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Ameriprise Financial, Inc. (AMP) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Ameriprise Financial, Inc.

AMPMarket cap $43BPrice $490.5

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Provides financial planning, asset management, and insurance services to millions of Americans. Controls over $1.3 trillion in client assets, making it one of the largest wealth managers most people have never heard of.

In Bastion Portfolios?

52W Return+5%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+10%7

Revenue Forecast

Rev CAGR (1y)+5%4

Rev CAGR (3y)+5%4

Rev CAGR (5y)+5%5

Earnings Forecast

EPS Growth Y+1na–

EPS Growth Y+2+5%5

EPS Growth Y+3+4%5

Quality

Margins

EBIT Margin35%9

Net Income Margin20%8

Free Cash Flow Margin41%10

Debt

Net Debt/EBITDA-0.910

Efficiency

ROE63%10

ROA2%4

Earnings Stability55

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)109

P/E Ratio (Forward 3y)98

P/BV6.82

EV Multiples

EV/EBITDA Fwd09

EV/EBIT Fwd09

Yield

Free Cash Flow Yield0.0%9

Dividend Yield1.4%4

Momentum

Short term

1 month return-12%2

3 month return+0%6

YTD return+1%5

Mid term

Price vs 52wHigh86%7

1 year return+1%5

Long term

3 year return+56%6

5 year return+89%7

Risk Shield

Price Risk

Beta1.13

Volatility26%8

Free Cash Flow

Free Cash Flow Margin41%10

Free Cash Flow Yield0.0%9

Quality

ROCE4%4

Earnings Stability55

Net Debt/EBITDA-0.910

02Growth

Is it actually growing, and how fast?

AMPAmeriprise Financial

Revenue FY24$17.3B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26Ena–

EPS growth, FY27E+5%5

EPS growth, FY28E+4%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

WATCH

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 10%/yr over the last 3 years; forecasts see it cooling to 5%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

Earnings are set to grow in step with sales (EPS about 4%/yr vs revenue 5%/yr).

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE49 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-12%2

3-month return+0%6

YTD return+1%5

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+1%5

3-year return+56%6

5-year return+89%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +56% over three years and +89% over five, ahead of 60% of the market.

WATCH

It's up 1% over the past year, but 14% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (+0%) and so far this year (+1%).

WEAKNESSES

The stock is underperforming over the past month (-12%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Ameriprise. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

AMPAmeriprise Financial

Revenue FY24$17.3B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26Ena–

EPS growth, FY27E+5%5

EPS growth, FY28E+4%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

WATCH

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 10%/yr over the last 3 years; forecasts see it cooling to 5%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

Earnings are set to grow in step with sales (EPS about 4%/yr vs revenue 5%/yr).

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE49 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-12%2

3-month return+0%6

YTD return+1%5

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+1%5

3-year return+56%6

5-year return+89%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +56% over three years and +89% over five, ahead of 60% of the market.

WATCH

It's up 1% over the past year, but 14% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (+0%) and so far this year (+1%).

WEAKNESSES

The stock is underperforming over the past month (-12%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Ameriprise. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community