American Express Stock Performance
| AXP Stock | USD 285.55 0.01 0% |
On a scale of 0 to 100, American Express holds a performance score of 11. The firm shows a Beta (market volatility) of 1.64, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, American Express will likely underperform. Please check American Express' standard deviation, expected short fall, period momentum indicator, as well as the relationship between the maximum drawdown and rate of daily change , to make a quick decision on whether American Express' price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in American Express are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Even with relatively abnormal basic indicators, American Express reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 0.0035 | Five Day Return (0.85) | Year To Date Return 51.64 | Ten Year Return 215.11 | All Time Return 8.4 K |
Forward Dividend Yield 0.0098 | Payout Ratio 0.2088 | Forward Dividend Rate 2.8 | Dividend Date 2024-11-08 | Ex Dividend Date 2024-10-04 |
1 | The American Expresss Charitable Foundation Donates Over 1 Million at Community Impact Celebration | 11/07/2024 |
| American Express dividend paid on 8th of November 2024 | 11/08/2024 |
2 | Rossmore Private Capital Cuts Stake in American Express | 11/13/2024 |
3 | American Express Position Boosted by Kovack Advisors Inc. | 11/14/2024 |
4 | Little Big Town and JOURNEY to Headline The American Express 2025 Concert Series, January 17th-18th at PGA WEST | 11/15/2024 |
5 | Date Set In Fairfield For 12th Annual Holiday Shop and Stroll | 11/18/2024 |
| Begin Period Cash Flow | 33.9 B |
American |
American Express Relative Risk vs. Return Landscape
If you would invest 24,711 in American Express on August 22, 2024 and sell it today you would earn a total of 3,844 from holding American Express or generate 15.56% return on investment over 90 days. American Express is generating 0.2434% of daily returns assuming volatility of 1.6727% on return distribution over 90 days investment horizon. In other words, 14% of stocks are less volatile than American, and above 96% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
American Express Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for American Express' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as American Express, and traders can use it to determine the average amount a American Express' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1455
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Estimated Market Risk
| 1.67 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average American Express is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of American Express by adding it to a well-diversified portfolio.
American Express Fundamentals Growth
American Stock prices reflect investors' perceptions of the future prospects and financial health of American Express, and American Express fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on American Stock performance.
| Return On Equity | 0.35 | ||||
| Return On Asset | 0.0379 | ||||
| Profit Margin | 0.17 % | ||||
| Operating Margin | 0.21 % | ||||
| Current Valuation | 209.07 B | ||||
| Shares Outstanding | 704.44 M | ||||
| Price To Earning | 15.49 X | ||||
| Price To Book | 6.77 X | ||||
| Price To Sales | 3.40 X | ||||
| Revenue | 60.36 B | ||||
| Gross Profit | 28.78 B | ||||
| EBITDA | 14.33 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 | 42.20 X | ||||
| Cash Flow From Operations | 18.56 B | ||||
| Earnings Per Share | 13.59 X | ||||
| Market Capitalization | 201.15 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 | ||||
About American Express Performance
Assessing American Express' fundamental ratios provides investors with valuable insights into American Express' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the American Express is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 528.47 | 502.04 | |
| Return On Tangible Assets | 0.03 | 0.02 | |
| Return On Capital Employed | 0.07 | 0.10 | |
| Return On Assets | 0.03 | 0.02 | |
| Return On Equity | 0.30 | 0.18 |
Things to note about American Express performance evaluation
Checking the ongoing alerts about American Express for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for American Express help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 64.0% of the company shares are held by institutions such as insurance companies | |
| On 8th of November 2024 American Express paid $ 0.7 per share dividend to its current shareholders | |
| Latest headline from patch.com: Date Set In Fairfield For 12th Annual Holiday Shop and Stroll |
- Analyzing American Express' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether American Express' stock is overvalued or undervalued compared to its peers.
- Examining American Express' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating American Express' management team can have a significant impact on its success or failure. Reviewing the track record and experience of American Express' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of American Express' stock. These opinions can provide insight into American Express' potential for growth and whether the stock is currently undervalued or overvalued.
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.