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AMP vs. RKT: Ameriprise Financial vs. Rocket Stock Comparison

How do Ameriprise Financial (AMP) and Rocket (RKT) 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 Rocket (RKT) both fall under the Financial Services industry group, but AMP is classified in Capital Markets while RKT is classified in Financial Services.

Ameriprise Financial (AMP) has more than two decades of public-market history since September 15, 2005, whereas Rocket (RKT) listed on August 6, 2020 and has a much shorter record to draw on.

Company profile comparison for Ameriprise Financial (AMP) and Rocket (RKT)
Profile ItemAMPRKT
NameAmeriprise Financial Inc.Rocket Companies Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsFinancial Services
GICS Sub-IndustryAsset Management & Custody BanksCommercial & Residential Mortgage Finance
Market Capitalization43.54 billion USD42.74 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateSeptember 15, 2005August 6, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Ameriprise Financial (AMP) and Rocket (RKT)
MetricAMPRKT
Total Return (1Y)13.80%-7.27%
Total Return (3Y, Annualized)17.42%26.30%
Total Return (5Y, Annualized)12.72%0.22%

Risk Profile

Drawdown History

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

Risk Metrics

Rocket (RKT) carries a highly aggressive beta of 2.19, indicating much higher sensitivity to broad-market moves, whereas Ameriprise Financial (AMP) is closer to market-like at 1.10 — a noticeable difference in market-sensitivity profile.

Rocket (RKT) is heavily traded at around 34.27M shares per day, whereas Ameriprise Financial (AMP) sees a more moderate 545.31K — larger orders in the latter may require more patience and tighter control over order sizing.

Risk profile metrics for Ameriprise Financial (AMP) and Rocket (RKT)
MetricAMPRKT
Volatility (1Y, Annualized)26.68%58.88%
Beta (5Y)1.102.19
Max Drawdown (5Y)-31.54%-59.90%
Avg. Volume (3M)545.31K34.27M

Risk-Adjusted Performance

Risk-Return Positioning

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AMP and RKT 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 Rocket (RKT)
MetricAMPRKT
Sharpe Ratio (1Y)0.36-0.20
Sortino Ratio (1Y)0.50-0.29

Profitability

ROE (TTM)

Ameriprise Financial (AMP) at 71.98% clears its industry range for ROE, a sharper capital-efficiency signal than Rocket (RKT) at 7.86%, 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%

RKT

Financial Services industry group

7.86%

Max
44.78%
Q3
21.85%
Median
12.91%
RKT
7.86%
Q1
4.48%
Min
-18.71%
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Ameriprise Financial (AMP) vs. Rocket (RKT): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Ameriprise Financial (AMP) at 20.67% and Rocket (RKT) at 11.02% 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%

RKT

Financial Services industry group

11.02%

Max
62.84%
Q3
28.05%
Median
15.36%
RKT
11.02%
Q1
4.82%
Min
-28.52%
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Ameriprise Financial (AMP) vs. Rocket (RKT): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Ameriprise Financial (AMP) at 36.41% and Rocket (RKT) at 43.54% 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%

RKT

Financial Services industry group

43.54%

Max
107.33%
Q3
55.90%
RKT
43.54%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Ameriprise Financial (AMP) vs. Rocket (RKT): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Ameriprise Financial (AMP) and Rocket (RKT)
MetricAMPRKT
ROE (TTM)71.98%7.86%
ROA (TTM)2.30%4.45%
Net Margin (TTM)20.67%11.02%
Operating Margin (TTM)36.41%43.54%
Gross Margin (TTM)----

Growth

Revenue Growth

Rocket (RKT) at 26.87% sits in the top revenue growth quartile, while Ameriprise Financial (AMP) at 7.04% is closer to the peer norm — faster top-line expansion for RKT.

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Ameriprise Financial (AMP) vs. Rocket (RKT): A comparison of their Revenue Growth across different time periods.

EPS Growth

Ameriprise Financial (AMP) at 9.77% is around its peer norm for EPS growth, while Rocket (RKT) at -123.81% drops into the bottom quartile, signaling weaker earnings momentum.

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Ameriprise Financial (AMP) vs. Rocket (RKT): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Ameriprise Financial (AMP) and Rocket (RKT)
MetricAMPRKT
Revenue Growth (YoY)7.04%26.87%
Revenue Growth (3Y CAGR)9.03%3.25%
EPS Growth (YoY)9.77%-123.81%
EPS Growth (3Y CAGR)9.41%--

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Rocket (RKT) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Ameriprise Financial (AMP) reports a yield of 1.30%, ranking against industry peers normally.

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%

RKT

Financial Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

Rocket (RKT) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Ameriprise Financial (AMP) reports a payout of 14.86%, ranking against industry peers normally.

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%

RKT

Financial Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for Ameriprise Financial (AMP) and Rocket (RKT)
MetricAMPRKT
Dividend Yield (TTM)1.30%0.00%
Dividend Payout Ratio (TTM)14.86%0.00%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Ameriprise Financial (AMP) trades at 11.29 times trailing earnings, ranked against its peers, while Rocket (RKT) has no P/E ratio this period.

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

RKT

Financial Services industry group

--

Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
RKT
--
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Ameriprise Financial (AMP) vs. Rocket (RKT): RKT does not report P/E ratio, so it has no value marker; AMP is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

On P/S ratio, both Ameriprise Financial (AMP) at 2.16 and Rocket (RKT) at 3.61 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

RKT

Financial Services industry group

3.61

Max
9.23
Q3
4.57
RKT
3.61
Median
2.72
Q1
1.28
Min
-0.55
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Ameriprise Financial (AMP) vs. Rocket (RKT): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Rocket (RKT) at 1.76 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

RKT

Financial Services industry group

1.76

Max
7.79
Q3
3.63
RKT
1.76
Median
1.57
Q1
0.81
Min
-0.39
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Ameriprise Financial (AMP) vs. Rocket (RKT): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Ameriprise Financial (AMP) and Rocket (RKT)
MetricAMPRKT
P/E Ratio (TTM)11.29--
P/S Ratio (TTM)2.163.61
P/B Ratio (MRQ)8.541.76
Free Cash Flow Yield (TTM)----