MetaCap

Ameriprise Financial (AMP) vs Carlyle Group (CG)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Ameriprise Financial (AMP) has outperformed Carlyle Group (CG) over the past year, losing 1.5% versus a loss of 38.6%. Over five years, AMP leads with a +69.2% price change compared with -26.5% for CG. Ameriprise Financial is the larger company by market cap ($43.37 billion vs $13.29 billion), about 3.3 times the size.

On valuation, Carlyle Group trades at a lower forward P/E (7.3x vs 9.5x for Ameriprise Financial). Carlyle Group offers the higher dividend yield (3.75% vs 1.32%). Ameriprise Financial converts more of its revenue into profit, with a net margin of 18.8% versus 16.9%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

AMP-1.45%CG-38.65%
+17%-12%-41%
Oct 7, 20251 yearOct 7, 2026
AMP+75.76%CG-23.51%
+113%+29%-56%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

AMP versus CG key metrics
MetricAMPCG
Share price$490.93$37.31
Market cap$43.37B$13.29B
1-day change+0.07%-1.30%
YTD return+0.04%-36.05%
1-year return-1.45%-38.65%
5-year return+69.23%-26.53%
P/E ratio (TTM)11.8538.46
Forward P/E9.497.35
EPS (TTM)$41.42$0.97
Dividend yield1.32%3.75%
Annual dividend$6.50$1.40
Revenue (latest FY)$18.91B$4.78B
Revenue growth (YoY)+5.49%-11.91%
Net income (latest FY)$3.56B$808.70M
Net margin18.84%16.92%
52-week high$572.56$67.30
52-week low$422.37$37.19
Distance from 52-week high-14.26%-44.56%
Analyst consensusbuybuy
Avg. price target upside+15.74%+47.12%
Average volume544.57K3.51M
Shares outstanding88.33M356.33M
Employees13,6002,500
SectorFinanceFinance
IndustryInvestment ManagersInvestment Managers

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • Ameriprise Financial is about 3.3 times larger than Carlyle Group by market value ($43.37B vs $13.29B).
  • AMP has outperformed CG by 37.2 percentage points over the past year.
  • Carlyle Group trades at a higher earnings multiple (38.5x vs 11.9x trailing P/E).
  • Carlyle Group offers a meaningfully higher dividend yield (3.75% vs 1.32%).
  • Ameriprise Financial grew revenue faster in its latest fiscal year (+5.49% vs -11.91%).

About Ameriprise Financial

AMP stock →

Ameriprise Financial, Inc., together with its subsidiaries, operates as a diversified financial services company in the United States and internationally. The company offers financial planning and advice services to individual and institutional clients.

Finance · Investment Managers · 13,600 employees

About Carlyle Group

CG stock →

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments.

Finance · Investment Managers · 2,500 employees

AMP vs CG FAQ

Which is bigger, Ameriprise Financial or Carlyle Group?

Ameriprise Financial (AMP) is larger, with a market capitalization of $43.37B compared with $13.29B for Carlyle Group (CG).

Which stock has performed better over the past year, AMP or CG?

AMP returned -1.45% over the past 12 months, compared with -38.65% for CG (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, AMP or CG?

AMP has the lower trailing P/E at 11.9, versus 38.5 for CG. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, Ameriprise Financial or Carlyle Group?

Carlyle Group has the higher yield at 3.75%, compared with 1.32% for Ameriprise Financial.

Are Ameriprise Financial and Carlyle Group in the same industry?

Yes. Both are classified in the Investment Managers industry within the Finance sector.

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