American Competitors

Stocks . Brazil . 
Stock . American Express
AXPB34 Stock  BRL 114.05  1.35  1.17%   
American Express competes with Automatic Data, Take Two, Hospital Mater, UnitedHealth Group, and MAHLE Metal; as well as few others. The company operates under Financial Services sector and is part of Credit Services industry. Analyzing American Express competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of American Express to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out American Express Correlation with its peers.
For information on how to trade American Stock refer to our How to Trade American Stock guide.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of American Express competition on your existing holdings.
  
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of American Express' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
112.60114.05115.50
Details
Intrinsic
Valuation
LowRealHigh
102.65128.31129.76
Details
Naive
Forecast
LowNextHigh
113.49114.94116.38
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
106.88111.36115.83
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as American Express. Your research has to be compared to or analyzed against American Express' peers to derive any actionable benefits. When done correctly, American Express' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in American Express.

American Express Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between American Express and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of American and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of American Express does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
UNHH34
+ 0.58
MATD3
TRAD3
+ 0.46
M2RV34
MATD3
+ 0.43
T1TW34
TRAD3
+ 0.42
LEVE3
UNHH34
+ 0.33
T1TW34
M2RV34
+ 0.33
LEVE3
  
High negative correlations   
MATD3
- 0.78
ADPR34
TRAD3
- 0.64
T1TW34
TRAD3
- 0.63
UNHH34
M2RV34
- 0.61
UNHH34
M2RV34
- 0.52
MATD3
T1TW34
- 0.44
ADPR34

Risk-Adjusted Indicators

There is a big difference between American Stock performing well and American Express Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze American Express' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

American Express Competitive Analysis

The better you understand American Express competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, American Express' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across American Express' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
AXPB34 ADPR34 T1TW34 MATD3 UNHH34 LEVE3 CVSH34 M2RV34 TRAD3
 1.17 
 114.05 
American
 0.21 
 53.36 
Automatic
 1.40 
 187.91 
Take
 1.46 
 5.57 
Hospital
 1.69 
 36.05 
UnitedHealth
 0.33 
 33.71 
MAHLE
 1.51 
 35.89 
CVS
 0.28 
 36.10 
Marvell
 1.28 
 0.77 
TRAD3
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Somewhat reliable
Very steady
Very steady
Very steady
Not too volatile
Abnormally volatile
Market Performance
(90 Days Performance)
Solid
Good
Very Weak
Very Weak
Weak
Very Weak
Very Weak
Weak
Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Below Average
Low
Low
Low
Low
Unknown
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Fairly Valued
Under Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Cautious Hold
Cautious Hold
Hold
Strong Sell
Strong Hold
Cautious Hold
Strong Sell
Strong Sell
Current Ratio
1.58
1.06
1.85
3.0
N/A
2.05
2.34
N/A
Net Asset
228 B
63.07 B
6.55 B
4.09 B
245.71 B
2.94 B
228.28 B
646.58 M
Profit Margin
0.15
0.18
-0.0835
0.0722
0.0621
0.14
0.0129
-0.54
EBITDA
N/A
4.4 B
769.24 M
341.78 M
31.84 B
832.02 M
12.16 B
(7.27 M)
Operating Margin
0.19
0.24
-0.0161
0.2
0.0877
0.14
0.0479
-0.82
Current Valuation
801.87 B
586.65 B
106.25 B
3.81 B
2.7 T
3.94 B
971.11 B
368.04 M
Price To Book
4.79
42.41
1.87
1.41
6.68
2.32
1.86
1.01
Five Year Return
1.39
N/A
N/A
N/A
N/A
4.84
N/A
N/A
Beta
1.19
0.83
0.72
N/A
0.69
1.01
0.65
N/A
Number Of Employees
77.3 K
60 K
7.8 K
4
10
7.39 K
219 K
517
Shares Outstanding
7.43 B
9.94 B
674.7 M
354.77 M
65.4 B
128.31 M
12.84 B
279.67 M
Cash Flow From Operations
14.64 B
3.1 B
257.98 M
153.21 M
26.21 B
357.9 M
16.18 B
(20.78 M)
Annual Yield
0.0115
0.0207
N/A
0.0094
0.0129
0.0535
0.0246
1.0E-4
Total Debt
43 B
2.99 B
188.31 M
1.56 B
54.51 B
100.07 M
50.48 B
4.36 M
Return On Equity
0.32
0.78
-0.0611
0.0826
0.25
0.34
0.0568
-0.0841
Z Score
9.6
99.0
N/A
1.2
27.4
28.0
8.2
59.4
Return On Asset
0.0361
0.0458
-0.0042
0.048
0.0776
0.12
0.0418
-0.0762
Book Value Per Share
3.33
3.6
14.17
4.29
2.49
12.84
27.31
2.04
Total Asset
228 B
63.07 B
6.55 B
4.09 B
245.71 B
2.94 B
228.28 B
646.58 M
Debt To Equity
1.54
0.42
0.051
1.11
N/A
0.14
182.8
N/A
Last Dividend Paid
2.08
4.37
N/A
0.09
6.4
3.66
2.2
N/A
Target Price
N/A
N/A
N/A
12.27
N/A
27.0
N/A
14.0
Shares Owned By Institutions
N/A
N/A
N/A
25.56
N/A
14.88
N/A
7.53
Market Capitalization
710.99 B
495.21 B
98.84 B
3.22 B
2.42 T
4.51 B
609.34 B
436.28 M
Price To Earning
32.93
31.55
10.08
34.26
N/A
9.96
46.57
N/A
Price To Earnings To Growth
1.15
2.98
0.33
N/A
1.64
2.74
1.35
N/A
Price To Sales
12.07
34.46
20.81
1.49
8.35
0.88
2.16
5.93
Net Income
7.51 B
2.95 B
418.02 M
144.92 M
20.12 B
566.86 M
4.15 B
1.2 M
Earnings Per Share
5.21
1.63
1.87
0.39
1.58
4.47
1.59
-0.077
Shares Owned By Insiders
N/A
N/A
N/A
71.66
N/A
7.0
N/A
66.05
Revenue
50.68 B
16.05 B
3.5 B
1.02 B
322.13 B
3.62 B
322.47 B
91.6 M
Cash And Equivalents
29.11 B
1.61 B
2.54 B
984.66 M
N/A
317.66 M
43.91 B
312.81 M
Cash Per Share
3.66
1.88
5.74
1.57
N/A
1.92
43.13
N/A
Gross Profit
28.78 B
7.45 B
2.04 B
404.66 M
79.62 B
986.96 M
53.46 B
55.98 M
Day Typical Price
114.37
53.36
189.26
5.59
35.97
33.92
36.17
36.08
0.78
Accumulation Distribution
0.0135
N/A
1.68
0.0706
0.0293
0.0204
0.0229
0.0064
0.0741
Market Facilitation Index
1.56
N/A
0.0505
0.41
1.07
0.7
0.84
0.23
0.06
Daily Balance Of Power
(0.87)
9.2 T
(0.66)
0.1951
0.5607
(0.16)
(0.65)
0.4348
(0.17)
Period Momentum Indicator
(1.35)
0.11
(2.67)
0.08
0.6
(0.11)
(0.55)
0.1
(0.01)
Rate Of Daily Change
0.99
1.0
0.99
1.01
1.02
1.0
0.98
1.0
0.99
Day Median Price
114.53
53.36
189.93
5.61
35.94
34.03
36.31
36.07
0.78
Price Action Indicator
(1.16)
0.055
(3.36)
0.005
0.41
(0.37)
(0.69)
0.085
(0.01)
Coefficient Of Variation
359.11
552.85
(3,872)
(447.66)
7841.45
(1,591)
(12,070)
1443.33
14260.83
Mean Deviation
1.03
0.6789
1.33
1.79
1.39
1.3
1.08
2.45
3.34
Jensen Alpha
0.3652
0.1859
(0.07)
(0.55)
0.0138
(0.15)
(0.03)
0.2052
0.0388
Total Risk Alpha
0.284
0.1037
(0.20)
(0.66)
(0.13)
(0.24)
(0.14)
(0.02)
(0.33)
Sortino Ratio
0.3186
0.0958
N/A
N/A
(0.01)
N/A
N/A
0.0569
(0.01)
Downside Variance
1.15
1.95
N/A
N/A
5.33
N/A
N/A
9.59
16.35
Standard Deviation
1.42
1.05
1.96
2.21
1.97
1.73
1.64
3.34
4.84
Kurtosis
5.75
2.05
8.23
0.2493
3.57
2.05
6.26
1.44
4.64
Potential Upside
2.35
2.25
2.28
2.34
2.18
2.36
2.16
5.57
8.24
Treynor Ratio
0.8175
(1.20)
(0.36)
(0.47)
0.5139
(0.16)
(0.15)
0.6186
(0.07)
Maximum Drawdown
9.56
5.71
11.95
12.02
9.93
10.67
10.34
20.33
28.66
Variance
2.03
1.09
3.84
4.9
3.89
3.0
2.7
11.17
23.43
Market Risk Adjusted Performance
0.8275
(1.19)
(0.35)
(0.46)
0.5239
(0.15)
(0.14)
0.6286
(0.06)
Risk Adjusted Performance
0.1811
0.118
(0.01)
(0.13)
0.0148
(0.03)
9.0E-4
0.0518
0.0131
Skewness
1.42
0.0855
(2.06)
(0.15)
(0.33)
(0.53)
(1.86)
0.1074
1.52
Semi Deviation
0.6758
0.6516
N/A
N/A
2.26
N/A
N/A
2.72
3.47
Information Ratio
0.2395
0.1278
(0.05)
(0.25)
(0.02)
(0.09)
(0.04)
0.0527
(0)
Value At Risk
(1.16)
(1.60)
(2.84)
(3.85)
(3.20)
(2.81)
(1.95)
(4.98)
(7.06)
Expected Short fall
(1.20)
(1.04)
N/A
N/A
(1.23)
N/A
N/A
(2.82)
(4.82)
Downside Deviation
1.07
1.4
N/A
N/A
2.31
N/A
N/A
3.1
4.04
Semi Variance
0.4567
0.4246
N/A
N/A
5.11
N/A
N/A
7.38
12.03

American Express Competition Performance Charts

Five steps to successful analysis of American Express Competition

American Express' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by American Express in relation to its competition. American Express' competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of American Express in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact American Express' competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to American Express, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your American Express position

In addition to having American Express in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Companies involved in production of steel and iron. The Iron theme has 38 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Iron Theme or any other thematic opportunities.
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When determining whether American Express is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if American Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about American Express Stock. Highlighted below are key reports to facilitate an investment decision about American Express Stock:
How To Invest In American
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Is American Stock a good investment?
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What is American Express' Net Worth?
Details
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Check out American Express Correlation with its peers.
For information on how to trade American Stock refer to our How to Trade American Stock guide.
Note that the American Express information on this page should be used as a complementary analysis to other American Express' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

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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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Altman
Z Score
Details
Intrinsic
Valuation
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
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.
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