ducovest

AMP:NYE-Ameriprise Financial Inc. (USD)

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 435.98

Change

+4.76 (+1.10)%

Market Cap

USD 17.89B

Volume

0.49M

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: 2024-03-27 )

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ETFs Containing AMP

NSCR Nuveen Sustainable Core E.. 2.52 % 0.00 %

N/A

 USD 5.49M
MUMC-B:CA Manulife Multifactor U.S... 0.51 % 0.00 %

N/A

 CAD 0.05B
DVP 0.00 % 0.48 %

N/A

 N/A
FBU:CA 0.00 % 0.84 %

N/A

 N/A
IWP iShares Russell Mid-Cap G.. 0.00 % 0.24 %

N/A

 USD 14.98B
JHMM John Hancock Multifactor .. 0.00 % 0.44 %

N/A

 USD 3.59B
IMFC 0.00 % 0.11 %

N/A

 N/A
BFIN:CA Brompton North American F.. 0.00 % 0.96 %

N/A

 CAD 0.05B
MUMC:CA Manulife Multifactor U.S... 0.00 % 0.55 %

N/A

 CAD 8.01M
CALL:CA Evolve US Banks Enhanced .. 0.00 % 0.68 %

N/A

 CAD 4.71M
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 14.78% 95% A 87% B+
Dividend Return 0.36% 2% F 21% F
Total Return 15.14% 94% A 86% B+
Trailing 12 Months  
Capital Gain 44.54% 97% N/A 89% A-
Dividend Return 1.79% 4% F 25% F
Total Return 46.33% 96% N/A 89% A-
Trailing 5 Years  
Capital Gain 240.34% 98% N/A 95% A
Dividend Return 17.92% 12% F 66% D+
Total Return 258.27% 98% N/A 95% A
Average Annual (5 Year Horizon)  
Capital Gain 27.43% 98% N/A 89% A-
Dividend Return 29.67% 98% N/A 89% A-
Total Return 2.24% 9% A- 51% F
Risk Return Profile  
Volatility (Standard Deviation) 34.24% 11% F 31% F
Risk Adjusted Return 86.66% 99% N/A 97% 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 33% 45%
Price/Book Ratio 9.14 4% 9%
Price / Cash Flow Ratio 9.35 45% 40%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 59.92% 99% 97%
Return on Invested Capital 66.58% 98% 98%
Return on Assets 2.10% 41% 45%
Debt to Equity Ratio 105.39% 23% 33%

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 on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

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.