American Historical Balance Sheet

AXP Stock

USD 301.30 8.30 2.83%

Trend analysis of American Express balance sheet accounts such as Total Assets of 169.3 B, Short and Long Term Debt Total of 50.9 B or Total Current Liabilities of 154.2 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.

Cash Flow Balance Sheet Income Statement

Oil Shock

Dot-com Bubble

Housing Crash

Credit Downgrade

Yuan Drop

Covid

Financial Statement Analysis is much more than just reviewing and examining American Express latest 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.

American Express Inventory

151.83 Billion

Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in 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.

To learn how to invest in American Stock, please use our How to Invest in American Express guide.

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

At this time, American Express' Property Plant And Equipment Gross is relatively stable compared to the past year. As of 11/25/2024, Total Current Assets is likely to grow to about 153.6 B, while Property Plant And Equipment Net is likely to drop slightly above 3.6 B.

Common Stock Shares Outstanding Total Assets Short Long Term Debt Total Total Current Liabilities Non Current Assets Total Long Term Debt

Add Fundamental

Common Stock Shares Outstanding

The total number of shares of a company's common stock that are currently owned by all its shareholders.

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. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.

Total Current Liabilities

Total Current Liabilities is an item on American Express balance sheet that include short term debt, accounts payable, accrued salaries payable, payroll taxes payable, accrued liabilities and other debts. Total Current Liabilities of American Express are important to investors because some useful performance ratios such as Current Ratio and Quick Ratio require Total Current Liabilities to be accurate. The total amount of liabilities that a company is expected to pay within one year, including debts, accounts payable, and other short-term financial obligations.

Non Current Assets Total

The total value of a company's long-term assets, which are not expected to be converted into cash or used up within one year or the operating cycle, including property, plant, and equipment, and intangible assets.

Long Term Debt

Long-term debt is a debt that American Express has held for over one year. Long-term debt appears on American Express balance sheet and also includes long-term leases. The most common forms of long term debt are bonds payable, long-term notes payable, mortgage payable, pension liabilities, and lease liabilities. In the corporate world, long-term debt is generally used to fund big-ticket items, such as machinery, buildings, and land. The total of long-term debt reported on American Express balance sheet is the sum of the balances of all categories of long-term debt. Debt that is not due within the current year and is often considered to be financing activities that are to be repaid over several years.

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. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in 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.

To learn how to invest in American Stock, please use our How to Invest in American Express guide.At this time, American Express' Property Plant And Equipment Gross is relatively stable compared to the past year. As of 11/25/2024, Total Current Assets is likely to grow to about 153.6 B, while Property Plant And Equipment Net is likely to drop slightly above 3.6 B.

	2022	2023	2024 (projected)
Short and Long Term Debt Total	44B	49.2B	50.9B
Total Assets	228B	261.1B	169.3B

Short Long Term Debt Total Total Assets

American Express balance sheet Correlations

	Common Stock Shares Outstanding	Total Assets	Short Long Term Debt Total	Total Current Liabilities	Total Stockholder Equity	Property Plant And Equipment Net	Net Debt	Retained Earnings	Cash	Non Current Assets Total	Non Currrent Assets Other	Other Assets	Cash And Short Term Investments	Non Current Liabilities Total	Other Stockholder Equity	Total Liab	Property Plant And Equipment Gross	Total Current Assets	Short Term Debt	Common Stock	Other Current Liab	Net Receivables	Common Stock Total Equity	Other Liab	Accounts Payable	Long Term Debt
Common Stock Shares Outstanding		-0.85	-0.01	-0.19	-0.83	-0.92	0.47	-0.76	-0.63	-0.22	-0.02	-0.11	-0.51	-0.38	-0.53	-0.82	-0.57	-0.22	0.67	-0.37	0.56	-0.34	0.99	-0.67	-0.06	-0.31
Total Assets	-0.85		-0.1	0.38	0.77	0.84	-0.58	0.77	0.67	0.36	0.21	-0.12	0.62	0.62	0.29	0.99	0.67	0.38	-0.54	0.17	-0.62	0.43	-0.86	0.63	0.25	0.16
Short Long Term Debt Total	-0.01	-0.1		-0.13	0.32	-0.2	0.65	-0.11	0.08	-0.37	0.19	0.19	-0.09	-0.13	0.67	-0.16	-0.42	0.16	-0.41	0.76	-0.29	0.59	0.0	-0.37	-0.11	0.93
Total Current Liabilities	-0.19	0.38	-0.13		0.15	0.0	-0.63	0.68	0.71	-0.16	0.08	-0.02	0.83	0.81	-0.1	0.41	0.63	0.79	-0.26	-0.13	-0.75	0.11	-0.31	0.12	0.0	-0.06
Total Stockholder Equity	-0.83	0.77	0.32	0.15		0.77	-0.17	0.6	0.51	0.15	0.12	-0.06	0.38	0.36	0.8	0.7	0.36	0.34	-0.78	0.7	-0.53	0.54	-0.81	0.55	-0.15	0.6
Property Plant And Equipment Net	-0.92	0.84	-0.2	0.0	0.77		-0.43	0.59	0.37	0.35	-0.02	0.0	0.31	0.23	0.37	0.82	0.47	0.05	-0.43	0.2	-0.3	0.24	-0.88	0.72	0.14	0.08
Net Debt	0.47	-0.58	0.65	-0.63	-0.17	-0.43		-0.73	-0.71	-0.32	0.0	0.14	-0.78	-0.69	0.25	-0.62	-0.82	-0.4	0.25	0.36	0.43	0.09	0.54	-0.54	-0.04	0.43
Retained Earnings	-0.76	0.77	-0.11	0.68	0.6	0.59	-0.73		0.85	0.21	0.11	-0.12	0.87	0.82	0.22	0.76	0.84	0.67	-0.62	0.12	-0.84	0.24	-0.83	0.58	-0.13	0.14
Cash	-0.63	0.67	0.08	0.71	0.51	0.37	-0.71	0.85		0.07	0.17	-0.02	0.94	0.79	0.3	0.66	0.68	0.67	-0.71	0.24	-0.84	0.43	-0.7	0.36	-0.05	0.3
Non Current Assets Total	-0.22	0.36	-0.37	-0.16	0.15	0.35	-0.32	0.21	0.07		0.65	-0.77	-0.01	0.38	-0.13	0.38	0.4	-0.16	-0.06	-0.16	0.18	0.19	-0.18	0.2	0.1	-0.25
Non Currrent Assets Other	-0.02	0.21	0.19	0.08	0.12	-0.02	0.0	0.11	0.17	0.65		-0.52	0.02	0.46	0.06	0.22	0.19	-0.05	-0.07	0.07	-0.1	0.61	-0.02	-0.42	0.33	0.16
Other Assets	-0.11	-0.12	0.19	-0.02	-0.06	0.0	0.14	-0.12	-0.02	-0.77	-0.52		-0.05	-0.43	0.13	-0.12	-0.21	-0.26	0.04	0.07	-0.13	-0.21	-0.13	-0.07	0.26	0.14
Cash And Short Term Investments	-0.51	0.62	-0.09	0.83	0.38	0.31	-0.78	0.87	0.94	-0.01	0.02	-0.05		0.81	0.07	0.63	0.71	0.8	-0.54	0.02	-0.85	0.26	-0.61	0.4	-0.1	0.09
Non Current Liabilities Total	-0.38	0.62	-0.13	0.81	0.36	0.23	-0.69	0.82	0.79	0.38	0.46	-0.43	0.81		0.01	0.63	0.83	0.72	-0.47	-0.01	-0.74	0.31	-0.47	0.28	-0.05	0.04
Other Stockholder Equity	-0.53	0.29	0.67	-0.1	0.8	0.37	0.25	0.22	0.3	-0.13	0.06	0.13	0.07	0.01		0.19	-0.04	0.13	-0.78	0.97	-0.28	0.5	-0.5	0.2	-0.31	0.87
Total Liab	-0.82	0.99	-0.16	0.41	0.7	0.82	-0.62	0.76	0.66	0.38	0.22	-0.12	0.63	0.63	0.19		0.69	0.37	-0.48	0.07	-0.61	0.4	-0.83	0.61	0.31	0.08
Property Plant And Equipment Gross	-0.57	0.67	-0.42	0.63	0.36	0.47	-0.82	0.84	0.68	0.4	0.19	-0.21	0.71	0.83	-0.04	0.69		0.44	-0.46	-0.11	-0.59	-0.09	-0.64	0.61	-0.04	-0.16
Total Current Assets	-0.22	0.38	0.16	0.79	0.34	0.05	-0.4	0.67	0.67	-0.16	-0.05	-0.26	0.8	0.72	0.13	0.37	0.44		-0.45	0.16	-0.76	0.26	-0.3	0.28	-0.35	0.25
Short Term Debt	0.67	-0.54	-0.41	-0.26	-0.78	-0.43	0.25	-0.62	-0.71	-0.06	-0.07	0.04	-0.54	-0.47	-0.78	-0.48	-0.46	-0.45		-0.76	0.59	-0.39	0.69	-0.51	0.38	-0.71
Common Stock	-0.37	0.17	0.76	-0.13	0.7	0.2	0.36	0.12	0.24	-0.16	0.07	0.07	0.02	-0.01	0.97	0.07	-0.11	0.16	-0.76		-0.26	0.48	-0.35	0.12	-0.4	0.92
Other Current Liab	0.56	-0.62	-0.29	-0.75	-0.53	-0.3	0.43	-0.84	-0.84	0.18	-0.1	-0.13	-0.85	-0.74	-0.28	-0.61	-0.59	-0.76	0.59	-0.26		-0.4	0.64	-0.27	0.04	-0.42
Net Receivables	-0.34	0.43	0.59	0.11	0.54	0.24	0.09	0.24	0.43	0.19	0.61	-0.21	0.26	0.31	0.5	0.4	-0.09	0.26	-0.39	0.48	-0.4		-0.33	-0.26	0.24	0.61
Common Stock Total Equity	0.99	-0.86	0.0	-0.31	-0.81	-0.88	0.54	-0.83	-0.7	-0.18	-0.02	-0.13	-0.61	-0.47	-0.5	-0.83	-0.64	-0.3	0.69	-0.35	0.64	-0.33		-0.66	-0.06	-0.3
Other Liab	-0.67	0.63	-0.37	0.12	0.55	0.72	-0.54	0.58	0.36	0.2	-0.42	-0.07	0.4	0.28	0.2	0.61	0.61	0.28	-0.51	0.12	-0.27	-0.26	-0.66		-0.32	-0.06
Accounts Payable	-0.06	0.25	-0.11	0.0	-0.15	0.14	-0.04	-0.13	-0.05	0.1	0.33	0.26	-0.1	-0.05	-0.31	0.31	-0.04	-0.35	0.38	-0.4	0.04	0.24	-0.06	-0.32		-0.23
Long Term Debt	-0.31	0.16	0.93	-0.06	0.6	0.08	0.43	0.14	0.3	-0.25	0.16	0.14	0.09	0.04	0.87	0.08	-0.16	0.25	-0.71	0.92	-0.42	0.61	-0.3	-0.06	-0.23

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American Express Account Relationship Matchups

American Express balance sheet Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Common Stock Shares Outstanding	830M	806M	790M	752M	736M	966.6M
Total Assets	189B	198B	191B	228B	261.1B	169.3B
Short Long Term Debt Total	64B	45B	41B	44B	49.2B	50.9B
Total Current Liabilities	18.7B	11.4B	12.6B	13.5B	146.9B	154.2B
Total Stockholder Equity	18B	22B	23B	25B	28.1B	16.1B
Property Plant And Equipment Net	4.8B	5.0B	5.0B	5.2B	5.1B	3.6B
Retained Earnings	13.9B	13.8B	13.5B	16.3B	19.6B	20.6B
Cash	24B	32.8B	21.5B	33.5B	46.5B	48.9B
Non Current Assets Total	16.4B	31.1B	12.0B	228.4B	9.1B	8.6B
Non Currrent Assets Other	(16.4B)	(191.4B)	(188.5B)	209.2B	(9.1B)	(9.5B)
Other Assets	94.0B	64.2B	150.8B	(37.2B)	105.7B	86.8B
Cash And Short Term Investments	30.6B	54.4B	24.0B	38.1B	86.1B	90.4B
Liabilities And Stockholders Equity	189B	198B	191B	228B	261.1B	169.3B
Non Current Liabilities Total	60.1B	43B	41.5B	203.6B	235.3B	247.1B
Other Stockholder Equity	11.7B	11.9B	11.5B	11.5B	11.4B	9.1B
Total Liab	167B	175B	168B	203B	233.1B	153.2B
Property Plant And Equipment Gross	4.8B	5.0B	13.6B	15.1B	15.0B	15.8B
Total Current Assets	87.6B	95.7B	26.2B	36.8B	146.3B	153.6B
Accumulated Other Comprehensive Income	(2.7B)	(2.9B)	(2.9B)	(3.2B)	(3.1B)	(2.9B)
Common Stock	163M	161M	153M	149M	145M	94.3M
Other Current Liab	(73.3B)	(12.3B)	(14.4B)	(15.1B)	(144.8B)	(137.6B)
Net Receivables	57B	43.4B	2.7B	60.5B	60.2B	37.3B
Common Stock Total Equity	163M	161M	153M	149M	134.1M	173.6M
Other Liab	19.1B	36B	42B	26.7B	30.7B	19.3B
Accounts Payable	12.7B	9.4B	10.6B	12.1B	13.1B	10.2B
Long Term Debt	57.8B	43.0B	39B	43B	47.9B	45.4B
Short Term Investments	6.6B	21.6B	2.5B	4.5B	166M	157.7M
Inventory	80.7B	114.7B	75.1B	32.4B	144.6B	151.8B
Intangible Assets	267M	265M	201M	146M	98M	93.1M
Property Plant Equipment	4.8B	5.0B	5.0B	5.2B	6.0B	4.0B
Good Will	3.3B	3.9B	3.8B	3.8B	3.9B	3.0B
Other Current Assets	(80.7B)	(76.4B)	(75.6B)	(94.1B)	(110.5B)	(105.0B)
Retained Earnings Total Equity	13.9B	13.8B	13.5B	16.3B	18.7B	10.7B
Treasury Stock	(207M)	(292M)	(279M)	(271M)	(243.9M)	(231.7M)
Net Tangible Assets	23.1B	23.0B	22B	24.7B	28.4B	21.8B
Long Term Debt Total	57.8B	43.0B	38.7B	43B	38.7B	42.5B
Capital Surpluse	11.8B	11.9B	11.5B	11.5B	10.3B	9.8B
Non Current Liabilities Other	24.9B	27.2B	30.5B	37.4B	43.0B	27.0B

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

0.75	V	Visa Class A	Pair Corr
0.72	DHIL	Diamond Hill Investment	Pair Corr
0.83	DIST	Distoken Acquisition	Pair Corr
0.75	AB	AllianceBernstein	Pair Corr
0.81	AC	Associated Capital	Pair Corr

Moving against American Stock

0.73	XP	Xp Inc	Pair Corr
0.63	PT	Pintec Technology	Pair Corr
0.62	WU	Western Union	Pair Corr
0.41	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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American Historical Balance Sheet

American Express Inventory

151.83 Billion

About American Balance Sheet Analysis

American Express Balance Sheet Chart

Common Stock Shares Outstanding

Total Assets

Total Current Liabilities

Non Current Assets Total

Long Term Debt

American Express balance sheet Correlations

American Express Account Relationship Matchups

High Positive Relationship

High Negative Relationship

American Express balance sheet Accounts

Pair Trading with American Express

Moving together with American Stock

Moving against American Stock

Additional Tools for American Stock Analysis

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Common Stock Total Equity	+ 0.99	Common Stock Shares Outstanding
Total Liab	+ 0.99	Total Assets
Common Stock	+ 0.97	Other Stockholder Equity
Cash And Short Term Investments	+ 0.94	Cash
Long Term Debt	+ 0.93	Short Long Term Debt Total
Long Term Debt	+ 0.92	Common Stock

Property Plant And Equipment Net	- 0.92	Common Stock Shares Outstanding
Common Stock Total Equity	- 0.88	Property Plant And Equipment Net
Common Stock Total Equity	- 0.86	Total Assets
Other Current Liab	- 0.85	Cash And Short Term Investments
Total Assets	- 0.85	Common Stock Shares Outstanding
Other Current Liab	- 0.84	Cash