AMPNYSEInvestment AdviceFiscal year ends December 31
AMERIPRISE FINANCIAL INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$480.41−20.39 (-4.07%)
Close on Oct 19, 2026
- Market cap
- $44.63B
- P/E (TTM)
- 11.6
- Dividend yield
- –
Ameriprise Financial statistics
Financials through Jun 30, 2026, price as of Oct 19, 2026, median of Investment Advice companies for comparison
Valuation
| Measure | Ameriprise Financial | Industry median |
|---|---|---|
| Market Cap | $42.44B | $689.15M |
| Enterprise Value | $31.28B | $509.37M |
| PE Ratio | 11.58 | 18.26 |
| PS Ratio | 2.14 | 3.16 |
| PB Ratio | 6.67 | 1.50 |
| P/TBV Ratio | 6.67 | 1.47 |
| P/FCF Ratio | 5.26 | 12.60 |
| P/OCF Ratio | 5.16 | 12.22 |
Enterprise value
| Measure | Ameriprise Financial | Industry median |
|---|---|---|
| EV / Sales | 1.58 | 2.19 |
| EV / EBITDA | 5.97 | 14.83 |
| EV / FCF | 3.88 | 12.35 |
Income (trailing twelve months)
| Measure | Ameriprise Financial | Industry median |
|---|---|---|
| Revenue | $19.84B | $858.37M |
| Pretax Income | $5.05B | $269.30M |
| Net Income | $3.95B | $33.63M |
| EBITDA | $5.24B | $72.05M |
| EPS (Diluted) | $41.48 | $2.27 |
Margins
| Measure | Ameriprise Financial | Industry median |
|---|---|---|
| Pretax Margin | 25.5% | 22.3% |
| Profit Margin | 19.9% | 14.5% |
| EBITDA Margin | 26.4% | 21.9% |
| FCF Margin | 40.6% | 20.1% |
Returns
| Measure | Ameriprise Financial | Industry median |
|---|---|---|
| Return on Equity (ROE) | 63.4% | 14.5% |
| Return on Assets (ROA) | 2.06% | 2.25% |
Growth
| Measure | Ameriprise Financial | Industry median |
|---|---|---|
| Revenue Growth (YoY) | 9.13% | 15.2% |
| Net Income Growth (YoY) | 22.4% | 7.71% |
| EPS Growth (YoY) | 29.1% | 15.0% |
| FCF Growth (YoY) | 20.4% | 2.56% |
| Revenue Growth (3Y CAGR) | 9.68% | 11.9% |
| Revenue Growth (5Y CAGR) | 9.60% | 9.48% |
| EPS Growth (3Y CAGR) | 9.41% | 11.0% |
| EPS Growth (5Y CAGR) | 24.4% | 9.30% |
Balance sheet
| Measure | Ameriprise Financial | Industry median |
|---|---|---|
| Cash & Short-Term Investments | $11.16B | $64.64M |
| Net Cash (Debt) | $11.16B | $37.55M |
| Net Cash Per Share | $126.33 | $1.55 |
| Equity (Book Value) | $6.37B | $505.81M |
| Book Value Per Share | $72.07 | $17.04 |
| Tangible Book Value | $6.37B | $210.80M |
Cash flow (trailing twelve months)
| Measure | Ameriprise Financial | Industry median |
|---|---|---|
| Operating Cash Flow | $8.22B | $11.08M |
| Capital Expenditures | -$154.00M | -$11.81M |
| Free Cash Flow | $8.06B | $313.40M |
| FCF Per Share | $91.29 | $1.29 |
Efficiency
| Measure | Ameriprise Financial | Industry median |
|---|---|---|
| Asset Turnover | 0.10 | 0.25 |
| Revenue Per Employee | $862.57K | $1.00M |
| Profits Per Employee | $171.65K | $145.56K |
| Employee Count | 23,000 | 700 |
Dividends and yields
| Measure | Ameriprise Financial | Industry median |
|---|---|---|
| Earnings Yield | 9.30% | 3.34% |
| FCF Yield | 19.0% | 6.26% |
| Buyback Yield | 7.66% | 1.19% |
| Shareholder Yield | 7.66% | 1.82% |
| Payout Ratio | 15.2% | 36.7% |
| FCF Payout Ratio | 7.44% | 28.5% |
Shares
| Measure | Ameriprise Financial | Industry median |
|---|---|---|
| Shares Outstanding | 88,333,200 | 40,199,800 |
| Shares Change (YoY) | -5.24% | 0.87% |
| Float | 88,107,300 | 26,811,250 |
| Shares Held by Insiders | 0.26% | 0.00% |
| Shares Held by Institutions | 88.8% | 36.9% |
Taxes
| Measure | Ameriprise Financial | Industry median |
|---|---|---|
| Income Tax | $1.10B | $39.89M |
| Effective Tax Rate | 21.9% | 21.6% |
Scores
| Measure | Ameriprise Financial | Industry median |
|---|---|---|
| Graham Number | $259.35 | $40.68 |
| Graham Upside | -46.0% | -34.6% |
| Altman Z-Score | 0.44 | 9.82 |
| Piotroski F-Score | 7 | 5 |
Calculated by StockData from Ameriprise Financial's SEC filings and the latest closing price. Hover a measure to see its formula. The grey column is the median of companies in the same industry group (two-digit SIC code); green or red marks a better or worse value than that median.