American Competitors

Stocks . Brazil . 
Stock . American Express
AXPB34 Stock  BRL 182.79  2.14  1.16%   
American Express competes with Ameriprise Financial, Credit Acceptance, UnitedHealth Group, Ross Stores, and Bank of America; as well as few others. The company operates under Financial Services sector and is part of Credit Services industry. Analyzing American Express competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of American Express to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out American Express Correlation with its peers.
For information on how to trade American Stock refer to our How to Trade American Stock guide.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of American Express competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
180.69182.79184.89
Details
Intrinsic
Valuation
LowRealHigh
164.51205.19207.29
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as American Express. Your research has to be compared to or analyzed against American Express' peers to derive any actionable benefits. When done correctly, American Express' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in American Express.

American Express Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between American Express and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of American and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of American Express does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
BOAC34
+ 0.98
A1MP34
CAON34
+ 0.96
BOAC34
CAON34
+ 0.94
A1MP34
CAON34
+ 0.76
ROST34
BOAC34
+ 0.73
UNHH34
UNHH34
+ 0.71
A1MP34
  
High negative correlations   
CVSH34
- 0.0
CRDA34
CAON34
- 0.0
CRDA34
BOAC34
- 0.0
CRDA34
ROST34
- 0.0
CRDA34
UNHH34
- 0.0
CRDA34
CRDA34
- 0.0
A1MP34

Risk-Adjusted Indicators

There is a big difference between American Stock performing well and American Express Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze American Express' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
All Fundamental Data

American Express Competitive Analysis

The better you understand American Express competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, American Express' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across American Express' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
AXPB34 A1MP34 CRDA34 UNHH34 ROST34 BOAC34 CAON34 CVSH34
 1.16 
 182.79 
American
 0.50 
 830.66 
Ameriprise
 0.00 
 325.00 
Credit
 2.26 
 45.26 
UnitedHealth
 1.88 
 459.88 
Ross
 0.10 
 69.37 
Bank
 1.99 
 567.72 
Capital
 1.51 
 29.31 
CVS
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Market Performance
(90 Days Performance)
Good
Solid
Very Weak
Very Weak
Modest
Solid
Solid
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Buy
Strong Hold
Cautious Hold
Hold
Cautious Hold
Cautious Hold
Strong Sell
Current Ratio
1.58 X
N/A
34.76 X
N/A
1.34 X
N/A
N/A
2.34 X
Net Asset
228 B
175.98 B
7.05 B
245.71 B
13.64 B
3.05 T
455.25 B
228.28 B
Profit Margin
0.15 %
0.19 %
0.45 %
0.06 %
0.08 %
0.30 %
0.26 %
0.01 %
EBITDA
N/A
4.3 B
1.29 B
31.84 B
2.69 B
N/A
N/A
12.16 B
Operating Margin
0.19 %
0.30 %
0.60 %
0.09 %
0.10 %
0.34 %
0.33 %
0.05 %
Current Valuation
801.87 B
167.82 B
55.74 B
2.7 T
224.89 B
1.85 T
424.46 B
971.11 B
Price To Book
4.79 X
10.62 X
3.94 X
6.68 X
9.59 X
1.07 X
0.69 X
1.86 X
Five Year Return
1.39 %
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Beta
1.19
1.5
1.3
0.69
0.98
1.4
1.49
0.65
Number Of Employees
77.3 K
12 K
2.25 K
10
100 K
216.82 K
56 K
219 K
Shares Outstanding
7.43 B
421.2 M
127.57 M
65.4 B
688.74 M
31.99 B
762.6 M
12.84 B
Cash Flow From Operations
14.64 B
3.33 B
1.07 B
26.21 B
1.74 B
(7.19 B)
N/A
16.18 B
Annual Yield
0.01 %
0.01 %
N/A
0.01 %
0.01 %
0.02 %
0.02 %
0.02 %
Total Debt
43 B
4.96 B
4.62 B
54.51 B
2.45 B
275.98 B
47.83 B
50.48 B
Return On Equity
0.32
0.62
0.31
0.25
0.35
0.1
0.13
0.0568
Z Score
9.6
23.4
4.2
27.4
51.4
3.0
2.4
8.2
Return On Asset
0.0361
0.0165
0.0768
0.0776
0.089
0.0089
0.0166
0.0418
Book Value Per Share
3.33 X
7.63 X
12.73 X
2.49 X
6.01 X
7.65 X
62.60 X
27.31 X
Total Asset
228 B
175.98 B
7.05 B
245.71 B
13.64 B
3.05 T
455.25 B
228.28 B
Debt To Equity
1.54 %
N/A
1.99 %
N/A
102.90 %
N/A
N/A
182.80 %
Last Dividend Paid
2.08
4.76
N/A
6.4
1.22
0.86
2.4
2.2
Market Capitalization
710.99 B
196.1 B
34.57 B
2.42 T
208.29 B
1.52 T
237.92 B
609.34 B
Price To Earning
32.93 X
N/A
15.62 X
N/A
46.25 X
41.22 X
N/A
46.57 X
Price To Earnings To Growth
1.15 X
1.37 X
N/A
1.64 X
2.55 X
86.83 X
0.62 X
1.35 X
Price To Sales
12.07 X
12.36 X
25.58 X
8.35 X
11.29 X
14.86 X
6.41 X
2.16 X
Net Income
7.51 B
2.76 B
958.3 M
20.12 B
1.72 B
27.53 B
7.36 B
4.15 B
Earnings Per Share
5.21 X
29.74 X
20.49 X
1.58 X
10.93 X
4.19 X
47.39 X
1.59 X
Revenue
50.68 B
13.43 B
1.86 B
322.13 B
18.92 B
94.95 B
34.25 B
322.47 B
Cash And Equivalents
29.11 B
N/A
45.7 M
N/A
1.37 B
725.06 B
N/A
43.91 B
Cash Per Share
3.66 X
N/A
0.27 X
N/A
3.75 X
77.61 X
N/A
43.13 X
Gross Profit
28.78 B
7.59 B
1.14 B
79.62 B
6.09 B
92.41 B
28.4 B
53.46 B
Day Typical Price
183.07
829.27
325.0
44.9
459.88
69.25
567.72
29.37
Accumulation Distribution
0.0185
0.005
N/A
0.0317
N/A
0.0196
N/A
0.0138
Market Facilitation Index
3.42
4.16
N/A
1.44
N/A
1.37
N/A
0.41
Daily Balance Of Power
(0.63)
0.9856
0.0
0.6944
(9,223,372,036,855)
(0.05)
9.2 T
(1.10)
Period Momentum Indicator
(2.14)
4.1
N/A
1.0
(8.80)
(0.07)
11.08
(0.45)
Rate Of Daily Change
0.99
1.0
1.0
1.02
0.98
1.0
1.02
0.98
Day Median Price
183.21
828.58
325.0
44.72
459.88
69.19
567.72
29.41
Price Action Indicator
(1.49)
4.13
N/A
1.04
(4.40)
0.15
5.54
(0.32)
Coefficient Of Variation
524.9
326.03
N/A
(6,171)
1254.35
447.6
494.15
(7,192)
Mean Deviation
1.45
0.9496
N/A
1.53
0.9734
1.17
1.37
1.93
Jensen Alpha
0.37
0.4491
N/A
(0.08)
0.0768
0.3818
0.567
(0.05)
Total Risk Alpha
0.127
0.2693
N/A
(0.32)
(0.08)
0.1585
0.1953
(0.44)
Sortino Ratio
0.1567
0.3212
N/A
N/A
0.0165
0.2464
0.1418
N/A
Downside Variance
3.51
1.32
N/A
N/A
2.4
1.29
9.28
N/A
Standard Deviation
2.07
1.53
N/A
2.19
1.58
1.7
2.63
3.08
Kurtosis
3.08
12.26
N/A
2.38
6.17
6.63
13.28
6.65
Potential Upside
3.36
2.48
N/A
2.62
2.51
2.55
5.0
3.44
Treynor Ratio
2.49
3.97
N/A
(0.14)
0.2678
(2.78)
(1.04)
1.77
Maximum Drawdown
13.63
10.22
N/A
11.26
9.09
9.61
18.6
23.09
Variance
4.28
2.34
N/A
4.82
2.49
2.89
6.91
9.5
Market Risk Adjusted Performance
2.5
3.98
N/A
(0.13)
0.2778
(2.77)
(1.03)
1.78
Risk Adjusted Performance
0.1446
0.2277
N/A
(0.01)
0.0632
0.1677
0.154
(0)
Skewness
0.4645
2.19
N/A
(1.17)
1.08
1.94
3.01
0.575
Semi Deviation
1.49
0.5649
N/A
N/A
1.21
0.6937
0.7002
N/A
Information Ratio
0.1421
0.2413
N/A
(0.06)
0.0162
0.1645
0.1643
(0.05)
Value At Risk
(2.62)
(1.51)
N/A
(3.81)
(2.19)
(1.53)
(1.53)
(4.80)
Expected Short fall
(1.60)
(1.17)
N/A
N/A
(1.19)
(1.32)
(4.26)
N/A
Downside Deviation
1.87
1.15
N/A
N/A
1.55
1.14
3.05
N/A
Semi Variance
2.21
0.3192
N/A
N/A
1.47
0.4812
0.4903
N/A

American Express Competition Performance Charts

Five steps to successful analysis of American Express Competition

American Express' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by American Express in relation to its competition. American Express' competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of American Express in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact American Express' competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to American Express, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your American Express position

In addition to having American Express in your portfolios, you can quickly 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 investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Additional Information and Resources on Investing in American Stock

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:
How To Invest In American
Details
Is American Stock a good investment?
Details
What is American Express' Net Worth?
Details
Largest Consumer Finance Companies
View
Largest Financial Services Companies
View
Check out American Express Correlation with its peers.
For information on how to trade American Stock refer to our How to Trade American Stock guide.
You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Altman
Z Score
Details
Intrinsic
Valuation
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
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.
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
 
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