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 49,490 - -
Change - -1.83% 16% 34.38% -11.81% 8.64% - -
Enterprise Value (EV) 1 29,658 29,193 34,560 46,547 38,879 37,934 36,187 45,751
Change - -1.57% 18.39% 34.68% -16.47% -2.43% -4.61% 26.43%
P/E 13.1x 13.8x 16x 16.1x 13.5x 12.3x 10.9x 9.82x
PBR 6.22x 9.32x 8.49x 9.8x 7.02x 7.11x 5.91x 4.89x
PEG - -6.48x 3x 0.4x 1.38x 0.5x 0.9x 0.9x
Capitalization / Revenue 2.44x 2.32x 2.5x 3.02x 2.49x 2.48x 2.33x 2.25x
EV / Revenue 2.14x 2.05x 2.25x 2.73x 2.13x 1.9x 1.71x 2.08x
EV / EBITDA 8.15x 8.54x 7.83x 10.1x 7.82x 5.82x 5.42x 6.72x
EV / EBIT 8.98x 8.61x 8.78x 10.5x 7.97x 6.87x 6.21x 7.57x
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Dividend per Share 2 4.52 4.88 5.3 5.79 - 6.687 7.125 7.502
Rate of return 1.5% 1.57% 1.4% 1.09% - 1.19% 1.27% 1.34%
EPS 2 23 22.51 23.71 33.05 36.28 45.59 51.22 57.06
Distribution rate 19.7% 21.7% 22.4% 17.5% - 14.7% 13.9% 13.1%
Net sales 1 13,861 14,264 15,387 17,079 18,293 19,992 21,197 22,037
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 5,524 5,826 6,044
Net income 1 2,760 2,559 2,556 3,401 3,563 4,212 4,481 4,728
Net Debt 1 -4,095 -3,942 -3,877 -5,106 -6,676 -11,555 -13,303 -3,739
Reference price 2 301.66 311.37 379.83 532.43 490.34 560.26 560.26 560.26
Nbr of stocks (in thousands) 1,11,890 1,06,417 1,01,196 97,015 92,906 88,333 - -
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.($)
12.29x1.9x5.82x1.19% 4.95TCr
21.45x6.11x13.08x1.95% 18TCr
15.1x3.64x - 2.35% 16TCr
17.76x7.73x - 1.41% 11TCr
25.46x13.34x22.89x3.83% 8.38TCr
14.42x5.44x - 1.82% 5.3TCr
5.76x6.02x4.15x3.25% 3.97TCr
14.67x5.32x16.58x1.8% 3.42TCr
10.6x2.56x6.33x4.6% 2.41TCr
Average 15.28x 5.78x 11.47x 2.47% 8.25TCr
Weighted average by Cap. 17.33x 6.14x 13.24x 2.26%

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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