US Equities Analysis

AMP — Ameriprise Financial

Research evidence pack

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2. Company Fundamentals

2.1 Competitiveness

Metric Value
Operating Margins 37.19%
Profit Margins 20.17%
Return on Equity 66.94%
Return on Assets 2.43%
Free Float 0.09B
Dividend Yield 1.50%
Short Int % Utilisation 6.09%

2.2 Growth

Metric Value
Revenue Growth 9.0%
Free Cash Flow 3.36B
EBITDA N/A (Ratio)
Enterprise Value 35.51B
EV/Revenue 1.84

Revenue growth of 9.0% indicates steady, moderate expansion.

2.3 Management

Role Metric
Consensus Rating N/A

2.4 Return

Metric Value
Expected Return (Ann.)* 18.60%
Risk / Std Dev (Ann.)* 25.39%
1-Year Price Return* 14.71%

Latest Market Data (as of 2026-08-14, US Eastern time):

Metric Value
Last Price $569.54
52-Week Range $422.37 – $572.56
Observation Count 251 trading days

The return and risk statistics use daily adjusted closes from the retrieved one-year series and annualise daily moments using 252 trading days. The last price is the latest regular-market price reported for the stated date. Source: Yahoo Finance market data.

2.5 Valuation & Cash Flow

Data status: a sector-specific method is required. The post does not publish a mechanical UFCF/WACC conclusion for this issuer.

Available valuation input Value
Last market price $561.63
Market capitalisation $49.61B
Reported free cash flow $8.16B
FCF yield 16.45%
Net debt / EBITDA NM

2.6 Investor-Style Research Screen

Educational screen Result
Buffett-inspired cash-quality checks not rated — model suitability or data-integrity condition not met
Lynch-inspired balance-and-growth checks not rated — model suitability or data-integrity condition not met

Data lineage: Yahoo Finance public market and statement data; retrieval timestamp: 2026-08-17 23:26:19.903090 UTC; latest reported fiscal period: 2025-12-31 00:00:00. A screen result is an evidence flag, not a buy or sell instruction.

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