Company Valuation: Ameriprise Financial, Inc.

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Capitalization 1 33,753 33,135 38,437 51,653 45,555 41,107 - -
Change - -1.83% 16% 34.38% -11.81% -9.76% - -
Enterprise Value (EV) 1 29,658 29,193 34,560 46,547 38,879 29,589 27,863 37,368
Change - -1.57% 18.39% 34.68% -16.47% -23.9% -5.83% 34.11%
P/E ratio 13.1x 13.8x 16x 16.1x 13.5x 10.8x 9.66x 8.52x
PBR 6.22x 9.32x 8.49x 9.8x 7.02x 5.83x 4.92x 3.93x
PEG - -6.48x 3x 0.4x 1.38x 0.7x 0.8x 0.6x
Capitalization / Revenue 2.44x 2.32x 2.5x 3.02x 2.49x 2.13x 2.04x 1.95x
EV / Revenue 2.14x 2.05x 2.25x 2.73x 2.13x 1.53x 1.38x 1.77x
EV / EBITDA 8.15x 8.54x 7.83x 10.1x 7.82x 4.79x 4.44x 5.88x
EV / EBIT 8.98x 8.61x 8.78x 10.5x 7.97x 5.63x 5.21x 6.63x
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Dividend per Share 2 4.52 4.88 5.3 5.79 - 6.647 7.136 7.61
Rate of return 1.5% 1.57% 1.4% 1.09% - 1.45% 1.56% 1.66%
EPS 2 23 22.51 23.71 33.05 36.28 42.31 47.35 53.68
Distribution rate 19.7% 21.7% 22.4% 17.5% - 15.7% 15.1% 14.2%
Net sales 1 13,861 14,264 15,387 17,079 18,293 19,287 20,156 21,127
EBITDA 1 3,639 3,420 4,414 4,595 4,970 6,175 6,279 6,358
EBIT 1 3,304 3,391 3,936 4,436 4,877 5,255 5,348 5,638
Net income 1 2,760 2,559 2,556 3,401 3,563 3,917 4,132 4,453
Net Debt 1 -4,095 -3,942 -3,877 -5,106 -6,676 -11,519 -13,244 -3,739
Reference price 2 301.66 311.37 379.83 532.43 490.34 457.27 457.27 457.27
Nbr of stocks (in thousands) 111,890 106,417 101,196 97,015 92,906 89,897 - -
Announcement Date 26/01/22 25/01/23 24/01/24 29/01/25 29/01/26 - - -
1USD in Million2USD
Estimates

P/E ratio, Detailed evolution

P/E (N) EV / Sales (N) EV / EBITDA (N) Dividend Yield (N) Capi.($)
10.81x1.53x4.79x1.45% 41.11B
21.46x5.73x12.41x2.16% 163B
14.13x3.26x - 2.65% 142B
15.67x7.08x - 1.61% 94.14B
25.06x12.25x17.61x4.14% 76.73B
12.78x4.96x - 2.23% 42.64B
14.78x5.1x15.95x1.96% 30.71B
3.66x3.56x3.85x3.73% 29.82B
11.45x2.35x5.96x5.11% 21.82B
Average 14.42x 5.09x 10.09x 2.78% 71.41B
Weighted average by Cap. 16.68x 5.59x 11.86x 2.55%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield

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