Ameriprise Financial Stock Three Year Return

AMP Stock

USD 532.12 6.36 1.21%

Ameriprise Financial fundamentals help investors to digest information that contributes to Ameriprise Financial's financial success or failures. It also enables traders to predict the movement of Ameriprise Stock. The fundamental analysis module provides a way to measure Ameriprise Financial's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Ameriprise Financial stock.

Total Stockholder Equity Total Assets

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Ameriprise Financial Company Three Year Return Analysis

Ameriprise Financial's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Ameriprise Three Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Ameriprise Financial is extremely important. It helps to project a fair market value of Ameriprise Stock properly, considering its historical fundamentals such as Three Year Return. Since Ameriprise Financial's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Ameriprise Financial's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Ameriprise Financial's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Total Liab	Net Debt	Retained Earnings	Accounts Payable	Long Term Debt	Good Will	Short Term Investments	Intangible Assets	Property Plant Equipment	Net Receivables	Total Current Assets	Short Term Debt	Common Stock	Treasury Stock	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab	Long Term Investments	Current Deferred Revenue	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Capital Stock
Total Assets		-0.09	1.0	-0.22	0.64	0.2	0.33	0.94	0.32	0.41	0.55	0.61	0.48	0.29	0.83	-0.77	-0.64	0.11	0.79	0.63	0.43	-0.59	-0.51	0.64	-0.19	-0.09
Total Stockholder Equity	-0.09		-0.17	0.77	-0.6	-0.9	0.7	-0.05	0.41	-0.03	-0.38	-0.53	-0.56	-0.3	0.11	0.63	0.78	0.86	-0.63	-0.59	-0.24	0.64	0.64	-0.6	0.54	0.24
Total Liab	1.0	-0.17		-0.29	0.68	0.28	0.25	0.93	0.29	0.4	0.57	0.64	0.52	0.3	0.8	-0.81	-0.7	0.03	0.83	0.67	0.44	-0.62	-0.56	0.68	-0.22	-0.09
Net Debt	-0.22	0.77	-0.29		-0.73	-0.81	0.77	-0.22	0.35	-0.19	-0.64	-0.72	-0.65	-0.41	-0.05	0.68	0.65	0.85	-0.64	-0.33	-0.38	0.69	0.58	-0.82	0.61	0.41
Retained Earnings	0.64	-0.6	0.68	-0.73		0.61	-0.21	0.67	-0.27	0.35	0.71	0.93	0.6	0.67	0.63	-0.91	-0.86	-0.47	0.89	0.65	0.62	-0.93	-0.6	0.85	-0.8	-0.66
Accounts Payable	0.2	-0.9	0.28	-0.81	0.61		-0.67	0.16	-0.49	0.17	0.55	0.62	0.47	0.22	-0.06	-0.61	-0.72	-0.81	0.68	0.54	0.31	-0.7	-0.54	0.73	-0.37	-0.26
Long Term Debt	0.33	0.7	0.25	0.77	-0.21	-0.67		0.33	0.39	0.23	-0.18	-0.18	-0.3	0.0	0.46	0.2	0.29	0.92	-0.17	-0.03	0.06	0.24	0.4	-0.32	0.24	0.11
Good Will	0.94	-0.05	0.93	-0.22	0.67	0.16	0.33		0.32	0.38	0.56	0.7	0.41	0.48	0.85	-0.73	-0.6	0.16	0.74	0.53	0.47	-0.6	-0.43	0.62	-0.32	-0.15
Short Term Investments	0.32	0.41	0.29	0.35	-0.27	-0.49	0.39	0.32		0.1	-0.21	-0.23	0.21	-0.25	0.11	-0.03	0.16	0.46	-0.14	-0.01	-0.3	0.36	-0.21	-0.18	0.29	0.72
Intangible Assets	0.41	-0.03	0.4	-0.19	0.35	0.17	0.23	0.38	0.1		0.66	0.49	0.53	0.33	0.17	-0.3	-0.13	0.16	0.29	0.06	0.52	-0.18	0.09	0.52	-0.26	-0.1
Property Plant Equipment	0.55	-0.38	0.57	-0.64	0.71	0.55	-0.18	0.56	-0.21	0.66		0.77	0.69	0.59	0.39	-0.59	-0.55	-0.25	0.7	0.29	0.78	-0.53	-0.21	0.88	-0.45	-0.36
Net Receivables	0.61	-0.53	0.64	-0.72	0.93	0.62	-0.18	0.7	-0.23	0.49	0.77		0.56	0.72	0.53	-0.81	-0.73	-0.38	0.8	0.5	0.61	-0.87	-0.45	0.87	-0.75	-0.58
Total Current Assets	0.48	-0.56	0.52	-0.65	0.6	0.47	-0.3	0.41	0.21	0.53	0.69	0.56		0.42	0.18	-0.7	-0.63	-0.4	0.62	0.43	0.48	-0.38	-0.56	0.74	-0.52	-0.01
Short Term Debt	0.29	-0.3	0.3	-0.41	0.67	0.22	0.0	0.48	-0.25	0.33	0.59	0.72	0.42		0.48	-0.41	-0.49	-0.09	0.49	0.17	0.77	-0.5	-0.04	0.56	-0.78	-0.61
Common Stock	0.83	0.11	0.8	-0.05	0.63	-0.06	0.46	0.85	0.11	0.17	0.39	0.53	0.18	0.48		-0.59	-0.52	0.24	0.64	0.5	0.48	-0.56	-0.29	0.41	-0.33	-0.42
Treasury Stock	-0.77	0.63	-0.81	0.68	-0.91	-0.61	0.2	-0.73	-0.03	-0.3	-0.59	-0.81	-0.7	-0.41	-0.59		0.91	0.48	-0.92	-0.79	-0.4	0.87	0.83	-0.81	0.61	0.32
Net Tangible Assets	-0.64	0.78	-0.7	0.65	-0.86	-0.72	0.29	-0.6	0.16	-0.13	-0.55	-0.73	-0.63	-0.49	-0.52	0.91		0.56	-0.95	-0.85	-0.46	0.84	0.78	-0.76	0.58	0.33
Long Term Debt Total	0.11	0.86	0.03	0.85	-0.47	-0.81	0.92	0.16	0.46	0.16	-0.25	-0.38	-0.4	-0.09	0.24	0.48	0.56		-0.43	-0.36	-0.02	0.54	0.62	-0.47	0.43	0.28
Capital Surpluse	0.79	-0.63	0.83	-0.64	0.89	0.68	-0.17	0.74	-0.14	0.29	0.7	0.8	0.62	0.49	0.64	-0.92	-0.95	-0.43		0.82	0.58	-0.85	-0.69	0.86	-0.5	-0.35
Deferred Long Term Liab	0.63	-0.59	0.67	-0.33	0.65	0.54	-0.03	0.53	-0.01	0.06	0.29	0.5	0.43	0.17	0.5	-0.79	-0.85	-0.36	0.82		0.23	-0.71	-0.74	0.5	-0.33	-0.14
Long Term Investments	0.43	-0.24	0.44	-0.38	0.62	0.31	0.06	0.47	-0.3	0.52	0.78	0.61	0.48	0.77	0.48	-0.4	-0.46	-0.02	0.58	0.23		-0.43	0.06	0.68	-0.52	-0.5
Current Deferred Revenue	-0.59	0.64	-0.62	0.69	-0.93	-0.7	0.24	-0.6	0.36	-0.18	-0.53	-0.87	-0.38	-0.5	-0.56	0.87	0.84	0.54	-0.85	-0.71	-0.43		0.64	-0.75	0.67	0.64
Short Long Term Debt	-0.51	0.64	-0.56	0.58	-0.6	-0.54	0.4	-0.43	-0.21	0.09	-0.21	-0.45	-0.56	-0.04	-0.29	0.83	0.78	0.62	-0.69	-0.74	0.06	0.64		-0.49	0.35	-0.01
Cash And Equivalents	0.64	-0.6	0.68	-0.82	0.85	0.73	-0.32	0.62	-0.18	0.52	0.88	0.87	0.74	0.56	0.41	-0.81	-0.76	-0.47	0.86	0.5	0.68	-0.75	-0.49		-0.55	-0.37
Net Invested Capital	-0.19	0.54	-0.22	0.61	-0.8	-0.37	0.24	-0.32	0.29	-0.26	-0.45	-0.75	-0.52	-0.78	-0.33	0.61	0.58	0.43	-0.5	-0.33	-0.52	0.67	0.35	-0.55		0.7
Capital Stock	-0.09	0.24	-0.09	0.41	-0.66	-0.26	0.11	-0.15	0.72	-0.1	-0.36	-0.58	-0.01	-0.61	-0.42	0.32	0.33	0.28	-0.35	-0.14	-0.5	0.64	-0.01	-0.37	0.7

Click cells to compare fundamentals

Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

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Ameriprise Return On Tangible Assets

Return On Tangible Assets

0.007791

At this time, Ameriprise Financial's Return On Tangible Assets are relatively stable compared to the past year.

Based on the latest financial disclosure, Ameriprise Financial has a Three Year Return of 0.0%. This indicator is about the same for the Capital Markets average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Ameriprise Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ameriprise Financial's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Ameriprise Financial could also be used in its relative valuation, which is a method of valuing Ameriprise Financial by comparing valuation metrics of similar companies.

Ameriprise Financial is currently under evaluation in three year return category among its peers.

Ameriprise Financial ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Ameriprise Financial's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Ameriprise Financial's managers, analysts, and investors.

Environmental

Governance

Social

Ameriprise Fundamentals

	Return On Equity	0.57
	Return On Asset	0.0211
	Profit Margin	0.16 %
	Operating Margin	0.34 %
	Current Valuation	46.79 B
	Shares Outstanding	97.01 M
	Shares Owned By Insiders	0.17 %
	Shares Owned By Institutions	87.22 %
	Number Of Shares Shorted	1.11 M
	Price To Earning	13.51 X
	Price To Book	9.03 X
	Price To Sales	2.96 X
	Revenue	16.1 B
	Gross Profit	7.84 B
	EBITDA	3.76 B
	Net Income	2.56 B
	Cash And Equivalents	6.96 B
	Cash Per Share	77.02 X
	Total Debt	5.75 B
	Debt To Equity	1.11 %
	Current Ratio	4.52 X
	Book Value Per Share	58.78 X
	Cash Flow From Operations	4.68 B
	Short Ratio	2.38 X
	Earnings Per Share	26.18 X
	Price To Earnings To Growth	1.05 X
	Target Price	559.2
	Number Of Employees	13.8 K
	Beta	1.33
	Market Capitalization	51.62 B
	Total Asset	175.19 B
	Retained Earnings	21.91 B
	Working Capital	(2.31 B)
	Current Asset	8.13 B
	Current Liabilities	10.44 B
	Annual Yield	0.01 %
	Five Year Return	2.22 %
	Net Asset	175.19 B
	Last Dividend Paid	5.66

About Ameriprise Financial Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Ameriprise Financial's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ameriprise Financial using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ameriprise Financial based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Ameriprise Financial

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Ameriprise Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Ameriprise Financial will appreciate offsetting losses from the drop in the long position's value.

Moving together with Ameriprise Stock

0.9	V	Visa Class A	Pair Corr
0.68	DHIL	Diamond Hill Investment	Pair Corr
0.86	DIST	Distoken Acquisition	Pair Corr
0.61	AB	AllianceBernstein Normal Trading	Pair Corr
0.68	AC	Associated Capital	Pair Corr

Moving against Ameriprise Stock

0.77	WU	Western Union	Pair Corr
0.59	XP	Xp Inc	Pair Corr
0.55	LU	Lufax Holding	Pair Corr
0.45	PT	Pintec Technology	Pair Corr
0.43	PWUPU	PowerUp Acquisition Corp	Pair Corr

The ability to find closely correlated positions to Ameriprise Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Ameriprise Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Ameriprise Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Ameriprise Financial to buy it.

The correlation of Ameriprise Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Ameriprise Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ameriprise Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Ameriprise Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for Ameriprise Stock Analysis

When running Ameriprise Financial's price analysis, check to measure Ameriprise Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Ameriprise Financial is operating at the current time. Most of Ameriprise Financial's value examination focuses on studying past and present price action to predict the probability of Ameriprise Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ameriprise Financial's price. Additionally, you may evaluate how the addition of Ameriprise Financial to your portfolios can decrease your overall portfolio volatility.

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