American Retained Earnings from 2010 to 2025

AXP Stock  USD 279.28  1.42  0.51%   
American Express Retained Earnings yearly trend continues to be relatively stable with very little volatility. Retained Earnings are likely to grow to about 23.3 B this year. Retained Earnings is the cumulative amount of net income that American Express retains for reinvestment in its operations, rather than distributing it to shareholders as dividends. View All Fundamentals
 
Retained Earnings  
First Reported
1989-12-31
Previous Quarter
21.5 B
Current Value
22.1 B
Quarterly Volatility
4.9 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 8.7 B, Other Operating Expenses of 14.8 B or Operating Income of 38 B, as well as many indicators such as Price To Sales Ratio of 4.38, Dividend Yield of 0.009 or PTB Ratio of 7.29. 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' Retained Earnings Growth Pattern

Below is the plot of the Retained Earnings of American Express over the last few years. It is the cumulative amount of net income that a company retains for reinvestment in its operations, rather than distributing it to shareholders as dividends. American Express' Retained Earnings 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.
ViewLast Reported 22.15 B10 Years Trend
Slightly volatile
   Retained Earnings   
       Timeline  

American Retained Earnings Regression Statistics

Arithmetic Mean12,490,900,000
Geometric Mean11,329,958,758
Coefficient Of Variation44.42
Mean Deviation4,381,025,000
Median12,499,000,000
Standard Deviation5,548,459,097
Sample Variance30785398.3T
Range19.5B
R-Value0.95
Mean Square Error3280355.3T
R-Squared0.90
Slope1,105,941,176
Total Sum of Squares461780975.2T

American Retained Earnings History

202523.3 B
202422.1 B
202319.6 B
202216.3 B
202113.5 B
202013.8 B
201913.9 B

Other Fundumenentals of American Express

American Express Retained Earnings component correlations

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0.83-0.270.640.770.49-0.770.610.570.040.550.09-0.130.910.910.75-0.65-0.18-0.38-0.530.660.59-0.04-0.35
-0.54-0.27-0.82-0.57-0.630.310.24-0.07-0.140.160.060.54-0.42-0.34-0.570.630.860.560.48-0.77-0.710.250.88
0.780.64-0.820.780.74-0.610.070.30.050.120.07-0.610.730.670.79-0.78-0.78-0.61-0.730.90.74-0.31-0.92
1.00.77-0.570.780.53-0.490.030.450.440.080.09-0.60.860.710.79-0.64-0.55-0.57-0.70.930.88-0.12-0.63
0.540.49-0.630.740.53-0.480.150.34-0.140.250.08-0.310.390.510.73-0.43-0.59-0.06-0.20.60.520.08-0.68
-0.55-0.770.31-0.61-0.49-0.48-0.75-0.420.28-0.7-0.04-0.08-0.66-0.87-0.50.610.290.450.45-0.49-0.470.30.44
0.110.610.240.070.030.15-0.750.45-0.390.92-0.090.620.340.610.13-0.190.280.04-0.01-0.08-0.060.080.16
0.480.57-0.070.30.450.34-0.420.450.30.6-0.040.140.410.370.28-0.020.04-0.05-0.20.30.480.46-0.03
0.40.04-0.140.050.44-0.140.28-0.390.3-0.2-0.29-0.270.18-0.17-0.010.14-0.05-0.18-0.220.280.370.340.01
0.150.550.160.120.080.25-0.70.920.6-0.2-0.180.560.280.520.090.00.160.09-0.03-0.06-0.030.290.12
0.090.090.060.070.090.08-0.04-0.09-0.04-0.29-0.18-0.320.250.230.22-0.18-0.03-0.01-0.30.080.17-0.140.01
-0.55-0.130.54-0.61-0.6-0.31-0.080.620.14-0.270.56-0.32-0.41-0.15-0.560.420.640.430.59-0.67-0.520.340.65
0.890.91-0.420.730.860.39-0.660.340.410.180.280.25-0.410.870.75-0.78-0.36-0.57-0.770.790.7-0.21-0.49
0.760.91-0.340.670.710.51-0.870.610.37-0.170.520.23-0.150.870.74-0.73-0.38-0.44-0.570.670.6-0.29-0.47
0.80.75-0.570.790.790.73-0.50.130.28-0.010.090.22-0.560.750.74-0.67-0.54-0.22-0.420.780.66-0.24-0.67
-0.66-0.650.63-0.78-0.64-0.430.61-0.19-0.020.140.0-0.180.42-0.78-0.73-0.670.490.70.67-0.77-0.620.580.72
-0.51-0.180.86-0.78-0.55-0.590.290.280.04-0.050.16-0.030.64-0.36-0.38-0.540.490.480.52-0.74-0.610.370.9
-0.56-0.380.56-0.61-0.57-0.060.450.04-0.05-0.180.09-0.010.43-0.57-0.44-0.220.70.480.8-0.69-0.650.450.57
-0.69-0.530.48-0.73-0.7-0.20.45-0.01-0.2-0.22-0.03-0.30.59-0.77-0.57-0.420.670.520.8-0.73-0.610.330.59
0.920.66-0.770.90.930.6-0.49-0.080.30.28-0.060.08-0.670.790.670.78-0.77-0.74-0.69-0.730.91-0.3-0.83
0.860.59-0.710.740.880.52-0.47-0.060.480.37-0.030.17-0.520.70.60.66-0.62-0.61-0.65-0.610.91-0.18-0.66
-0.12-0.040.25-0.31-0.120.080.30.080.460.340.29-0.140.34-0.21-0.29-0.240.580.370.450.33-0.3-0.180.5
-0.6-0.350.88-0.92-0.63-0.680.440.16-0.030.010.120.010.65-0.49-0.47-0.670.720.90.570.59-0.83-0.660.5
Click cells to compare fundamentals

About American Express Financial Statements

American Express shareholders use historical fundamental indicators, such as Retained Earnings, 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 ReportedProjected for Next Year
Retained Earnings22.1 B23.3 B
Retained Earnings Total Equity18.7 B10.7 B

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

  0.88ECPG Encore Capital GroupPairCorr
  0.75CNF CNFinance HoldingsPairCorr

Moving against American Stock

  0.86RENEW Cartesian GrowthPairCorr
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 CorrelationCorrelation 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.