Ameriprise Financial, Inc. (AMP) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Cboe Global Markets, Inc.

The Charles Schwab Corp.

CME Group, Inc.

Nasdaq, Inc.

Ameriprise Financial, Inc.

LPL Financial Holdings, Inc.

The Goldman Sachs Group, Inc.

Intercontinental Exchange, Inc.

The Bank of New York Mellon Corp.

Morgan Stanley

State Street Corp.

Why is Ameriprise Financial, Inc. ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 46.89%

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

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 Report

Verdict Report

How 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.

10.74%

0.57

28.73%

S&P 500

22.36%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality 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)

Sales to Capital Employed (avg)

Tax Ratio

19.84%

Dividend Payout Ratio

17.31%

Pledged Shares

Institutional Holding

90.66%

ROCE (avg)

ROE (avg)

46.89%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

20.89

EV to EBIT

26.23

EV to EBITDA

26.23

EV to Capital Employed

-35.64

EV to Sales

6.70

PEG Ratio

4.20

Dividend Yield

48.02%

ROCE (Latest)

Negative Capital Employed

ROE (Latest)

54.41%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bearish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Moving Averages

Mildly Bearish (Daily)

KST

Bearish

Mildly Bearish

Dow Theory

Mildly Bullish

Mildly Bearish

OBV

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

10What is working for the Company

DEBTORS TURNOVER RATIO(HY)

Highest at 1.29 times

DIVIDEND PER SHARE(HY)

Highest at USD 1.29

INTEREST COVERAGE RATIO(Q)

Highest at 1,889.29

CASH AND EQV(HY)

Highest at USD 18,717 MM

PRE-TAX PROFIT(Q)

Highest at USD 1,442 MM

NET PROFIT(Q)

Highest at USD 1,113 MM

EPS(Q)

Highest at USD 11.98

-4What is not working for the Company

OPERATING CASH FLOW(Y)

Lowest at USD 5,951 MM

DIVIDEND PAYOUT RATIO(Y)

Lowest at 14.19%

RAW MATERIAL COST(Y)

Grown by 8.54% (YoY

Here's what is working for Ameriprise Financial, Inc.

Interest Coverage Ratio

Highest at 1,889.29

in the last five periods

MOJO Watch

The company's ability to manage interest payments is improving

Operating Profit to Interest

Debtors Turnover Ratio

Highest at 1.29 times and Grown

In each half year in the last five Semi-Annual periods

MOJO Watch

Company has been able to sell its Debtors faster

Debtors Turnover Ratio

Dividend per share

Highest at USD 1.29 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Pre-Tax Profit

Highest at USD 1,442 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (USD MM)

Net Profit

Highest at USD 1,113 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is positive

Net Profit (USD MM)

EPS

Highest at USD 11.98

in the last five periods

MOJO Watch

Increasing profitability; company has created higher earnings for shareholders

EPS (USD)

Cash and Eqv

Highest at USD 18,717 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is improving

Cash and Cash Equivalents

Depreciation

Highest at USD 61 MM

in the last five periods

MOJO Watch

The expenditure on assets done by the company may have gone into operation

Depreciation (USD MM)

Depreciation

At USD 61 MM has Grown at inf%

period on period (QoQ)

MOJO Watch

The expenditure on assets done by the company has gone into productive use which should positively reflect in the future sales

Depreciation (USD MM)

Here's what is not working for Ameriprise Financial, Inc.

Operating Cash Flow

Lowest at USD 5,951 MM

in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (USD MM)

Dividend Payout Ratio

Lowest at 14.19%

in the last five years

MOJO Watch

Company is distributing lower proportion of profits generated as dividend

DPR (%)

Raw Material Cost

Grown by 8.54% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin

Raw Material Cost as a percentage of Sales