ducovest

AMP:NYE-Ameriprise Financial Inc. (USD)

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 432.15

Change

0.00 (0.00)%

Market Cap

USD 17.89B

Volume

0.23M

Analyst Target

USD 151.89
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Ameriprise Financial Inc is a diversified financial services company. The Company offers products and services designed to achieve the financial objectives of individual and institutional clients.

Company Website : http://www.ameriprise.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-06 )

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ETFs Containing AMP

BFIN:CA Brompton North American F.. 5.52 % 0.96 %

-0.03 (0.89%)

 CAD 0.05B
RUD-U:CA RBC Quant U.S. Dividend L.. 2.92 % 0.00 %

+0.37 (+0.89%)

 N/A
RUD:CA RBC Quant US Dividend Lea.. 2.92 % 0.43 %

+0.67 (+0.89%)

 CAD 0.60B
FLCG Federated Hermes ETF Trus.. 2.50 % 0.00 %

+0.31 (+0.89%)

 N/A
FLCV Federated Hermes ETF Trus.. 2.50 % 0.00 %

+0.24 (+0.89%)

 N/A
FTCS:LSE First Trust Capital Stren.. 2.14 % 0.00 %

-0.04 (0.89%)

 USD 0.01B
FLCC Federated Hermes ETF Trus.. 2.04 % 0.00 %

+0.26 (+0.89%)

 N/A
MUMC-B:CA Manulife Multifactor U.S... 0.51 % 0.00 %

+0.52 (+0.89%)

 CAD 0.05B
MUMC:CA Manulife Multifactor U.S... 0.50 % 0.55 %

N/A

 CAD 8.94M
DVP Roundhill Acquirers Deep .. 0.00 % 0.48 %

N/A

 N/A
FBU:CA 0.00 % 0.84 %

N/A

 N/A
FTCS First Trust Capital Stren.. 0.00 % 0.60 %

+0.41 (+0.89%)

 USD 9.00B
IWP iShares Russell Mid-Cap G.. 0.00 % 0.24 %

+1.41 (+0.89%)

 USD 14.94B
JHMM John Hancock Multifactor .. 0.00 % 0.44 %

+0.44 (+0.89%)

 USD 4.01B
IMFC 0.00 % 0.11 %

N/A

 N/A
EL4C:F Deka STOXX Europe Strong .. 0.00 % 0.00 %

N/A

 N/A
RUE-U:CA 0.00 % 0.00 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.77% 89% A- 81% B-
Dividend Return 0.75% 6% D- 21% F
Total Return 14.52% 81% B- 80% B-
Trailing 12 Months  
Capital Gain 29.92% 95% A 86% B+
Dividend Return 1.66% 6% D- 25% F
Total Return 31.59% 92% A 86% B+
Trailing 5 Years  
Capital Gain 190.15% 99% N/A 94% A
Dividend Return 15.76% 10% F 61% D-
Total Return 205.91% 99% N/A 94% A
Average Annual (5 Year Horizon)  
Capital Gain 31.06% 99% N/A 90% A-
Dividend Return 33.24% 98% N/A 90% A-
Total Return 2.18% 9% A- 48% F
Risk Return Profile  
Volatility (Standard Deviation) 32.47% 13% F 31% F
Risk Adjusted Return 102.37% 99% N/A 98% N/A
Market Capitalization 17.89B 98% N/A 94% A

Key Financial Ratios

  Ratio vs. Industry/Classification (Asset Management) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 15.50 37% 58%
Price/Book Ratio 8.76 4% 9%
Price / Cash Flow Ratio 9.16 50% 41%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 69.36% 100% 98%
Return on Invested Capital 66.58% 98% 98%
Return on Assets 2.12% 42% 45%
Debt to Equity Ratio 105.39% 19% 34%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

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:
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.

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.

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.

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.

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.

Positive cash flow

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

What to not like:
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.

Poor return on assets

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

Overpriced compared to book value

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

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.

Below median total returns

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

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.

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

Low Dividend Growth

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