American Express (Brazil) Performance
| AXPB34 Stock | BRL 185.26 2.54 1.35% |
On a scale of 0 to 100, American Express holds a performance score of 17. The firm shows a Beta (market volatility) of 0.55, 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. Please check American Express' mean deviation, downside deviation, standard deviation, as well as the relationship between the semi deviation and coefficient of variation , to make a quick decision on whether American Express' price patterns will revert.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in American Express are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, American Express sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 22 B |
American |
American Express Relative Risk vs. Return Landscape
If you would invest 14,703 in American Express on October 1, 2024 and sell it today you would earn a total of 3,823 from holding American Express or generate 26.0% return on investment over 90 days. American Express is generating 0.3947% of daily returns and assumes 1.7599% volatility on return distribution over the 90 days horizon. Simply put, 15% of stocks are less volatile than American, and 93% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
American Express Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for American Express' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as American Express, and traders can use it to determine the average amount a American Express' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2243
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Estimated Market Risk
| 1.76 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.39 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average American Express is performing at about 17% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of American Express by adding it to a well-diversified portfolio.
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.
| Return On Equity | 0.32 | |||
| Return On Asset | 0.0361 | |||
| Profit Margin | 0.15 % | |||
| Operating Margin | 0.19 % | |||
| Current Valuation | 801.87 B | |||
| Shares Outstanding | 7.43 B | |||
| Price To Earning | 32.93 X | |||
| Price To Book | 4.79 X | |||
| Price To Sales | 12.07 X | |||
| Revenue | 50.68 B | |||
| Cash And Equivalents | 29.11 B | |||
| Cash Per Share | 3.66 X | |||
| Total Debt | 43 B | |||
| Debt To Equity | 1.54 % | |||
| Book Value Per Share | 3.33 X | |||
| Cash Flow From Operations | 14.64 B | |||
| Earnings Per Share | 5.21 X | |||
| Total Asset | 228 B | |||
About American Express Performance
By analyzing American Express' fundamental ratios, stakeholders can gain valuable insights into American Express' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
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 EXPDRN operates under Credit Services classification in Brazil and is traded on Sao Paolo 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.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.
Complementary 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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