American Express (UK) Performance
| 0R3C Stock | 299.68 5.49 1.87% |
American Express has a performance score of 9 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.22, which signifies not very significant fluctuations relative to the market. As returns on the market increase, American Express' returns are expected to increase less than the market. However, during the bear market, the loss of holding American Express is expected to be smaller as well. American Express right now shows a risk of 1.39%. Please confirm American Express downside deviation, standard deviation, and the relationship between the semi deviation and coefficient of variation , to decide if American Express will be following its price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in American Express Co are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unsteady basic indicators, American Express may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
Forward Dividend Yield 0.0001 | Payout Ratio 0.1986 | Last Split Factor 3:1 | Last Split Date 2000-05-11 |
1 | How Is American Express Stock Performance Compared to Other Financial Services Stocks - Inkl | 12/09/2024 |
| Begin Period Cash Flow | 33.9 B |
American |
American Express Relative Risk vs. Return Landscape
If you would invest 26,859 in American Express Co on September 23, 2024 and sell it today you would earn a total of 3,109 from holding American Express Co or generate 11.58% return on investment over 90 days. American Express Co is generating 0.1755% of daily returns and assumes 1.3922% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than American, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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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 Co, 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 = 0.1261
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Estimated Market Risk
| 1.39 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average American Express is performing at about 9% 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 | 219.26 B | ||||
| Shares Outstanding | 854.26 M | ||||
| Price To Sales | 2.09 X | ||||
| Revenue | 60.36 B | ||||
| Gross Profit | 28.78 B | ||||
| EBITDA | 14.33 B | ||||
| Net Income | 8.37 B | ||||
| Total Debt | 49.16 B | ||||
| Book Value Per Share | 42.20 X | ||||
| Cash Flow From Operations | 18.56 B | ||||
| Earnings Per Share | 10.00 X | ||||
| Total Asset | 261.11 B | ||||
| Retained Earnings | 19.61 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.
American Express is entity of United Kingdom. It is traded as Stock on LSE exchange.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 owned by institutions such as pension funds | |
| Latest headline from news.google.com: How Is American Express Stock Performance Compared to Other Financial Services Stocks - Inkl |
- 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.