American Express Stock Ten Year Return

AXP Stock

USD 304.25 1.32 0.43%

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.

Short Long Term Debt Total Total Assets

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American Express Company Ten Year Return Analysis

American Express' Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Ten Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Ten Year Return | All Equity Analysis

American Ten Year Return 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 Ten Year Return. 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.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Total Liab	Total Current Assets	Short Term Debt	Common Stock	Net Receivables	Accounts Payable	Long Term Debt	Short Term Investments	Intangible Assets	Property Plant Equipment	Good Will	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Long Term Debt	Current Deferred Revenue	Cash And Equivalents	Net Invested Capital	Capital Stock
Total Assets		0.77	-0.58	0.77	0.99	0.38	-0.54	0.17	0.43	0.25	0.16	0.2	-0.5	0.92	0.71	0.79	-0.64	-0.51	-0.52	-0.71	0.89	0.83	-0.26	-0.51
Total Stockholder Equity	0.77		-0.17	0.6	0.7	0.34	-0.78	0.7	0.54	-0.15	0.6	0.17	-0.01	0.89	0.89	0.69	-0.6	-0.09	-0.3	-0.49	0.56	0.47	-0.13	-0.21
Net Debt	-0.58	-0.17		-0.73	-0.62	-0.4	0.25	0.36	0.09	-0.04	0.43	-0.25	0.69	-0.49	-0.28	-0.52	0.76	0.74	0.73	0.64	-0.85	-0.8	0.6	0.82
Retained Earnings	0.77	0.6	-0.73		0.76	0.67	-0.62	0.12	0.24	-0.13	0.14	0.17	-0.59	0.76	0.64	0.78	-0.78	-0.75	-0.57	-0.75	0.87	0.69	-0.46	-0.87
Total Liab	0.99	0.7	-0.62	0.76		0.37	-0.48	0.07	0.4	0.31	0.08	0.2	-0.56	0.89	0.65	0.77	-0.61	-0.56	-0.53	-0.71	0.91	0.85	-0.28	-0.54
Total Current Assets	0.38	0.34	-0.4	0.67	0.37		-0.45	0.16	0.26	-0.35	0.25	0.13	-0.25	0.32	0.39	0.7	-0.39	-0.64	0.03	-0.13	0.47	0.44	-0.02	-0.65
Short Term Debt	-0.54	-0.78	0.25	-0.62	-0.48	-0.45		-0.76	-0.39	0.38	-0.71	-0.06	-0.13	-0.64	-0.87	-0.48	0.6	0.28	0.43	0.43	-0.47	-0.45	0.35	0.42
Common Stock	0.17	0.7	0.36	0.12	0.07	0.16	-0.76		0.48	-0.4	0.92	-0.09	0.63	0.37	0.68	0.14	-0.2	0.28	0.04	-0.01	-0.06	-0.05	0.09	0.16
Net Receivables	0.43	0.54	0.09	0.24	0.4	0.26	-0.39	0.48		0.24	0.61	-0.01	0.22	0.37	0.31	0.23	0.04	0.07	0.01	-0.16	0.22	0.43	0.44	0.07
Accounts Payable	0.25	-0.15	-0.04	-0.13	0.31	-0.35	0.38	-0.4	0.24		-0.23	-0.27	-0.2	0.06	-0.36	-0.18	0.27	0.04	-0.09	-0.16	0.11	0.23	0.31	0.16
Long Term Debt	0.16	0.6	0.43	0.14	0.08	0.25	-0.71	0.92	0.61	-0.23		-0.18	0.58	0.28	0.55	0.08	0.02	0.18	0.11	-0.02	-0.1	-0.05	0.29	0.15
Short Term Investments	0.2	0.17	-0.25	0.17	0.2	0.13	-0.06	-0.09	-0.01	-0.27	-0.18		-0.36	0.29	0.3	0.27	-0.21	-0.04	-0.05	-0.34	0.2	0.23	-0.12	-0.04
Intangible Assets	-0.5	-0.01	0.69	-0.59	-0.56	-0.25	-0.13	0.63	0.22	-0.2	0.58	-0.36		-0.36	-0.05	-0.53	0.38	0.65	0.39	0.57	-0.65	-0.48	0.41	0.63
Property Plant Equipment	0.92	0.89	-0.49	0.76	0.89	0.32	-0.64	0.37	0.37	0.06	0.28	0.29	-0.36		0.83	0.73	-0.77	-0.35	-0.54	-0.76	0.8	0.68	-0.29	-0.43
Good Will	0.71	0.89	-0.28	0.64	0.65	0.39	-0.87	0.68	0.31	-0.36	0.55	0.3	-0.05	0.83		0.66	-0.68	-0.29	-0.37	-0.53	0.59	0.49	-0.39	-0.37
Net Tangible Assets	0.79	0.69	-0.52	0.78	0.77	0.7	-0.48	0.14	0.23	-0.18	0.08	0.27	-0.53	0.73	0.66		-0.65	-0.54	-0.16	-0.38	0.76	0.62	-0.34	-0.62
Long Term Debt Total	-0.64	-0.6	0.76	-0.78	-0.61	-0.39	0.6	-0.2	0.04	0.27	0.02	-0.21	0.38	-0.77	-0.68	-0.65		0.48	0.68	0.66	-0.78	-0.59	0.66	0.7
Capital Surpluse	-0.51	-0.09	0.74	-0.75	-0.56	-0.64	0.28	0.28	0.07	0.04	0.18	-0.04	0.65	-0.35	-0.29	-0.54	0.48		0.46	0.52	-0.75	-0.62	0.44	0.9
Long Term Investments	-0.52	-0.3	0.73	-0.57	-0.53	0.03	0.43	0.04	0.01	-0.09	0.11	-0.05	0.39	-0.54	-0.37	-0.16	0.68	0.46		0.79	-0.68	-0.62	0.53	0.53
Short Long Term Debt	-0.71	-0.49	0.64	-0.75	-0.71	-0.13	0.43	-0.01	-0.16	-0.16	-0.02	-0.34	0.57	-0.76	-0.53	-0.38	0.66	0.52	0.79		-0.76	-0.58	0.39	0.57
Current Deferred Revenue	0.89	0.56	-0.85	0.87	0.91	0.47	-0.47	-0.06	0.22	0.11	-0.1	0.2	-0.65	0.8	0.59	0.76	-0.78	-0.75	-0.68	-0.76		0.89	-0.49	-0.78
Cash And Equivalents	0.83	0.47	-0.8	0.69	0.85	0.44	-0.45	-0.05	0.43	0.23	-0.05	0.23	-0.48	0.68	0.49	0.62	-0.59	-0.62	-0.62	-0.58	0.89		-0.3	-0.6
Net Invested Capital	-0.26	-0.13	0.6	-0.46	-0.28	-0.02	0.35	0.09	0.44	0.31	0.29	-0.12	0.41	-0.29	-0.39	-0.34	0.66	0.44	0.53	0.39	-0.49	-0.3		0.64
Capital Stock	-0.51	-0.21	0.82	-0.87	-0.54	-0.65	0.42	0.16	0.07	0.16	0.15	-0.04	0.63	-0.43	-0.37	-0.62	0.7	0.9	0.53	0.57	-0.78	-0.6	0.64

Click cells to compare fundamentals

Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.

Competition

Predict American Express

American Return On Tangible Assets

Return On Tangible Assets

0.0179

At this time, American Express' Return On Tangible Assets are relatively stable compared to the past year.

Based on the latest financial disclosure, American Express has a Ten Year Return of 0.0%. 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 Ten Year Return 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 Ten Year Return 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 ten year return 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	222.24 B
	Shares Outstanding	704.44 M
	Shares Owned By Insiders	21.64 %
	Shares Owned By Institutions	64.42 %
	Number Of Shares Shorted	8.93 M
	Price To Earning	15.49 X
	Price To Book	7.25 X
	Price To Sales	3.62 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	3.09 X
	Earnings Per Share	13.60 X
	Price To Earnings To Growth	1.94 X
	Target Price	279.3
	Number Of Employees	74.6 K
	Beta	1.21
	Market Capitalization	214.33 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

0.77	V	Visa Class A	Pair Corr
0.78	DHIL	Diamond Hill Investment	Pair Corr
0.7	AB	AllianceBernstein	Pair Corr
0.78	AC	Associated Capital	Pair Corr
0.96	BN	Brookfield Corp	Pair Corr

Moving against American Stock

0.76	XP	Xp Inc Downward Rally	Pair Corr
0.63	WU	Western Union	Pair Corr
0.54	PT	Pintec Technology	Pair Corr
0.34	RM	Regional Management Corp	Pair Corr

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.

Pair Correlation Correlation Matching

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.

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