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 48,130 - -
Change - -1.83% 16% 34.38% -11.81% 5.65% - -
Enterprise Value (EV) 1 29,658 29,193 34,560 46,547 38,879 36,575 34,828 44,391
Change - -1.57% 18.39% 34.68% -16.47% -5.93% -4.78% 27.46%
P/E 13.1x 13.8x 16x 16.1x 13.5x 12.1x 10.7x 9.62x
PBR 6.22x 9.32x 8.49x 9.8x 7.02x 7.17x 5.92x 4.67x
PEG - -6.48x 3x 0.4x 1.38x 0.5x 0.8x 0.8x
Capitalization / Revenue 2.44x 2.32x 2.5x 3.02x 2.49x 2.41x 2.28x 2.18x
EV / Revenue 2.14x 2.05x 2.25x 2.73x 2.13x 1.83x 1.65x 2.01x
EV / EBITDA 8.15x 8.54x 7.83x 10.1x 7.82x 5.61x 5.22x 6.52x
EV / EBIT 8.98x 8.61x 8.78x 10.5x 7.97x 6.65x 5.97x 7.34x
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Dividend per Share 2 4.52 4.88 5.3 5.79 - 6.632 7.125 7.502
Rate of return 1.5% 1.57% 1.4% 1.09% - 1.22% 1.31% 1.37%
EPS 2 23 22.51 23.71 33.05 36.28 45.09 50.81 56.71
Distribution rate 19.7% 21.7% 22.4% 17.5% - 14.7% 14% 13.2%
Net sales 1 13,861 14,264 15,387 17,079 18,293 20,002 21,151 22,041
EBITDA 1 3,639 3,420 4,414 4,595 4,970 6,521 6,673 6,803
EBIT 1 3,304 3,391 3,936 4,436 4,877 5,503 5,836 6,044
Net income 1 2,760 2,559 2,556 3,401 3,563 4,216 4,471 4,698
Net Debt 1 -4,095 -3,942 -3,877 -5,106 -6,676 -11,555 -13,303 -3,739
Reference price 2 301.66 311.37 379.83 532.43 490.34 545.84 545.84 545.84
Nbr of stocks (in thousands) 111,890 106,417 101,196 97,015 92,906 88,400 - -
Announcement Date 26/1/22 25/1/23 24/1/24 29/1/25 29/1/26 - - -
1USD in Million2USD
Estimates

P/E, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
12.08x1.83x5.61x1.22% 48.13B
20.34x5.7x12.23x2.09% 170B
15.17x3.57x - 2.36% 162B
16.96x7.51x - 1.48% 106B
25.99x12.14x20.86x4.15% 76.57B
13.71x5.27x - 1.92% 50.22B
5.6x5.52x4.81x3.31% 38.35B
14.35x5.32x16.57x1.84% 33.39B
11.67x2.72x6.74x4.35% 25.56B
Average 15.10x 5.51x 11.14x 2.52% 78.9B
Weighted average by Cap. 16.85x 5.75x 12.39x 2.35%

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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