American Historical Balance Sheet

AXP
 Stock
  

USD 165.35  0.05  0.0302%   

Trend analysis of American Express balance sheet accounts such as Total Assets of 198.6 B, Current Assets of 69.1 B or Cash and Equivalents of 26.1 B provides information on American Express' total assets, liabilities, and equity, which is the actual value of American Express to its prevalent stockholders. By breaking down trends over time using American Express balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year. Financial Statement Analysis is much more than just reviewing and breaking down American Express prevalent accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether American Express is a good buy for the upcoming year.
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About American Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of American Express at a specified time, usually calculated after every quarter, six months, or one year. American Express Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of American Express and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which American currently owns. An asset can also be divided into two categories, current and non-current.

American Express Balance Sheet Chart

American Express Balance Sheet is one of the main financial statements that report all assets, liabilities, and shareholders' equity for the current year. It provides a basis for different types of computing rates of return, such as return on equity (ROE) or return on asset (ROA), as well as shows how American Express uses and utilizes its capital. It also shows what exactly a company owns and owes.
American Express Total Liabilities is very stable at the moment as compared to the past year. American Express reported last year Total Liabilities of 166.37 Billion. As of 16th of August 2022, Trade and Non Trade Payables is likely to grow to about 12.1 B, while Deposit Liabilities is likely to drop about 78.7 B.

Total Assets

Total assets refers to the total amount of American Express assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in American Express books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. Sum of the carrying amounts as of the balance sheet date of all assets that are recognized. Major components are Cash and Equivalents; Investments; [Intangibles]; Property Plant and Equipment Net; [TaxAssets] and Trade and Non Trade Receivables.

Current Assets

Current assets of American Express include cash, cash equivalents, short-term investments, accounts receivable, stock inventory and the portion of prepaid liabilities which will be paid within a year. Depending on the nature of the business, current assets can range from barrels of crude oil, to baked goods, to foreign currency. Current assets are important because they are the assets that are used to fund day-to-day operations of American Express. The current portion of Total Assets; reported if a company operates a classified balance sheet that segments current and non-current assets.

Shareholders Equity

A principal component of the balance sheet; in addition to Total Liabilities and Total Assets; that represents the total of all stockholders' equity (deficit) items; net of receivables from officers; directors; owners; and affiliates of the entity which are attributable to the parent.

Total Liabilities

Deferred Income Tax is recorded on American Express balance sheet and a result of income already earned and recognized for accounting, but not tax, purposes. Also, differences between tax laws and accounting methods can result in a temporary difference in the amount of income tax payable by a company. This difference is recorded on American Express books as deferred income tax. Sum of the carrying amounts as of the balance sheet date of all liabilities that are recognized. Principal components are Total Debt; [DeferredRev]; Trade and Non Trade Payables; Deposit Liabilities; and Tax Liabilities.
Most accounts from American Express balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into American Express current financial condition. On the other hand, looking into the entire matrix of balance sheet accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Please continue to Trending Equities.American Express Total Liabilities is very stable at the moment as compared to the past year. American Express reported last year Total Liabilities of 166.37 Billion. As of 16th of August 2022, Trade and Non Trade Payables is likely to grow to about 12.1 B, while Deposit Liabilities is likely to drop about 78.7 B.
 2021 2022 (projected)
Current Assets76 B69.11 B
Total Assets188.55 B198.56 B

American Express balance sheet Correlations

American Express Account Relationship Matchups

American Express balance sheet Accounts

201720182019202020212022 (projected)
Long Term Debt55.8 B58.42 B57.84 B42.95 B38.67 B51.57 B
Accumulated Other Comprehensive Income(2.43 B)(2.6 B)(2.74 B)(2.9 B)(2.94 B)(3.18 B)
Total Assets181.2 B188.6 B198.32 B191.37 B188.55 B198.56 B
Cash and Equivalents32.93 B27.45 B24.45 B32.97 B22.03 B26.11 B
Cash and Equivalents USD32.93 B27.45 B24.45 B32.97 B22.03 B26.11 B
Total Debt59.08 B61.52 B64.28 B44.83 B40.92 B45.42 B
Total Debt USD59.08 B61.52 B64.28 B44.83 B40.92 B45.42 B
Deposit Liabilities64.45 B69.96 B73.29 B86.88 B84.38 B78.66 B
Shareholders Equity18.26 B22.29 B23.07 B22.98 B22.18 B23.66 B
Shareholders Equity USD18.26 B22.29 B23.07 B22.98 B22.18 B23.66 B
Investments77.46 B88.04 B98.03 B92.27 B90.71 B93.94 B
Total Liabilities162.94 B166.31 B175.25 B168.38 B166.37 B174.89 B
Trade and Non Trade Payables14.66 B12.26 B12.74 B9.44 B10.57 B12.15 B
Property Plant and Equipment Net4.33 B4.42 B4.83 B5.01 B4.99 B5.1 B
Trade and Non Trade Receivables56.73 B55.32 B56.79 B43.43 B53.58 B56.98 B
Accumulated Retained Earnings Deficit8.31 B12.5 B13.87 B13.84 B13.47 B13.13 B

American Express Investors Sentiment

The influence of American Express' investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in American. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Investor biases related to American Express' public news can be used to forecast risks associated with investment in American. The trend in average sentiment can be used to explain how an investor holding American can time the market purely based on public headlines and social activities around American Express. Please note that most equiteis that are difficult to arbitrage are affected by market sentiment the most.
American Express' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for American Express' and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average American Express' news discussions. The higher the estimated score, the more favorable is the investor's outlook on American Express.

American Express Implied Volatility

    
  36.62  
American Express' implied volatility exposes the market's sentiment of American Express stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if American Express' implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that American Express stock will not fluctuate a lot when American Express' options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards American Express in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, American Express' short interest history, or implied volatility extrapolated from American Express options trading.

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 Express

0.75AMRKA-Mark Precious Meta Fiscal Year End 8th of September 2022 PairCorr
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 equities. 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
Please continue to Trending Equities. Note that the American Express information on this page should be used as a complementary analysis to other American Express' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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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.
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.