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 43,974 - -
Change - -1.83% 16% 34.38% -11.81% -3.47% - -
Enterprise Value (EV) 1 29,658 29,193 34,560 46,547 38,879 32,465 30,645 40,235
Change - -1.57% 18.39% 34.68% -16.47% -16.5% -5.61% 31.3%
P/E 13.1x 13.8x 16x 16.1x 13.5x 11.5x 10.3x 9.04x
PBR 6.22x 9.32x 8.49x 9.8x 7.02x 6.29x 5.17x 4.18x
PEG - -6.48x 3x 0.4x 1.38x 0.7x 0.9x 0.7x
Capitalization / Revenue 2.44x 2.32x 2.5x 3.02x 2.49x 2.26x 2.16x 2.06x
EV / Revenue 2.14x 2.05x 2.25x 2.73x 2.13x 1.67x 1.5x 1.88x
EV / EBITDA 8.15x 8.54x 7.83x 10.1x 7.82x 5.18x 4.71x 6.09x
EV / EBIT 8.98x 8.61x 8.78x 10.5x 7.97x 6.15x 5.68x 6.98x
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% - 1.36% 1.46% 1.56%
EPS 2 23 22.51 23.71 33.05 36.28 42.42 47.5 54.1
Distribution rate 19.7% 21.7% 22.4% 17.5% - 15.7% 15% 14.1%
Net sales 1 13,861 14,264 15,387 17,079 18,293 19,448 20,396 21,363
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 5,282 5,398 5,761
Net income 1 2,760 2,559 2,556 3,401 3,563 3,928 4,149 4,488
Net Debt 1 -4,095 -3,942 -3,877 -5,106 -6,676 -11,509 -13,329 -3,739
Reference price 2 301.66 311.37 379.83 532.43 490.34 489.16 489.16 489.16
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.($)
11.53x1.67x5.18x1.36% 43.97B
15.32x3.51x - 2.37% 156B
19.98x5.31x11.64x2.28% 154B
16.59x7.33x - 1.53% 101B
25.22x11.72x20.11x4.29% 73.92B
13.84x5.19x - 2.03% 47.24B
4.84x4.9x4.9x3.63% 35.22B
14.87x5.19x16.8x1.86% 32.66B
13.34x2.75x7.05x4.37% 25.4B
Average 15.06x 5.29x 10.95x 2.64% 74.36B
Weighted average by Cap. 16.68x 5.53x 12.07x 2.46%

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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