American Historical Balance Sheet
| AXP Stock | USD 311.04 3.54 1.15% |
Trend analysis of American Express balance sheet accounts such as Total Assets of 172.9 B, Short and Long Term Debt Total of 1.3 B or Total Current Liabilities of 162.4 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.
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 |
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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
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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.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' Common Stock Total Equity is relatively stable compared to the past year. As of 02/16/2025, Inventory is likely to grow to about 174.6 B, while Total Stockholder Equity is likely to drop slightly above 16.6 B.
| 2022 | 2023 | 2024 | 2025 (projected) | Short and Long Term Debt Total | 44B | 49.2B | 1.4B | 1.3B | Total Assets | 228B | 261.1B | 271.5B | 172.9B |
American Express balance sheet Correlations
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American Express Account Relationship Matchups
High Positive Relationship
High Negative Relationship
American Express balance sheet Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Common Stock Shares Outstanding | 806M | 790M | 752M | 736M | 709M | 956.6M | |
| Short Long Term Debt Total | 45B | 41B | 44B | 49.2B | 1.4B | 1.3B | |
| Total Current Liabilities | 11.4B | 12.6B | 13.5B | 146.9B | 154.7B | 162.4B | |
| Property Plant And Equipment Net | 5.0B | 5.0B | 5.2B | 5.1B | 5.4B | 3.7B | |
| Net Debt | 12.2B | 19.5B | 10.5B | 2.6B | (76.3B) | (72.5B) | |
| Retained Earnings | 13.8B | 13.5B | 16.3B | 19.6B | 22.1B | 23.3B | |
| Cash | 32.8B | 21.5B | 33.5B | 46.5B | 77.6B | 81.5B | |
| Non Current Assets Total | 31.1B | 12.0B | 228.4B | 5.1B | 5.4B | 5.1B | |
| Non Currrent Assets Other | (191.4B) | (188.5B) | 209.2B | (3.9B) | (4.3B) | (4.5B) | |
| Other Assets | 64.2B | 150.8B | (37.2B) | 109.7B | 129.0B | 88.5B | |
| Cash And Short Term Investments | 54.4B | 24.0B | 38.1B | 86.1B | 77.9B | 81.8B | |
| Non Current Liabilities Total | 43B | 41.5B | 203.6B | 235.3B | 86.5B | 46.9B | |
| Other Stockholder Equity | 11.9B | 11.5B | 11.5B | 11.4B | 11.4B | 9.2B | |
| Property Plant And Equipment Gross | 5.0B | 13.6B | 15.1B | 15.0B | 16.9B | 17.8B | |
| Total Current Assets | 95.7B | 26.2B | 36.8B | 146.3B | 137.1B | 144.0B | |
| Accumulated Other Comprehensive Income | (2.9B) | (2.9B) | (3.2B) | (3.1B) | (3.4B) | (3.2B) | |
| Short Term Debt | 1.9B | 2.2B | 1.3B | 1.3B | 1.4B | 1.3B | |
| Common Stock | 161M | 153M | 149M | 145M | 141M | 96.1M | |
| Other Current Liab | (12.3B) | (14.4B) | (15.1B) | (144.8B) | (1.4B) | (1.3B) | |
| Net Receivables | 43.4B | 2.7B | 60.5B | 60.2B | 59.2B | 38.2B | |
| 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 | 9.4B | 10.6B | 12.1B | 13.1B | 13.9B | 10.2B | |
| Long Term Debt | 43.0B | 39B | 43B | 47.9B | 49.7B | 45.8B | |
| Short Term Investments | 21.6B | 2.5B | 4.5B | 166M | 221M | 210.0M | |
| Inventory | 114.7B | 75.1B | 32.4B | 144.6B | 166.3B | 174.6B | |
| Intangible Assets | 265M | 201M | 146M | 98M | 123M | 116.9M | |
| Property Plant Equipment | 4.8B | 5.0B | 5.0B | 5.2B | 6.0B | 4.0B | |
| Good Will | 3.9B | 3.8B | 3.8B | 3.9B | 4.2B | 3.1B | |
| Other Current Assets | (76.4B) | (75.6B) | (94.1B) | (110.5B) | (99.5B) | (94.5B) | |
| 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
Moving against American Stock
| 0.61 | DHIL | Diamond Hill Investment | PairCorr |
| 0.44 | AX | Axos Financial | PairCorr |
| 0.44 | CB | Chubb | PairCorr |
| 0.34 | BY | Byline Bancorp | PairCorr |
| 0.34 | EG | Everest Group | PairCorr |
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.