American Total Debt To Capitalization from 2010 to 2024
| AXP Stock | USD 217.50 0.17 0.08% |
Total Debt To Capitalization | First Reported 2010-12-31 | Previous Quarter 0.63664266 | Current Value 0.84 | Quarterly Volatility 0.06486464 |
Check American Express financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among American main balance sheet or income statement drivers, such as Interest Expense of 7.2 B, Operating Income of 6.7 B or EBIT of 7.3 B, as well as many exotic indicators such as Price To Sales Ratio of 1.59, Dividend Yield of 0.0208 or PTB Ratio of 2.99. American financial statements analysis is a perfect complement when working with American Express Valuation or Volatility modules.
American | Total Debt To Capitalization |
Latest American Express' Total Debt To Capitalization Growth Pattern
Below is the plot of the Total Debt To Capitalization of American Express over the last few years. It is American Express' Total Debt To Capitalization historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in American Express' overall financial position and show how it may be relating to other accounts over time.
| Total Debt To Capitalization | 10 Years Trend |
|
Total Debt To Capitalization |
| Timeline |
American Total Debt To Capitalization Regression Statistics
| Arithmetic Mean | 0.73 | |
| Geometric Mean | 0.73 | |
| Coefficient Of Variation | 8.86 | |
| Mean Deviation | 0.05 | |
| Median | 0.74 | |
| Standard Deviation | 0.06 | |
| Sample Variance | 0 | |
| Range | 0.208 | |
| R-Value | (0.51) | |
| Mean Square Error | 0 | |
| R-Squared | 0.26 | |
| Significance | 0.05 | |
| Slope | (0.01) | |
| Total Sum of Squares | 0.06 |
American Total Debt To Capitalization History
About American Express Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include American Express income statement, its balance sheet, and the statement of cash flows. American Express investors use historical funamental indicators, such as American Express's Total Debt To Capitalization, to determine how well the company is positioned to perform in the future. Although American Express investors may use each financial statement separately, they are all related. The changes in American Express's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on American Express's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on American Express Financial Statements. Understanding these patterns can help to make the right decision on long term investment in American Express. Please read more on our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Total Debt To Capitalization | 0.64 | 0.84 |
Pair Trading with American Express
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if American Express position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in American Express will appreciate offsetting losses from the drop in the long position's value.Moving together with American Stock
| 0.71 | SCHW | Charles Schwab Corp Normal Trading | PairCorr |
| 0.9 | ARES | Ares Management LP Financial Report 26th of April 2024 | PairCorr |
| 0.83 | C | Citigroup Financial Report 12th of July 2024 | PairCorr |
| 0.8 | L | Loews Corp | PairCorr |
Moving against American Stock
| 0.78 | HG | Hamilton Insurance Report 21st of October 2024 | PairCorr |
| 0.73 | BY | Byline Bancorp Earnings Call This Week | PairCorr |
| 0.69 | DHIL | Diamond Hill Investment | PairCorr |
| 0.67 | AC | Associated Capital | PairCorr |
| 0.61 | FG | FG Annuities Life Financial Report 1st of May 2024 | PairCorr |
The ability to find closely correlated positions to American Express could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace American Express when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back American Express - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling American Express to buy it.
The correlation of American Express is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as American Express moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if American Express moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for American Express can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of American Express Correlation against competitors. To learn how to invest in American Stock, please use our How to Invest in American Express guide.You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
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.
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges |
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.