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Ameriprise Financial, Inc. (AMP) DCF Valuation
US | Financial Services | Asset Management | NYSE
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- ✓ Fully Editable: Tailor To Your Needs In Excel Or Sheets
- ✓ Professional Design: Trusted, Industry-Standard Templates
- ✓ Pre-Built For Quick And Efficient Use
- ✓ No Expertise Is Needed; Easy To Follow
Ameriprise Financial, Inc. (AMP) Bundle
Evaluate the financial prospects of Ameriprise Financial, Inc. (AMP) like an expert! This (AMP) DCF Calculator provides pre-filled financial data and offers full flexibility to modify revenue growth, WACC, margins, and other crucial assumptions to align with your predictions.
Discounted Cash Flow (DCF) - (USD MM)
| Year | AY1 2020 |
AY2 2021 |
AY3 2022 |
AY4 2023 |
AY5 2024 |
FY1 2025 |
FY2 2026 |
FY3 2027 |
FY4 2028 |
FY5 2029 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 11,899.0 | 13,489.0 | 14,271.0 | 16,096.0 | 17,926.0 | 19,867.3 | 22,018.7 | 24,403.2 | 27,045.9 | 29,974.8 |
| Revenue Growth, % | 0 | 13.36 | 5.8 | 12.79 | 11.37 | 10.83 | 10.83 | 10.83 | 10.83 | 10.83 |
| EBITDA | 2,267.0 | 3,066.0 | 3,340.0 | 3,761.0 | 5,099.0 | 4,648.8 | 5,152.2 | 5,710.2 | 6,328.6 | 7,013.9 |
| EBITDA, % | 19.05 | 22.73 | 23.4 | 23.37 | 28.44 | 23.4 | 23.4 | 23.4 | 23.4 | 23.4 |
| Depreciation | 9,968.0 | 9,927.0 | 10,204.0 | 203.0 | -159.0 | 9,108.8 | 10,095.2 | 11,188.4 | 12,400.1 | 13,742.9 |
| Depreciation, % | 83.77 | 73.59 | 71.5 | 1.26 | -0.88698 | 45.85 | 45.85 | 45.85 | 45.85 | 45.85 |
| EBIT | -7,701.0 | -6,861.0 | -6,864.0 | 3,558.0 | 5,258.0 | -4,460.0 | -4,943.0 | -5,478.2 | -6,071.5 | -6,729.0 |
| EBIT, % | -64.72 | -50.86 | -48.1 | 22.1 | 29.33 | -22.45 | -22.45 | -22.45 | -22.45 | -22.45 |
| Total Cash | 43,128.0 | 7,248.0 | 7,097.0 | 7,564.0 | 57,183.0 | 13,925.2 | 15,433.2 | 17,104.5 | 18,956.8 | 21,009.7 |
| Total Cash, percent | .0 | .0 | .0 | .0 | .0 | .0 | .0 | .0 | .0 | .0 |
| Account Receivables | 7,835.0 | 16,222.0 | 15,799.0 | 15,106.0 | .0 | 14,292.3 | 15,840.1 | 17,555.5 | 19,456.6 | 21,563.6 |
| Account Receivables, % | 65.85 | 120.26 | 110.71 | 93.85 | 0 | 71.94 | 71.94 | 71.94 | 71.94 | 71.94 |
| Inventories | -1,755.0 | -1,252.0 | -267.0 | .0 | .0 | -1,029.2 | -1,140.6 | -1,264.2 | -1,401.1 | -1,552.8 |
| Inventories, % | -14.75 | -9.28 | -1.87 | 0 | 0 | -5.18 | -5.18 | -5.18 | -5.18 | -5.18 |
| Accounts Payable | 1,998.0 | 2,527.0 | 2,242.0 | 2,603.0 | .0 | 2,678.4 | 2,968.4 | 3,289.9 | 3,646.2 | 4,041.0 |
| Accounts Payable, % | 16.79 | 18.73 | 15.71 | 16.17 | 0 | 13.48 | 13.48 | 13.48 | 13.48 | 13.48 |
| Capital Expenditure | -147.0 | -120.0 | -182.0 | -184.0 | .0 | -180.5 | -200.1 | -221.8 | -245.8 | -272.4 |
| Capital Expenditure, % | -1.24 | -0.88961 | -1.28 | -1.14 | 0 | -0.90869 | -0.90869 | -0.90869 | -0.90869 | -0.90869 |
| Tax Rate, % | 20.3 | 20.3 | 20.3 | 20.3 | 20.3 | 20.3 | 20.3 | 20.3 | 20.3 | 20.3 |
| EBITAT | -6,451.8 | -6,998.2 | -6,792.8 | 2,812.1 | 4,190.9 | -3,938.0 | -4,364.5 | -4,837.1 | -5,360.9 | -5,941.5 |
| Depreciation | ||||||||||
| Changes in Account Receivables | ||||||||||
| Changes in Inventories | ||||||||||
| Changes in Accounts Payable | ||||||||||
| Capital Expenditure | ||||||||||
| UFCF | -712.8 | -5,552.2 | 2,382.2 | 3,618.1 | 16,534.9 | -5,594.5 | 4,384.4 | 4,859.2 | 5,385.4 | 5,968.6 |
| WACC, % | 9.92 | 10.01 | 10.01 | 9.9 | 9.9 | 9.95 | 9.95 | 9.95 | 9.95 | 9.95 |
| PV UFCF | ||||||||||
| SUM PV UFCF | 9,594.8 | |||||||||
| Long Term Growth Rate, % | 2.00 | |||||||||
| Free cash flow (T + 1) | 6,088 | |||||||||
| Terminal Value | 76,602 | |||||||||
| Present Terminal Value | 47,677 | |||||||||
| Enterprise Value | 57,272 | |||||||||
| Net Debt | -5,030 | |||||||||
| Equity Value | 62,302 | |||||||||
| Diluted Shares Outstanding, MM | 103 | |||||||||
| Equity Value Per Share | 605.46 |
What You Will Get
- Editable Excel Template: A fully customizable Excel-based DCF Calculator featuring pre-filled real AMP financials.
- Real-World Data: Historical data and forward-looking estimates (as illustrated in the yellow cells).
- Forecast Flexibility: Adjust forecast assumptions such as revenue growth, EBITDA %, and WACC.
- Automatic Calculations: Instantly observe the effects of your inputs on Ameriprise Financial’s valuation.
- Professional Tool: Designed for investors, CFOs, consultants, and financial analysts.
- User-Friendly Design: Organized for clarity and ease of use, complete with step-by-step instructions.
Key Features
- Comprehensive AMP Data: Pre-filled with Ameriprise Financial’s historical performance metrics and future projections.
- Customizable Financial Inputs: Modify key variables such as revenue growth, profit margins, discount rates, tax implications, and capital investments.
- Interactive Valuation Model: Real-time updates to Net Present Value (NPV) and intrinsic value based on your customized inputs.
- Scenario Analysis: Develop various forecasting scenarios to evaluate different valuation possibilities.
- User-Centric Interface: Intuitive, organized, and crafted for both seasoned professionals and newcomers.
How It Works
- Step 1: Download the Excel file.
- Step 2: Review pre-entered Ameriprise Financial data (historical and projected).
- Step 3: Adjust key assumptions (yellow cells) based on your analysis.
- Step 4: View automatic recalculations for Ameriprise Financial’s intrinsic value.
- Step 5: Use the outputs for investment decisions or reporting.
Why Choose Ameriprise Financial Calculator?
- Accuracy: Authentic Ameriprise financial data guarantees precision.
- Flexibility: Tailored for users to explore and adjust inputs as needed.
- Time-Saving: Avoid the complexities of constructing a financial model from the ground up.
- Professional-Grade: Crafted with the expertise and usability expected at the CFO level.
- User-Friendly: Intuitive design makes it accessible for users without extensive financial modeling knowledge.
Who Should Use Ameriprise Financial, Inc. (AMP)?
- Financial Advisors: Develop comprehensive financial plans to enhance client investment strategies.
- Wealth Management Professionals: Analyze market trends to optimize client portfolios and asset allocation.
- Institutional Investors: Gain insights into Ameriprise's performance for informed investment decisions.
- Students and Educators: Utilize real-world case studies to learn about financial services and wealth management.
- Retirement Planners: Understand the tools and resources available for effective retirement savings strategies.
What the Template Contains
- Preloaded AMP Data: Historical and projected financial data, including revenue, EBIT, and capital expenditures.
- DCF and WACC Models: Professional-grade sheets for calculating intrinsic value and Weighted Average Cost of Capital.
- Editable Inputs: Yellow-highlighted cells for adjusting revenue growth, tax rates, and discount rates.
- Financial Statements: Comprehensive annual and quarterly financials for deeper analysis.
- Key Ratios: Profitability, leverage, and efficiency ratios to evaluate performance.
- Dashboard and Charts: Visual summaries of valuation outcomes and assumptions.
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