AMP Stock Financial Analysis - Ameriprise Financial, Inc. (NYSE) Stock

Overview

Ameriprise Financial, Inc., based in the United States, is a prominent player in the financial services industry. The company specializes in a diverse array of financial planning services including wealth management, asset management, insurance, annuities, and estate planning. Ameriprise is recognized for its tailored approach to financial advising, focusing on comprehensive financial planning to help individuals and corporations alike achieve their financial goals. Key projects and initiatives undertaken by Ameriprice often revolve around enhancing their client service platforms, expanding their investment product offerings, and strategic acquisitions aimed at broadening their market base and capabilities, such as the notable acquisition of BMO’s EMEA asset management business which significantly boosted its international footprint.

Quality, Value, Momentum Scores

This card shows the Quality, Value, and Momentum scores for the company

Quality

The QualityScore is a proprietary scoring model that identifies high quality companies, based on cash generating efficiencies.

Value

Proprietary scoring model that ranks companies based on their relative valuation. Scores range from 0 to 100, with 100 being the most undervalued.

Momentum

Proprietary scoring model that ranks companies on their six-month momentum.

Fund Sentiment

The Fund Sentiment (fka Ownership) score is a proprietary quantitative model that ranks companies based on levels of ownership accumulation.

QVM

The QVM Score is a proprietary scoring model that combines Quality, Value, and Momentum into a single metric that ranks companies from 0 to 100.

Income Statement: Revenue, Operating Income, Net Income

The revenue for Ameriprise Financial, Inc. as of June 30, 2025 is 18,180.00 MM.
The operating income for Ameriprise Financial, Inc. as of June 30, 2025 is 6,416.00 MM.
The net income for Ameriprise Financial, Inc. as of June 30, 2025 is 3,225.00 MM.

Period End (TTM)	Revenue (MM)	Operating Income (MM)	Net Income (MM)
2025-06-30	18,180.00	6,416.00	3,225.00
2025-03-31	18,082.00	6,379.00	2,994.00
2024-12-31	17,926.00	6,458.00	3,401.00
2024-09-30	17,445.00	5,936.00	2,707.00
2024-06-30	16,961.00	6,038.00	3,068.00
2024-03-31	16,576.00	5,874.00	3,129.00
2023-12-31	16,096.00	5,613.00	2,556.00
2023-09-30	15,647.00	5,609.00	2,828.00
2023-06-30	15,070.00	5,208.00	3,017.00
2023-03-31	14,552.00	5,268.00	2,741.00
2022-12-31	14,334.00	5,232.00	3,149.00
2022-09-30	14,377.00	5,113.00	3,201.00
2022-06-30	13,784.00	5,371.00	3,171.00
2022-03-31	13,715.00	4,779.00	3,148.00
2021-12-31	13,389.00	4,855.00	3,417.00
2021-09-30	12,870.00	3,467.00	2,236.00
2021-06-30	12,977.00	1,985.00	1,065.00
2021-03-31	12,287.00	885.00	-65.00
2020-12-31	11,958.00	2,700.00	1,534.00
2020-09-30	11,866.00	2,897.00	1,820.00
2020-06-30

Income Statement: EPS

Period End (TTM)	Earnings Per Share Basic	Earnings Per Share Diluted
2025-06-30
2025-03-31	29.96	29.43
2024-12-31	33.67	33.05
2024-09-30	26.51	26.03
2024-06-30	29.71	29.16
2024-03-31	29.96	29.39
2023-12-31	24.18	23.71
2023-09-30	26.42	25.88
2023-06-30	27.84	27.27
2023-03-31	24.95	24.44
2022-12-31	28.29	27.70
2022-09-30	28.40	27.80
2022-06-30	27.75	27.15
2022-03-31	27.19	26.56
2021-12-31	29.13	28.48
2021-09-30	18.81	18.40
2021-06-30	8.84	8.66
2021-03-31	-0.53	-0.53
2020-12-31	12.39	12.20
2020-09-30	14.46	14.25
2020-06-30	19.52	19.24

Cash Flow: Operations, Investing, Financing

The cash from operating activities for Ameriprise Financial, Inc. as of June 30, 2025 is 6,881.00 MM.
The cash from investing activities for Ameriprise Financial, Inc. as of June 30, 2025 is -1,087.00 MM.
The cash from financing activities for Ameriprise Financial, Inc. as of June 30, 2025 is -5,059.00 MM.

Period End (TTM)	Cash From Operating Activities (MM)	Cash From Investing Activities (MM)	Cash From Financing Activities (MM)
2025-06-30	6,881.00	-1,087.00	-5,059.00
2025-03-31	6,837.00	-1,723.00	-4,222.00
2024-12-31	6,595.00	-551.00	-5,165.00
2024-09-30	8,355.00	-1,688.00	-3,326.00
2024-06-30	6,232.00	-3,645.00	-2,475.00
2024-03-31	5,073.00	-6,685.00	-182.00
2023-12-31	4,685.00	-9,262.00	4,411.00
2023-09-30	3,759.00	-11,684.00	6,247.00
2023-06-30	4,206.00	-15,011.00	10,175.00
2023-03-31	5,054.00	-15,064.00	11,074.00
2022-12-31	4,407.00	-13,583.00	8,430.00
2022-09-30	4,741.00	-12,248.00	7,677.00
2022-06-30	4,212.00	-8,063.00	4,431.00
2022-03-31	4,734.00	-5,236.00	1,808.00
2021-12-31	3,325.00	-4,380.00	1,723.00
2021-09-30	758.00	-1,846.00	418.00
2021-06-30	851.00	-2,907.00	734.00
2021-03-31	-1,270.00	-3,663.00	757.00
2020-12-31	4,623.00	-2,894.00	952.00
2020-09-30	5,406.00	-3,919.00	943.00
2020-06-30

Valuation Metrics : PE, PriceToBook, PriceToTBV

The p/book for Ameriprise Financial, Inc. as of June 30, 2025 is 9.39.
The p/tbv for Ameriprise Financial, Inc. as of June 30, 2025 is 9.39.

P/Book: The current closing price divided by the book value per share.

P/TBV: The current price divided by the tangible book value per share.

Period End (TTM)	p/e	P/Book	P/TBV
2025-06-30		9.39	9.39
2025-03-31		8.84	17.40
2024-12-31		9.01	9.01
2024-09-30	15.00	9.22	9.22
2024-06-30	13.66	8.76	18.95
2024-03-31	17.09	9.24	20.74
2023-12-31	13.98	10.05	10.05
2023-09-30	14.82	8.30	8.30
2023-06-30	16.06	8.34	20.82
2023-03-31	12.59	8.92
2022-12-31		10.17	10.17
2022-09-30		6.34	6.34
2022-06-30		5.22
2022-03-31	12.03	5.84	10.66
2021-12-31	15.09	5.91	5.91
2021-09-30	28.20	5.28	5.28
2021-06-30
2021-03-31	-520.54	6.15	9.64
2020-12-31	22.20	5.81	8.79
2020-09-30	19.01	5.70	5.70
2020-06-30	14.06	5.41	7.80

Valuation Metrics : EBitToEv, EBit3YrAvgToEv

The ebit/ev for Ameriprise Financial, Inc. as of June 30, 2025 is 0.08.
The ebit (3y)/ev for Ameriprise Financial, Inc. as of June 30, 2025 is 0.07.

Period End (TTM)	EBIT/EV	EBIT (3y)/EV
2025-06-30	0.08	0.07
2025-03-31	0.10	0.09
2024-12-31	0.08	0.07
2024-09-30	0.09	0.08
2024-06-30	0.10	0.09
2024-03-31	0.08	0.08
2023-12-31	0.10	0.09
2023-09-30	0.09	0.09
2023-06-30	0.09	0.09
2023-03-31	0.11	0.08
2022-12-31	0.12	0.10
2022-09-30	0.17	0.13
2022-06-30	0.17	0.12
2022-03-31	0.11	0.08
2021-12-31	0.09	0.08
2021-09-30	0.04	0.07
2021-06-30
2021-03-31	-0.00	0.07
2020-12-31	0.06	0.07
2020-09-30	0.07	0.07
2020-06-30	0.09	0.08

Management Effectiveness

The roa for Ameriprise Financial, Inc. as of June 30, 2025 is 0.02.
The roe for Ameriprise Financial, Inc. as of June 30, 2025 is 0.60.
The roic for Ameriprise Financial, Inc. as of June 30, 2025 is 0.30.
The croic for Ameriprise Financial, Inc. as of June 30, 2025 is 0.09.
The ocroic for Ameriprise Financial, Inc. as of June 30, 2025 is 0.68.

Period End (TTM)	ROA	ROE	ROIC	CROIC	OCROIC
2025-06-30	0.02	0.60	0.30	0.09	0.68
2025-03-31	0.02	0.70	0.38	0.10	0.74
2024-12-31	0.02	0.57	0.28	0.35	0.87
2024-09-30	0.02	0.80	0.34	0.01	0.69
2024-06-30	0.02	0.76	0.35	-0.20	0.57
2024-03-31	0.02	0.71	0.29	-0.02	0.52
2023-12-31	0.02	0.84	0.34	-0.20	0.47
2023-09-30	0.01	0.53	0.28	-0.08	0.51
2023-06-30	0.01	0.50	0.28	-0.08	0.51
2023-03-31	0.02	0.51	0.26	0.12	0.61
2022-12-31	0.02	0.48	0.40	0.01	0.69
2022-09-30	0.02	0.57	0.41	0.01	0.70
2022-06-30	0.02	0.54	0.45	0.08	0.58
2022-03-31	0.02	0.50	0.36	0.15	0.55
2021-12-31	0.01	0.38	0.29	0.07	0.08
2021-09-30	0.01	0.18	0.19	-0.06	0.07
2021-06-30	0.01	0.16	0.09	-0.11	0.08
2021-03-31	-0.00	-0.01	-0.01	-0.45	-0.14
2020-12-31	0.01	0.27	0.16	0.28	0.48
2020-09-30	0.01	0.30	0.15	0.22	0.45
2020-06-30	0.02	0.42	0.23	0.31	0.54

Gross Margins

The gross margin for Ameriprise Financial, Inc. as of June 30, 2025 is 0.57.
The net margin for Ameriprise Financial, Inc. as of June 30, 2025 is 0.17.
The operating margin for Ameriprise Financial, Inc. as of June 30, 2025 is 0.35.

Gross Margin: The Gross Margin is the ratio of revenue left after substracting the Cost of Goods Sold. It is calculated as 1.0 - (Revenue - COGS ) / Revenue.

Net Margin: The Net Margin (aka Profit Margin) is the ratio of revenue left after substracting the Net Income. It is calculated as Net Income / Revenue.

Operating Margin: The Operaing Margin is the ratio of revenue left after substracting the Operating Income. It is calculated as Operating Income / Revenue.

Period End (TTM)	Gross Margin	Net Margin	Operating Margin
2025-06-30	0.57	0.17	0.35
2025-03-31	0.58	0.19	0.36
2024-12-31	0.56	0.16	0.34
2024-09-30	0.58	0.18	0.36
2024-06-30	0.59	0.19	0.35
2024-03-31	0.59	0.16	0.35
2023-12-31	0.55	0.18	0.31
2023-09-30	0.54	0.15	0.30
2023-06-30	0.54	0.15	0.30
2023-03-31	0.55	0.15	0.29
2022-12-31	0.55	0.19	0.30
2022-09-30	0.61	0.19	0.30
2022-06-30	0.59	0.23	0.35
2022-03-31	0.56	0.22	0.33
2021-12-31	0.52	0.21	0.31
2021-09-30	0.40	0.17	0.27
2021-06-30	0.40	0.08	0.15
2021-03-31	0.33	-0.01	0.07
2020-12-31		0.13	0.23
2020-09-30	0.51	0.15	0.24
2020-06-30	0.57	0.21	0.30

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