COMP <GO>
TROW vs AMP // EV/EBITDA & P/E VALUATION
T. Rowe Price Group Inc. (NASDAQ) VS. Ameriprise Financial Inc. (NYSE) • 15-METRIC TALLY: TROW 7
— AMP 5
▲ EV/EBITDA & P/E VALUATION LEADER: TROW
LAST: $103.90 (-2.56%) • MKT CAP: $22.75B
valuation
8.4x
LAST: $490.83 (-1.42%) • MKT CAP: $44.76B
valuation
19.6x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TROW VS. AMP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TROW | AMP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 20.50% | 5.60% | +14.90 | TROW | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 8.4x | 19.6x | -11.20 | TROW | /valuation <GO> |
| Free Cash Flow Yield | 6.50% | 16.69% | -10.19 | AMP | /fcf-yield <GO> |
| Operating Margin | 29.90% | 23.00% | +6.90 | TROW | /operating-margins <GO> |
| Net Profit Margin | 28.50% | 18.80% | +9.70 | TROW | /net-margins <GO> |
| Revenue Growth (YoY) | 3.10% | 5.50% | -2.40 | AMP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.03% | 1.33% | +3.70 | TROW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | AMP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.3 | 48.4 | +8.90 | TROW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 1.16 | -0.26 | AMP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.1x | 11.7x | -1.60 | TROW | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.75B | $44.76B | -$22.01B | AMP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TROW REV | AMP REV | TROW GROSS % | AMP GROSS % | TROW FCF | AMP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.31B | $18.91B | — | — | $1.48B | $7.47B |
| FY 2024 | $7.09B | $17.93B | — | — | $1.26B | $5.79B |
| FY 2023 | $6.46B | $16.10B | — | — | $928.4M | $3.96B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TROW // BETA 0.90
AMP // BETA 1.16