Comparison
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 -16.90%, its profits have fallen by -4.1%
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.
-15.55%
0.34
28.52%
S&P 500
13.22%
0.64
20.20%
Quality key factors
Factor
Value
Sales Growth (5y)
8.07%
EBIT Growth (5y)
6.40%
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
17.52%
Pledged Shares
0
Institutional Holding
86.22%
ROCE (avg)
0
ROE (avg)
46.89%
Valuation Key Factors 
Factor
Value
P/E Ratio
55
Industry P/E
Price to Book Value
30.32
EV to EBIT
38.44
EV to EBITDA
38.44
EV to Capital Employed
-61.43
EV to Sales
8.63
PEG Ratio
NA
Dividend Yield
37.68%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
55.32%
Technical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
No Trend
Mildly Bearish
OBV
No Trend
No Trend
Technical Movement
9What is working for the Company
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
NET PROFIT(9M)
Higher at USD 2,721.92 MM
EPS(Q)
Highest at USD 10.73
-2What is not working for the Company
DIVIDEND PAYOUT RATIO(Y)
Lowest at 14.91%
RAW MATERIAL COST(Y)
Grown by 6.14% (YoY
Here's what is working for Ameriprise Financial, Inc.
Operating Cash Flow
Highest at USD 8,265 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 1.23 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 1.23 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
EPS
Highest at USD 10.73
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Net Profit
Higher at USD 2,721.92 MM
than preceding 12 month period ended Jun 2025MOJO Watch
In the nine month period the company has already crossed sales of the previous twelve months
Net Profit (USD MM)
Here's what is not working for Ameriprise Financial, Inc.
Dividend Payout Ratio
Lowest at 14.91%
in the last five yearsMOJO Watch
Company is distributing lower proportion of profits generated as dividend
DPR (%)
Raw Material Cost
Grown by 6.14% (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






