9.52%
EPS Growth (YoY)9.77%28.43%
EPS Growth (3Y CAGR)9.41%18.41%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Ameriprise Financial (AMP) in Financial Services and Morgan Stanley (MS) 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 Morgan Stanley (MS) 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

Financial strength metrics for Ameriprise Financial (AMP) and Morgan Stanley (MS)
MetricAMPMS
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Ameriprise Financial (AMP) at 1.30% and Morgan Stanley (MS) at 2.40% 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%

MS

Financial Services industry group

2.40%

Max
9.77%
Q3
3.92%
MS
2.40%
Median
1.09%
Q1
0.00%
Min
0.00%
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Ameriprise Financial (AMP) vs. Morgan Stanley (MS): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Ameriprise Financial (AMP) at 14.86% and Morgan Stanley (MS) at 32.91% 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%

MS

Financial Services industry group

32.91%

Max
241.07%
Q3
97.36%
MS
32.91%
Median
25.77%
Q1
0.00%
Min
0.00%
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Ameriprise Financial (AMP) vs. Morgan Stanley (MS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Ameriprise Financial (AMP) and Morgan Stanley (MS)
MetricAMPMS
Dividend Yield (TTM)1.30%2.40%
Dividend Payout Ratio (TTM)14.86%32.91%

Valuation

P/E Ratio (TTM)

Both Ameriprise Financial (AMP) at 11.29 and Morgan Stanley (MS) at 14.39 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

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

MS

Financial Services industry group

14.39

Max
45.85
Q3
24.64
Median
15.37
MS
14.39
Q1
9.68
Min
0.16
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Ameriprise Financial (AMP) vs. Morgan Stanley (MS): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Ameriprise Financial (AMP) at 2.16 and Morgan Stanley (MS) at 3.55 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

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

MS

Financial Services industry group

3.55

Max
9.23
Q3
4.57
MS
3.55
Median
2.72
Q1
1.28
Min
-0.55
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Ameriprise Financial (AMP) vs. Morgan Stanley (MS): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Morgan Stanley (MS) at 2.65 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

MS

Financial Services industry group

2.65

Max
7.79
Q3
3.63
MS
2.65
Median
1.57
Q1
0.81
Min
-0.39
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Ameriprise Financial (AMP) vs. Morgan Stanley (MS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Ameriprise Financial (AMP) and Morgan Stanley (MS)
MetricAMPMS
P/E Ratio (TTM)11.2914.39
P/S Ratio (TTM)2.163.55
P/B Ratio (MRQ)8.542.65
Free Cash Flow Yield (TTM)----