Company Valuation: Ameriprise Financial, Inc.

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 33,753 33,135 38,437 51,653 45,555 46,621 - -
Change - -1.83% 16% 34.38% -11.81% 2.34% - -
Enterprise Value (EV) 1 29,658 29,193 34,560 46,547 38,879 35,111 33,291 42,882
Change - -1.57% 18.39% 34.68% -16.47% -9.69% -5.18% 28.81%
P/E 13.1x 13.8x 16x 16.1x 13.5x 11.9x 10.4x 9.25x
PBR 6.22x 9.32x 8.49x 9.8x 7.02x 6.81x 5.71x 4.58x
PEG - -6.48x 3x 0.4x 1.38x 0.6x 0.7x 0.7x
Capitalization / Revenue 2.44x 2.32x 2.5x 3.02x 2.49x 2.37x 2.25x 2.15x
EV / Revenue 2.14x 2.05x 2.25x 2.73x 2.13x 1.79x 1.61x 1.98x
EV / EBITDA 8.15x 8.54x 7.83x 10.1x 7.82x 5.6x 5.12x 6.49x
EV / EBIT 8.98x 8.61x 8.78x 10.5x 7.97x 6.52x 5.97x 7.21x
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Dividend per Share 2 4.52 4.88 5.3 5.79 - 6.694 7.162 7.615
Rate of return 1.5% 1.57% 1.4% 1.09% - 1.29% 1.38% 1.47%
EPS 2 23 22.51 23.71 33.05 36.28 43.69 49.88 56.04
Distribution rate 19.7% 21.7% 22.4% 17.5% - 15.3% 14.4% 13.6%
Net sales 1 13,861 14,264 15,387 17,079 18,293 19,661 20,688 21,709
EBITDA 1 3,639 3,420 4,414 4,595 4,970 6,272 6,501 6,603
EBIT 1 3,304 3,391 3,936 4,436 4,877 5,381 5,573 5,949
Net income 1 2,760 2,559 2,556 3,401 3,563 4,044 4,360 4,656
Net Debt 1 -4,095 -3,942 -3,877 -5,106 -6,676 -11,509 -13,329 -3,739
Reference price 2 301.66 311.37 379.83 532.43 490.34 518.60 518.60 518.60
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, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
11.87x1.79x5.6x1.29% 46.62B
20.25x5.44x11.68x2.21% 159B
15.84x3.65x - 2.25% 165B
17.41x7.55x - 1.48% 106B
25.95x12.07x20.7x4.18% 75.98B
14.61x5.36x - 1.91% 50.83B
4.95x4.94x4.93x3.57% 35.57B
14.55x5.49x18.14x1.77% 34.54B
11.1x2.63x6.51x4.47% 24.87B
Average 15.17x 5.43x 11.26x 2.57% 77.59B
Weighted average by Cap. 17.04x 5.69x 12.36x 2.37%

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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