American Total Assets from 2010 to 2024

AXP Stock

USD 288.51 4.46 1.52%

American Express Total Assets yearly trend continues to be relatively stable with very little volatility. Total Assets are likely to drop to about 169.3 B. Total Assets is the total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets. View All Fundamentals

Total Assets

First Reported

1989-12-31

Previous Quarter

272.2 B

Current Value

271 B

Quarterly Volatility

36.8 B

Oil Shock

Dot-com Bubble

Housing Crash

Credit Downgrade

Yuan Drop

Covid

Check American Express financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among American Express' main balance sheet or income statement drivers, such as Interest Expense of 7.2 B, Operating Income of 6.7 B or EBITDA of 8.1 B, as well as many 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.

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.

Latest American Express' Total Assets Growth Pattern

Below is the plot of the Total Assets of American Express over the last few years. Total assets refers to the total amount of American Express assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in American Express books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. It is the total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets. American Express' Total Assets 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.

View

Last Reported 261.11 B

10 Years Trend

Slightly volatile

Compare to Others All Fundamentals

Total Assets

Timeline

American Total Assets Regression Statistics

	Arithmetic Mean	178,352,249,143
	Geometric Mean	175,718,185,642
	Coefficient Of Variation	18.60
	Mean Deviation	25,152,300,800
	Median	169,320,737,143
	Standard Deviation	33,176,001,547
	Sample Variance	1100647078.6T
	Range	130.3B
	R-Value	0.79
	Mean Square Error	449194567T
	R-Squared	0.62
	Significance	0.0005
	Slope	5,846,100,571
	Total Sum of Squares	15409059100.9T

American Total Assets History

	2024	169.3 B
	2023	261.1 B
	2022	228 B
	2020	191 B
	2019	198 B
	2018	189 B
	2017	181 B

Other Fundumenentals of American Express

Intangibles To Total Assets

American Express Total Assets component correlations

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Total Liab	Total Current Assets	Short Term Debt	Common Stock	Net Receivables	Accounts Payable	Long Term Debt	Short Term Investments	Intangible Assets	Property Plant Equipment	Good Will	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Long Term Debt	Current Deferred Revenue	Cash And Equivalents	Net Invested Capital	Capital Stock
Total Assets		0.77	-0.58	0.77	0.99	0.38	-0.55	0.17	0.33	0.25	0.16	0.25	-0.5	0.92	0.71	0.79	-0.64	-0.51	-0.52	-0.71	0.89	0.83	-0.26	-0.51
Total Stockholder Equity	0.77		-0.17	0.6	0.7	0.34	-0.78	0.7	0.38	-0.15	0.6	0.19	-0.01	0.89	0.89	0.69	-0.6	-0.09	-0.3	-0.49	0.56	0.47	-0.13	-0.21
Net Debt	-0.58	-0.17		-0.73	-0.62	-0.4	0.26	0.36	0.21	-0.04	0.43	-0.33	0.69	-0.49	-0.28	-0.52	0.76	0.74	0.73	0.64	-0.85	-0.8	0.6	0.82
Retained Earnings	0.77	0.6	-0.73		0.76	0.67	-0.62	0.12	0.14	-0.13	0.14	0.25	-0.59	0.76	0.64	0.78	-0.78	-0.75	-0.57	-0.75	0.87	0.69	-0.46	-0.87
Total Liab	0.99	0.7	-0.62	0.76		0.37	-0.49	0.07	0.31	0.31	0.08	0.25	-0.56	0.89	0.65	0.77	-0.61	-0.56	-0.53	-0.71	0.91	0.85	-0.28	-0.54
Total Current Assets	0.38	0.34	-0.4	0.67	0.37		-0.44	0.16	0.11	-0.35	0.25	0.21	-0.25	0.32	0.39	0.7	-0.39	-0.64	0.03	-0.13	0.47	0.44	-0.02	-0.65
Short Term Debt	-0.55	-0.78	0.26	-0.62	-0.49	-0.44		-0.76	-0.23	0.38	-0.7	-0.09	-0.12	-0.64	-0.88	-0.48	0.6	0.28	0.44	0.44	-0.48	-0.45	0.37	0.42
Common Stock	0.17	0.7	0.36	0.12	0.07	0.16	-0.76		0.38	-0.4	0.92	-0.11	0.63	0.37	0.68	0.14	-0.2	0.28	0.04	-0.01	-0.06	-0.05	0.09	0.16
Net Receivables	0.33	0.38	0.21	0.14	0.31	0.11	-0.23	0.38		0.43	0.56	-0.51	0.27	0.21	0.1	0.11	0.16	0.05	0.06	-0.01	0.13	0.25	0.41	0.06
Accounts Payable	0.25	-0.15	-0.04	-0.13	0.31	-0.35	0.38	-0.4	0.43		-0.23	-0.27	-0.2	0.06	-0.36	-0.18	0.27	0.04	-0.09	-0.16	0.11	0.23	0.31	0.16
Long Term Debt	0.16	0.6	0.43	0.14	0.08	0.25	-0.7	0.92	0.56	-0.23		-0.19	0.58	0.28	0.55	0.08	0.02	0.18	0.11	-0.02	-0.1	-0.05	0.29	0.15
Short Term Investments	0.25	0.19	-0.33	0.25	0.25	0.21	-0.09	-0.11	-0.51	-0.27	-0.19		-0.41	0.33	0.33	0.32	-0.27	-0.13	-0.09	-0.38	0.27	0.3	-0.14	-0.12
Intangible Assets	-0.5	-0.01	0.69	-0.59	-0.56	-0.25	-0.12	0.63	0.27	-0.2	0.58	-0.41		-0.36	-0.05	-0.53	0.38	0.65	0.39	0.57	-0.65	-0.48	0.41	0.63
Property Plant Equipment	0.92	0.89	-0.49	0.76	0.89	0.32	-0.64	0.37	0.21	0.06	0.28	0.33	-0.36		0.83	0.73	-0.77	-0.35	-0.54	-0.76	0.8	0.68	-0.29	-0.43
Good Will	0.71	0.89	-0.28	0.64	0.65	0.39	-0.88	0.68	0.1	-0.36	0.55	0.33	-0.05	0.83		0.66	-0.68	-0.29	-0.37	-0.53	0.59	0.49	-0.39	-0.37
Net Tangible Assets	0.79	0.69	-0.52	0.78	0.77	0.7	-0.48	0.14	0.11	-0.18	0.08	0.32	-0.53	0.73	0.66		-0.65	-0.54	-0.16	-0.38	0.76	0.62	-0.34	-0.62
Long Term Debt Total	-0.64	-0.6	0.76	-0.78	-0.61	-0.39	0.6	-0.2	0.16	0.27	0.02	-0.27	0.38	-0.77	-0.68	-0.65		0.48	0.68	0.66	-0.78	-0.59	0.66	0.7
Capital Surpluse	-0.51	-0.09	0.74	-0.75	-0.56	-0.64	0.28	0.28	0.05	0.04	0.18	-0.13	0.65	-0.35	-0.29	-0.54	0.48		0.46	0.52	-0.75	-0.62	0.44	0.9
Long Term Investments	-0.52	-0.3	0.73	-0.57	-0.53	0.03	0.44	0.04	0.06	-0.09	0.11	-0.09	0.39	-0.54	-0.37	-0.16	0.68	0.46		0.79	-0.68	-0.62	0.53	0.53
Short Long Term Debt	-0.71	-0.49	0.64	-0.75	-0.71	-0.13	0.44	-0.01	-0.01	-0.16	-0.02	-0.38	0.57	-0.76	-0.53	-0.38	0.66	0.52	0.79		-0.76	-0.58	0.39	0.57
Current Deferred Revenue	0.89	0.56	-0.85	0.87	0.91	0.47	-0.48	-0.06	0.13	0.11	-0.1	0.27	-0.65	0.8	0.59	0.76	-0.78	-0.75	-0.68	-0.76		0.89	-0.49	-0.78
Cash And Equivalents	0.83	0.47	-0.8	0.69	0.85	0.44	-0.45	-0.05	0.25	0.23	-0.05	0.3	-0.48	0.68	0.49	0.62	-0.59	-0.62	-0.62	-0.58	0.89		-0.3	-0.6
Net Invested Capital	-0.26	-0.13	0.6	-0.46	-0.28	-0.02	0.37	0.09	0.41	0.31	0.29	-0.14	0.41	-0.29	-0.39	-0.34	0.66	0.44	0.53	0.39	-0.49	-0.3		0.64
Capital Stock	-0.51	-0.21	0.82	-0.87	-0.54	-0.65	0.42	0.16	0.06	0.16	0.15	-0.12	0.63	-0.43	-0.37	-0.62	0.7	0.9	0.53	0.57	-0.78	-0.6	0.64

Click cells to compare fundamentals

About American Express Financial Statements

American Express shareholders use historical fundamental indicators, such as Total Assets, to determine how well the company is positioned to perform in the future. Although American Express investors may analyze each financial statement separately, they are all interrelated. The changes in American Express' assets and liabilities, for example, are also reflected in the revenues and expenses on on American Express' income statement. Understanding these patterns can help investors time the market effectively. Please read more on our fundamental analysis page.

	Last Reported	Projected for Next Year
Total Assets	261.1 B	169.3 B
Intangibles To Total Assets	0.02	0.02

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

0.73	V	Visa Class A Sell-off Trend	Pair Corr
0.65	DHIL	Diamond Hill Investment	Pair Corr
0.81	DIST	Distoken Acquisition	Pair Corr
0.77	AB	AllianceBernstein	Pair Corr
0.82	AC	Associated Capital	Pair Corr

Moving against American Stock

0.74	RC	Ready Capital Corp	Pair Corr
0.62	PT	Pintec Technology	Pair Corr
0.58	DMYY	dMY Squared Technology	Pair Corr
0.57	XP	Xp Inc	Pair Corr

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.

Pair Correlation Correlation Matching

Additional 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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC