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AMP vs RJF
Which Stock Would AI Choose? Ameriprise Financial (AMP) vs. Raymond James Financial (RJF) Stock Comparison
Key Takeaways
- Ameriprise Financial (AMP) boasts a larger market capitalization of approximately $42 billion and higher return on equity (ROE, a measure of profitability relative to shareholders' equity) at 60.51%, compared to Raymond James Financial's (RJF) $30 billion market cap and 17.12% ROE.
- RJF shows stronger one-year performance at 15.60%, outperforming AMP's 0.44%, amid recent market activity.
- Both stocks trade at attractive valuations with P/E ratios (price-to-earnings, a gauge of stock price relative to earnings) around 13-15, and similar dividend yields near 1.4%.
- Upcoming quarterly earnings for both—AMP on April 23 and RJF on April 22—could drive near-term momentum, with analysts expecting growth for RJF.
- Recent analyst adjustments reflect cautious sentiment, including price target cuts from firms like Morgan Stanley for both stocks.
- Sector headwinds from interest rate sensitivity and market volatility have pressured financial services shares in recent weeks.
Introduction
Ameriprise Financial (AMP) and Raymond James Financial (RJF) are prominent players in the wealth management and brokerage sector, serving independent advisors and high-net-worth clients. This comparison analyzes their business models, recent stock behavior, and market positioning amid fluctuating interest rates and economic uncertainty. Traders seeking momentum plays and long-term investors focused on dividends and stability may find value in evaluating their relative performance, growth drivers, and risk profiles in today's financial services landscape.
AMP Overview and Recent Performance
Ameriprise Financial (AMP) provides wealth management, asset management, and insurance services, managing substantial assets under management (AUM, total client investments overseen). In recent market activity, AMP shares have traded around $456, down from a 52-week high of $550 amid broader sector pressures. Year-to-date gains stand at about 6.61%, though one-year returns lag at 0.44%, reflecting sensitivity to equity market volatility and interest rate expectations. Key influences include anticipation for Q1 earnings on April 23, where analysts expect a beat based on prior trends, alongside mixed analyst notes—such as Morgan Stanley's recent price target reduction to $452—and ongoing advisor channel consolidation efforts. Sentiment remains balanced, supported by strong profitability metrics like 18.84% profit margins.
RJF Overview and Recent Performance
Raymond James Financial (RJF) operates as a full-service brokerage and wealth management firm, emphasizing independent advisor networks and capital markets activities. Shares recently hovered near $152, within a 52-week range of $132 to $178. Recent weeks have shown positive momentum, with monthly gains around 5.56% and year-to-date returns of 4.52%, bolstered by one-year appreciation of 15.60%. Performance drivers include expectations for Q2 earnings on April 22, projecting 14.1% EPS (earnings per share) growth and 10.2% revenue increase year-over-year, despite some analyst target trims like Morgan Stanley's to $171. Insider sales and capital markets weakness have tempered enthusiasm, but 14.76% profit margins and strategic hires, such as a new COO for private client services, support steady advisor growth.
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Head-to-Head Comparison
Both AMP and RJF thrive on advisor-led wealth management models but differ in scale and focus: AMP emphasizes asset management with higher AUM concentration, driving superior ROE, while RJF leans into brokerage and investment banking for diversified revenue. Growth drivers include client asset inflows amid market rallies, though RJF edges in recent momentum with stronger one-year gains. Risk factors overlap in interest rate exposure—net interest income (NII, earnings from lending spreads)—and equity volatility, but AMP's higher beta (1.27 vs. 1.01) signals greater sensitivity. Market sentiment tilts toward holds, with average price targets implying upside (AMP at $535, RJF at $171), highlighting trade-offs in valuation versus growth potential.
Tickeron AI Verdict
Tickeron's AI currently leans toward RJF based on consistent recent momentum, superior one-year relative performance, and anticipated earnings growth amid stable sector positioning. While AMP offers compelling value through lower P/E and profitability, RJF's trend strength and lower volatility provide a probabilistic edge in the near term for trend-following strategies.
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 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 Hold and RJF 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 whileRJF’s FA Score has 2 green FA rating(s).
- AMP’s FA Score: 2 green, 3 red.
- RJF’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 RJF’s TA Score has 6 bullish TA indicator(s).
- AMP’s TA Score: 5 bullish, 5 bearish.
- RJF’s TA Score: 6 bullish, 4 bearish.
Price Growth
AMP (@Investment Managers) experienced а +3.79% price change this week, while RJF (@Investment Managers) price change was +3.62% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.17%. For the same industry, the average monthly price growth was -0.04%, and the average quarterly price growth was -6.94%.
Reported Earning Dates
AMP is expected to report earnings on Jul 29, 2026.
RJF is expected to report earnings on Jul 22, 2026.
Industries' Descriptions
@Investment Managers (+0.17% 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 | RJF | AMP / RJF | |
| Capitalization | 42B | 30.4B | 138% |
| EBITDA | N/A | N/A | - |
| Gain YTD | -4.041 | -2.253 | 179% |
| P/E Ratio | 11.65 | 14.72 | 79% |
| Revenue | 18.9B | 14.5B | 130% |
| Total Cash | 45.8B | 2.61B | 1,752% |
| Total Debt | 5.81B | 4.22B | 138% |
AMP | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 10 | 17 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 81 Overvalued | 68 Overvalued | |
PROFIT vs RISK RATING 1..100 | 31 | 32 | |
SMR RATING 1..100 | 19 | 15 | |
PRICE GROWTH RATING 1..100 | 55 | 52 | |
P/E GROWTH RATING 1..100 | 83 | 49 | |
SEASONALITY SCORE 1..100 | 47 | 46 |
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.
RJF's Valuation (68) in the Investment Banks Or Brokers industry is in the same range as AMP (81). This means that RJF’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 in the same range as RJF (32). This means that AMP’s stock grew similarly to RJF’s over the last 12 months.
RJF's SMR Rating (15) in the Investment Banks Or Brokers industry is in the same range as AMP (19). This means that RJF’s stock grew similarly to AMP’s over the last 12 months.
RJF's Price Growth Rating (52) in the Investment Banks Or Brokers industry is in the same range as AMP (55). This means that RJF’s stock grew similarly to AMP’s over the last 12 months.
RJF's P/E Growth Rating (49) in the Investment Banks Or Brokers industry is somewhat better than the same rating for AMP (83). This means that RJF’s stock grew somewhat faster than AMP’s over the last 12 months.
| AMP | RJF | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 80% | 4 days ago 51% |
| Stochastic ODDS (%) | 4 days ago 53% | 4 days ago 60% |
| Momentum ODDS (%) | 4 days ago 67% | 4 days ago 62% |
| MACD ODDS (%) | 4 days ago 69% | 4 days ago 61% |
| TrendWeek ODDS (%) | 4 days ago 61% | 4 days ago 63% |
| TrendMonth ODDS (%) | 4 days ago 62% | 4 days ago 60% |
| Advances ODDS (%) | 6 days ago 62% | 6 days ago 59% |
| Declines ODDS (%) | 14 days ago 57% | 11 days ago 58% |
| BollingerBands ODDS (%) | 4 days ago 36% | 4 days ago 71% |
| Aroon ODDS (%) | 4 days ago 61% | 4 days ago 60% |
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