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The Screen · Financials · Asset Management
Ameriprise Financial
AMP · a US exchange · USD · Market cap $48.7B · 13,600 employees
Ameriprise Financial, Inc., together with its subsidiaries, operates as a diversified financial services company in the United States and internationally.
FAIL · Does not pass the screen
551.88 USD
At the last full screen 2026-09-09
Screened 2026-09-09 · the tape above runs as of 15:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markdown label.
Ameriprise Financial holds its Markdown at $551.88. Consolidating, no directional conviction, held for 21 days.
As held on the ledger · 2026-09-09
Phase
Markdown · caution
Quantitative state
Consolidating, no directional conviction, held for 21 days
Price at the screen
$551.88
Valuation
13.32 trailing · 10.68 forward price to earnings
Values screen
FAIL· score 10.0
Beta
1.13
The Workings
Five Screens, Shown in Full
Does not pass. Business activity screen
Test
Figure
Limit
What it means
Status
Business activity
Excluded
Core business clean
Business activity: Financials sector
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
What the Numbers Say It Is Worth
The Fair Value Range
Our framework reads AVOID: it trades at roughly a 17% discount to our $645.00 fair value, strong competitive moat, 11.60% revenue growth.
Fair value range in USD, drawn from the 2026-09-09 screen. The gold marker is the market price at the same screen. A 16.9% margin of safety to the base estimate.
Third-party analyst targets: 11 covering, consensus None. The average target sits +2% from the screen price.
Reading the gap · Our model sees value the Street hasn't fully caught up to yet.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-09 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Trusted advice firm fails our ethical test
Millions hand over retirement savings to Ameriprise for steady planning and advice. The numbers look attractive on paper, with 9% revenue growth, a 20% profit margin and 67% ROE, yet we pass. The business activity screen blocks any further look, full stop.
Strong moat and a forward P/E of 10.6x cannot override that verdict. Analyst targets sit near current levels anyway, so there is no valuation bargain to debate once ethics rule the name out.
Risk sits in the screen itself. Any exposure here runs straight into the activities we exclude, and that alone keeps the opportunity rating at avoid. Analysis, not advice.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
AMP trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 3.6% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 11%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (11 analysts) rates it buy, with a mean price target of $541.
2026-07-21Markdown$527.87+16.1%Entry 5
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 16.1% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 11%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (11 analysts) rates it buy, with a mean price target of $541.
2026-07-18Markdown$454.66+0.0%Entry 4
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 11%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (11 analysts) rates it buy, with a mean price target of $541.
2026-07-17Markdown$454.66+0.0%Entry 3
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 11%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (11 analysts) rates it buy, with a mean price target of $541.
2026-07-03Markdown$454.66+0.0%Entry 2
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
2026-07-02Markdown$454.66Entry 1
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
