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AMP vs. MSCI: Ameriprise Financial vs. MSCI Stock Comparison

How do Ameriprise Financial (AMP) and MSCI (MSCI) 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 MSCI (MSCI) both belong to the Capital Markets industry, though AMP is classified under Asset Management & Custody Banks while MSCI falls under Financial Exchanges & Data.

Company profile comparison for Ameriprise Financial (AMP) and MSCI (MSCI)
Profile ItemAMPMSCI
NameAmeriprise Financial Inc.MSCI Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksFinancial Exchanges & Data
Market Capitalization43.54 billion USD46.60 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateSeptember 15, 2005November 15, 2007
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

AMP
MSCI
GSPC
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Ameriprise Financial (AMP) vs. MSCI (MSCI), 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 MSCI (MSCI). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Ameriprise Financial (AMP) and MSCI (MSCI)
MetricAMPMSCI
Total Return (1Y)13.80%12.76%
Total Return (3Y, Annualized)17.42%9.86%
Total Return (5Y, Annualized)12.72%1.00%

Risk Profile

Drawdown History

AMP
MSCI
GSPC
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Ameriprise Financial (AMP) vs. MSCI (MSCI), 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 MSCI (MSCI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Ameriprise Financial (AMP) and MSCI (MSCI)
MetricAMPMSCI
Volatility (1Y, Annualized)26.68%29.82%
Beta (5Y)1.101.17
Max Drawdown (5Y)-31.54%-43.74%
Avg. Volume (3M)545.31K590.34K

Risk-Adjusted Performance

Risk-Return Positioning

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AMP and MSCI 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 MSCI (MSCI)
MetricAMPMSCI
Sharpe Ratio (1Y)0.360.28
Sortino Ratio (1Y)0.500.40

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Ameriprise Financial (AMP) earns 71.98% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.

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%

MSCI

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
MSCI
--
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Ameriprise Financial (AMP) vs. MSCI (MSCI): MSCI does not report ROE, so it has no value marker; AMP is benchmarked against the Financial Services industry group.

Net Margin (TTM)

MSCI (MSCI) at 40.31% retains a top-quartile share of revenue as profit, ahead of Ameriprise Financial (AMP) at 20.67%, which keeps about the industry-typical share.

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%

MSCI

Financial Services industry group

40.31%

Max
62.84%
MSCI
40.31%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Ameriprise Financial (AMP) vs. MSCI (MSCI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

MSCI (MSCI) at 56.41% 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%

MSCI

Financial Services industry group

56.41%

Max
107.33%
MSCI
56.41%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Ameriprise Financial (AMP) vs. MSCI (MSCI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Ameriprise Financial (AMP) and MSCI (MSCI)
MetricAMPMSCI
ROE (TTM)71.98%--
ROA (TTM)2.30%21.75%
Net Margin (TTM)20.67%40.31%
Operating Margin (TTM)36.41%56.41%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Ameriprise Financial (AMP) at 7.04% and MSCI (MSCI) at 9.75% 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. MSCI (MSCI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Ameriprise Financial (AMP) at 9.77% and MSCI (MSCI) at 11.67% 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. MSCI (MSCI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Ameriprise Financial (AMP) and MSCI (MSCI)
MetricAMPMSCI
Revenue Growth (YoY)7.04%9.75%
Revenue Growth (3Y CAGR)9.03%11.71%
EPS Growth (YoY)9.77%11.67%
EPS Growth (3Y CAGR)9.41%13.54%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Ameriprise Financial (AMP) in Financial Services and MSCI (MSCI) 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 MSCI (MSCI) 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 MSCI (MSCI)
MetricAMPMSCI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Ameriprise Financial (AMP) at 1.30% and MSCI (MSCI) at 1.21% 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%

MSCI

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
MSCI
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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Ameriprise Financial (AMP) vs. MSCI (MSCI): 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 MSCI (MSCI) at 42.04% 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%

MSCI

Financial Services industry group

42.04%

Max
241.07%
Q3
97.36%
MSCI
42.04%
Median
25.77%
Q1
0.00%
Min
0.00%
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Ameriprise Financial (AMP) vs. MSCI (MSCI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Ameriprise Financial (AMP) and MSCI (MSCI)
MetricAMPMSCI
Dividend Yield (TTM)1.30%1.21%
Dividend Payout Ratio (TTM)14.86%42.04%

Valuation

P/E Ratio (TTM)

Ameriprise Financial (AMP) at 11.29 is near its industry’s usual P/E ratio, while MSCI (MSCI) at 33.90 sits in the richer quartile — MSCI 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

MSCI

Financial Services industry group

33.90

Max
45.85
MSCI
33.90
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Ameriprise Financial (AMP) vs. MSCI (MSCI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Ameriprise Financial (AMP) at 2.16 prices around its industry’s typical P/S ratio, while MSCI (MSCI) at 13.58 clears its benchmark range — MSCI 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

MSCI

Financial Services industry group

13.58

MSCI
13.58
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Ameriprise Financial (AMP) vs. MSCI (MSCI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Ameriprise Financial (AMP) reports 8.54, ranking against industry peers normally.

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

MSCI

Financial Services industry group

-15.24

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
MSCI
-15.24
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Ameriprise Financial (AMP) vs. MSCI (MSCI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Ameriprise Financial (AMP) and MSCI (MSCI)
MetricAMPMSCI
P/E Ratio (TTM)11.2933.90
P/S Ratio (TTM)2.1613.58
P/B Ratio (MRQ)8.54-15.24
Free Cash Flow Yield (TTM)----