AMP vs STT vs ARES
161 measures in 16 categories, one definition each, computed from filings and market data.
AMP47.7
Ameriprise Financial, Inc.
Financial Services · Asset Management
$500.80 −0.42%$44.2B mkt cap
Score DNA
STT17.2
State Street Corporation
Financial Services · Asset Management
$165.72 −1.11%$45.5B mkt cap
Score DNA
ARES45.4
Ares Management Corporation
Financial Services · Asset Management
$112.27 −1.53%$36.9B mkt cap
Score DNA
Price, rebased to 100 three years ago
AMP STT ARES · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | AMP | STT | ARES |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 0 | 0 |
| Insider $ bought, 180d | — | — | — |
| Congress purchases, 180d | 0 | 0 | 1 |
| Last Congress purchase | — | — | 2026-07-07 |
| 13F net change in holders | +9 | — | +7 |
| ETFs adding shares, 30d | 1,014 | 1,242 | 903 |
| ETFs trimming, 30d | 965 | 1,081 | 652 |
| Net ETF funds, 30d | +49 | +161 | +251 |
Valuation
16 measures| Measure | AMP | STT | ARES |
|---|---|---|---|
| P/E (TTM) | 11.2x
41st
|
13.2x
49th
|
58.4x
95th
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 0.74
36th
|
0.93
52nd
|
1.81
70th
|
| Price / sales | 2.2x
24th
|
2.0x
21st
|
5.9x
79th
|
| Price / book | 6.9x
85th
|
1.6x
54th
|
9.3x
89th
|
| Price / tangible book | 11.3x
88th
|
2.5x
70th
|
— |
| Price / free cash flow | 15.8x
67th
|
— | 44.0x
90th
|
| Price / operating cash flow | 15.9x
73rd
|
— | 40.0x
90th
|
| Enterprise value | $40.5B
87th
|
$71.7B
92nd
|
$49.9B
88th
|
| EV / sales | 2.0x
14th
|
3.1x
20th
|
8.0x
56th
|
| EV / EBITDA | 7.4x
20th
|
13.9x
58th
|
21.3x
84th
|
| EV / EBIT | 7.5x
21st
|
16.4x
63rd
|
23.2x
86th
|
| EV / free cash flow | 14.5x
58th
|
— | 59.5x
91st
|
| Earnings yield | 8.9%
69th
|
7.6%
63rd
|
1.7%
25th
|
| FCF yield | 6.3%
45th
|
-11.3%
8th
|
2.3%
26th
|
| Operating cash flow yield | 6.3%
38th
|
-11.2%
7th
|
2.5%
23rd
|
| Graham number (per share) | $255.97
93rd
|
$165.74
91st
|
$33.16
59th
|
Profitability (TTM)
12 measures| Measure | AMP | STT | ARES |
|---|---|---|---|
| Gross margin | 50.2%
11th
|
66.4%
28th
|
62.7%
22nd
|
| EBITDA margin | 27.8%
31st
|
22.4%
26th
|
37.7%
44th
|
| Operating margin | 27.1%
36th
|
19.0%
26th
|
21.4%
32nd
|
| EBIT margin | 27.1%
36th
|
19.0%
26th
|
34.6%
54th
|
| Net margin | 19.9%
55th
|
15.0%
47th
|
10.2%
38th
|
| NOPAT margin | 21.2%
42nd
|
15.0%
28th
|
17.9%
33rd
|
| FCF margin | 14.1%
34th
|
-22.4%
12th
|
13.5%
32nd
|
| Operating cash flow margin | 14.1%
29th
|
-22.2%
12th
|
14.9%
31st
|
| R&D / revenue | 0.0%
0th
|
0.0%
0th
|
0.0%
0th
|
| SG&A / revenue | 0.0%
0th
|
23.9%
76th
|
18.0%
70th
|
| Stock comp / revenue | 1.0%
67th
|
1.2%
70th
|
0.0%
0th
|
| Effective tax rate | 21.9%
76th
|
21.1%
71st
|
16.6%
47th
|
Returns on capital
11 measures| Measure | AMP | STT | ARES |
|---|---|---|---|
| ROE (on average equity) | 63.4%
97th
|
12.4%
53rd
|
15.0%
62nd
|
| ROA | 2.1%
46th
|
0.9%
30th
|
2.2%
48th
|
| ROIC | 158.7%
100th
|
6.3%
53rd
|
6.5%
54th
|
| ROCE | 2.8%
30th
|
1.1%
21st
|
7.8%
66th
|
| Return on tangible assets | 2.8%
32nd
|
1.1%
20th
|
7.6%
67th
|
| Cash ROIC (OCF / invested capital) | 105.2%
99th
|
-9.4%
5th
|
5.4%
39th
|
| Gross profitability (GP / assets) | 5.0%
26th
|
3.6%
11th
|
10.9%
60th
|
| ROIC, 3-yr average | 336.4%
100th
|
4.7%
44th
|
4.1%
35th
|
| ROIC, 5-yr average | -34.8%
0th
|
6.4%
53rd
|
3.8%
31st
|
| ROE, 5-yr average | 64.8%
99th
|
10.4%
48th
|
17.5%
79th
|
| Incremental ROIC | 207.9%
96th
|
-18.0%
27th
|
72.0%
77th
|
Growth
17 measures| Measure | AMP | STT | ARES |
|---|---|---|---|
| Revenue growth (TTM YoY) | 9.0%
38th
|
2.2%
21st
|
45.4%
76th
|
| Revenue growth (QoQ) | 2.6%
39th
|
7.5%
52nd
|
-19.1%
22nd
|
| Revenue CAGR, 3 yr | 9.6%
38th
|
11.6%
46th
|
25.3%
75th
|
| Revenue CAGR, 5 yr | 8.8%
59th
|
14.5%
77th
|
20.8%
90th
|
| Gross profit CAGR, 3 yr | 3.7%
13th
|
6.9%
18th
|
25.2%
61st
|
| Operating income CAGR, 3 yr | 1.2%
23rd
|
9.4%
41st
|
50.7%
86th
|
| Net income growth (TTM YoY) | 22.4%
53rd
|
21.3%
52nd
|
44.1%
63rd
|
| Net income CAGR, 3 yr | 9.4%
52nd
|
8.1%
45th
|
43.0%
83rd
|
| EPS growth (TTM YoY) | 30.2%
59th
|
24.5%
56th
|
33.3%
61st
|
| EPS CAGR, 3 yr | 15.2%
61st
|
14.2%
58th
|
32.2%
80th
|
| EPS CAGR, 5 yr | 37.1%
98th
|
12.6%
80th
|
13.6%
82nd
|
| FCF growth (TTM YoY) | -58.3%
11th
|
— | -79.0%
5th
|
| FCF CAGR, 3 yr | -11.4%
21st
|
— | — |
| Operating cash flow CAGR, 3 yr | -12.8%
20th
|
— | — |
| Book value CAGR, 3 yr | 22.1%
84th
|
11.3%
70th
|
23.4%
88th
|
| Dividend CAGR, 3 yr | 82.1%
99th
|
8.2%
84th
|
-4.6%
38th
|
| Sustainable growth rate | 14.8%
78th
|
8.3%
64th
|
-28.4%
3rd
|
Margin history & stability
7 measures| Measure | AMP | STT | ARES |
|---|---|---|---|
| Gross margin, 3-yr average | 55.0%
27th
|
61.3%
39th
|
54.1%
23rd
|
| Operating margin, 3-yr average | 32.7%
46th
|
15.4%
18th
|
21.5%
24th
|
| Net margin, 3-yr average | 18.6%
41st
|
12.2%
27th
|
11.1%
24th
|
| FCF margin, 3-yr average | 28.9%
51st
|
-33.2%
8th
|
32.7%
56th
|
| Revenue stability (0-1) | 0.99
95th
|
0.97
91st
|
0.84
72nd
|
| Earnings stability (0-1) | 0.65
75th
|
0.21
35th
|
0.65
76th
|
| Margin stability (0-1) | 0.85
59th
|
0.76
42nd
|
0.90
74th
|
Liquidity (latest quarter)
7 measures| Measure | AMP | STT | ARES |
|---|---|---|---|
| Cash & short-term investments | $10.2B
88th
|
$4.3B
85th
|
$1.9B
79th
|
| Net cash (− = net debt) | $3.7B
93rd
|
−$26.2B
6th
|
−$13.0B
8th
|
| Working capital | $23.2B
94th
|
$4.4B
87th
|
−$391.2M
9th
|
| Current ratio | 8.48
87th
|
1.92
59th
|
0.83
35th
|
| Quick ratio | 8.48
87th
|
1.92
59th
|
0.83
35th
|
| Cash ratio (cash + ST investments / current liabilities) | 3.31
76th
|
0.90
60th
|
0.83
58th
|
| Defensive interval (days) | 2,092 days
90th
|
315 days
40th
|
354 days
44th
|
Leverage & solvency (latest quarter)
13 measures| Measure | AMP | STT | ARES |
|---|---|---|---|
| Total debt | $6.5B
81st
|
$30.5B
94th
|
$14.9B
88th
|
| Debt / equity | 1.03
55th
|
1.08
59th
|
3.75
95th
|
| Net debt / equity | −0.58
7th
|
0.93
59th
|
3.28
95th
|
| Debt / assets | 3.3%
14th
|
7.3%
17th
|
50.2%
72nd
|
| Debt / capital | 50.6%
55th
|
51.9%
59th
|
78.9%
95th
|
| Debt / EBITDA | 1.19
21st
|
5.92
59th
|
6.36
61st
|
| Net debt / EBITDA | −0.68
15th
|
5.09
61st
|
5.56
64th
|
| Interest coverage (EBIT / interest) | 16.4x
84th
|
0.6x
23rd
|
2.9x
57th
|
| Cash interest coverage | 8.5x
73rd
|
−0.6x
14th
|
1.3x
32nd
|
| Debt payback (years of OCF) | 2.3 yrs
32nd
|
— | 16.1 yrs
83rd
|
| Liabilities / assets | 96.8%
98th
|
93.2%
96th
|
71.0%
82nd
|
| IS credit model rating | A- | B- | B- |
| Implied credit spread (bps) | 175
21st
|
900
79th
|
900
79th
|
Efficiency
11 measures| Measure | AMP | STT | ARES |
|---|---|---|---|
| Asset turnover | 0.10
45th
|
0.06
11th
|
0.22
68th
|
| Fixed asset turnover | — | 4.92
23rd
|
9.79
51st
|
| Inventory turnover | — | — | — |
| Receivables turnover | 1.3
5th
|
4.7
24th
|
9.8
53rd
|
| Days sales outstanding | 282 days
96th
|
77 days
78th
|
37 days
50th
|
| Days inventory outstanding | — | — | — |
| Days payables outstanding | 99 days
68th
|
0 days
0th
|
61 days
53rd
|
| Cash conversion cycle (days) | 183 days
98th
|
77 days
88th
|
−24 days
39th
|
| Capex / revenue | — | 0.2%
58th
|
1.3%
85th
|
| Capex / depreciation | — | 0.05
52nd
|
0.43
77th
|
| Operating expense ratio | 14.2%
21st
|
44.1%
51st
|
0.0%
0th
|
Cash flow & earnings quality
7 measures| Measure | AMP | STT | ARES |
|---|---|---|---|
| Operating cash flow / net income | 0.71
32nd
|
−1.48
5th
|
1.46
62nd
|
| FCF / net income | 0.71
40th
|
−1.49
8th
|
1.33
66th
|
| FCF / operating cash flow | — | — | 91.0%
16th
|
| Capex / operating cash flow | — | — | 9.0%
87th
|
| Accruals ratio | 0.6%
70th
|
2.2%
75th
|
-1.0%
56th
|
| Sloan accruals ratio | -19.8%
5th
|
38.1%
96th
|
5.9%
81st
|
| Earnings quality score (0-1) | 0.50
30th
|
0.25
0th
|
1.00
60th
|
Scores & forensic checks
15 measures| Measure | AMP | STT | ARES |
|---|---|---|---|
| IS score | 48
54th
|
17
4th
|
45
50th
|
| IS profitability | 71
67th
|
59
50th
|
38
24th
|
| IS growth | 68
71st
|
56
53rd
|
77
82nd
|
| IS value | 76
62nd
|
71
56th
|
38
6th
|
| IS momentum | 71
62nd
|
0
0th
|
100
92nd
|
| IS risk (safety) | 15
6th
|
15
6th
|
15
6th
|
| IS quality | 64
50th
|
18
6th
|
50
32nd
|
| IS balance sheet | 59
75th
|
29
14th
|
23
6th
|
| IS earnings quality | 59
43rd
|
40
19th
|
98
100th
|
| IS cash flow | 43
28th
|
18
10th
|
49
32nd
|
| Piotroski F-score (0-9) | 5
30th
|
6
49th
|
6
49th
|
| Altman Z-score | — | — | — |
| Beneish M-score | — | — | — |
| Ohlson O-score | −6.36
79th
|
−6.61
76th
|
−6.97
56th
|
| IS credit score | 65
75th
|
23
16th
|
23
17th
|
Size (TTM)
8 measures| Measure | AMP | STT | ARES |
|---|---|---|---|
| Market cap | $44.2B
90th
|
$45.5B
91st
|
$36.9B
89th
|
| Revenue | $19.8B
91st
|
$23.0B
93rd
|
$6.2B
81st
|
| EBITDA | $5.5B
91st
|
$5.1B
90th
|
$2.3B
84th
|
| Net income | $3.9B
97th
|
$3.5B
95th
|
$630.8M
73rd
|
| Free cash flow | $2.8B
94th
|
−$5.2B
4th
|
$838.1M
69th
|
| Total assets | $197.9B
88th
|
$418.4B
94th
|
$29.6B
81st
|
| Shareholders' equity | $6.4B
77th
|
$28.3B
93rd
|
$4.0B
73rd
|
| Employees | 13,600
86th
|
51,119
96th
|
4,343
65th
|
Price performance
9 measures| Measure | AMP | STT | ARES |
|---|---|---|---|
| 1 day | −0.4% | −1.1% | −1.5% |
| 1 week | −0.0% | −5.3% | −4.2% |
| 1 month | −8.3% | −9.0% | −10.4% |
| 3 months | −4.6% | −9.2% | −7.4% |
| 6 months | +9.7% | +14.0% | −4.7% |
| Year to date | +1.7% | +28.4% | −32.5% |
| 1 year | +4.3% | +42.0% | −25.2% |
| 3 years, cumulative | +56.7% | +171.3% | +7.2% |
| 5 years, cumulative | +91.0% | +107.7% | +63.9% |
Technicals
4 measures| Measure | AMP | STT | ARES |
|---|---|---|---|
| RSI 14 | 42.9 | 24.4 | 32.1 |
| From 52-week high | −12.6% | −15.4% | −37.6% |
| From 52-week low | +18.5% | +58.4% | +18.8% |
| Beta | 1.16 | 1.42 | 1.55 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17