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Ameriprise FinancialMEX:AMP 86 3-Year ROIIC % is 1.80 as of Dec. 2025, which is 53% below its 10-year median of 3.86. 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 659 Asset Management companies, Ameriprise Financial ranks worse than 50.23% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Ameriprise Financial's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 1.80%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Ameriprise Financial's 3-Year ROIIC % or its related term are showing as below:
MEX:AMP's 3-Year ROIIC % is ranked worse than 50.23% of 659
companies
in the Asset Management industry
Industry Median: 1.89
vs MEX:AMP: 1.80
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Ameriprise Financial 3-Year ROIIC % Related Terms
Ameriprise Financial 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Ameriprise Financial's 3-Year ROIIC % 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.
MEX:AMP vs STT, RJF, ARES: 3-Year ROIIC % Comparison
For the Asset Management subindustry, Ameriprise Financial's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Ameriprise Financial's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Ameriprise Financial's 3-Year ROIIC % falls into.
* 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.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Ameriprise Financial (MEX:AMP) has a 3-Year ROIIC % of 1.80 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Ameriprise Financial and its competitors. This is 53% below median its historical median of 3.86. According to the industry distribution chart, Ameriprise Financial ranks #331 out of 659 companies in the Asset Management industry, placing it in the top 50.2%.
Is Ameriprise Financial's 3-Year ROIIC % too high?
Ameriprise Financial's current 3-Year ROIIC % of 1.80 is 53% below median its 10-year median of 3.86. The Asset Management industry median 3-Year ROIIC % is 1.89. Ameriprise Financial's value of 1.80 is 4.8% below this industry median. Based on the distribution chart, Ameriprise Financial ranks #331 out of 659 companies in the Asset Management industry, which is below the industry midpoint. 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 3-Year ROIIC % compare to STT and RJF?
According to the Asset Management industry distribution chart, Ameriprise Financial ranks #331 out of 659 companies for 3-Year ROIIC %. This places Ameriprise Financial in the lower half of its industry. The industry median 3-Year ROIIC % is 1.89. Ameriprise Financial's value of 1.80 is 4.8% below this benchmark. While the company's 10-year median is 3.86 vs. the industry median of 1.89, Ameriprise Financial has consistently been below 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 3-Year ROIIC % for an Asset Management company?
The median 3-Year ROIIC % among Asset Management companies is 1.89, based on 659 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Ameriprise Financial's current 3-Year ROIIC % of 1.80 is 4.8% below 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Ameriprise Financial and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 1.89 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Ameriprise Financial's current 3-Year ROIIC % is 1.80, which is 53% below median its own 10-year median of 3.86. 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 3-Year ROIIC % is 1.80, which is 53% below median its 10-year median of 3.86 and 4.8% below the Asset Management industry median of 1.89. 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 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Ameriprise Financial (MEX:AMP), the current 3-Year ROIIC % is 1.80 as of Dec. 2025. 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:
3-Year ROIIC %: 1.80 (53% below median its 10-year median of 3.86)
GF Value™: MXN9,066.72 vs. price of MXN8,880.00 (2.1% below fair value)
Industry Position: 4.8% below the Asset Management median (#331 of 659)
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 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
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