AXP:NYE-American Express Company (USD)

EQUITY | Credit Services | New York Stock Exchange

Last Closing

USD 253.04

Change

+0.56 (+0.22)%

Market Cap

USD 65.73B

Volume

2.18M

Analyst Target

USD 104.76
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

American Express Co is a payments, network and travel company, which offers credit payment card products and travel-related services to consumers and businesses.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-31 )

Largest Industry Peers for Credit Services

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BFH Bread Financial Holdings Inc

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ENVA Enova International Inc

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LU Lufax Holding Ltd

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ETFs Containing AXP

FNTC 6.95 % 0.00 %

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IPAY:AU BetaShares Future of Paym.. 6.34 % 0.00 %

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JRNY ALPS Global Travel Benefi.. 5.42 % 0.00 %

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USD 5.89M
TGLR 4.62 % 0.00 %

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EQTY Kovitz Core Equity ETF 4.24 % 0.00 %

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USD 1.08B
GABF Gabelli Financial Service.. 4.24 % 0.00 %

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USD 0.02B
ZWA:CA BMO Covered Call Dow Jone.. 4.10 % 0.72 %

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CAD 0.20B
DJIA Global X Dow 30 Covered C.. 4.10 % 0.00 %

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USD 0.09B
ZDJ:CA BMO Dow Jones Industrial .. 4.06 % 0.26 %

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CAD 0.41B
CSINDU:SW iShares VII PLC - iShares.. 4.05 % 0.00 %

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USD 1.19B
EDOW First Trust Dow 30 Equal .. 3.57 % 0.50 %

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USD 0.21B
BDIV:CA Brompton Global Dividend .. 3.05 % 0.96 %

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CAD 0.09B
PFI Invesco DWA Financial Mom.. 2.85 % 0.60 %

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USD 0.06B
QUVU 2.44 % 0.00 %

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UDOW ProShares UltraPro Dow30 2.42 % 0.95 %

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USD 0.64B
SXLF:SW SPDR S&P U.S. Financials .. 2.37 % 0.00 %

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IUFS:SW iShares S&P 500 Financial.. 2.37 % 0.00 %

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USD 1.38B
XLF Financial Select Sector S.. 2.36 % 0.13 %

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USD 45.92B
XUFN:SW Xtrackers MSCI USA Financ.. 2.35 % 0.00 %

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USD 1.00B
GXLF:LSE SPDR® S&P® U.S. Financi.. 2.31 % 0.00 %

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XUSF:CA iShares S&P U.S. Financia.. 2.30 % 0.00 %

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CBUH:XETRA iShares MSCI World Moment.. 2.14 % 0.00 %

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USD 0.31B
VFH Vanguard Financials Index.. 2.06 % 0.10 %

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USD 10.19B
WF1E:XETRA Invesco Markets II plc - .. 2.03 % 0.00 %

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USD 2.64M
GENDER:SW UBS (Irl) ETF plc - Globa.. 1.34 % 0.00 %

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USD 0.31B
GENDES:SW UBS (Irl) ETF plc - Globa.. 1.34 % 0.00 %

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USD 0.22B
GENDET:SW UBS (Irl) ETF plc - Globa.. 1.34 % 0.00 %

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USD 8.30M
GENDED:SW UBS (Irl) ETF plc - Globa.. 1.27 % 0.00 %

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GENDEG:SW UBS (Irl) ETF plc - Globa.. 1.27 % 0.00 %

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FYLG Global X Funds - Global X.. 1.10 % 0.00 %

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VOOM:F Lyxor Index Fund - Lyxor .. 0.93 % 0.00 %

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USD 0.06B
ELLE:PA Lyxor Global Gender Equal.. 0.87 % 0.00 %

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VCIT Vanguard Intermediate-Ter.. 0.11 % 0.07 %

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USD 50.65B
BIV Vanguard Intermediate-Ter.. 0.00 % 0.07 %

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DDM ProShares Ultra Dow30 0.00 % 0.95 %

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DGT SPDR® Global Dow ETF 0.00 % 0.50 %

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DIA SPDR Dow Jones Industrial.. 0.00 % 0.17 %

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FAS Direxion Daily Financial .. 0.00 % 1.04 %

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FAZZ 0.00 % 0.45 %

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FHG:CA First Trust AlphaDEX US I.. 0.00 % 0.76 %

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CAD 0.03B
FINU 0.00 % 0.95 %

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FINZ 0.00 % 0.95 %

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FNCL Fidelity® MSCI Financial.. 0.00 % 0.08 %

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USD 1.78B
HOLD 0.00 % 0.35 %

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IYG iShares U.S. Financial Se.. 0.00 % 0.42 %

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IYJ 0.00 % 0.42 %

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PWC 0.00 % 0.59 %

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VRIG Invesco Variable Rate Inv.. 0.00 % 0.00 %

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USD 1.09B
SEF ProShares Short Financial.. 0.00 % 0.95 %

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SKF ProShares UltraShort Fina.. 0.00 % 0.95 %

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UYG ProShares Ultra Financial.. 0.00 % 0.95 %

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CIND:LSE iShares VII PLC - iShares.. 0.00 % 0.00 %

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USD 1.20B
FLO5:LSE iShares USD Floating Rate.. 0.00 % 0.00 %

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USD 0.35B
FLOA:LSE iShares $ Floating Rate B.. 0.00 % 0.00 %

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USD 1.86B
FLOS:LSE iShares $ Floating Rate B.. 0.00 % 0.00 %

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FLOT:LSE iShares II Public Limited.. 0.00 % 0.00 %

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IUFS:LSE iShares S&P 500 Financial.. 0.00 % 0.00 %

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USD 1.12B
OPEN:LSE iShares Thomson Reuters I.. 0.00 % 0.00 %

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GEND:LSE Amundi Global Gender Equa.. 0.00 % 0.00 %

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GENE:LSE UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

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JPNY:LSE 0.00 % 0.00 %

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SXLF:LSE SPDR S&P U.S. Financials .. 0.00 % 0.00 %

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UIFS:LSE iShares S&P 500 USD Finan.. 0.00 % 0.00 %

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USD 1.30B
XUKS:LSE db x-trackers FTSE 100 Sh.. 0.00 % 0.00 %

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USD 9.50M
XSFN:LSE db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

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USD 1.00B
XUFN:LSE db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

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USD 1.00B
EXI3:F iShares Dow Jones Industr.. 0.00 % 0.00 %

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QDVH:F iShares S&P 500 Financial.. 0.00 % 0.00 %

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SXRU:F iShares Dow Jones Indust .. 0.00 % 0.00 %

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USD 1.20B
XUFN:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

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USD 1.16B
ZPDF:F SPDR S&P U.S. Financials .. 0.00 % 0.00 %

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USD 0.36B
EXI3:XETRA iShares Dow Jones Industr.. 0.00 % 0.00 %

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USD 0.30B
QDVH:XETRA iShares S&P 500 Financial.. 0.00 % 0.00 %

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USD 1.12B
SXRU:XETRA iShares VII PLC - iShares.. 0.00 % 0.00 %

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USD 1.16B
XUFN:XETRA db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

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USD 1.16B
ZPDF:XETRA SPDR S&P U.S. Financials .. 0.00 % 0.00 %

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USD 0.36B
1546:TSE NEXT FUNDS DJIA (Yen-UnHe.. 0.00 % 0.00 %

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USD 19.52B
TGGR:CA TD Active Global Equity G.. 0.00 % 0.00 %

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CAD 0.04B
TPAY 0.00 % 0.00 %

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VOOM:XETRA Amundi Global Gender Equa.. 0.00 % 0.00 %

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USD 0.06B
ELLE:LSE Amundi Global Gender Equa.. 0.00 % 0.00 %

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USD 0.06B
JPHG:LSE Amundi JPX-Nikkei 400 GBP.. 0.00 % 0.00 %

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USD 3.84M
JPHU:LSE Amundi JPX-Nikkei 400 USD.. 0.00 % 0.00 %

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USD 0.05B
SCHI Schwab 5-10 Year Corporat.. 0.00 % 0.00 %

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USD 7.33B
ECOZ 0.00 % 0.00 %

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NDVG Nuveen Dividend Growth ET.. 0.00 % 0.00 %

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USD 0.01B

Market Performance

  Market Performance vs. Industry/Classification (Credit Services) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 35.07% 90% A- 94% A
Dividend Return 1.07% 16% F 29% F
Total Return 36.14% 87% B+ 94% A
Trailing 12 Months  
Capital Gain 51.75% 85% B 94% A
Dividend Return 1.56% 13% F 23% F
Total Return 53.31% 85% B 94% A
Trailing 5 Years  
Capital Gain 103.56% 88% B+ 87% B+
Dividend Return 8.19% 28% F 29% F
Total Return 111.74% 88% B+ 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 18.70% 75% C 83% B
Dividend Return 20.12% 73% C 82% B
Total Return 1.42% 19% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 31.71% 45% F 31% F
Risk Adjusted Return 63.44% 83% B 81% B-
Market Capitalization 65.73B 92% A 99% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Credit Services) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 12.70 28% 45%
Price/Book Ratio 5.60 13% 16%
Price / Cash Flow Ratio 9.67 14% 40%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 34.98% 94% 94%
Return on Invested Capital 11.45% 77% 72%
Return on Assets 3.80% 76% 66%
Debt to Equity Ratio 170.60% 50% 19%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector