AMP:NYE-Ameriprise Financial, Inc (USD)

COMMON STOCK | Asset Management | NYE

Last Closing Price

USD 154.11

Change

+3.73 (+2.48)%

Market Cap

USD 18.09B

Volume

0.95M

Average Target Price

USD 166.79 (+8.23%)
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 five segments: Advice & Wealth Management, Asset Management, Annuities, Protection, and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice, as well as full-service brokerage services primarily to retail clients through its advisors. The Asset Management segment offers investment management, advice, and investment products to retail, high net worth, and institutional clients through unaffiliated third party financial institutions and institutional sales force. Its 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 funds. The Annuities segment provides variable and fixed annuity products to individual clients through affiliated and unaffiliated advisors, and financial institutions. The Protection segment offers variable and fixed annuity products to address the protection and risk management needs of retail clients, including life and disability income insurance. The Corporate & Other segment consist of long term care business, net investment income or loss on corporate level assets. 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: 2020-09-30 )

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ETFs Containing AMP

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

+100.00 (+0.24%)

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

+0.84 (+3.05%)

USD0.01B
SPHB Invesco S&P 500 High Beta.. 0.00 % 0.25 %

+0.25 (+0.61%)

USD0.13B
WBIF WBI BullBear Value 3000 E.. 0.00 % 1.18 %

+0.09 (+0.34%)

USD0.04B
ZBK:CA BMO Equal Weight US Banks.. 0.00 % 0.35 %

+0.22 (+1.10%)

USD0.54B
CALL:CA Evolve US Banks Enhanced .. 0.00 % 0.45 %

+0.26 (+2.11%)

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

+1.02 (+3.55%)

USD1.18M
IMFC Invesco Multi-Factor Core.. 0.00 % 0.12 %

N/A

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

+0.02 (+0.10%)

USD0.04B

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 -7.49% 57% F 52% F
Dividend Return 1.83% 6% F 52% F
Total Return -5.65% 49% F 52% F
Trailing 12 Months  
Capital Gain 13.87% 95% A 79% C+
Dividend Return 2.97% 11% F 59% F
Total Return 16.84% 94% A 80% B-
Trailing 5 Years  
Capital Gain 41.92% 96% A 74% C
Dividend Return 15.86% 4% F 52% F
Total Return 57.78% 90% A- 74% C
Average Annual (5 Year Horizon)  
Capital Gain 13.13% N/A N/A 84% B
Dividend Return 2.77% N/A N/A 65% D
Total Return 15.90% N/A N/A 85% B
Risk Return Profile  
Volatility (Standard Deviation) 26.29% N/A N/A 27% F
Risk Adjusted Return 60.46% N/A N/A 74% C
Market Capitalization 18.09B 98% A+ 89% B+
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%

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 7.49 66% D 82% B-
Price/Book Ratio 2.68 5% F 28% F
Price / Cash Flow Ratio 7.73 61% D- 42% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 39.95% 99% A+ 96% A
Return on Invested Capital 20.29% 92% A- 92% A-
Return on Assets 1.53% 30% F 41% F
Debt to Equity Ratio 82.48% 17% F 42% F
Technical Ratios  
Short Ratio 4.52 5% F 25% F
Short Percent 2.73% 13% F 63% D
Beta 1.77 2% F 16% 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 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.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
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.

Higly 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