Valuation dashboard for Ameriprise Financial, Inc. (AMP) with P/E 12.89, P/B 7.81, EV/EBITDA 8.40 and dividend yield 1.22%. DCF, Graham Number and Earnings Power Value models plus sector comparison against other Financial Services companies.
Ameriprise Financial, Inc. is a holding company, which engages in providing financial planning, asset management, and insurance services to individuals, businesses, and institutions. It operates through the following business segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other.
Analysis Summary
Ameriprise Financial, Inc. reported revenue of $18.91B in the most recent fiscal year, growing at a 5-year CAGR of 9.5%. Net income reached $3.56B, with a 18.4% 5-year CAGR.
Trailing-twelve-month margins: gross margin 50.2%, operating margin 27.1%, net margin 19.9%.
At the current price of $540.86, AMP trades at a P/E of 12.89 and an ROE of 61.73%. Market capitalisation stands at $48.6B, placing it among large-cap names.
Balance sheet quality for AMP: current ratio of 25.8. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.
Valuation Ratios
| P/E Ratio | 12.89 |
| Price / Book | 7.81 |
| EV / EBITDA | 8.40 |
| Dividend Yield | 1.22% |
Valuation Models
| DCF Fair Value | $562.78 |
| vs Current Price | +4.1% |
Peer Comparison
| Symbol | Company | Market Cap | P/E | P/B | ROE |
|---|---|---|---|---|---|
| AMP | Ameriprise Financial, Inc. | $48.6B | 12.89 | 7.81 | 61.7% |
| AIG | American International Group, Inc. | $40.3B | 13.92 | 1.01 | 7.3% |
| MS | Morgan Stanley | $319.4B | 15.38 | 2.72 | 18.1% |
| SCHW | The Charles Schwab Corporation | $182.9B | 19.24 | 3.69 | 20.4% |
| APO | Apollo Global Management, Inc. | $71.7B | 25.97 | 3.38 | 8.6% |
| BSBR | Banco Santander (Brasil) S.A. | $43.9B | 30.39 | 1.75 | 11.8% |
| PUK | Prudential plc | $33.2B | 9.24 | 1.66 | 19.8% |
| PRU | Prudential Financial, Inc. | $40.6B | 10.58 | 1.21 | 12.0% |
Price
| Price | $540.86 |
| Market Cap | $48.6B |
| Exchange | NYSE |
| Country | US |
Profitability
| Return on Equity | 61.73% |
| Return on Invested Capital | 2.16% |
| Return on Assets | 2.00% |
| Gross Margin | 50.24% |
| Operating Margin | 27.14% |
| Net Margin | 19.92% |
Related companies: AIG · APO · BSBR · MS · NTRS · PRU · PUK
Explore sector: Financial Services · Asset Management
More sections of AMP: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events
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