American Stock Performance

AXP
 Stock
  

USD 154.15  0.22  0.14%   

The firm shows a Beta (market volatility) of 1.3476, which signifies a somewhat significant risk relative to the market. Let's try to break down what American's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, American Express will likely underperform. Although it is important to respect American Express historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy in foreseeing future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing American Express technical indicators, you can presently evaluate if the expected return of 0.0253% will be sustainable into the future. American Express right now shows a risk of 2.18%. Please confirm American Express maximum drawdown, and the relationship between the information ratio and expected short fall to decide if American Express will be following its price patterns.
  
American Performance
0 of 100
Over the last 90 days American Express has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, American Express is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the insiders. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0135
Payout Ratio
0.2
Last Split Factor
10000:8753
Forward Annual Dividend Rate
2.08
Dividend Date
2022-11-10
Ex Dividend Date
2022-10-13

American Price Channel

Quick Ratio1.61
Fifty Two Week Low130.65
Target High Price220.00
Fifty Two Week High199.55
Payout Ratio14.74%
Trailing Annual Dividend Yield1.30%
Target Low Price128.00

American Express Relative Risk vs. Return Landscape

If you would invest  15,395  in American Express on August 29, 2022 and sell it today you would earn a total of  20.00  from holding American Express or generate 0.13% return on investment over 90 days. American Express is generating 0.0253% of daily returns assuming volatility of 2.1843% on return distribution over 90 days investment horizon. In other words, 18% of stocks are less volatile than American, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon American Express is expected to generate 4.48 times less return on investment than the market. In addition to that, the company is 1.6 times more volatile than its market benchmark. It trades about 0.01 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.08 per unit of volatility.

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 = 0.0116

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Negative ReturnsAXP
Estimated Market Risk
 2.18
  actual daily
 
 18 %
of total potential
 
1818
Expected Return
 0.03
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.01
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average American Express is performing at about 0% 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.

About American Express Performance

To evaluate American Express Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when American Express generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare American Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand American Express market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents American's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash-120 M-123.2 M
Return on Investment 9.18  8.64 
Return on Average Assets 4.24  4.06 
Return on Average Equity 35.69  33.95 
Return on Invested Capital 0.05  0.045 
Return on Sales 0.24  0.22 

Things to note about American Express

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 Alerts

Equity Alerts and Improvement Suggestions

American Express has a frail financial position based on the latest SEC disclosures
Over 86.0% of the company shares are held by institutions such as insurance companies
On 10th of November 2022 American Express paid $ 0.52 per share dividend to its current shareholders
Latest headline from news.google.com: American Express Company insiders sold US14m worth of stock, possibly signalling a downtrend - Yahoo Movies UK
Please continue to Trending Equities. You can also try Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

Complementary Tools for 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 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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Is American Express' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of American Express. If investors know American will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about American Express listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.089
Market Capitalization
115.2 B
Quarterly Revenue Growth YOY
0.15
Return On Assets
0.0384
Return On Equity
31.15
The market value of American Express is measured differently than its book value, which is the value of American that is recorded on the company's balance sheet. Investors also form their own opinion of American Express' value that differs from its market value or its book value, called intrinsic value, which is American Express' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because American Express' market value can be influenced by many factors that don't directly affect American Express' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
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 American Express value 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.