American Express (Brazil) Performance
| AXPB34 Stock | BRL 154.49 1.94 1.27% |
The firm shows a Beta (market volatility) of 1.04, which signifies a somewhat significant risk relative to the market. American Express returns are very sensitive to returns on the market. As the market goes up or down, American Express is expected to follow. At this point, American Express has a negative expected return of -0.27%. Please make sure to confirm American Express' standard deviation, total risk alpha, and the relationship between the coefficient of variation and jensen alpha , 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. Despite weak performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
| Begin Period Cash Flow | 22 B |
American |
American Express Relative Risk vs. Return Landscape
If you would invest 18,672 in American Express on December 22, 2024 and sell it today you would lose (3,223) from holding American Express or give up 17.26% of portfolio value over 90 days. American Express is generating negative expected returns and assumes 3.0412% volatility on return distribution over the 90 days horizon. Simply put, 27% of stocks are less volatile than American, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading 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 = -0.0902
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AXPB34 |
Estimated Market Risk
| 3.04 actual daily | 27 73% of assets are more volatile |
Expected Return
| -0.27 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 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 | 0.32 | |||
| Return On Asset | 0.0361 | |||
| Profit Margin | 0.15 % | |||
| Operating Margin | 0.19 % | |||
| Current Valuation | 801.87 B | |||
| Shares Outstanding | 7.43 B | |||
| Price To Earning | 32.93 X | |||
| Price To Book | 4.79 X | |||
| Price To Sales | 12.07 X | |||
| Revenue | 50.68 B | |||
| Cash And Equivalents | 29.11 B | |||
| Cash Per Share | 3.66 X | |||
| Total Debt | 43 B | |||
| Debt To Equity | 1.54 % | |||
| Book Value Per Share | 3.33 X | |||
| Cash Flow From Operations | 14.64 B | |||
| Earnings Per Share | 5.21 X | |||
| Total Asset | 228 B | |||
About American Express Performance
By analyzing American Express' fundamental ratios, stakeholders can gain valuable insights into American Express' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if American Express has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if American Express has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. American Express Company was founded in 1850 and is headquartered in New York, New York. AMERICAN EXPDRN operates under Credit Services classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 63700 people.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 has high historical volatility and very poor performance |
- 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.
Complementary 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.
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