American Express Stock Buy Hold or Sell Recommendation
| AXP Stock | USD 293.00 5.29 1.84% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding American Express is 'Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell American Express given historical horizon and risk tolerance towards American Express. When Macroaxis issues a 'buy' or 'sell' recommendation for American Express, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out American Express Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in American Stock, please use our How to Invest in American Express guide. Note, we conduct extensive research on individual companies such as American and provide practical buy, sell, or hold advice based on investors' constraints. American Express. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest.
American |
Execute American Express Buy or Sell Advice
The American recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on American Express. Macroaxis does not own or have any residual interests in American Express or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute American Express' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
American Express Trading Alerts and Improvement Suggestions
| About 64.0% of the company shares are held by institutions such as insurance companies | |
| On 8th of November 2024 American Express paid $ 0.7 per share dividend to its current shareholders | |
| Latest headline from investing.com: WidePoint CFO sells 105,160 in stock |
American Express Returns Distribution Density
The distribution of American Express' historical returns is an attempt to chart the uncertainty of American Express' future price movements. The chart of the probability distribution of American Express daily returns describes the distribution of returns around its average expected value. We use American Express price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of American Express returns is essential to provide solid investment advice for American Express.
| Mean Return | 0.21 | Value At Risk | -2.68 | Potential Upside | 2.81 | Standard Deviation | 1.67 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of American Express historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
American Stock Institutional Investors
The American Express' institutional investors refer to entities that pool money to purchase American Express' securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | T. Rowe Price Associates, Inc. | 2024-06-30 | 9.1 M | Fisher Asset Management, Llc | 2024-09-30 | 8.7 M | Nuveen Asset Management, Llc | 2024-06-30 | 6.8 M | Norges Bank | 2024-06-30 | 6.4 M | Northern Trust Corp | 2024-09-30 | 5.9 M | Legal & General Group Plc | 2024-06-30 | 5.1 M | Amvescap Plc. | 2024-06-30 | 5.1 M | Artisan Partners Limited Partnership | 2024-06-30 | 4.8 M | Goldman Sachs Group Inc | 2024-06-30 | 4.8 M | Berkshire Hathaway Inc | 2024-06-30 | 151.6 M | Vanguard Group Inc | 2024-09-30 | 45.1 M |
American Express Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (3.4B) | 8.5B | (10.9B) | 11.9B | 12.7B | 13.3B | |
| Free Cash Flow | 12.0B | 4.1B | 13.1B | 19.2B | 17.0B | 17.8B | |
| Depreciation | 1.2B | 1.5B | 1.7B | 1.6B | 1.7B | 902.7M | |
| Other Non Cash Items | 3.6B | 4.7B | (2.2B) | 2.5B | 5.6B | 2.9B | |
| Dividends Paid | 1.4B | 1.5B | 1.4B | 1.6B | 1.8B | 1.9B | |
| Capital Expenditures | 1.6B | 1.5B | 1.6B | 1.9B | 1.6B | 1.0B | |
| Net Income | 6.8B | 3.1B | 8.1B | 7.5B | 8.4B | 8.8B | |
| End Period Cash Flow | 24.4B | 33.0B | 22.0B | 33.9B | 46.6B | 48.9B | |
| Investments | (14.9B) | 13.6B | (9.0B) | (31.8B) | (24.4B) | (23.2B) | |
| Net Borrowings | 2.2B | (20.2B) | (3.4B) | 3.6B | 4.2B | 4.4B | |
| Change To Netincome | 4.3B | 4.7B | (1.6B) | 2.0B | 2.3B | 2.3B |
American Express Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to American Express or Consumer Finance sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that American Express' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a American stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | 1.64 | |
σ | Overall volatility | 1.67 | |
Ir | Information ratio | 0.07 |
American Express Volatility Alert
American Express has relatively low volatility with skewness of 0.82 and kurtosis of 3.13. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure American Express' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact American Express' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.American Express Implied Volatility
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.
American Express Fundamentals Vs Peers
Comparing American Express' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze American Express' direct or indirect competition across all of the common fundamentals between American Express and the related equities. This way, we can detect undervalued stocks with similar characteristics as American Express or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of American Express' fundamental indicators could also be used in its relative valuation, which is a method of valuing American Express by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare American Express to competition |
| Fundamentals | American Express | Peer Average |
| Return On Equity | 0.35 | -0.31 |
| Return On Asset | 0.0379 | -0.14 |
| Profit Margin | 0.17 % | (1.27) % |
| Operating Margin | 0.21 % | (5.51) % |
| Current Valuation | 210.59 B | 16.62 B |
| Shares Outstanding | 704.44 M | 571.82 M |
| Shares Owned By Insiders | 21.64 % | 10.09 % |
| Shares Owned By Institutions | 64.45 % | 39.21 % |
| Number Of Shares Shorted | 7.88 M | 4.71 M |
| Price To Earning | 15.49 X | 28.72 X |
| Price To Book | 6.82 X | 9.51 X |
| Price To Sales | 3.42 X | 11.42 X |
| Revenue | 60.36 B | 9.43 B |
| Gross Profit | 28.78 B | 27.38 B |
| EBITDA | 14.33 B | 3.9 B |
| Net Income | 8.37 B | 570.98 M |
| Cash And Equivalents | 34 B | 2.7 B |
| Cash Per Share | 42.01 X | 5.01 X |
| Total Debt | 49.16 B | 5.32 B |
| Debt To Equity | 1.84 % | 48.70 % |
| Current Ratio | 1.62 X | 2.16 X |
| Book Value Per Share | 42.20 X | 1.93 K |
| Cash Flow From Operations | 18.56 B | 971.22 M |
| Short Ratio | 2.95 X | 4.00 X |
| Earnings Per Share | 13.69 X | 3.12 X |
| Price To Earnings To Growth | 1.82 X | 4.89 X |
| Target Price | 274.88 | |
| Number Of Employees | 74.6 K | 18.84 K |
| Beta | 1.21 | -0.15 |
| Market Capitalization | 202.68 B | 19.03 B |
| Total Asset | 261.11 B | 29.47 B |
| Retained Earnings | 19.61 B | 9.33 B |
| Working Capital | 9.57 B | 1.48 B |
Note: Acquisition by Christopher Young of 232 shares of American Express subject to Rule 16b-3 [view details]
American Express Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as American . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About American Express Buy or Sell Advice
When is the right time to buy or sell American Express? Buying financial instruments such as American Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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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.