American Express Stock Performance
| AXP Stock | USD 293.34 2.06 0.70% |
The firm shows a Beta (market volatility) of -0.0374, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning American Express are expected to decrease at a much lower rate. During the bear market, American Express is likely to outperform the market. At this point, American Express has a negative expected return of -0.0482%. Please make sure to confirm American Express' standard deviation, expected short fall, relative strength index, as well as the relationship between the maximum drawdown and rate of daily change , to decide if American Express performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days American Express has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, American Express is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return 0.044 | Five Day Return (4.78) | Year To Date Return (0.97) | Ten Year Return 265.48 | All Time Return 8.7 K |
Forward Dividend Yield 0.0095 | Payout Ratio | Forward Dividend Rate 2.8 | Dividend Date 2025-02-10 | Ex Dividend Date 2025-01-03 |
1 | Acquisition by Douglas Buckminster of 24954 shares of American Express at 177.06 subject to Rule 16b-3 | 01/28/2025 |
2 | Weekly Option Windfall Trading AXP Options Following Q4 Earnings Beat | 02/06/2025 |
| American Express dividend paid on 10th of February 2025 | 02/10/2025 |
3 | Mastercards Q4 Win Services Boom Time to Buy or Take Profits | 02/11/2025 |
4 | How to upgrade credit cards with the same issuer | 02/18/2025 |
5 | Justin Thomas Drops Hysterical Take on Maverick McNealys Genesis Round | 02/19/2025 |
6 | I Earned 130 in a Year by Using a Credit Card for Groceries | 02/20/2025 |
7 | Woman facing deportation after stealing 850,000 worth of TrumpCoin from ex-boyfriend | 02/21/2025 |
| Begin Period Cash Flow | 46.6 B |
American |
American Express Relative Risk vs. Return Landscape
If you would invest 30,354 in American Express on November 27, 2024 and sell it today you would lose (1,020) from holding American Express or give up 3.36% of portfolio value over 90 days. American Express is generating negative expected returns assuming volatility of 1.3996% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than American, and above 99% 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 = -0.0345
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AXP |
Estimated Market Risk
| 1.4 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average American Express is not performing at its full potential. However, 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 American Express 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 | 0.038 | ||||
| Profit Margin | 0.17 % | ||||
| Operating Margin | 0.18 % | ||||
| Current Valuation | 222.01 B | ||||
| Shares Outstanding | 702.53 M | ||||
| Price To Earning | 15.49 X | ||||
| Price To Book | 6.86 X | ||||
| Price To Sales | 3.42 X | ||||
| Revenue | 50.41 B | ||||
| Gross Profit | 39.38 B | ||||
| EBITDA | 36.17 B | ||||
| Net Income | 10.13 B | ||||
| Cash And Equivalents | 34 B | ||||
| Cash Per Share | 42.01 X | ||||
| Total Debt | 1.37 B | ||||
| Debt To Equity | 1.84 % | ||||
| Current Ratio | 1.62 X | ||||
| Book Value Per Share | 43.11 X | ||||
| Cash Flow From Operations | 14.05 B | ||||
| Earnings Per Share | 14.00 X | ||||
| Market Capitalization | 207.62 B | ||||
| Total Asset | 271.46 B | ||||
| Retained Earnings | 22.15 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 | 0.04 | 0.04 | |
| Return On Capital Employed | 0.31 | 0.33 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.33 | 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.| American Express generated a negative expected return over the last 90 days | |
| American Express is unlikely to experience financial distress in the next 2 years | |
| About 65.0% of the company shares are held by institutions such as insurance companies | |
| On 10th of February 2025 American Express paid $ 0.7 per share dividend to its current shareholders | |
| Latest headline from aol.com: Woman facing deportation after stealing 850,000 worth of TrumpCoin from ex-boyfriend |
- 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.