American Financial Statements From 2010 to 2026

AXP Stock   29.65  0.76  2.63%   
American Express' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing American Express' valuation are provided below:
Market Capitalization
263.9 B
Earnings Share
14.8923
We have found fourty-two available fundamental signals for American Express CDR, which can be analyzed and compared to other ratios and to its rivals. Self-guided Investors are advised to validate American Express' prevailing fundamentals against the trend between 2010 and 2026 to make sure the company can sustain itself down the road.

American Express Total Revenue

75.58 Billion

Check American Express financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among American Express' main balance sheet or income statement drivers, such as Tax Provision of 2.7 B, Interest Expense of 117.4 M or Selling General Administrative of 20.7 B, as well as many indicators such as . American financial statements analysis is a perfect complement when working with American Express Valuation or Volatility modules.
  
This module can also supplement various American Express Technical models . Check out the analysis of American Express Correlation against competitors.
To learn how to invest in American Stock, please use our How to Invest in American Express guide.

American Express Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets291.8 B300.1 B240.8 B
Slightly volatile
Total Stockholder Equity32 B33.5 B26.2 B
Slightly volatile
Retained Earnings23 B25.5 B17.8 B
Slightly volatile
Cash3.6 B3.4 B4.8 B
Slightly volatile
Other AssetsB6.4 B4.5 B
Slightly volatile
Long Term Debt54 B56.4 B44.8 B
Slightly volatile
Cash And Short Term Investments45.5 B46.9 B35.5 B
Slightly volatile
Net Receivables65.6 B61.9 B58.4 B
Slightly volatile
Good Will4.6 B4.9 B3.9 B
Slightly volatile
Common Stock Shares Outstanding570.8 M686 M725.9 M
Slightly volatile
Long Term Debt Total54 B56.4 B44.8 B
Slightly volatile
Liabilities And Stockholders Equity291.8 B300.1 B240.8 B
Slightly volatile
Capital Surpluse9.3 B11.4 B11.6 B
Slightly volatile
Total Liabilities259.7 B266.6 B214.6 B
Slightly volatile
Cash And Equivalents40.6 B43.5 B30.7 B
Slightly volatile
Short Term Debt147.6 B153.9 B119 B
Slightly volatile
Intangible Assets91.4 M90 M135.3 M
Slightly volatile
Common Stock114.6 M138 M145.6 M
Slightly volatile
Property Plant Equipment6.5 B7.1 B5.5 B
Slightly volatile

American Express Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Tax Provision2.7 BB2.2 B
Slightly volatile
Interest Expense117.4 M121 M249 M
Slightly volatile
Selling General Administrative20.7 B20.6 B17.9 B
Slightly volatile
Total Revenue75.6 B77.7 B59.9 B
Slightly volatile
Gross Profit46.6 B47.8 B38 B
Slightly volatile
Operating Income12.9 B13.8 B10.3 B
Slightly volatile
Cost Of Revenue29 B29.9 B21.8 B
Slightly volatile
Total Operating Expenses62.7 B63.9 B49.6 B
Slightly volatile
Income Before Tax12.9 B13.8 B10.3 B
Slightly volatile
Net Income Applicable To Common Shares10 B10.7 B7.9 B
Slightly volatile
Net Income10.1 B10.8 B8.1 B
Slightly volatile

American Express Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Other Cashflows From Financing Activities13.6 B13 B23.1 B
Slightly volatile
Depreciation1.9 B1.8 B1.7 B
Slightly volatile
Dividends Paid2.1 B2.3 B1.7 B
Slightly volatile
Capital Expenditures2.1 B2.4 B1.9 B
Slightly volatile
Total Cash From Operating Activities14.4 B18.4 B20 B
Slightly volatile
Net Income10.1 B10.8 B8.1 B
Slightly volatile
Total Cash From Financing Activities11.7 B11.2 B21.4 B
Slightly volatile

American Fundamental Market Drivers

About American Express Financial Statements

American Express investors utilize fundamental indicators, such as revenue or net income, to predict how American Stock might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
Last ReportedProjected for Next Year
Total Revenue77.7 B75.6 B
Cost Of Revenue29.9 B29 B

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 Stock

  0.79VISA Visa Inc CDRPairCorr
  0.75MA Mastercard CDRPairCorr
  0.72AXP AMERICAN EXPRESS CDRPairCorr

Moving against American Stock

  0.65PPL Pembina Pipeline Corp Earnings Call Next WeekPairCorr
  0.6AMGN Amgen CDRPairCorr
  0.38ECN ECN Capital CorpPairCorr
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 CDR to buy it.
The correlation of American Express is a statistical measure of how it moves in relation to other instruments. 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 CDR 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

Other Information on Investing in American Stock

American Express financial ratios help investors to determine whether American Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Express security.