American Express Stock Alpha and Beta Analysis
| AXP Stock | USD 318.95 3.70 1.17% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as American Express. It also helps investors analyze the systematic and unsystematic risks associated with investing in American Express over a specified time horizon. Remember, high American Express' alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to American Express' market risk premium analysis include:
Beta 0.62 | Alpha 0.19 | Risk 1.69 | Sharpe Ratio 0.17 | Expected Return 0.28 |
American Express Quarterly Cash And Equivalents |
|
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
American |
American Express Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. American Express market risk premium is the additional return an investor will receive from holding American Express long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in American Express. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate American Express' performance over market.| α | 0.19 | β | 0.62 |
American Express expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of American Express' Buy-and-hold return. Our buy-and-hold chart shows how American Express performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.American Express Market Price Analysis
Market price analysis indicators help investors to evaluate how American Express stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading American Express shares will generate the highest return on investment. By understating and applying American Express stock market price indicators, traders can identify American Express position entry and exit signals to maximize returns.
American Express Return and Market Media
The median price of American Express for the period between Fri, Nov 1, 2024 and Thu, Jan 30, 2025 is 299.83 with a coefficient of variation of 4.79. The daily time series for the period is distributed with a sample standard deviation of 14.17, arithmetic mean of 296.04, and mean deviation of 11.02. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
| American Express dividend paid on 8th of November 2024 | 11/08/2024 |
1 | New to Investing This 1 Finance Stock Could Be the Perfect Starting Point | 12/31/2024 |
2 | American Express Stock Falls Amid Market Uptick What Investors Need to Know | 01/06/2025 |
3 | Delta Air Lines Smashes Records Why DAL Stock Soared Nearly 10 percent Amid Bold 2025 Forecasts | 01/10/2025 |
4 | Good Neighbor Pharmacys Tech Rx Helping Independents Thrive in a Changing Market | 01/15/2025 |
5 | American Express to pay 230M to settle deceptive marketing, fraud probe | 01/16/2025 |
6 | What Do Early Q4 Earnings Results Show | 01/17/2025 |
7 | Here is how high Bitcoins price can go in 2025, according to a wealth advisor | 01/21/2025 |
About American Express Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including American or other stocks. Alpha measures the amount that position in American Express has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2022 | 2023 | 2024 | 2025 (projected) | Dividend Yield | 0.0141 | 0.0129 | 0.0149 | 0.0208 | Price To Sales Ratio | 2.1 | 2.28 | 2.05 | 1.59 |
American Express Upcoming Company Events
As portrayed in its financial statements, the presentation of American Express' financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, American Express' leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of American Express' public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of American Express. Please utilize our Beneish M Score to check the likelihood of American Express' management manipulating its earnings.
| 18th of April 2024 Upcoming Quarterly Report | View | |
| 19th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 24th of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Build Portfolio with American Express
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
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.