US03076C1062 - Common Stock

**AMP** gets a fundamental rating of **4** out of 10. The analysis compared the fundamentals against 219 industry peers in the **Capital Markets** industry. There are concerns on the financial health of **AMP** while its profitability can be described as average. **AMP** has a correct valuation and a medium growth rate.

In the past year **AMP** was profitable.

The **Return On Assets** of **AMP** (**1.71%**) is comparable to the rest of the industry.

With an excellent **Return On Equity** value of **61.45%**, **AMP** belongs to the best of the industry, outperforming **98.14%** of the companies in the same industry.

The last **Return On Invested Capital** (**2.12%**) for **AMP** is above the 3 year average (**1.79%**), which is a sign of increasing profitability.

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 1.71% | ||

ROE | 61.45% | ||

ROIC | 2.12% |

ROA(3y)1.55%

ROA(5y)1.36%

ROE(3y)55.93%

ROE(5y)45.4%

ROIC(3y)1.79%

ROIC(5y)1.51%

The **Profit Margin** of **AMP** (**18.09%**) is comparable to the rest of the industry.

In the last couple of years the **Profit Margin** of **AMP** has remained more or less at the same level.

With a **Operating Margin** value of **27.79%**, **AMP** perfoms like the industry average, outperforming **48.84%** of the companies in the same industry.

Looking at the **Gross Margin**, with a value of **51.98%**, **AMP** is in line with its industry, outperforming **53.49%** of the companies in the same industry.

In the last couple of years the **Gross Margin** of **AMP** has grown nicely.

Industry Rank | Sector Rank | ||
---|---|---|---|

OM | 27.79% | ||

PM (TTM) | 18.09% | ||

GM | 51.98% |

OM growth 3Y17.54%

OM growth 5Y5.09%

PM growth 3Y7.37%

PM growth 5Y-0.44%

GM growth 3Y5.23%

GM growth 5Y1.75%

The number of shares outstanding for **AMP** has been reduced compared to 5 years ago.

Compared to 1 year ago, **AMP** has a worse debt to assets ratio.

The **Altman-Z score** of **AMP** (**0.41**) is worse than **70.70%** of its industry peers.

The Debt to FCF ratio of **AMP** is **6.96**, which is on the high side as it means it would take **AMP**, **6.96** years of fcf income to pay off all of its debts.

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 8.46 | ||

Debt/FCF | 6.96 | ||

Altman-Z | 0.41 |

ROIC/WACCN/A

WACCN/A

A Current Ratio of **0.59** indicates that **AMP** may have some problems paying its short term obligations.

With a **Quick ratio** value of **0.59**, **AMP** is not doing good in the industry: **73.02%** of the companies in the same industry are doing better.

Industry Rank | Sector Rank | ||
---|---|---|---|

Current Ratio | 0.59 | ||

Quick Ratio | 0.59 |

The **Earnings Per Share** has grown by an nice **11.44%** over the past year.

The **Earnings Per Share** has been growing by **13.75%** on average over the past years. This is quite good.

The **Revenue** has grown by **12.89%** in the past year. This is quite good.

EPS 1Y (TTM)11.44%

EPS 3Y19.63%

EPS 5Y13.75%

EPS Q2Q%17.2%

Revenue 1Y (TTM)12.89%

Revenue growth 3Y10.41%

Revenue growth 5Y4.49%

Sales Q2Q%8.88%

Based on estimates for the next years, **AMP** will show a quite strong growth in **Earnings Per Share**. The EPS will grow by **8.03%** on average per year.

Based on estimates for the next years, **AMP** will show a small growth in **Revenue**. The Revenue will grow by **7.07%** on average per year.

EPS Next Y21.7%

EPS Next 2Y15.53%

EPS Next 3Y13.22%

EPS Next 5Y8.03%

Revenue Next Year10.24%

Revenue Next 2Y8.1%

Revenue Next 3Y6.88%

Revenue Next 5Y7.07%

The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.

The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.

Based on the **Price/Earnings** ratio of **14.46**, the valuation of **AMP** can be described as correct.

Based on the **Price/Forward Earnings** ratio of **11.75**, the valuation of **AMP** can be described as reasonable.

Compared to the rest of the industry, the **Price/Forward Earnings** ratio of **AMP** is on the same level as its industry peers.

Compared to an average S&P500 **Price/Forward Earnings** ratio of **22.09**, **AMP** is valued a bit cheaper.

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 14.46 | ||

Fwd PE | 11.75 |

Compared to the rest of the industry, the **Price/Free Cash Flow** ratio of **AMP** indicates a somewhat cheap valuation: **AMP** is cheaper than 78.60% of the companies listed in the same industry.

Industry Rank | Sector Rank | ||
---|---|---|---|

P/FCF | 7.32 | ||

EV/EBITDA | N/A |

The low **PEG Ratio(NY)**, which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.

The decent profitability rating of **AMP** may justify a higher PE ratio.

A more expensive valuation may be justified as **AMP**'s earnings are expected to grow with **13.22%** in the coming years.

PEG (NY)0.67

PEG (5Y)1.05

EPS Next 2Y15.53%

EPS Next 3Y13.22%

Compared to an average industry **Dividend Yield** of **8.61**, **AMP** is paying slightly less dividend.

Industry Rank | Sector Rank | ||
---|---|---|---|

Dividend Yield | 1.36% |

The dividend of **AMP** is nicely growing with an annual growth rate of **8.44%**!

Dividend Growth(5Y)8.44%

Div Incr Years18

Div Non Decr Years18

DP18.25%

EPS Next 2Y15.53%

EPS Next 3Y13.22%

**AMERIPRISE FINANCIAL INC**

NYSE:AMP (9/17/2024, 5:05:00 PM)

After market: 452.23 0 (0%)**452.23**

**+7.09 (+1.59%) **

Chartmill FA Rating

GICS SectorFinancials

GICS IndustryGroupFinancial Services

GICS IndustryCapital Markets

Earnings (Last)

Earnings (Next)

Inst Owners

Inst Owner Change

Ins Owners

Ins Owner Change

Market Cap44.40B

Analysts

Price Target

Dividend

Industry Rank | Sector Rank | ||
---|---|---|---|

Dividend Yield | 1.36% |

Dividend Growth(5Y)

DP

Div Incr Years

Div Non Decr Years

Ex-Date

Surprises & Revisions

EPS beat(2)

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EPS beat(16)

Avg EPS beat(16)

Revenue beat(2)

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Max Revenue beat(2)

Revenue beat(4)

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Revenue beat(8)

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Revenue beat(12)

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Revenue beat(16)

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PT rev (1m)

PT rev (3m)

EPS NQ rev (1m)

EPS NQ rev (3m)

EPS NY rev (1m)

EPS NY rev (3m)

Revenue NQ rev (1m)

Revenue NQ rev (3m)

Revenue NY rev (1m)

Revenue NY rev (3m)

Valuation

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 14.46 | ||

Fwd PE | 11.75 | ||

P/S | |||

P/FCF | |||

P/OCF | |||

P/B | |||

P/tB | |||

EV/EBITDA |

EPS(TTM)

EY

EPS(NY)

Fwd EY

FCF(TTM)

FCFY

OCF(TTM)

OCFY

SpS

BVpS

TBVpS

PEG (NY)0.67

PEG (5Y)1.05

Profitability

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 1.71% | ||

ROE | 61.45% | ||

ROCE | |||

ROIC | |||

ROICexc | |||

ROICexgc | |||

OM | 27.79% | ||

PM (TTM) | 18.09% | ||

GM | 51.98% | ||

FCFM |

ROA(3y)

ROA(5y)

ROE(3y)

ROE(5y)

ROIC(3y)

ROIC(5y)

ROICexc(3y)

ROICexc(5y)

ROICexgc(3y)

ROICexgc(5y)

ROCE(3y)

ROCE(5y)

ROICexcg growth 3Y

ROICexcg growth 5Y

ROICexc growth 3Y

ROICexc growth 5Y

OM growth 3Y

OM growth 5Y

PM growth 3Y

PM growth 5Y

GM growth 3Y

GM growth 5Y

F-Score

Asset Turnover0.09

Health

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 8.46 | ||

Debt/FCF | |||

Debt/EBITDA | |||

Cap/Depr | |||

Cap/Sales | |||

Interest Coverage | |||

Cash Conversion | |||

Profit Quality | |||

Current Ratio | 0.59 | ||

Quick Ratio | 0.59 | ||

Altman-Z |

F-Score

WACC

ROIC/WACC

Cap/Depr(3y)

Cap/Depr(5y)

Cap/Sales(3y)

Cap/Sales(5y)

Profit Quality(3y)

Profit Quality(5y)

High Growth Momentum

Growth

EPS 1Y (TTM)11.44%

EPS 3Y19.63%

EPS 5Y

EPS Q2Q%

EPS Next Y21.7%

EPS Next 2Y

EPS Next 3Y

EPS Next 5Y

Revenue 1Y (TTM)12.89%

Revenue growth 3Y10.41%

Revenue growth 5Y

Sales Q2Q%

Revenue Next Year

Revenue Next 2Y

Revenue Next 3Y

Revenue Next 5Y

EBIT growth 1Y

EBIT growth 3Y

EBIT growth 5Y

EBIT Next Year

EBIT Next 3Y

EBIT Next 5Y

FCF growth 1Y

FCF growth 3Y

FCF growth 5Y

OCF growth 1Y

OCF growth 3Y

OCF growth 5Y