American Stock Analysis

AXP
 Stock
  

USD 154.70  1.38  0.88%   

The recent indifference towards the small price fluctuations of American Express could raise concerns from insiders as the firm is trading at a share price of 154.70 on 2,823,630 in volume. The company executives did not add any value to American Express investors in November. However, most investors can still diversify their portfolios with American Express to hedge their inherited risk against high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.22. The current volatility is consistent with the ongoing market swings in November 2022 as well as with American Express unsystematic, company-specific events.
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The American Express stock analysis report makes it easy to digest most publicly released information about American Express and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. American Stock analysis module also helps to analyze the American Express price relationship with some important fundamental indicators such as market cap and management efficiency.

American Stock Analysis Notes

About 86.0% of the company shares are held by institutions such as insurance companies. The book value of American Express was presently reported as 32.05. The company has Price/Earnings To Growth (PEG) ratio of 1.17. American Express recorded earning per share (EPS) of 9.97. The entity last dividend was issued on the 13th of October 2022. The firm had 10000:8753 split on the 3rd of October 2005. American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. American Express Company was founded in 1850 and is headquartered in New York, New York. American Express operates under Credit Services classification in the United States and is traded on New York Stock Exchange. It employs 64000 people. For more info on American Express please contact Kenneth Chenault at 212 640 2000 or go to https://www.americanexpress.com.

American Express Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. American Express' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding American Express or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
American Express has a frail financial position based on the latest SEC disclosures
Over 86.0% of the company shares are held by institutions such as insurance companies
On 10th of November 2022 American Express paid $ 0.52 per share dividend to its current shareholders
Latest headline from MacroaxisInsider: Acquisition by Ronald Williams of 4 shares of American Express subject to Rule 16b-3

American Express Upcoming and Recent Events

Earnings reports are used by American Express to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to American Express previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report25th of January 2022
Next Financial Report22nd of April 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End25th of January 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

American Largest EPS Surprises

Earnings surprises can significantly impact American Express' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2007-04-19
2007-03-310.80.880.0810 
2001-10-22
2001-09-300.30.22-0.0826 
2017-01-19
2016-12-310.980.88-0.110 
View All Earnings Estimates

American Express SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. American Express prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that American Express investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial American Express specific information freely available to individual and institutional investors to make a timely investment decision.
15th of September 2022
Regulation FD Disclosure
View
15th of August 2022
Regulation FD Disclosure
View
3rd of August 2022
Financial Statements and Exhibits. Other Events
View
22nd of July 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
View
15th of July 2022
Regulation FD Disclosure
View
15th of June 2022
Regulation FD Disclosure
View
3rd of June 2022
Unclassified Corporate Event
View
26th of May 2022
Financial Statements and Exhibits. Other Events
View

American Express Thematic Classifications

In addition to having American Express stock in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Dividend Beast
Solid, dividend-paying stocks and ETFs
Top FinTech
A collection of large financial service, investment, and banking companies
Blockchain
Cross-industry collection of firms that are adopting blockchain technology

American Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as American Express is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading American Express backward and forwards among themselves. American Express' institutional investor refers to the entity that pools money to purchase American Express' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Zwj Investment Counsel IncCommon Shares201.8 K27.2 M
Zwj Investment Counsel IncCommon Shares202.3 K28 M
Zwj Investment Counsel IncCommon Shares207.3 K38.8 M
Zwj Investment Counsel IncCommon Shares228.8 K37.4 M
Zwj Investment Counsel IncCommon Shares234.6 K39.3 M
Zwj Investment Counsel IncCommon Shares236.6 K39.1 M
Zwj Investment Counsel IncCommon Shares237.5 K33.6 M
Note, although American Express' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

American Market Capitalization

The company currently falls under 'Mega-Cap' category with total capitalization of 116.63 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate American Express's market, we take the total number of its shares issued and multiply it by American Express's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

American Profitablity

American Express' profitability indicators refer to fundamental financial ratios that showcase American Express' ability to generate income relative to its revenue or operating costs. If, let's say, American Express is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, American Express' executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of American Express' profitability requires more research than a typical breakdown of American Express' financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.15 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.21 %, which entails that for every 100 dollars of revenue, it generated 0.0 of operating income.
Last ReportedProjected for 2022
Return on Investment 9.18  8.64 
Return on Average Assets 4.24  4.06 
Return on Average Equity 35.69  33.95 
Return on Invested Capital 0.05  0.045 
Return on Sales 0.24  0.22 

Management Efficiency

The entity has Return on Asset of 0.0384 % which means that on every $100 spent on asset, it made $0.0384 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 0.3168 %, implying that it generated $0.3168 on every 100 dollars invested. American Express management efficiency ratios could be used to measure how well american express manages its routine affairs as well as how well it operates its assets and liabilities. As of 6th of December 2022, Return on Investment is likely to drop to 8.64. In addition to that, Return on Average Assets is likely to drop to 4.06. As of 6th of December 2022, Deposit Liabilities is likely to drop to about 78.7 B. In addition to that, Total Liabilities is likely to drop to about 150.4 B
Last ReportedProjected for 2022
Book Value per Share 28.11  27.65 
Enterprise Value over EBIT 13.00  15.68 
Enterprise Value over EBITDA 10.95  13.29 
Price to Book Value 5.71  5.39 
Tangible Assets Book Value per Share 238.97  232.75 
Enterprise Value135.5 B137.4 B
Tangible Asset Value188.5 B198.6 B

Technical Drivers

As of the 6th of December, American Express shows the risk adjusted performance of 0.0565, and Mean Deviation of 1.75. American Express technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We have analyzed and interpolated nineteen technical drivers for American Express, which can be compared to its rivals. Please confirm American Express standard deviation, as well as the relationship between the maximum drawdown and expected short fall to decide if American Express is priced correctly, providing market reflects its regular price of 154.7 per share. Given that American Express has jensen alpha of (0.015963), we suggest you to validate American Express's prevailing market performance to make sure the company can sustain itself at a future point.

American Express Price Movement Analysis

Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Triangular Moving Average shows American Express double smoothed mean price over a specified number of previous prices (i.e., averaged twice).
.

American Express Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific American Express insiders, such as employees or executives, is commonly permitted as long as it does not rely on American Express' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases American Express insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

American Express Outstanding Bonds

American Express issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. American Express uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most American bonds can be classified according to their maturity, which is the date when American Express has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

American Express Technical and Predictive Indicators

American Express Forecast Models

American Express time-series forecasting models is one of many American Express' stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary American Express' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About American Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how American Express prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling American shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Stock such as American Express. By using and applying American Stock analysis, traders can create a robust methodology for identifying American entry and exit points for their positions.
Last ReportedProjected for 2022
Operating Margin 20.74  19.98 
EBITDA Margin 23.47  22.77 
Profit Margin 18.46  17.88 

Current American Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. American analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. American analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
190.75Hold20Odds
American Express current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most American analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand American stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of American Express, talking to its executives and customers, or listening to American conference calls.
American Analyst Advice Details

American Stock Analysis Indicators

American Express stock analysis indicators help investors evaluate how American Express stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading American Express shares will generate the highest return on investment. By understating and applying American Express stock analysis, traders can identify American Express position entry and exit signals to maximize returns.
Begin Period Cash Flow32965000000.00
Logo U R LimglogosUSaxp.png
Common Stock Shares Outstanding790000000.00
Total Stockholder Equity22177000000.00
DescriptionAmerican Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company o
Total Cashflows From Investing Activities-10529000000.00
Tax Provision2629000000.00
Quarterly Earnings Growth Y O Y0.089
Property Plant And Equipment Net4988000000.00
Retained Earnings13474000000.00
Cash And Short Term Investments22999000000.00
Retained Earnings Total Equity13474000000.00
Cash21522000000.00
CodeAXP
Accounts Payable10574000000.00
Net Debt19396000000.00
50 Day M A146.1724
Total Current Liabilities12817000000.00
Currency CodeUSD
Other Operating Expenses428000000.00
Non Current Assets Total11584000000.00
Forward Price Earnings14.1044
Common Stock Total Equity153000000.00
Non Currrent Assets Other19835000000.00
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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 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 YOY
0.089
Market Capitalization
116.6 B
Quarterly Revenue Growth YOY
0.15
Return On Assets
0.0384
Return On Equity
0.32
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 American Express value 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.