Ameriprise Financial, Inc. (BVMF:A1MP34)

Ameriprise Financial Statistics

Total Valuation

BVMF:A1MP34 has a market cap or net worth of BRL 219.95 billion. The enterprise value is 187.50 billion.

Market Cap	219.95B
Enterprise Value	187.50B

Important Dates

The next estimated earnings date is Wednesday, April 22, 2026.

Earnings Date	Apr 22, 2026
Ex-Dividend Date	Feb 6, 2026

Share Statistics

Current Share Class	n/a
Shares Outstanding	n/a
Shares Change (YoY)	-4.57%
Shares Change (QoQ)	-1.53%
Owned by Insiders (%)	0.22%
Owned by Institutions (%)	88.45%
Float	90.80M

Valuation Ratios

The trailing PE ratio is 11.21 and the forward PE ratio is 10.68.

PE Ratio	11.21
Forward PE	10.68
PS Ratio	2.11
PB Ratio	6.10
P/TBV Ratio	10.11
P/FCF Ratio	4.89
P/OCF Ratio	4.80
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 5.36, with an EV/FCF ratio of 4.17.

EV / Earnings	9.55
EV / Sales	1.93
EV / EBITDA	5.36
EV / EBIT	5.41
EV / FCF	4.17

Financial Position

The company has a current ratio of 2.29, with a Debt / Equity ratio of 0.58.

Current Ratio	2.29
Quick Ratio	1.46
Debt / Equity	0.58
Debt / EBITDA	0.55
Debt / FCF	0.46
Interest Coverage	5.48

Financial Efficiency

Return on equity (ROE) is 60.51% and return on invested capital (ROIC) is 2,383.84%.

Return on Equity (ROE)	60.51%
Return on Assets (ROA)	2.27%
Return on Invested Capital (ROIC)	2,383.84%
Return on Capital Employed (ROCE)	3.88%
Weighted Average Cost of Capital (WACC)	12.40%
Revenue Per Employee	7.66M
Profits Per Employee	1.44M
Employee Count	13,600
Asset Turnover	0.10
Inventory Turnover	n/a

Taxes

In the past 12 months, BVMF:A1MP34 has paid 5.18 billion in taxes.

Income Tax	5.18B
Effective Tax Rate	20.89%

Stock Price Statistics

The stock price has decreased by -20.73% in the last 52 weeks. The beta is 1.25, so BVMF:A1MP34's price volatility has been higher than the market average.

Beta (5Y)	1.25
52-Week Price Change	-20.73%
50-Day Moving Average	661.69
200-Day Moving Average	675.80
Relative Strength Index (RSI)	40.13
Average Volume (20 Days)	36

Short Selling Information

Short Interest	n/a
Short Previous Month	n/a
Short % of Shares Out	n/a
Short % of Float	n/a
Short Ratio (days to cover)	4.98

Income Statement

In the last 12 months, BVMF:A1MP34 had revenue of BRL 104.16 billion and earned 19.63 billion in profits. Earnings per share was 199.83.

Revenue	104.16B
Gross Profit	58.52B
Operating Income	37.18B
Pretax Income	24.81B
Net Income	19.63B
EBITDA	n/a
EBIT	37.18B
Earnings Per Share (EPS)	199.83

Balance Sheet

The company has 55.61 billion in cash and 20.78 billion in debt, with a net cash position of 34.83 billion.

Cash & Cash Equivalents	55.61B
Total Debt	20.78B
Net Cash	34.83B
Net Cash Per Share	n/a
Equity (Book Value)	36.07B
Book Value Per Share	395.25
Working Capital	121.71B

Cash Flow

In the last 12 months, operating cash flow was 45.84 billion and capital expenditures -892.30 million, giving a free cash flow of 44.95 billion.

Operating Cash Flow	45.84B
Capital Expenditures	-892.30M
Free Cash Flow	44.95B
FCF Per Share	n/a

Margins

Gross margin is 56.18%, with operating and profit margins of 35.69% and 18.84%.

Gross Margin	56.18%
Operating Margin	35.69%
Pretax Margin	23.82%
Profit Margin	18.84%
EBITDA Margin	n/a
EBIT Margin	35.69%
FCF Margin	43.15%

Dividends & Yields

This stock pays an annual dividend of 5.87, which amounts to a dividend yield of 0.97%.

Dividend Per Share	5.87
Dividend Yield	0.97%
Dividend Growth (YoY)	6.30%
Years of Dividend Growth	6
Payout Ratio	16.73%
Buyback Yield	4.57%
Shareholder Yield	5.54%
Earnings Yield	8.92%
FCF Yield	20.44%

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

This stock does not have any record of stock splits.

Last Split Date	n/a
Split Type	n/a
Split Ratio	n/a

Scores

BVMF:A1MP34 has an Altman Z-Score of 0.71 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score	0.71
Piotroski F-Score	5