AMP vs BMO vs MRSH Stock Comparison

Ameriprise Financial, Bank Of Montreal and Marsh & Mclennan Companies Prices as of Oct 29, 2026 Peers: Industry group
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AMP Ameriprise Financial Inc
$497.41 +0.0% 1M +3.9% 1Y
Market cap
$45.09B
P/E
11.6x
Revenue (TTM)
—
Div. yield
–
Financial Advisory Financial Services
3 wins
BMO Bank Of Montreal /Can/
$175.93 +3.7% 1M +39.6% 1Y
Market cap
$124.40B
P/E
18.8x
Revenue (TTM)
$44.39B
Div. yield
0.03%
Money Center Banks Financial Services
8 wins

Head to Head

12 decided of 12

Bank Of Montreal leads on 8 of the 12 questions below (Bank Of Montreal 8, Ameriprise Financial 3, Marsh & Mclennan Companies 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAMPBMOMRSHLeader
Larger companyMarket capitalisation $45.09B $124.40B $95.55B BMO
Cheaper on earningsLower P/E, profitable companies only 11.6x 18.8x 23.6x AMP
Cheaper on forward earningsLower price / next fiscal year consensus EPS 10.3x 17.4x 19.3x AMP
Faster revenue growthRevenue growth, trailing twelve months — -4.6% +7.6% MRSH
More profitableNet margin, trailing twelve months — 14.9% 14.2% BMO
Better return on capitalReturn on invested capital — 36.3% 13.1% BMO
Less leveragedLower net debt / EBITDA — -4.8x 2.7x BMO
Higher dividend yieldTrailing dividend yield 0.00% 0.03% 0.02% BMO
Better 1-year returnPrice return, last 12 months +3.9% +39.6% +9.5% BMO
Better 5-year returnAnnualised price return, 5 years +10.5%/yr +10.2%/yr +3.4%/yr AMP
Less volatileAnnualised volatility, 1 year 26.2% 20.5% 25.9% BMO
Higher overall scoreMean of the five percentile scores vs peers — 60/100 32/100 BMO

Percentile Scorecard

AMPBMOMRSH

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAMPBMOMRSH
Valuation 70 #55 of 181 36 #232 of 361 9 #108 of 119
Growth – 65 #54 of 153 16 #96 of 114
Profitability – 82 #24 of 128 70 #33 of 106
Financial Health – 57 #61 of 140 10 #94 of 104
Shareholder Returns 20 #61 of 76 58 #140 of 335 58 #45 of 105
Overall – 60 32
  • AMP ranked among 209 companies in Asset and Wealth Management
  • BMO ranked among 368 companies in Banking
  • MRSH ranked among 126 companies in Insurance

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAMPBMOMRSHSPY
1 month +0.0%+3.7%+15.6% +0.7%
3 months -8.6%-1.5%+2.9% +3.7%
6 months +4.8%+15.7%+17.5% +7.1%
Year to date +1.4%+35.5%+6.2% +12.8%
1 year +3.9%+39.6%+9.5% +11.9%
3 years +57.5%+132.7%+4.7% +85.2%
3 years, per year +16.4%+32.5%+1.5% +22.8%
5 years +64.6%+62.1%+18.1% +67.6%
5 years, per year +10.5%+10.2%+3.4% +10.9%
10 years +457.4%+175.9%+210.5% +262.0%
10 years, per year +18.7%+10.7%+12.0% +13.7%

Risk

MeasureAMPBMOMRSHSPY
Volatility, 1Y 26.2%20.5%25.9% 12.7%
Downside volatility, 1Y 28.8%22.8%24.7% 12.6%
Beta vs S&P 500, 1Y 0.730.96-0.39 1.00
Return / volatility, 1Y 0.151.930.37 0.94
Max drawdown, 5Y -32.1%-39.3%-35.6% -25.4%
From 52-week high -12.8%-5.3%-1.2% -1.2%
52-week high $570.61$185.81$199.34 $779.14
52-week low $430.40$119.92$157.32 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAMPBMOMRSH
P/E now vs peer median 11.6xmedian 33.5x 19.2xmedian 12.2x 23.2xmedian 10.7x
P/S now vs peer median 2.2xmedian 4.9x 2.8xmedian 3.4x 3.3xmedian 1.4x
EV/EBITDA now vs peer median —median 12.0x -1.6xmedian 5.3x 16.0xmedian 7.5x
P/FCF now vs peer median 5.4xmedian 14.3x 3.5xmedian 10.8x 22.5xmedian 8.5x
P/B now vs peer median 8.6xmedian 1.8x 2.0xmedian 1.2x 6.3xmedian 1.5x
PEG now vs peer median —median 0.97 4.76median 1.34 3.47median 0.60

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAMPBMOMRSH
Revenue – $44.39B $28.46B
Operating income – – $6.09B
Net income – $6.62B $4.12B
Free cash flow – $35.64B $4.15B
EPS (diluted) – $9.14 $8.44
Cash & equivalents – $52.88B $1.84B
Total debt – $13.94B $20.53B
Shares (diluted) 92.90M 723.27M 479.00M
Enterprise value $45.09B -$653.99B $87.71B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAMPBMOMRSH
P/E 11.6x 19.2x 23.2x
P/FCF 5.4x 3.5x 22.5x
P/Operating cash flow – 3.4x 20.9x
P/S 2.2x 2.8x 3.3x
P/B 8.6x 2.0x 6.3x
P/Tangible book 8.6x 2.1x 9.0x
EV/EBITDA – -1.6x 16.0x
EV/EBIT – -1.6x 18.4x
EV/Revenue – -1.4x 3.9x
EV/FCF – -1.7x 27.0x
EV/Operating cash flow – -1.7x 25.1x
PEG (3Y EPS CAGR) – 4.76 3.47

Growth

14 metrics
MetricAMPBMOMRSH
Revenue growth (1Y) – -4.6% 7.6%
Revenue CAGR (3Y) – 6.7% 8.6%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) – – -1.0%
Operating income CAGR (3Y) – – 7.8%
Net income growth (1Y) – 5.6% -1.9%
Net income CAGR (3Y) – 7.0% 5.5%
EPS growth (1Y) – 6.4% 1.0%
EPS CAGR (3Y) – 4.0% 6.7%
Operating cash flow growth (1Y) – 2,208% -12.1%
Operating cash flow CAGR (3Y) – 26.2% 4.0%
Free cash flow growth (1Y) – 9,217% -13.9%
Free cash flow CAGR (3Y) – 27.0% 5.1%

Profitability

14 metrics
MetricAMPBMOMRSH
Gross margin – – –
EBITDA margin – 86.3% 24.6%
Operating margin – – 21.4%
Pretax margin – 20.1% 18.9%
Net margin – 14.9% 14.2%
FCF margin – 80.3% 14.6%
Operating cash flow margin – 81.9% 15.7%
Return on equity – 10.6% 27.2%
Return on assets – 0.6% 6.9%
Return on invested capital – 36.3% 13.1%
Return on capital employed – – 16.2%
Asset turnover – 0.0x 0.5x
Cash conversion (OCF / net income) – 5.5x 1.1x
Stock comp / revenue – – 1.5%

Financial Health

11 metrics
MetricAMPBMOMRSH
Debt / assets – 1.3% 34.3%
Debt / equity – 0.2x 1.4x
Net debt / EBITDA – -4.8x 2.7x
Debt / FCF – 0.4x 4.9x
Liabilities / assets 97.3% 94.4% 75.1%
Equity / assets 2.7% 5.6% 24.9%
Interest coverage – 1.3x 6.3x
Current ratio – – 1.1x
Quick ratio – – 0.5x
Cash ratio – – 0.1x
Altman Z-score – – 2.79

Shareholder Returns

7 metrics
MetricAMPBMOMRSH
Dividend yield 1.3% 3.8% 1.9%
Net buyback yield – -0.8% 3.1%
Shareholder yield 1.3% 3.0% 5.0%
Payout ratio (earnings) – 56.1% 43.6%
Payout ratio (FCF) – 10.4% 43.3%
Dividend growth (1Y) – 4.1% 8.4%
Dividend CAGR (3Y) – 23.0% 13.1%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAMPBMOMRSH
Forward P/E 10.3xFY2026 17.4xFY2026 19.3xFY2026
EPS, next fiscal year $48.16FY2026 $10.11FY2026 $10.21FY2026
EPS growth, next FY +22.6%FY2026 +16.6%FY2026 +4.7%FY2026
EPS growth, the year after -0.5% +24.6% +15.4%
Revenue, next fiscal year $21.21BFY2026 $28.65BFY2026 $30.28BFY2026
Revenue growth, next FY +16.0%FY2026 +10.7%FY2026 +12.2%FY2026
Revenue growth, the year after +5.5% +5.6% +6.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAMPBMOMRSH
Held by institutions 85.0% 46.5% 93.9%
Institutions holding 1,376 657 1,498
Change in shares held, QoQ -0.3% +2.3% +2.8%
Institutions buying 575 304 626
Institutions selling 525 212 652
Buyers to sellers 1.10 1.43 0.96

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AMPBMOMRSH
AMP 1.00 0.40 0.29
BMO 0.40 1.00 -0.07
MRSH 0.29 -0.07 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AMP, BMO and MRSH?

Bank Of Montreal (BMO) is the largest by market capitalisation: Ameriprise Financial (AMP) $45.09B, Bank Of Montreal (BMO) $124.40B, Marsh & Mclennan Companies (MRSH) $95.55B.

Which stock is cheaper, AMP, BMO and MRSH?

Ameriprise Financial (AMP) trades on the lowest price-to-earnings ratio (Ameriprise Financial (AMP) 11.6x, Bank Of Montreal (BMO) 18.8x, Marsh & Mclennan Companies (MRSH) 23.6x). On next year's consensus earnings, Ameriprise Financial (AMP) is cheapest (Ameriprise Financial (AMP) 10.3x, Bank Of Montreal (BMO) 17.4x, Marsh & Mclennan Companies (MRSH) 19.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Marsh & Mclennan Companies (MRSH) grew revenue fastest over the trailing twelve months: Bank Of Montreal (BMO) -4.6%, Marsh & Mclennan Companies (MRSH) +7.6%.

Which company is more profitable?

Bank Of Montreal (BMO) has the highest net margin (Bank Of Montreal (BMO) 14.9%, Marsh & Mclennan Companies (MRSH) 14.2%). On return on invested capital, Bank Of Montreal (BMO) leads (Bank Of Montreal (BMO) 36.3%, Marsh & Mclennan Companies (MRSH) 13.1%).

Which stock has performed better?

Over the past year Bank Of Montreal (BMO) returned the most: Ameriprise Financial (AMP) +3.9%, Bank Of Montreal (BMO) +39.6%, Marsh & Mclennan Companies (MRSH) +9.5%. Over five years, Ameriprise Financial (AMP) compounded fastest (Ameriprise Financial (AMP) +10.5%/yr, Bank Of Montreal (BMO) +10.2%/yr, Marsh & Mclennan Companies (MRSH) +3.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Bank Of Montreal (BMO) has the highest dividend yield: Ameriprise Financial (AMP) 0.00%, Bank Of Montreal (BMO) 0.03%, Marsh & Mclennan Companies (MRSH) 0.02%. Ameriprise Financial (AMP) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Bank Of Montreal (BMO) has been the steadiest (Ameriprise Financial (AMP) 26.2%, Bank Of Montreal (BMO) 20.5%, Marsh & Mclennan Companies (MRSH) 25.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AMP, BMO and MRSH?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Bank Of Montreal (BMO) leads on 8. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.