American Express Stock Net Income
| AXP Stock | USD 217.50 0.17 0.08% |
American Express fundamentals help investors to digest information that contributes to American Express' financial success or failures. It also enables traders to predict the movement of American Stock. The fundamental analysis module provides a way to measure American Express' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to American Express stock.
| Last Reported | Projected for Next Year | ||
| Net Income | 8.4 B | 8.8 B | |
| Net Income Applicable To Common Shares | 8.5 B | 4.7 B | |
| Net Income From Continuing Ops | 8.4 B | 6.2 B | |
| Net Income Per Share | 11.39 | 11.96 | |
| Net Income Per E B T | 0.80 | 0.57 |
American | Net Income |
American Express Company Net Income Analysis
American Express' Net income is the profit of a company for the reporting period, which is derived after taking revenues and gains and subtracting all expenses and losses. Net income is one of the most-watched numbers by money managers as well as individual investors.
Current American Express Net Income | 8.37 B |
Most of American Express' fundamental indicators, such as Net Income, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, American Express is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
American Net Income Driver Correlations
Understanding the fundamental principles of building solid financial models for American Express is extremely important. It helps to project a fair market value of American Stock properly, considering its historical fundamentals such as Net Income. Since American Express' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of American Express' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of American Express' interrelated accounts and indicators.
American Net Income Historical Pattern
Today, most investors in American Express Stock are looking for potential investment opportunities by analyzing not only static indicators but also various American Express' growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's net income growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of American Express net income as a starting point in their analysis.
American Express Net Income |
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Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
American Accumulated Other Comprehensive Income
Accumulated Other Comprehensive Income |
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Based on the recorded statements, American Express reported net income of 8.37 B. This is much higher than that of the Consumer Finance sector and significantly higher than that of the Financials industry. The net income for all United States stocks is significantly lower than that of the firm.
American Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses American Express' direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of American Express could also be used in its relative valuation, which is a method of valuing American Express by comparing valuation metrics of similar companies.American Express is currently under evaluation in net income category among related companies.
American Express ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, American Express' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to American Express' managers, analysts, and investors.Environment Score | Governance Score | Social Score |
American Express Institutional Holders
Institutional Holdings refers to the ownership stake in American Express that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of American Express' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing American Express' value.| Shares | T. Rowe Price Associates, Inc. | 2023-12-31 | 7.8 M | Goldman Sachs Group Inc | 2023-12-31 | 7.6 M | Nuveen Asset Management, Llc | 2023-12-31 | 7 M | Northern Trust Corp | 2023-12-31 | 6.6 M | Fmr Inc | 2023-12-31 | 6.4 M | Amvescap Plc. | 2023-12-31 | 5.9 M | Norges Bank | 2023-12-31 | 5.9 M | Legal & General Group Plc | 2023-12-31 | 5.3 M | Bank Of New York Mellon Corp | 2023-12-31 | 5.1 M | Berkshire Hathaway Inc | 2023-12-31 | 151.6 M | Vanguard Group Inc | 2023-12-31 | 46.6 M |
American Fundamentals
| Return On Equity | 0.32 | ||||
| Return On Asset | 0.0342 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.17 % | ||||
| Current Valuation | 172.13 B | ||||
| Shares Outstanding | 720.04 M | ||||
| Shares Owned By Insiders | 21.05 % | ||||
| Shares Owned By Institutions | 65.29 % | ||||
| Number Of Shares Shorted | 6.66 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 | ||||
| Short Ratio | 2.49 X | ||||
| Earnings Per Share | 11.20 X | ||||
| Price To Earnings To Growth | 2.25 X | ||||
| Target Price | 205.19 | ||||
| Number Of Employees | 74.6 K | ||||
| Beta | 1.23 | ||||
| Market Capitalization | 156.61 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 | ||||
| Annual Yield | 0.01 % | ||||
| Five Year Return | 1.33 % | ||||
| Net Asset | 261.11 B | ||||
| Last Dividend Paid | 2.4 |
About American Express Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze American Express's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of American Express using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of American Express based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
American Express Investors Sentiment
The influence of American Express' investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in American. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to American Express' public news can be used to forecast risks associated with an investment in American. The trend in average sentiment can be used to explain how an investor holding American can time the market purely based on public headlines and social activities around American Express. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
American Express' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for American Express' and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average American Express' news discussions. The higher the estimated score, the more favorable is the investor's outlook on American Express.
American Express Implied Volatility | 115.99 |
American Express' implied volatility exposes the market's sentiment of American Express stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if American Express' implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that American Express stock will not fluctuate a lot when American Express' options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards American Express in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, American Express' short interest history, or implied volatility extrapolated from American Express options trading.
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 American Express Piotroski F Score and American Express Altman Z Score analysis. To learn how to invest in American Stock, please use our How to Invest in American Express guide.You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
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.