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Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Ameriprise Financial's annualized ROC (Joel Greenblatt) % for the quarter that ended in Jun. 2026 was %.
The historical rank and industry rank for Ameriprise Financial's ROC (Joel Greenblatt) % or its related term are showing as below:
STU:A4S's ROC (Joel Greenblatt) % is not ranked *
in the Asset Management industry.
Industry Median: 61.475 * Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
Ameriprise Financial's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 0.00% per year.
The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.
Ameriprise Financial ROC (Joel Greenblatt) % Related Terms
Ameriprise Financial ROC (Joel Greenblatt) % Historical Data
* Premium members only.
The historical data trend for Ameriprise Financial's ROC (Joel Greenblatt) % 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.
STU:A4S vs STT, RJF, NTRS: ROC (Joel Greenblatt) % Comparison
For the Asset Management subindustry, Ameriprise Financial's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Ameriprise Financial's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Ameriprise Financial's ROC (Joel Greenblatt) % falls into.
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:
EBIT stands for Earnings Before Interest and Taxes.
Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.
GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.
Note:
The EBIT data used here is four times the quarterly (Jun. 2026) EBIT data.
* 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 (STU:A4S) has a ROC (Joel Greenblatt) % of % as of Jun. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Ameriprise Financial and its competitors. According to the industry distribution chart, Ameriprise Financial ranks #999999 out of 616 companies in the Asset Management industry.
Is Ameriprise Financial's ROC (Joel Greenblatt) % too high?
Ameriprise Financial's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Ameriprise Financial ranks #999999 out of 616 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Ameriprise Financial has a GF Score™ of 90/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Ameriprise Financial's ROC (Joel Greenblatt) % compare to STT and RJF?
According to the Asset Management industry distribution chart, Ameriprise Financial ranks #999999 out of 616 companies for ROC (Joel Greenblatt) %. This places Ameriprise Financial in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 61.48. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 61.48, based on 616 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Ameriprise Financial and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 61.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Ameriprise Financial's current ROC (Joel Greenblatt) % is %. 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 (STU:A4S) is currently considered Fairly Valued. The stock's GF Value™ is €498.98, compared to a current price of €472.80 — trading 5.2% below its estimated fair value. The current ROC (Joel Greenblatt) % is %. Ameriprise Financial's overall GF Score™ is 90/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Ameriprise Financial (STU:A4S), the current ROC (Joel Greenblatt) % is % as of Jun. 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 (STU:A4S) Overvalued in 2026?
Based on GuruFocus' analysis, Ameriprise Financial stock appears to be undervalued.
The current stock price of €472.80 is trading 5.2% below its estimated GF Value™ of €498.98.
GuruFocus considers Ameriprise Financial to be Fairly Valued.
Key valuation signals for STU:A4S:
ROC (Joel Greenblatt) %: %
GF Value™: €498.98 vs. price of €472.80 (5.2% below fair value)
No single metric tells the full story. See the STU:A4S stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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.
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