Financials Ameriprise Financial, Inc.

Equities

AMP

US03076C1062

Investment Management & Fund Operators

Delayed Nyse 04:00:01 2024-05-24 pm EDT 5-day change 1st Jan Change
441 USD +1.57% Intraday chart for Ameriprise Financial, Inc. +1.58% +16.10%

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 21,105 22,927 33,753 33,135 38,437 43,799 - -
Enterprise Value (EV) 1 20,493 19,207 29,658 29,193 34,560 35,293 33,669 31,931
P/E ratio 11.9 x 15.9 x 13.1 x 13.8 x 16 x 13 x 11.9 x 11.4 x
Yield 2.29% 2.1% 1.5% 1.57% 1.4% 1.31% 1.44% 1.56%
Capitalization / Revenue 1.66 x 1.94 x 2.44 x 2.32 x 2.5 x 2.57 x 2.45 x 2.29 x
EV / Revenue 1.61 x 1.62 x 2.14 x 2.05 x 2.25 x 2.07 x 1.88 x 1.67 x
EV / EBITDA 7.79 x 8.73 x 8.15 x 8.54 x 7.83 x 6.31 x 5.74 x 5.21 x
EV / FCF - - - - 7.68 x 12.4 x - -
FCF Yield - - - - 13% 8.08% - -
Price to Book 3.63 x 3.68 x 6.22 x 9.32 x 8.49 x 8.11 x 6.84 x 6.01 x
Nbr of stocks (in thousands) 126,696 117,978 111,890 106,417 101,196 99,325 - -
Reference price 2 166.6 194.3 301.7 311.4 379.8 441.0 441.0 441.0
Announcement Date 1/29/20 1/27/21 1/26/22 1/25/23 1/24/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 12,710 11,829 13,861 14,264 15,387 17,016 17,904 19,091
EBITDA 1 2,629 2,200 3,639 3,420 4,414 5,597 5,868 6,133
EBIT 1 2,446 1,993 3,304 3,391 3,936 4,804 4,939 5,140
Operating Margin 19.24% 16.85% 23.84% 23.77% 25.58% 28.23% 27.59% 26.93%
Earnings before Tax (EBT) 1 2,232 1,831 3,350 3,182 3,234 4,158 4,641 4,682
Net income 1 1,893 1,534 2,760 2,559 2,556 3,548 3,674 3,713
Net margin 14.89% 12.97% 19.91% 17.94% 16.61% 20.85% 20.52% 19.45%
EPS 2 13.96 12.20 23.00 22.51 23.71 33.94 37.03 38.79
Free Cash Flow 1 - - - - 4,501 2,850 - -
FCF margin - - - - 29.25% 16.75% - -
FCF Conversion (EBITDA) - - - - 101.97% 50.92% - -
FCF Conversion (Net income) - - - - 176.1% 80.32% - -
Dividend per Share 2 3.810 4.090 4.520 4.880 5.300 5.798 6.328 6.858
Announcement Date 1/29/20 1/27/21 1/26/22 1/25/23 1/24/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2
Net sales 1 3,705 3,595 3,479 3,545 3,645 3,698 3,826 3,915 3,948 4,100 4,230 4,284 4,359 4,437 4,566
EBITDA - - - - - - - - - - - - - - -
EBIT 1 - 840 840 - 973 978 1,022 956 980 1,078 1,089 1,149 1,150 1,161 1,157
Operating Margin - 23.37% 24.14% - 26.69% 26.45% 26.71% 24.42% 24.82% 26.29% 25.75% 26.82% 26.38% 26.17% 25.34%
Earnings before Tax (EBT) 1 866 923 955 685 619 496 1,127 1,117 494 1,219 1,135 1,154 1,174 1,165 1,176
Net income 1 701 761 756 548 494 417 890 872 377 990 893.2 906.8 924.2 921 929
Net margin 18.92% 21.17% 21.73% 15.46% 13.55% 11.28% 23.26% 22.27% 9.55% 24.15% 21.12% 21.17% 21.2% 20.76% 20.34%
EPS 2 5.960 6.550 6.610 4.860 4.430 3.790 8.210 8.140 3.570 9.460 8.610 8.838 9.105 9.280 9.427
Dividend per Share 2 1.130 1.130 1.250 1.250 1.250 - - - 1.350 - 1.483 1.483 1.483 1.482 1.617
Announcement Date 1/26/22 4/25/22 7/26/22 10/25/22 1/25/23 4/24/23 7/26/23 10/25/23 1/24/24 4/22/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - - - - - - - -
Net Cash position 1 612 3,720 4,095 3,942 3,877 8,506 10,130 11,868
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow 1 - - - - 4,501 2,850 - -
ROE (net income / shareholders' equity) 38.1% 30.2% 50.6% 45.9% 48.5% 52.1% 50.8% 63.7%
ROA (Net income/ Total Assets) 1.53% 1.11% 1.61% 1.53% 1.53% 3% 3.2% 3.1%
Assets 1 124,050 137,677 170,931 167,189 167,022 118,280 114,812 119,763
Book Value Per Share 2 45.90 52.80 48.50 33.40 44.70 54.40 64.50 73.30
Cash Flow per Share - 36.80 27.70 38.80 - - - -
Capex - - 120 - 184 - - -
Capex / Sales - - 0.87% - 1.2% - - -
Announcement Date 1/29/20 1/27/21 1/26/22 1/25/23 1/24/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Trading Rating
Investor Rating
ESG Refinitiv
A-
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
14
Last Close Price
441 USD
Average target price
462.5 USD
Spread / Average Target
+4.89%
Consensus
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  4. Financials Ameriprise Financial, Inc.