The Acquirers Podcast 对 $AMP 的判断变化

2026-09-20看涨
《The Hidden Value in Financial Advisory Stocks Right Now | Derek Pilecki》
Ameriprise 的股价相对其基本面存在错误定价;强劲的盈利增长(17% 复合年增长率)、低于 11 倍的市盈率估值以及大规模回购均支持这一观点。

所以,Ameriprise、Raymond James、Stable、LPL。那么,让我们以 Ameriprise 为例。我认为这是一只非常有趣的股票。它于 2005 年从 American Express 分拆出来。

So, Amiri Price, Raymond James, Stable, umm LPL. So, you know, let's use Ameri Prize as an example. I think it's a very interesting stock. It separated from American Express in 2005.

在过去 20 年里,自其分拆以来,它一直是表现最好的金融股。如你所知,它是一家金融咨询公司。如你所知,过去十年其盈利实现了 17% 的复合年增长率。它的市盈率不到 11 倍。他们在大量回购股票。

如果你看他们历来的股票数量,他们在大幅减少。我认为自 IPO 以来他们已回购了约 60% 的股份。

Over the past 20 years, it has been the best performing financial stock since its separation. It is, as you know, a financial consulting firm. As you know, they have achieved a compound annual growth rate of 17% in earnings over the past ten years.

It is trading at less than 11 times earnings. They are buying back a lot of shares. If you look at their stock count over time, they are drastically reducing it. I think they have repurchased about 60% of their shares since their IPO.