COMP <GO>
AMP vs ARES // 10Y YIELD & FRED MACRO BETA
Ameriprise Financial Inc. (NYSE) VS. Ares Management Corporation (NYSE) • 15-METRIC TALLY: AMP 10
— ARES 2
▲ 10Y YIELD & FRED MACRO BETA LEADER: AMP
LAST: $490.83 (-1.42%) • MKT CAP: $44.76B
macro-sensitivity
1.16
LAST: $128.15 (+0.53%) • MKT CAP: $42.10B
macro-sensitivity
0.87
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMP VS. ARES)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMP | ARES | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.60% | 4.50% | +1.10 | AMP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.6x | 64.1x | -44.50 | AMP | /valuation <GO> |
| Free Cash Flow Yield | 16.69% | 7.16% | +9.53 | AMP | /fcf-yield <GO> |
| Operating Margin | 23.00% | 9.30% | +13.70 | AMP | /operating-margins <GO> |
| Net Profit Margin | 18.80% | 7.60% | +11.20 | AMP | /net-margins <GO> |
| Revenue Growth (YoY) | 5.50% | 44.20% | -38.70 | ARES | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.33% | 0.00% | +1.33 | AMP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | AMP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.4 | 62.0 | -13.60 | ARES | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.16 | 0.87 | +0.29 | AMP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.7x | 83.0x | -71.30 | AMP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $44.76B | $42.10B | $2.66B | AMP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMP REV | ARES REV | AMP GROSS % | ARES GROSS % | AMP FCF | ARES FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.91B | $5.60B | — | — | $7.47B | $3.01B |
| FY 2024 | $17.93B | $3.88B | — | — | $5.79B | $2.62B |
| FY 2023 | $16.10B | $3.63B | — | — | $3.96B | -$396.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMP // BETA 1.16
ARES // BETA 0.87