American Express Stock Analysis

AXP Stock  USD 221.51  3.31  1.52%   
American Express is fairly valued with Real Value of 215.75 and Target Price of 182.44. The main objective of American Express stock analysis is to determine its intrinsic value, which is an estimate of what American Express is worth, separate from its market price. There are two main types of American Express' stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect American Express' performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of American Express' stock to identify patterns and trends that may indicate its future price movements.
The American Express stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. American Express is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. American Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and American Express' ongoing operational relationships across important fundamental and technical indicators.
  
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.

American Stock Analysis Notes

About 21.0% of the company shares are held by company insiders. The company has Price/Earnings To Growth (PEG) ratio of 2.25. American Express recorded earning per share (EPS) of 11.22. The entity last dividend was issued on the 4th of April 2024. 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 Quarterly Total Revenue

15.79 Billion

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.
About 65.0% of the company shares are held by institutions such as insurance companies
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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.
18th of April 2024
Upcoming Quarterly Report
View
19th of July 2024
Next Financial Report
View
31st of March 2024
Next Fiscal Quarter End
View
24th of January 2025
Next Fiscal Year End
View
31st of December 2023
Last Quarter Report
View
31st of December 2023
Last Financial Announcement
View

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 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.
FinTech Idea
FinTech
A collection of large financial service, investment, and banking companies
Blockchain Idea
Blockchain
Cross-industry collection of firms that are adopting blockchain technology
Dividend Beast Idea
Dividend Beast
Solid, dividend-paying stocks and ETFs
Warren Buffett Holdings Idea
Warren Buffett Holdings
Equities that Berkshire Hathaway invests in via either BRK-A or BRK-B common stocks

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.
Shares
T. Rowe Price Associates, Inc.2023-12-31
7.8 M
Goldman Sachs Group Inc2023-12-31
7.6 M
Nuveen Asset Management, Llc2023-12-31
M
Northern Trust Corp2023-12-31
6.6 M
Fmr Inc2023-12-31
6.4 M
Amvescap Plc.2023-12-31
5.9 M
Norges Bank2023-12-31
5.9 M
Legal & General Group Plc2023-12-31
5.3 M
Bank Of New York Mellon Corp2023-12-31
5.1 M
Berkshire Hathaway Inc2023-12-31
151.6 M
Vanguard Group Inc2023-12-31
46.6 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 a total capitalization of 157.11 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 those 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 0.17 %, which entails that for every 100 dollars of revenue, it generated $0.17 of operating income.
Last ReportedProjected for Next Year
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 

Management Efficiency

American Express has Return on Asset of 0.0342 % which means that on every $100 spent on assets, it made $0.0342 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.3174 %, implying that it generated $0.3174 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 04/15/2024, Return On Capital Employed is likely to grow to 0.10, while Return On Tangible Assets are likely to drop 0.02. At this time, American Express' Total Current Liabilities is relatively stable compared to the past year. As of 04/15/2024, Non Current Liabilities Total is likely to grow to about 94 B, while Liabilities And Stockholders Equity is likely to drop slightly above 169.3 B.
Last ReportedProjected for Next Year
Book Value Per Share 38.17  40.08 
Net Current Asset Value 0.00  0.00 
Tangible Asset Value 0.00  0.00 
Tangible Book Value Per Share 32.80  34.44 
Enterprise Value Over EBITDA 11.54  9.42 
Price Book Value Ratio 4.91  2.99 
Enterprise Value Multiple 11.54  9.42 
Price Fair Value 4.91  2.99 
Enterprise Value36.4 B38.7 B
The analysis of American Express' management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze American Express' future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of American Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.0128
Forward Dividend Yield
0.0128
Forward Dividend Rate
2.8
Beta
1.227

Technical Drivers

As of the 15th of April 2024, American Express shows the risk adjusted performance of 0.1196, and Mean Deviation of 0.9104. 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 peers. 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 221.51 per share. Given that American Express has jensen alpha of 0.1638, 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

Execute Study
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 Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. American Express middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for American Express. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

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 Predictive Daily Indicators

American Express intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of American Express stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

American Express Corporate Filings

F4
2nd of April 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
1st of April 2024
Other Reports
ViewVerify
15th of March 2024
Other Reports
ViewVerify
F4
11th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
7th of March 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
4th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
22nd of February 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
16th of February 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

American Express Forecast Models

American Express' time-series forecasting models are one of many American Express' stock analysis techniques aimed at predicting 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 Next Year
Pretax Profit Margin 0.17  0.14 
Operating Profit Margin 0.17  0.29 
Net Profit Margin 0.14  0.1 
Gross Profit Margin 0.57  0.69 

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
182.44Buy28Odds
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 Flow33.9 B
Long Term Debt47.9 B
Common Stock Shares Outstanding736 M
Total Stockholder Equity28.1 B
Tax Provision2.1 B
Quarterly Earnings Growth Y O Y0.263
Property Plant And Equipment Net5.1 B
Cash And Short Term Investments48.3 B
Cash46.5 B
Accounts Payable13.1 B
Net Debt2.6 B
50 Day M A218.2642
Total Current Liabilities143.5 B
Other Operating Expenses49.9 B
Non Current Assets Total5.1 B
Forward Price Earnings16.8634
Non Currrent Assets Other-12.3 B
Stock Based Compensation450 M
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:
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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

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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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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
11.22
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.