AMERIPRISE FINANCIAL, INC. (AMP) Spending and interest coverage
- R&D / revenue · 12 months: Value (m); Formula and calculation Research and development expense / revenue. Period ending 2026-06-30..
- Stock-based compensation / revenue · 12 months: Value 1.01%; Formula and calculation Share-based compensation / revenue. Period ending 2026-06-30..
- Interest coverage · 12 months: Value (m); Formula and calculation Estimated: average term debt × dated USD coupon proxy + average commercial paper × matching-currency disclosed rate at or before period end. Swaps, foreign-exchange, lease interest and amortization are not quantified..
Spending and interest coverage
Overview →Financial period ending 2026-06-30; current quote (m). Amounts retain their stated periods and units.
| Metric | Value | Formula and calculation |
|---|---|---|
| R&D / revenue · 12 months | (m) | Research and development expense / revenue. Period ending 2026-06-30. Calculation unavailable: missing inputs remain (m). |
| Stock-based compensation / revenue · 12 months | 1.01% | Share-based compensation / revenue. Period ending 2026-06-30. $200.00M ÷ $19.84B × 100 ≈ 1.01% |
| Interest coverage · 12 months | (m) | Estimated: average term debt × dated USD coupon proxy + average commercial paper × matching-currency disclosed rate at or before period end. Swaps, foreign-exchange, lease interest and amortization are not quantified. Calculation unavailable: missing inputs remain (m). |
Calculation inputs
| Input | Amount with unit | Raw financial data |
|---|---|---|
| Research and development spending | (m) | |
| Revenue | 19.84B USD | Revenue from Contract with Customer, Excluding Assessed Tax |
| Stock-based compensation | 200.00M USD | Share-based Payment Arrangement, Noncash Expense |
| Operating income | (m) | |
| Interest expense · reported / estimated | (m) | · Estimated expense assumptions |
Latest interest expense basis: (m). Estimated values carry *; expand each history row’s basis for its dated balances and rate assumptions.
Calculated history
Changes compare with the next older row (previous quarter), unless explicitly labeled otherwise. Rolling 12-month growth compares two successive quarter-end rolling totals; it is not year-over-year growth.
| Period ending | Research and development spending (USD) | Revenue (USD) | Stock-based compensation (USD) | Operating income (USD) | Interest expense · reported / estimated (USD) | R&D / revenue | SBC / revenue | Interest coverage | Interest expense basis |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | (m) | $19.84B | $200.00M | (m) | (m) | (m) | 1.01% | (m) | (m) |
| 2026-03-31 | (m) | $19.32B | $196.00M | (m) | (m) | (m) | 1.01% | (m) | (m) |
| 2025-12-31 | (m) | $18.91B | $206.00M | (m) | (m) | (m) | 1.09% | (m) | (m) |
| 2025-09-30 | (m) | $18.51B | $200.00M | (m) | (m) | (m) | 1.08% | (m) | (m) |
| 2025-06-30 | (m) | $18.18B | $198.00M | (m) | (m) | (m) | 1.09% | (m) | (m) |
| 2025-03-31 | (m) | $18.08B | $200.00M | (m) | (m) | (m) | 1.11% | (m) | (m) |
| 2024-12-31 | (m) | $17.93B | $193.00M | (m) | (m) | (m) | 1.08% | (m) | (m) |
| 2024-09-30 | (m) | $17.45B | $187.00M | (m) | (m) | (m) | 1.07% | (m) | (m) |
| 2024-06-30 | (m) | $16.96B | $185.00M | (m) | (m) | (m) | 1.09% | (m) | (m) |
| 2024-03-31 | (m) | $16.58B | $183.00M | (m) | (m) | (m) | 1.10% | (m) | (m) |
| 2023-12-31 | (m) | $16.10B | $187.00M | (m) | (m) | (m) | 1.16% | (m) | (m) |
| 2023-09-30 | (m) | $15.65B | $181.00M | (m) | (m) | (m) | 1.16% | (m) | (m) |
| 2023-06-30 | (m) | $15.07B | $176.00M | (m) | (m) | (m) | 1.17% | (m) | (m) |
| 2023-03-31 | (m) | $14.55B | $172.00M | (m) | (m) | (m) | 1.18% | (m) | (m) |
| 2022-12-31 | (m) | $14.35B | $170.00M | (m) | (m) | (m) | 1.18% | (m) | (m) |
| 2022-09-30 | (m) | $14.44B | $155.00M | (m) | (m) | (m) | 1.07% | (m) | (m) |
| 2022-06-30 | (m) | $13.84B | $164.00M | (m) | (m) | (m) | 1.19% | (m) | (m) |
| 2022-03-31 | (m) | $13.74B | $161.00M | (m) | (m) | (m) | 1.17% | (m) | (m) |
| 2021-12-31 | (m) | $13.44B | $152.00M | (m) | (m) | (m) | 1.13% | (m) | (m) |
| 2021-09-30 | (m) | $12.87B | $163.00M | (m) | (m) | (m) | 1.27% | (m) | (m) |
| 2021-06-30 | (m) | $12.98B | $148.00M | (m) | (m) | (m) | 1.14% | (m) | (m) |
| 2021-03-31 | (m) | $12.29B | $145.00M | (m) | (m) | (m) | 1.18% | (m) | (m) |
| 2020-12-31 | (m) | $11.96B | $146.00M | (m) | (m) | (m) | 1.22% | (m) | (m) |
| 2020-09-30 | (m) | $12.09B | $142.00M | (m) | (m) | (m) | 1.17% | (m) | (m) |
| 2020-06-30 | (m) | $12.42B | $143.00M | (m) | (m) | (m) | 1.15% | (m) | (m) |
| 2020-03-31 | (m) | $12.98B | $141.00M | (m) | (m) | (m) | 1.09% | (m) | (m) |
| 2019-12-31 | (m) | $13.10B | $135.00M | (m) | (m) | (m) | 1.03% | (m) | (m) |
| 2019-09-30 | (m) | $15.69B | $139.00M | (m) | (m) | (m) | 0.89% | (m) | (m) |
| 2019-06-30 | (m) | $14.71B | $139.00M | (m) | (m) | (m) | 0.94% | (m) | (m) |
| 2019-03-31 | (m) | $13.77B | $142.00M | (m) | (m) | (m) | 1.03% | (m) | (m) |
| 2018-12-31 | (m) | $12.92B | $144.00M | (m) | (m) | (m) | 1.11% | (m) | (m) |
| 2018-09-30 | (m) | $12.61B | $135.00M | (m) | (m) | (m) | 1.07% | (m) | (m) |
| 2018-06-30 | (m) | $12.47B | $129.00M | (m) | (m) | (m) | 1.03% | (m) | (m) |
| 2018-03-31 | (m) | $12.29B | $122.00M | (m) | (m) | (m) | 0.99% | (m) | (m) |
| 2017-12-31 | (m) | $12.07B | $121.00M | (m) | (m) | (m) | 1.00% | (m) | (m) |
| 2017-09-30 | (m) | $11.97B | $124.00M | (m) | (m) | (m) | 1.04% | (m) | (m) |
| 2017-06-30 | (m) | $11.99B | $127.00M | (m) | (m) | (m) | 1.06% | (m) | (m) |
| 2017-03-31 | (m) | $11.87B | $131.00M | (m) | (m) | (m) | 1.10% | (m) | (m) |
| 2016-12-31 | (m) | $11.73B | $134.00M | (m) | (m) | (m) | 1.14% | (m) | (m) |
| 2016-09-30 | (m) | $11.78B | $138.00M | (m) | (m) | (m) | 1.17% | (m) | (m) |
| 2016-06-30 | (m) | $11.66B | $143.00M | (m) | (m) | (m) | 1.23% | (m) | (m) |
| 2016-03-31 | (m) | $11.91B | $144.00M | (m) | (m) | (m) | 1.21% | (m) | (m) |
| 2015-12-31 | (m) | $12.20B | $145.00M | (m) | (m) | (m) | 1.19% | (m) | (m) |
| 2015-09-30 | (m) | $12.18B | $141.00M | (m) | (m) | (m) | 1.16% | (m) | (m) |
| 2015-06-30 | (m) | $12.41B | $137.00M | (m) | (m) | (m) | 1.10% | (m) | (m) |
| 2015-03-31 | (m) | $12.35B | $135.00M | (m) | (m) | (m) | 1.09% | (m) | (m) |
| 2014-12-31 | (m) | $12.30B | $130.00M | (m) | (m) | (m) | 1.06% | (m) | (m) |
| 2014-09-30 | (m) | $12.15B | $134.00M | (m) | (m) | (m) | 1.10% | (m) | (m) |
| 2014-06-30 | (m) | $11.86B | $135.00M | (m) | (m) | (m) | 1.14% | (m) | (m) |
| 2014-03-31 | (m) | $11.53B | $140.00M | (m) | (m) | (m) | 1.21% | (m) | (m) |
| 2013-12-31 | (m) | $11.23B | $143.00M | (m) | (m) | (m) | 1.27% | (m) | (m) |
| 2013-09-30 | (m) | $10.96B | $142.00M | (m) | (m) | (m) | 1.30% | (m) | (m) |
| 2013-06-30 | (m) | $10.62B | $139.00M | (m) | (m) | (m) | 1.31% | (m) | (m) |
| 2013-03-31 | (m) | $10.39B | $135.00M | (m) | (m) | (m) | 1.30% | (m) | (m) |
| 2012-12-31 | (m) | $10.26B | $134.00M | (m) | (m) | (m) | 1.31% | (m) | (m) |
| 2012-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2012-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2012-03-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2011-12-31 | (m) | $10.24B | $145.00M | (m) | (m) | (m) | 1.42% | (m) | (m) |
| 2011-09-30 | (m) | $10.68B | $148.00M | (m) | (m) | (m) | 1.39% | (m) | (m) |
| 2011-06-30 | (m) | $10.56B | $168.00M | (m) | (m) | (m) | 1.59% | (m) | (m) |
| 2011-03-31 | (m) | $10.42B | $161.00M | (m) | (m) | (m) | 1.54% | (m) | (m) |
| 2010-12-31 | (m) | $10.05B | $158.00M | (m) | (m) | (m) | 1.57% | (m) | (m) |
| 2010-09-30 | (m) | $9.65B | $155.00M | (m) | (m) | (m) | 1.61% | (m) | (m) |
| 2010-06-30 | (m) | $9.16B | $166.00M | (m) | (m) | (m) | 1.81% | (m) | (m) |
| 2010-03-31 | (m) | $8.48B | $181.00M | (m) | (m) | (m) | 2.13% | (m) | (m) |
| 2009-12-31 | (m) | $7.95B | $182.00M | (m) | (m) | (m) | 2.29% | (m) | (m) |
| 2009-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-03-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2008-12-31 | (m) | $7.09B | $148.00M | (m) | (m) | (m) | 2.09% | (m) | (m) |
| 2008-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2008-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2007-12-31 | (m) | $8.76B | $143.00M | (m) | (m) | (m) | 1.63% | (m) | (m) |
(m) means missing inputs. Historical market-based ratios use the saved close on or immediately before period ending and that period’s reported shares; current quotes are not substituted. Five-year projections repeat historical CAGR, not analyst forecasts.
Similar stocks
| Stock Name | Country | Market Cap | PE Ratio |
|---|---|---|---|
| PRICE T ROWE GROUP INC (TROW) | United States | $22.248B | 10.96 |
| PERSHING SQUARE INC. (PS) | United States | $21.026B | |
| FRANKLIN TEMPLETON INC (BEN) | United States | $16.533B | 20.77 |
| Apollo Global Management, Inc. (APO) | United States | $71.273B | 36.35 |
| Carlyle Group Inc. (CG) | United States | $14.043B | 27.51 |
| Invesco Ltd. (IVZ) | United States | $13.539B | -142.96 |
| Ares Management Corp (ARES) | United States | $12.414B | 61.60 |
| AFFILIATED MANAGERS GROUP, INC. (AMG) | United States | $9.584B | 10.44 |
| Morningstar, Inc. (MORN) | United States | $7.368B | 13.88 |
| Victory Capital Holdings, Inc. (VCTR) | United States | $6.526B | 11.23 |