Company Analysis Ameriprise Financial
1. Summary
Advantages
- The stock's return over the last year (41.77%) is higher than the sector average (-13.41%).
- Current debt level 2.96% is below 100% and has decreased over 5 years from 3.25%.
- The company's current efficiency (ROE=54.05%) is higher than the sector average (ROE=-80.87%)
Disadvantages
- Price (316.4 $) is higher than fair price (304.57 $)
- Dividends (1.26%) are below the sector average (1.28%).
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Ameriprise Financial | Healthcare | Index | |
|---|---|---|---|
| 7 days | 2.5% | -12% | -0.7% |
| 90 days | 15.2% | -19.6% | 4.1% |
| 1 year | 41.8% | -13.4% | 25.9% |
AMP vs Sector: Ameriprise Financial has outperformed the "Healthcare" sector by 55.18% over the past year.
AMP vs Market: Ameriprise Financial has outperformed the market by 15.87% over the past year.
Stable price: AMP is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: AMP with weekly volatility of 0.8033% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (316.4 $) is higher than the fair price (304.57 $).
Price is higher than fair: The current price (316.4 $) is 3.7% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (15.86) is lower than that of the sector as a whole (57.85).
P/E vs Market: The company's P/E (15.86) is lower than that of the market as a whole (47.37).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (8.57) is lower than that of the sector as a whole (9.39).
P/BV vs Market: The company's P/BV (8.57) is lower than that of the market as a whole (22.69).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (2.61) is lower than that of the sector as a whole (4.05).
P/S vs Market: The company's P/S indicator (2.61) is lower than that of the market as a whole (15.16).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (-251.49) is lower than that of the sector as a whole (17.49).
EV/Ebitda vs Market: The company's EV/Ebitda (-251.49) is lower than that of the market as a whole (17.77).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 13.41% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (13.41%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-69.16%).
5.4. ROE
ROE vs Sector: The company's ROE (54.05%) is higher than that of the sector as a whole (-80.87%).
ROE vs Market: The company's ROE (54.05%) is higher than that of the market as a whole (17.14%).
5.5. ROA
ROA vs Sector: The company's ROA (1.46%) is lower than that of the sector as a whole (6.7%).
ROA vs Market: The company's ROA (1.46%) is lower than that of the market as a whole (6.51%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (15.68%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 1.26% is below the average for the sector '1.28%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 1.26% has been steadily paid over the past 7 years, DSI=0.93.
Dividend growth: Company's dividend yield 1.26% has been growing over the last 5 years. Growth over 18 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (21.52%) are at an uncomfortable level.
8. Insider trades
8.1. Insider trading
Insider Selling More insider purchases by 118.08% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 11.11.2024 | Berman Walter Stanley EXECUTIVE VP AND CFO |
Sale | 564.16 | 4 882 800 | 8 655 |
| 11.11.2024 | Berman Walter Stanley EXECUTIVE VP AND CFO |
Purchase | 165.41 | 4 135 250 | 25 000 |
| 30.08.2024 | William Davies Officer |
Purchase | 442.07 | 3 846 010 | 8 700 |
| 27.03.2024 | Alvero Gumer PRESIDENT-INSURANCE&ANNUITIES |
Sale | 437 | 721 924 | 1 652 |
| 27.03.2024 | Alvero Gumer PRESIDENT-INSURANCE&ANNUITIES |
Purchase | 123.37 | 522 472 | 4 235 |
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