American Express (Mexico) Performance

AXP Stock  MXN 6,060  112.90  1.83%   
The firm shows a Beta (market volatility) of 0.43, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, American Express' returns are expected to increase less than the market. However, during the bear market, the loss of holding American Express is expected to be smaller as well. At this point, American Express has a negative expected return of -0.17%. Please make sure to confirm American Express' potential upside, day median price, and the relationship between the treynor ratio and accumulation distribution , to decide if American Express performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days American Express has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Stock's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
  

American Express Relative Risk vs. Return Landscape

If you would invest  676,142  in American Express on November 5, 2025 and sell it today you would lose (70,141) from holding American Express or give up 10.37% of portfolio value over 90 days. American Express is producing return of less than zero assuming 1.685% volatility of returns over the 90 days investment horizon. Simply put, 15% of all stocks have less volatile historical return distribution than American Express, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon American Express is expected to under-perform the market. In addition to that, the company is 2.22 times more volatile than its market benchmark. It trades about -0.1 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.1 per unit of volatility.

American Express Target Price Odds to finish over Current Price

The tendency of American Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 6,060 90 days 6,060 
close to 99
Based on a normal probability distribution, the odds of American Express to move above the current price in 90 days from now is close to 99 (This American Express probability density function shows the probability of American Stock to fall within a particular range of prices over 90 days) .
Assuming the 90 days trading horizon American Express has a beta of 0.43. This suggests as returns on the market go up, American Express average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding American Express will be expected to be much smaller as well. Additionally American Express has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   American Express Price Density   
       Price  

Predictive Modules for American Express

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as American Express. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
6,0586,0606,062
Details
Intrinsic
Valuation
LowRealHigh
4,5434,5456,666
Details
Naive
Forecast
LowNextHigh
6,1236,1246,126
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
5,9246,4476,969
Details

American Express Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. American Express is not an exception. The market had few large corrections towards the American Express' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold American Express, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of American Express within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.15
β
Beta against Dow Jones0.43
σ
Overall volatility
226.83
Ir
Information ratio -0.11

American Express Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of American Express for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for American Express can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
American Express generated a negative expected return over the last 90 days
Over 87.0% of the company shares are held by institutions such as insurance companies

American Express Fundamentals Growth

American Stock prices reflect investors' perceptions of the future prospects and financial health of American Express, and American Express fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on American Stock performance.

About American Express Performance

Evaluating American Express' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if American Express has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if American Express has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. American Express Company was founded in 1850 and is headquartered in New York, New York. AMERICAN EXPRESS operates under Credit Services classification in Mexico and is traded on Mexico Stock Exchange. It employs 63700 people.

Things to note about American Express performance evaluation

Checking the ongoing alerts about American Express for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for American Express help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
American Express generated a negative expected return over the last 90 days
Over 87.0% of the company shares are held by institutions such as insurance companies
Evaluating American Express' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate American Express' stock performance include:
  • Analyzing American Express' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether American Express' stock is overvalued or undervalued compared to its peers.
  • Examining American Express' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating American Express' management team can have a significant impact on its success or failure. Reviewing the track record and experience of American Express' management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of American Express' stock. These opinions can provide insight into American Express' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating American Express' stock performance is not an exact science, and many factors can impact American Express' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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.