Value
7.4/10data confidence 83%| Component | Sub-score |
|---|---|
| P/E | 8.7 |
| P/S | 8.9 |
| Fwd P/E | 9.4 |
| PEG | 5.0 |
| Analyst target | 5.0 |
- ▸Forward P/E: 9.5x
- ▸PEG: 1.52
- ▸Attractively valued
AMP · Why this verdict
Why Ameriprise Financial (AMP) is rated BUY WAIT
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictBUY WAIT
Overall score6.0/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
7.9/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 10.0 |
| ROA | 1.6 |
| Gross margin | 7.3 |
| Op margin | 10.0 |
| Net margin | 10.0 |
| Current ratio | 8.4 |
| FCF quality | 6.3 |
| Moat | 7.6 |
| Piotroski F | 10.0 |
- ▸Excellent ROE: 67%
- ▸Strong margins: 20%
- ▸Wide economic moat
- ▸Compounder quality: strong returns + growth
Growth
7.4/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 4.8 |
| EPS growth | 10.0 |
Momentum
1.6/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 3.5 |
| MACD | 0.0 |
| OBV | 1.0 |
| MA position | 1.0 |
| Volume | 2.3 |
- ▸Volume distribution (falling OBV)
- ▸Below 200-MA, MA slope -1.6%/30d — confirmed downtrend
Sentiment
5.8/10data confidence 100%| Component | Sub-score |
|---|---|
| Analyst rating | 5.0 |
| Price target | 7.7 |
| erm sentiment | 4.8 |
- ▸Analyst upside: 20%
Insider
5.0/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 5.1 |
- ▸Insider selling (low materiality) — $3,514,603 (0.009% of mkt cap)
Peer rank
5.0/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 7.1 |
| quality rank | 6.5 |
| growth rank | 6.4 |
- ▸Superior ROE vs peers
Technical
6.4/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 6.5 |
| support resistance | 6.4 |
| 52w position | 6.4 |
Risk (lower is worse)
5.9/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 7.3 |
| days to cover | 4.7 |
| volatility | 6.4 |
| put call | 2.4 |
| implied vol | 5.6 |
| max pain risk | 7.0 |
| beta | 6.3 |
| debt equity | 7.6 |
- ▸Elevated put/call: 1.64
Catalyst
5.5/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 6.7 |
| earnings timing | 5.0 |
| surprise avg | 4.2 |
| dividend safety | 6.5 |
- ▸Strong earnings: 3B/1M
- ▸Dividend: 150.0%
How the verdict was assembled
Engine trigger
Wide-moat business. Accumulate on weakness.
Engine technical detail
verdict_path:
L4:PATH_E_WIDE_MOAT|ENTRY_STICKY:WITHIN_BANDPassed (5)
- INSIDER:OK
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:45d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (3)
- MOMENTUM:1.6<4.5
- ASYMMETRY:0.9<1.5@spot
- DEATH_CROSS:HARD_BLOCK
Warning (1)
- 8K_CSUITE_CHANGE:5.02 (officer departure/appointment)
Reward-to-Risk
0.94
Upside
+4.7%
Downside
5.0%
Sizing output
STARTER
SetupFALLING_KNIFE — Death cross, below all MAs, RSI 35, MACD bearish
EdgeTEMP_HEADWIND — High quality (7.9) with weak momentum (1.6)
SuitabilityMODERATE — Balanced profile
Investment implication
The STRONG_BUY_WAIT verdict reflects the MOMENTUM gate's 1.6<4.5 outcome against Quality at 7.9 and asymmetric R:R of 0.94.
The strongest dimensions are Quality at 7.9, Value at 7.4, and Growth at 7.4; the weakest are Momentum at 1.6, Peer rank at 5.0, and Insider at 5.0. The V9 engine flagged 3 failed gates with 1 warning, producing an asymmetric reward-to-risk of 0.94 and an engine sizing output of STARTER.