AMP:NYE-Ameriprise Financial Inc (USD)

COMMON STOCK | Asset Management | NYE

Last Closing Price

USD 299.38

Change

0.00 (0.00)%

Market Cap

USD 33.50B

Volume

0.88M

Avg Analyst Target

USD 337.09 (+12.60%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict


Ameriprise Financial Inc (AMP) Stock Analysis:
Based on the Ameriprise Financial Inc stock forecasts from 8 analysts, the average analyst target price for Ameriprise Financial Inc is USD 337.09 over the next 12 months. Ameriprise Financial Inc’s average analyst rating is Strong Buy. Stock Target Advisor’s own stock analysis of Ameriprise Financial Inc is Slightly Bearish, which is based on 5 positive signals and 8 negative signals. At the last closing, Ameriprise Financial Inc’s stock price was USD 299.38. Ameriprise Financial Inc’s stock price has changed by -29.20% over the past week, -2.90% over the past month and +41.36% over the last year.

About

Ameriprise Financial, Inc., through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & P ...Read More

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2022-01-23 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BLK BlackRock Inc

N/A

USD121.18B 20.90 14.83
BAM Brookfield Asset Management In..

N/A

USD84.29B 25.04 9.20
BX The Blackstone Group Inc

N/A

USD78.04B 15.06 N/A
BK The Bank of New York Mellon Co..

N/A

USD45.98B 13.81 N/A
BK-PC The Bank of New York Mellon Co..

N/A

USD41.70B 5.38 N/A
APO Apollo Global Management Inc

N/A

USD39.54B 7.92 4.68
KKR KKR & Co. Inc

N/A

USD38.51B 7.36 3.79
STT State Street Corporation

N/A

USD33.30B 12.66 N/A
STT-PG State Street Corporation

N/A

USD21.99B 3.98 N/A
STT-PD State Street Corporation

N/A

USD20.79B 3.78 N/A

ETFs Containing AMP

Symbol Name Weight Mer Price(Change) Market Cap
DVP Roundhill Acquirers Deep .. 0.00 % 0.59 %

N/A

USD0.02B
FBU:CA CI First Asset U.S. Buyba.. 0.00 % 0.60 %

N/A

USD0.02B
JHMM John Hancock Multifactor .. 0.00 % 0.42 %

N/A

USD2.63B
PFI Invesco DWA Financial Mom.. 0.00 % 0.60 %

N/A

USD0.14B
PKW Invesco BuyBack Achievers.. 0.00 % 0.62 %

N/A

USD1.54B
VOE Vanguard Mid-Cap Value In.. 0.00 % 0.07 %

N/A

USD26.78B
CALL:CA Evolve US Banks Enhanced .. 0.00 % 0.45 %

N/A

USD4.71M
IMFC Invesco Multi-Factor Core.. 0.00 % 0.12 %

N/A

USD0.03B
ZWK:CA BMO Covered Call US Banks.. 0.00 % 0.71 %

N/A

USD0.17B
ZPAY:CA BMO Premium Yield ETF 0.00 % 0.73 %

N/A

N/A
LSAT Two Roads Shared Trust - .. 0.00 % 0.99 %

N/A

N/A
ZPAY-F:CA BMO Premium Yield ETF 0.00 % 0.00 %

N/A

N/A
ZPAY-U:CA BMO Premium Yield ETF 0.00 % 0.72 %

N/A

N/A
IMCV iShares Morningstar Mid-C.. 0.00 % 0.06 %

N/A

N/A
AGOX Adaptive Growth Opportuni.. 0.00 % 1.55 %

N/A

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.76% 83% B 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.76% 80% B- 69% D+
Trailing 12 Months  
Capital Gain 41.36% 96% A 91% A-
Dividend Return 2.09% 3% F 39% F
Total Return 43.45% 96% A 90% A-
Trailing 5 Years  
Capital Gain 161.90% 98% A+ 92% A-
Dividend Return 16.71% 5% F 63% D
Total Return 178.61% 98% A+ 92% A-
Average Annual (5 Year Horizon)  
Capital Gain 22.12% 97% A+ 82% B-
Dividend Return 2.69% 8% F 60% D-
Total Return 24.80% 96% A 83% B
Risk Return Profile  
Volatility (Standard Deviation) 38.58% 8% F 27% F
Risk Adjusted Return 64.29% 61% D- 69% D+
Market Capitalization 33.50B 99% A+ 92% A-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.27 28% F 52% F
Price/Book Ratio 5.84 5% F 17% F
Price / Cash Flow Ratio 7.25 65% D 54% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 37.98% 92% A- 88% B+
Return on Invested Capital 79.58% 97% A+ 99% A+
Return on Assets 1.32% 25% F 32% F
Debt to Equity Ratio 80.86% 29% F 45% F
Technical Ratios  
Short Ratio 1.19 16% F 65% D
Short Percent 0.80% 24% F 80% B-
Beta 1.61 5% F 19% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

Discussions

User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector