American Express Stock Cash Position Weight
| AXP Stock | USD 293.00 5.29 1.84% |
American Express fundamentals help investors to digest information that contributes to American Express' financial success or failures. It also enables traders to predict the movement of American Stock. The fundamental analysis module provides a way to measure American Express' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to American Express stock.
American | Cash Position Weight |
American Express Company Cash Position Weight Analysis
American Express' Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
American Cash Position Weight Driver Correlations
Understanding the fundamental principles of building solid financial models for American Express is extremely important. It helps to project a fair market value of American Stock properly, considering its historical fundamentals such as Cash Position Weight. Since American Express' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of American Express' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of American Express' interrelated accounts and indicators.
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Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, American Express has 0.0% in Cash Position Weight. This indicator is about the same for the Consumer Finance average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).
American Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses American Express' direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of American Express could also be used in its relative valuation, which is a method of valuing American Express by comparing valuation metrics of similar companies.American Express is currently under evaluation in cash position weight category among its peers.
American Express ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, American Express' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to American Express' managers, analysts, and investors.Environmental | Governance | Social |
American Fundamentals
| Return On Equity | 0.35 | ||||
| Return On Asset | 0.0379 | ||||
| Profit Margin | 0.17 % | ||||
| Operating Margin | 0.21 % | ||||
| Current Valuation | 210.59 B | ||||
| Shares Outstanding | 704.44 M | ||||
| Shares Owned By Insiders | 21.64 % | ||||
| Shares Owned By Institutions | 64.45 % | ||||
| Number Of Shares Shorted | 7.88 M | ||||
| Price To Earning | 15.49 X | ||||
| Price To Book | 6.82 X | ||||
| Price To Sales | 3.42 X | ||||
| Revenue | 60.36 B | ||||
| Gross Profit | 28.78 B | ||||
| EBITDA | 14.33 B | ||||
| Net Income | 8.37 B | ||||
| Cash And Equivalents | 34 B | ||||
| Cash Per Share | 42.01 X | ||||
| Total Debt | 49.16 B | ||||
| Debt To Equity | 1.84 % | ||||
| Current Ratio | 1.62 X | ||||
| Book Value Per Share | 42.20 X | ||||
| Cash Flow From Operations | 18.56 B | ||||
| Short Ratio | 2.95 X | ||||
| Earnings Per Share | 13.69 X | ||||
| Price To Earnings To Growth | 1.82 X | ||||
| Target Price | 274.88 | ||||
| Number Of Employees | 74.6 K | ||||
| Beta | 1.21 | ||||
| Market Capitalization | 202.68 B | ||||
| Total Asset | 261.11 B | ||||
| Retained Earnings | 19.61 B | ||||
| Working Capital | 9.57 B | ||||
| Current Asset | 84.45 B | ||||
| Current Liabilities | 74.88 B | ||||
| Annual Yield | 0.01 % | ||||
| Five Year Return | 1.33 % | ||||
| Net Asset | 261.11 B | ||||
| Last Dividend Paid | 2.7 |
About American Express Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze American Express's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of American Express using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of American Express based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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
| 0.83 | AC | Associated Capital | PairCorr |
| 0.83 | GS | Goldman Sachs Group Fiscal Year End 21st of January 2025 | PairCorr |
| 0.85 | MC | Moelis Potential Growth | PairCorr |
| 0.93 | SF | Stifel Financial Earnings Call This Week | PairCorr |
| 0.81 | TW | Tradeweb Markets Normal Trading | PairCorr |
Moving against American Stock
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 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 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.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.