ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is Ameriprise Financial, Inc. ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 46.89%
2
Positive results in Jun 25
- OPERATING CASH FLOW(Y) Highest at USD 8,265 MM
- DEBTORS TURNOVER RATIO(HY) Highest at 1.23 times
- DIVIDEND PER SHARE(HY) Highest at USD 1.23
3
With ROE of 55.32%, it has a expensive valuation with a 30.32 Price to Book Value
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -9.48%, its profits have fallen by -4.1%
Real-Time Research ReportHow much should you buy?
- Overall Portfolio exposure to Ameriprise Financial, Inc. should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Ameriprise Financial, Inc. for you?
Low Risk, Medium Return
Absolute
Risk Adjusted
Volatility
Ameriprise Financial, Inc.
-11.8%
0.57
28.73%
S&P 500
13.68%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
9.43%
EBIT Growth (5y)
19.36%
EBIT to Interest (avg)
12.00
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
19.84%
Dividend Payout Ratio
17.31%
Pledged Shares
0
Institutional Holding
89.50%
ROCE (avg)
0
ROE (avg)
46.89%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
39
Industry P/E
Price to Book Value
20.99
EV to EBIT
26.37
EV to EBITDA
26.37
EV to Capital Employed
-35.84
EV to Sales
6.74
PEG Ratio
4.22
Dividend Yield
47.78%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
54.41%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bearish
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend11What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 8,625 MM
DEBTORS TURNOVER RATIO(HY)
Highest at 1.28 times
DIVIDEND PER SHARE(HY)
Highest at USD 1.28
RAW MATERIAL COST(Y)
Fallen by 1.2% (YoY
CASH AND EQV(HY)
Highest at USD 19,865 MM
DEBT-EQUITY RATIO
(HY)
Lowest at -60.54 %
NET SALES(Q)
Highest at USD 5,048 MM
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for Ameriprise Financial, Inc.
Operating Cash Flow
Highest at USD 8,625 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Debtors Turnover Ratio
Highest at 1.28 times and Grown
In each half year in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its Debtors faster
Debtors Turnover Ratio
Dividend per share
Highest at USD 1.28 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Net Sales
Highest at USD 5,048 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Cash and Eqv
Highest at USD 19,865 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is improving
Cash and Cash Equivalents
Debt-Equity Ratio
Lowest at -60.54 %
in the last five Semi-Annual periodsMOJO Watch
The company has been reducing its borrowing as compared to equity capital
Debt-Equity Ratio
Raw Material Cost
Fallen by 1.2% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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