Ameriprise Financial, Inc. AMP
Financial Services · Asset Management · United States · S&P 500
Based on the available data, Ameriprise Financial, Inc. gets an algorithmic score of 71/100. It trades at 497.32 $, with a sideways/transition technical trend (RSI 31.6) and 26.0% annual volatility.
Updated: 2026-09-30
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Strengths
- High ROE (63.4%): generates strong profit on equity.
- Attractive free-cash-flow yield (18.6%).
- Low valuation (P/E 9.6).
Weaknesses
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Fundamentals
| P/E | 12.02 |
| Forward P/E | 9.63 |
| PEG | 1.41 |
| P/B | 6.91 |
| P/S | 2.22 |
| ROE % | 63.43 |
| ROA % | 2.28 |
| Gross margin % | 54.93 |
| Operating margin % | 30.72 |
| Net margin % | 19.90 |
| Revenue growth % (y/y) | 11.60 |
| Earnings growth % (y/y) | 11.70 |
| Revenue CAGR % | 9.03 |
| Earnings CAGR % | 4.20 |
| Debt/Equity % | 67.58 |
| Current ratio | 2.18 |
| FCF yield % | 18.56 |
| Dividend yield % | 1.37 |
| Payout % | 15.70 |
Returns
| 1 month | -11.1 % |
| 3 months | +8.7 % |
| 6 months | +14.2 % |
| YTD | +1.7 % |
| 1 year | +0.9 % |
| 3 years | +55.2 % |
| 5 years | +111.0 % |
Risk
| 1-year volatility | 26.0 % |
| Beta | 1.04 |
| 5-year max drawdown | -31.5 % |
| Sharpe 1A | 0.01 |
Macroeconomic context
Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.