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AMP vs BEN
Which Stock Would AI Choose? Ameriprise Financial (AMP) vs. Franklin Resources (BEN) Stock Comparison
Key Takeaways
- Ameriprise Financial (AMP) reported record Q1 2026 adjusted earnings per share (EPS) of $11.26, up 19% year-over-year (YoY), driven by asset growth to $1.67 trillion in assets under management (AUM).
- Franklin Resources (BEN) beat Q1 2026 EPS estimates with $0.70 versus $0.55 expected, supported by AUM reaching $1.74 trillion in February amid market gains.
- AMP shares traded around $464 recently, reflecting positive momentum from earnings, while BEN hovered near $27 amid anticipation for Q2 results.
- Both firms operate in asset management but differ in focus: AMP emphasizes wealth management advice, while BEN prioritizes global investment products.
- Recent market activity shows AMP with stronger short-term returns compared to BEN, influenced by sector tailwinds in financial services.
- Tickeron’s AI leans toward AMP for its superior earnings consistency and margin expansion in recent quarters.
Introduction
Ameriprise Financial (AMP) and Franklin Resources (BEN), both prominent players in the financial services sector, offer investors exposure to asset management and wealth advisory services. This stock comparison analyzes their recent performance, business models, and market positioning amid evolving interest rates and equity market trends. Traders seeking relative performance insights or long-term investors evaluating financial sector stability will find value in understanding how these stocks stack up, particularly in light of recent earnings and AUM dynamics.
AMP Overview and Recent Performance
Ameriprise Financial (AMP) provides comprehensive wealth management, asset management, and insurance products, with a strong emphasis on advisor-led client relationships. In recent market activity, AMP delivered robust Q1 2026 results, posting adjusted operating EPS of $11.26, a 19% YoY increase, and revenues up 11% to $4.8 billion. Total client assets reached a record $1.67 trillion, fueled by market appreciation despite a 59% drop in net inflows. Shares have shown resilience, trading near $464, supported by high advisor productivity at $1.2 million per advisor and a 27.9% operating margin. Sentiment has improved on capital returns and margin strength, though structural headwinds like flow variability temper gains.
BEN Overview and Recent Performance
Franklin Resources (BEN), operating as Franklin Templeton, is a global investment management firm offering mutual funds, ETFs, and alternative strategies. Recent performance highlights include Q1 2026 EPS of $0.70, surpassing estimates by 27%, with long-term net inflows of $118.6 billion. AUM climbed to $1.74 trillion in February, boosted by market lifts. Shares have traded around $27, with gains following prior earnings beats and dividend declarations of $0.33 per share. Investor sentiment reflects optimism on private credit growth and AUM expansion, tempered by profitability pressures and upcoming Q2 results on April 28. Market volatility has influenced flows, but steady revenue growth persists.
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Head-to-Head Comparison
AMP and BEN both benefit from financial sector exposure but diverge in models: AMP’s integrated wealth advice drives higher client retention (88% payout ratio implied via returns), while BEN focuses on scalable global products with stronger long-term inflows recently. Growth drivers for AMP include record advisor productivity and 30%+ wealth margins; BEN leverages AUM scale and private credit. Recent momentum favors AMP with 5%+ monthly gains post-earnings versus BEN’s steadier but lower trajectory. Risk factors: AMP faces inflow volatility; BEN profitability headwinds. Market sentiment tilts toward AMP for stability amid rate uncertainty.
Tickeron AI Verdict
Tickeron’s AI currently favors AMP over BEN, citing superior trend consistency from its Q1 earnings beat, expanded margins, and asset growth stability. While BEN shows solid AUM positioning and inflow resilience, AMP’s higher EPS growth and recent momentum suggest better near-term probability in volatile markets.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMP is a StrongBuy and BEN is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMP’s FA Score shows that 2 FA rating(s) are green whileBEN’s FA Score has 2 green FA rating(s).
- AMP’s FA Score: 2 green, 3 red.
- BEN’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMP’s TA Score shows that 5 TA indicator(s) are bullish while BEN’s TA Score has 4 bullish TA indicator(s).
- AMP’s TA Score: 5 bullish, 5 bearish.
- BEN’s TA Score: 4 bullish, 4 bearish.
Price Growth
AMP (@Investment Managers) experienced а +2.51% price change this week, while BEN (@Investment Managers) price change was +4.37% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.08%. For the same industry, the average monthly price growth was -2.27%, and the average quarterly price growth was -7.83%.
Reported Earning Dates
AMP is expected to report earnings on Jul 29, 2026.
BEN is expected to report earnings on Jul 24, 2026.
Industries' Descriptions
@Investment Managers (-2.08% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| AMP | BEN | AMP / BEN | |
| Capitalization | 42.4B | 17.6B | 241% |
| EBITDA | N/A | 1.83B | - |
| Gain YTD | -3.224 | 44.102 | -7% |
| P/E Ratio | 11.75 | 25.90 | 45% |
| Revenue | 18.9B | 9.03B | 209% |
| Total Cash | 45.8B | 3.57B | 1,283% |
| Total Debt | 5.81B | 15.4B | 38% |
AMP | BEN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 13 | 20 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 82 Overvalued | 11 Undervalued | |
PROFIT vs RISK RATING 1..100 | 31 | 67 | |
SMR RATING 1..100 | 19 | 85 | |
PRICE GROWTH RATING 1..100 | 55 | 11 | |
P/E GROWTH RATING 1..100 | 83 | 73 | |
SEASONALITY SCORE 1..100 | 46 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BEN's Valuation (11) in the Investment Managers industry is significantly better than the same rating for AMP (82) in the Investment Banks Or Brokers industry. This means that BEN’s stock grew significantly faster than AMP’s over the last 12 months.
AMP's Profit vs Risk Rating (31) in the Investment Banks Or Brokers industry is somewhat better than the same rating for BEN (67) in the Investment Managers industry. This means that AMP’s stock grew somewhat faster than BEN’s over the last 12 months.
AMP's SMR Rating (19) in the Investment Banks Or Brokers industry is significantly better than the same rating for BEN (85) in the Investment Managers industry. This means that AMP’s stock grew significantly faster than BEN’s over the last 12 months.
BEN's Price Growth Rating (11) in the Investment Managers industry is somewhat better than the same rating for AMP (55) in the Investment Banks Or Brokers industry. This means that BEN’s stock grew somewhat faster than AMP’s over the last 12 months.
BEN's P/E Growth Rating (73) in the Investment Managers industry is in the same range as AMP (83) in the Investment Banks Or Brokers industry. This means that BEN’s stock grew similarly to AMP’s over the last 12 months.
| AMP | BEN | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 73% | 2 days ago 52% |
| Stochastic ODDS (%) | 2 days ago 47% | 2 days ago 58% |
| Momentum ODDS (%) | 2 days ago 63% | 2 days ago 67% |
| MACD ODDS (%) | 2 days ago 69% | 2 days ago 70% |
| TrendWeek ODDS (%) | 2 days ago 61% | 2 days ago 63% |
| TrendMonth ODDS (%) | 2 days ago 56% | 2 days ago 61% |
| Advances ODDS (%) | 8 days ago 62% | 8 days ago 61% |
| Declines ODDS (%) | 16 days ago 57% | 23 days ago 72% |
| BollingerBands ODDS (%) | 2 days ago 41% | 2 days ago 63% |
| Aroon ODDS (%) | 2 days ago 60% | 2 days ago 44% |
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AMP and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMP has been closely correlated with RJF. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if AMP jumps, then RJF could also see price increases.