AMP:NYE-Ameriprise Financial, Inc (USD)

COMMON STOCK | Asset Management | NYE

Last Closing Price

USD 248.77

Change

+1.25 (+0.51)%

Market Cap

USD 28.86B

Volume

0.54M

Average Target Price

USD 224.69 (-9.68%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

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 & Protection Solutions, and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice; brokerage products and services for retail and institutional clients; discretionary and non-discretionary investment advisory accounts; mutual funds; insurance and annuities products; cash management and banking products; and face-amount certificates. The Asset Management segment offers investment management and advice, and investment products to retail, high net worth, and institutional clients through unaffiliated third-party financial institutions and institutional sales force. This segment products also include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property and infrastructure funds. The Retirement & Protection Solutions segment provides variable annuity products to individual clients, as well as life and DI insurance products to retail clients. The company was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. Ameriprise Financial, Inc. was founded in 1894 and is headquartered in Minneapolis, Minnesota.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-04-16 )

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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 %

+0.34 (+0.86%)

USD0.02B
PFI Invesco DWA Financial Mom.. 0.00 % 0.60 %

+0.49 (+1.00%)

USD0.06B
PKW Invesco BuyBack Achievers.. 0.00 % 0.62 %

+0.56 (+0.64%)

USD1.40B
WBIF WBI BullBear Value 3000 E.. 0.00 % 1.25 %

+0.26 (+0.83%)

USD0.04B
CALL:CA Evolve US Banks Enhanced .. 0.00 % 0.45 %

+0.25 (+1.29%)

USD4.71M
EQRR ProShares Equities for Ri.. 0.00 % 0.35 %

+0.07 (+0.14%)

USD2.19M
IMFC Invesco Multi-Factor Core.. 0.00 % 0.12 %

N/A

USD0.03B
ZWK:CA BMO Covered Call US Banks.. 0.00 % 0.65 %

+0.16 (+0.53%)

USD0.15B

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 28.01% 94% A 85% B
Dividend Return 0.54% 2% F 34% F
Total Return 28.55% 93% A 85% B
Trailing 12 Months  
Capital Gain 124.22% 98% A+ 85% B
Dividend Return 3.75% 9% F 53% F
Total Return 127.97% 98% A+ 85% B
Trailing 5 Years  
Capital Gain 158.01% 99% A+ 87% B+
Dividend Return 18.63% 13% F 64% D
Total Return 176.63% 99% A+ 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 16.05% 97% A+ 83% B
Dividend Return 2.75% 12% F 63% D
Total Return 18.80% 97% A+ 84% B
Risk Return Profile  
Volatility (Standard Deviation) 30.67% 7% F 29% F
Risk Adjusted Return 61.31% 75% C 74% C
Market Capitalization 28.86B 99% A+ 91% 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 20.29 32% F 44% F
Price/Book Ratio 4.79 5% F 23% F
Price / Cash Flow Ratio 6.24 69% D+ 59% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 26.46% 95% A 92% A-
Return on Invested Capital 15.80% 90% A- 88% B+
Return on Assets 1.06% 22% F 36% F
Debt to Equity Ratio 80.86% 26% F 46% F
Technical Ratios  
Short Ratio 2.48 8% F 37% F
Short Percent 2.28% 12% F 65% D
Beta 1.69 3% 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 Rating

Target Price Action Rating Action Analyst Rating Price Date

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.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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 then 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