Ameriprise Financial (MEX:AMP) Cyclically Adjusted PB Ratio: 8.67 (As of Aug. 14, 2026) — 71% Above Median

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MEX:AMP Ameriprise Financial Inc MEX:AMP
86 GF Score
Price MXN8,880.00
GF Value MXN9,066.72
Valuation Fairly Valued
! 5 Warning Signs
View Full Analysis

What is Ameriprise Financial Cyclically Adjusted PB Ratio?

Ameriprise Financial MEX:AMP 86 Cyclically Adjusted PB Ratio is 8.67 as of Aug. 14, 2026, which is 71% above its 10-year median of 5.07. GuruFocus rates MEX:AMP with a GF Score™ of 86/100 and a GF Value™ of MXN9,066.72 (Fairly Valued). The stock has 5 warning signs investors should review. Among 1,011 Asset Management companies, Ameriprise Financial ranks worse than 97.63% on this metric.

As of today (2026-08-14), Ameriprise Financial's current share price is MXN8880.00. Ameriprise Financial's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 was MXN1,023.65. Ameriprise Financial's Cyclically Adjusted PB Ratio for today is 8.67.

The historical rank and industry rank for Ameriprise Financial's Cyclically Adjusted PB Ratio or its related term are showing as below:

MEX:AMP' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 1.92   Med: 5.07   Max: 10.75
Current: 9.92

During the past years, Ameriprise Financial's highest Cyclically Adjusted PB Ratio was 10.75. The lowest was 1.92. And the median was 5.07.

MEX:AMP's Cyclically Adjusted PB Ratio is ranked worse than
97.63% of 1011 companies
in the Asset Management industry
Industry Median: 0.87 vs MEX:AMP: 9.92

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

Ameriprise Financial's adjusted book value per share data for the three months ended in Jun. 2026 was MXN1,255.869. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is MXN1,023.65 for the trailing ten years ended in Jun. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Ameriprise Financial  (MEX:AMP) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


Ameriprise Financial Cyclically Adjusted PB Ratio Related Terms


Ameriprise Financial Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Ameriprise Financial's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Ameriprise Financial Cyclically Adjusted PB Ratio Chart

Ameriprise Financial Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.96 5.98 7.26 9.99 8.86

Ameriprise Financial Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 9.80 8.92 8.86 7.85 7.97

MEX:AMP vs STT, RJF, ARES: Cyclically Adjusted PB Ratio Comparison

For the Asset Management subindustry, Ameriprise Financial's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Ameriprise Financial Cyclically Adjusted PB Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Ameriprise Financial's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Ameriprise Financial's Cyclically Adjusted PB Ratio falls into.


MEX:AMP
86GF Score
Ameriprise Financial Inc MEX:AMP
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Ameriprise Financial Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

Ameriprise Financial's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=8880.00/1023.65
=8.67

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Ameriprise Financial's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, Ameriprise Financial's adjusted Book Value per Share data for the three months ended in Jun. 2026 was:

Adj_Book=Book Value per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=1255.869/333.9520*333.9520
=1,255.869

Current CPI (Jun. 2026) = 333.9520.

Ameriprise Financial Quarterly Data

Book Value per Share CPI Adj_Book
201609 829.069 241.428 1,146.798
201612 837.998 241.432 1,159.130
201703 766.383 243.801 1,049.771
201706 751.618 244.955 1,024.696
201709 771.368 246.819 1,043.679
201712 802.938 246.524 1,087.694
201803 731.625 249.554 979.057
201806 778.132 251.989 1,031.230
201809 751.571 252.439 994.255
201812 804.809 251.233 1,069.794
201903 844.680 254.202 1,109.679
201906 882.223 256.143 1,150.217
201909 929.263 256.759 1,208.640
201912 871.791 256.974 1,132.941
202003 1,282.850 258.115 1,659.765
202006 1,243.978 257.797 1,611.458
202009 1,129.763 260.280 1,449.541
202012 999.489 260.474 1,281.438
202103 969.638 264.877 1,222.502
202106 990.275 271.696 1,217.185
202109 1,044.034 274.310 1,271.034
202112 1,099.338 278.802 1,316.799
202203 905.653 287.504 1,051.967
202206 798.494 296.311 899.928
202209 614.042 296.808 690.886
202212 704.255 296.797 792.418
202303 715.777 301.836 791.937
202306 680.466 305.109 744.793
202309 657.197 307.789 713.061
202312 801.326 306.746 872.397
202403 812.624 312.332 868.875
202406 929.266 314.175 987.762
202409 1,157.479 315.301 1,225.947
202412 1,133.794 315.605 1,199.705
202503 1,161.918 319.799 1,213.340
202506 1,213.011 322.561 1,255.848
202509 1,271.495 324.800 1,307.322
202512 1,292.068 324.054 1,331.533
202603 1,243.552 330.213 1,257.633
202606 1,255.869 333.952 1,255.869

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

What does a Cyclically Adjusted PB Ratio of 8.67 mean?
Ameriprise Financial (MEX:AMP) has a Cyclically Adjusted PB Ratio of 8.67 as of Aug. 14, 2026. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Ameriprise Financial and its competitors. This is 71% above median its historical median of 5.07. Over the past decade, Ameriprise Financial's Cyclically Adjusted PB Ratio has ranged from 1.92 to 10.75. According to the industry distribution chart, Ameriprise Financial ranks #987 out of 1011 companies in the Asset Management industry, placing it in the top 97.6%.
Is Ameriprise Financial's Cyclically Adjusted PB Ratio too high?
Ameriprise Financial's current Cyclically Adjusted PB Ratio of 8.67 is 71% above median its 10-year median of 5.07. Over the past 10 years, this metric has ranged from a low of 1.92 to a high of 10.75. The Asset Management industry median Cyclically Adjusted PB Ratio is 0.87. Ameriprise Financial's value of 8.67 is 896.6% above this industry median. Based on the distribution chart, Ameriprise Financial ranks #987 out of 1011 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Ameriprise Financial has a GF Score™ of 86/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Ameriprise Financial's Cyclically Adjusted PB Ratio compare to STT and RJF?
According to the Asset Management industry distribution chart, Ameriprise Financial ranks #987 out of 1011 companies for Cyclically Adjusted PB Ratio. This places Ameriprise Financial in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 0.87. Ameriprise Financial's value of 8.67 is 896.6% above this benchmark. Historically, Ameriprise Financial's own Cyclically Adjusted PB Ratio has ranged from 1.92 to 10.75 over the past decade. While the company's 10-year median is 5.07 vs. the industry median of 0.87, Ameriprise Financial has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PB Ratio for an Asset Management company?
The median Cyclically Adjusted PB Ratio among Asset Management companies is 0.87, based on 1,011 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Ameriprise Financial's current Cyclically Adjusted PB Ratio of 8.67 is 896.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PB Ratio mean?
A high Cyclically Adjusted PB Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Ameriprise Financial and its competitors. For the Asset Management industry, the median Cyclically Adjusted PB Ratio is 0.87 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Ameriprise Financial's current Cyclically Adjusted PB Ratio is 8.67, which is 71% above median its own 10-year median of 5.07. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ameriprise Financial stock overvalued right now?
Based on GuruFocus' analysis, Ameriprise Financial (MEX:AMP) is currently considered Fairly Valued. The stock's GF Value™ is MXN9,066.72, compared to a current price of MXN8,880.00 — trading 2.1% below its estimated fair value. The current Cyclically Adjusted PB Ratio is 8.67, which is 71% above median its 10-year median of 5.07 and 896.6% above the Asset Management industry median of 0.87. Ameriprise Financial's overall GF Score™ is 86/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For Ameriprise Financial (MEX:AMP), the current Cyclically Adjusted PB Ratio is 8.67 as of Aug. 14, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Ameriprise Financial (MEX:AMP) Overvalued in 2026?

Based on GuruFocus' analysis, Ameriprise Financial stock appears to be undervalued. The current stock price of MXN8,880.00 is trading 2.1% below its estimated GF Value™ of MXN9,066.72. GuruFocus considers Ameriprise Financial to be Fairly Valued.

Key valuation signals for MEX:AMP:

  • Cyclically Adjusted PB Ratio: 8.67 (71% above median its 10-year median of 5.07)
  • GF Value™: MXN9,066.72 vs. price of MXN8,880.00 (2.1% below fair value)
  • GF Score™: 86/100 with 5 warning signs
  • Industry Position: 896.6% above the Asset Management median (#987 of 1011)

No single metric tells the full story. See the MEX:AMP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Ameriprise Financial Business Description

Address 1099 Ameriprise Financial Center, Minneapolis, MN, USA, 55474
Ameriprise Financial has evolved into a diversified financial services provider that generates roughly 65% of its operating profit from advice and wealth management. With nearly $1.2 trillion in segment assets under management and advisory at year-end 2025, and with roughly 10,600 affiliated and employee advisors, Ameriprise is one of the larger US-based wealth managers. It also boasts a reasonably large asset management franchise in Columbia Threadneedle, which boasted $678 billion in assets under management at year-end 2025. The firm's third segment is its retirement and protection services business, which sells insurance products to the firm's advisory clients. After eliminations, Ameriprise had $1.69 trillion in assets under management and advisory across segments at year-end 2025.
86GF Score

Get the complete analysis for MEX:AMP

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN8,880.00
Price
MXN9,066.72
GF Value