American Express Stock Performance
| AXP Stock | USD 217.67 0.67 0.31% |
On a scale of 0 to 100, American Express holds a performance score of 18. The firm shows a Beta (market volatility) of 1.09, which signifies a somewhat significant risk relative to the market. American Express returns are very sensitive to returns on the market. As the market goes up or down, American Express is expected to follow. Please check American Express' standard deviation, expected short fall, relative strength index, as well as the relationship between the maximum drawdown and rate of daily change , to make a quick decision on whether American Express' price patterns will revert.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in American Express are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. Even with relatively abnormal basic indicators, American Express reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (0.03) | Five Day Return 0.62 | Year To Date Return 15.95 | Ten Year Return 153.24 | All Time Return 6.4 K |
Forward Dividend Yield 0.0128 | Payout Ratio 0.223 | Last Split Factor 10000:8753 | Forward Dividend Rate 2.8 | Dividend Date 2024-05-10 |
| American Express dividend paid on 9th of February 2024 | 02/09/2024 |
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| Begin Period Cash Flow | 33.9 B |
American |
American Express Relative Risk vs. Return Landscape
If you would invest 17,923 in American Express on January 18, 2024 and sell it today you would earn a total of 3,911 from holding American Express or generate 21.82% return on investment over 90 days. American Express is generating 0.3226% of daily returns assuming volatility of 1.3464% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than American, and above 94% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
American Express Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for American Express' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as American Express, and traders can use it to determine the average amount a American Express' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2396
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Estimated Market Risk
| 1.35 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.32 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average American Express is performing at about 18% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of American Express by adding it to a well-diversified portfolio.
American Express Fundamentals Growth
American Stock prices reflect investors' perceptions of the future prospects and financial health of American Express, and American Express fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on American Stock performance.
| Return On Equity | 0.32 | ||||
| Return On Asset | 0.0342 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.17 % | ||||
| Current Valuation | 172.74 B | ||||
| Shares Outstanding | 720.04 M | ||||
| Price To Earning | 15.49 X | ||||
| Price To Book | 5.60 X | ||||
| Price To Sales | 2.83 X | ||||
| Revenue | 60.36 B | ||||
| Gross Profit | 28.78 B | ||||
| EBITDA | 12.16 B | ||||
| Net Income | 8.37 B | ||||
| Cash And Equivalents | 34 B | ||||
| Cash Per Share | 42.01 X | ||||
| Total Debt | 49.16 B | ||||
| Debt To Equity | 1.84 % | ||||
| Current Ratio | 1.62 X | ||||
| Book Value Per Share | 38.81 X | ||||
| Cash Flow From Operations | 18.56 B | ||||
| Earnings Per Share | 11.20 X | ||||
| Market Capitalization | 157.21 B | ||||
| Total Asset | 261.11 B | ||||
| Retained Earnings | 19.61 B | ||||
| Working Capital | 9.57 B | ||||
| Current Asset | 84.45 B | ||||
| Current Liabilities | 74.88 B | ||||
About American Express Performance
To evaluate American Express Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when American Express generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare American Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand American Express market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents American's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 2 K | 2.2 K | |
| Return On Tangible Assets | 0.03 | 0.02 | |
| Return On Capital Employed | 0.09 | 0.10 | |
| Return On Assets | 0.03 | 0.02 | |
| Return On Equity | 0.30 | 0.18 |
Things to note about American Express performance evaluation
Checking the ongoing alerts about American Express for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for American Express help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 65.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from businesswire.com: Tatyana Zlotsky to Become Chief Executive Officer of A Place for Mom |
- Analyzing American Express' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether American Express' stock is overvalued or undervalued compared to its peers.
- Examining American Express' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating American Express' management team can have a significant impact on its success or failure. Reviewing the track record and experience of American Express' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of American Express' stock. These opinions can provide insight into American Express' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in American Express. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in interest. To learn how to invest in American Stock, please use our How to Invest in American Express guide.You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Complementary Tools for American Stock analysis
When running American Express' price analysis, check to measure American Express' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy American Express is operating at the current time. Most of American Express' value examination focuses on studying past and present price action to predict the probability of American Express' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move American Express' price. Additionally, you may evaluate how the addition of American Express to your portfolios can decrease your overall portfolio volatility.
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Is American Express' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of American Express. If investors know American will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about American Express listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.263 | Dividend Share 2.4 | Earnings Share 11.2 | Revenue Per Share 75.635 | Quarterly Revenue Growth 0.092 |
The market value of American Express is measured differently than its book value, which is the value of American that is recorded on the company's balance sheet. Investors also form their own opinion of American Express' value that differs from its market value or its book value, called intrinsic value, which is American Express' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because American Express' market value can be influenced by many factors that don't directly affect American Express' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between American Express' value and its price as these two are different measures arrived at by different means. Investors typically determine if American Express is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, American Express' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.