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AMP vs CG
Which Stock Would AI Choose? Ameriprise Financial (AMP) vs. Carlyle Group (CG) Stock Comparison
Key Takeaways
- CG has outperformed AMP year-to-date with a 10.52% return compared to 6.61%, reflecting stronger momentum in recent market activity.
- Over the past year, CG delivered a robust 50.49% gain, far exceeding AMP's 0.44% return.
- AMP trades at a lower price-to-earnings (P/E) ratio of 12.58 versus CG's 24.11, indicating potential value orientation.
- Both firms operate in financial services, but AMP emphasizes wealth management while CG focuses on private equity and alternatives.
- Recent analyst views on AMP are mixed ahead of Q1 earnings, while CG benefits from upward price targets averaging $62.
Introduction
Ameriprise Financial (AMP) and The Carlyle Group (CG) represent distinct approaches within the financial services sector, making them compelling for comparison. AMP focuses on retail wealth management and advice, appealing to individual investors seeking stability. In contrast, CG specializes in alternative investments like private equity, attracting those pursuing higher growth. Traders and investors navigating sector rotation or evaluating relative performance in a volatile market—amid interest rate shifts and economic uncertainty—will find this analysis useful for assessing momentum, valuation, and positioning.
AMP Overview and Recent Performance
Ameriprise Financial (AMP) is a diversified firm offering financial planning, wealth management, asset management, and insurance products to individuals and institutions. With a market capitalization of approximately $42.4 billion, it maintains a strong presence through advisor networks and robust assets under management. In recent weeks, the stock has traded around $456, within a 52-week range of $422 to $550, showing year-to-date gains of 6.61% but modest one-year returns of 0.44%. Sentiment reflects mixed analyst views, with Morgan Stanley lowering its price target amid competitive pressures, offset by positive earnings expectations from Zacks. Strong Q4 2025 results, including adjusted operating earnings per share (EPS) of $10.83, have supported stability, though broader market dynamics have tempered upside.
CG Overview and Recent Performance
The Carlyle Group (CG) is a global investment firm managing private equity, real assets, global market strategies, and solutions across sectors. Its $19 billion market cap underscores its scale in alternative assets. Recently, shares have hovered near $52.55, in a 52-week range of $35 to $70, with year-to-date returns of 10.52% and impressive one-year gains of 50.49%. Performance has benefited from robust long-term trends, including outperformance over three- and five-year periods. Analyst sentiment remains constructive, with an average price target of $62 and Barclays maintaining an overweight rating. Q4 2025 revenue of $1.09 billion bolstered confidence, though near-term volatility persists ahead of Q1 results.
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Head-to-Head Comparison
AMP and CG both serve financial services but diverge in models: AMP’s retail-focused wealth and asset management provides steady client flows, while CG’s private equity emphasis drives higher growth via deal activity and fee income. Growth drivers favor CG with superior recent momentum (YTD +10.52% vs. +6.61%), though AMP offers lower valuation (P/E 12.58 vs. 24.11). Risk profiles differ: AMP faces advisory competition, CG cyclical private market exposure. Sector-wise, both benefit from rising assets under management, but CG’s alternatives capture alternative investment trends. Market sentiment leans positive for CG’s upside potential versus AMP’s stability trade-off.
Tickeron AI Verdict
Tickeron’s AI would currently favor CG over AMP, based on stronger trend consistency, superior year-to-date and one-year returns, and positive analyst positioning amid private equity tailwinds. While AMP provides value stability, CG’s relative momentum suggests higher probability of near-term outperformance in favorable conditions.
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 CG is a Hold.
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 whileCG’s FA Score has 1 green FA rating(s).
- AMP’s FA Score: 2 green, 3 red.
- CG’s FA Score: 1 green, 4 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 CG’s TA Score has 5 bullish TA indicator(s).
- AMP’s TA Score: 5 bullish, 5 bearish.
- CG’s TA Score: 5 bullish, 4 bearish.
Price Growth
AMP (@Investment Managers) experienced а +2.51% price change this week, while CG (@Investment Managers) price change was -3.61% 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.
CG is expected to report earnings on Jul 23, 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 | CG | AMP / CG | |
| Capitalization | 42.4B | 16B | 265% |
| EBITDA | N/A | N/A | - |
| Gain YTD | -3.224 | -23.553 | 14% |
| P/E Ratio | 11.75 | 30.53 | 38% |
| Revenue | 18.9B | 2.9B | 652% |
| Total Cash | 45.8B | N/A | - |
| Total Debt | 5.81B | 14.6B | 40% |
AMP | CG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 13 | 15 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 82 Overvalued | 64 Fair valued | |
PROFIT vs RISK RATING 1..100 | 31 | 81 | |
SMR RATING 1..100 | 19 | 70 | |
PRICE GROWTH RATING 1..100 | 55 | 70 | |
P/E GROWTH RATING 1..100 | 83 | 11 | |
SEASONALITY SCORE 1..100 | 46 | 90 |
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.
CG's Valuation (64) in the Investment Managers industry is in the same range as AMP (82) in the Investment Banks Or Brokers industry. This means that CG’s stock grew similarly to 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 CG (81) in the Investment Managers industry. This means that AMP’s stock grew somewhat faster than CG’s over the last 12 months.
AMP's SMR Rating (19) in the Investment Banks Or Brokers industry is somewhat better than the same rating for CG (70) in the Investment Managers industry. This means that AMP’s stock grew somewhat faster than CG’s over the last 12 months.
AMP's Price Growth Rating (55) in the Investment Banks Or Brokers industry is in the same range as CG (70) in the Investment Managers industry. This means that AMP’s stock grew similarly to CG’s over the last 12 months.
CG's P/E Growth Rating (11) in the Investment Managers industry is significantly better than the same rating for AMP (83) in the Investment Banks Or Brokers industry. This means that CG’s stock grew significantly faster than AMP’s over the last 12 months.
| AMP | CG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 73% | 2 days ago 73% |
| Stochastic ODDS (%) | 2 days ago 47% | 2 days ago 74% |
| Momentum ODDS (%) | 2 days ago 63% | 2 days ago 69% |
| MACD ODDS (%) | 2 days ago 69% | 2 days ago 72% |
| TrendWeek ODDS (%) | 2 days ago 61% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 56% | 2 days ago 71% |
| Advances ODDS (%) | 8 days ago 62% | 8 days ago 69% |
| Declines ODDS (%) | 16 days ago 57% | 2 days ago 70% |
| BollingerBands ODDS (%) | 2 days ago 41% | 2 days ago 71% |
| Aroon ODDS (%) | 2 days ago 60% | 2 days ago 73% |
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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.