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 46,755 - -
Change - -1.83% 16% 34.38% -11.81% 2.63% - -
Enterprise Value (EV) 1 29,658 29,193 34,560 46,547 38,879 35,199 33,452 43,016
Change - -1.57% 18.39% 34.68% -16.47% -9.47% -4.96% 28.59%
P/E 13.1x 13.8x 16x 16.1x 13.5x 11.8x 10.4x 9.36x
PBR 6.22x 9.32x 8.49x 9.8x 7.02x 6.81x 5.75x 4.57x
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 2.34x 2.22x 2.13x
EV / Revenue 2.14x 2.05x 2.25x 2.73x 2.13x 1.76x 1.59x 1.96x
EV / EBITDA 8.15x 8.54x 7.83x 10.1x 7.82x 5.4x 5.01x 6.32x
EV / EBIT 8.98x 8.61x 8.78x 10.5x 7.97x 6.36x 5.85x 7.12x
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Dividend per Share 2 4.52 4.88 5.3 5.79 - 6.647 7.162 7.615
Rate of return 1.5% 1.57% 1.4% 1.09% - 1.26% 1.35% 1.44%
EPS 2 23 22.51 23.71 33.05 36.28 44.75 50.65 56.53
Distribution rate 19.7% 21.7% 22.4% 17.5% - 14.9% 14.1% 13.5%
Net sales 1 13,861 14,264 15,387 17,079 18,293 20,020 21,017 21,987
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 5,534 5,716 6,044
Net income 1 2,760 2,559 2,556 3,401 3,563 4,208 4,455 4,677
Net Debt 1 -4,095 -3,942 -3,877 -5,106 -6,676 -11,555 -13,303 -3,739
Reference price 2 301.66 311.37 379.83 532.43 490.34 528.90 528.90 528.90
Nbr of stocks (in thousands) 1,11,890 1,06,417 1,01,196 97,015 92,906 88,400 - -
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 (N) EV / Sales (N) EV / EBITDA (N) Dividend Yield (N) Capi.($)
11.82x1.76x5.4x1.26% 4.68TCr
19.55x5.48x11.74x2.17% 16TCr
15.33x3.57x - 2.34% 16TCr
17.27x7.6x - 1.45% 11TCr
25.14x11.72x20.15x4.28% 7.41TCr
13.91x5.32x - 1.89% 5.09TCr
5.48x5.36x4.66x3.42% 3.69TCr
14.34x5.28x16.45x1.86% 3.3TCr
11.4x2.64x6.53x4.45% 2.5TCr
Average 14.91x 5.41x 10.82x 2.57% 7.77TCr
Weighted average by Cap. 16.61x 5.65x 11.98x 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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