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American Express Company (AEC1.DE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0258161092

Sector

Financial Services

Highlights

Market Cap

€192.49B

EPS (TTM)

€12.76

PE Ratio

21.41

PEG Ratio

1.85

Total Revenue (TTM)

€64.56B

Gross Profit (TTM)

€61.93B

EBITDA (TTM)

€3.93B

Year Range

€143.73 - €276.65

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
AEC1.DE vs. WM AEC1.DE vs. VOO AEC1.DE vs. MA AEC1.DE vs. V AEC1.DE vs. XDEM.DE AEC1.DE vs. BILI AEC1.DE vs. RACE AEC1.DE vs. BRK-B AEC1.DE vs. HEI AEC1.DE vs. SND.DE
Popular comparisons:
AEC1.DE vs. WM AEC1.DE vs. VOO AEC1.DE vs. MA AEC1.DE vs. V AEC1.DE vs. XDEM.DE AEC1.DE vs. BILI AEC1.DE vs. RACE AEC1.DE vs. BRK-B AEC1.DE vs. HEI AEC1.DE vs. SND.DE

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in American Express Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


60.00%80.00%100.00%120.00%140.00%160.00%180.00%JuneJulyAugustSeptemberOctoberNovember
169.27%
97.26%
AEC1.DE (American Express Company)
Benchmark (^GSPC)

Returns By Period

American Express Company had a return of 63.59% year-to-date (YTD) and 87.07% in the last 12 months.


AEC1.DE

YTD

63.59%

1M

7.94%

6M

23.18%

1Y

87.07%

5Y (annualized)

22.01%

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

23.62%

1M

0.54%

6M

11.19%

1Y

30.63%

5Y (annualized)

13.61%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of AEC1.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202411.14%7.79%4.06%6.16%-1.84%-0.76%9.09%-1.59%4.27%3.69%63.59%
202316.90%3.17%-8.65%-3.61%1.87%8.16%-3.63%-3.93%-3.13%-4.86%15.45%8.91%25.52%
20228.94%9.60%-1.36%0.14%-7.39%-16.28%13.17%2.86%-7.80%7.15%-2.04%-7.19%-4.39%
20210.84%15.24%9.06%4.49%3.39%6.55%3.07%-2.02%4.15%3.27%-9.96%6.80%52.37%
20205.77%-15.85%-17.53%4.43%2.01%-2.75%-6.03%8.45%-0.15%-8.42%28.73%-3.35%-11.83%
2019-0.58%2.68%2.08%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AEC1.DE is 98, placing it in the top 2% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of AEC1.DE is 9898
Combined Rank
The Sharpe Ratio Rank of AEC1.DE is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of AEC1.DE is 9797
Sortino Ratio Rank
The Omega Ratio Rank of AEC1.DE is 9898
Omega Ratio Rank
The Calmar Ratio Rank of AEC1.DE is 9999
Calmar Ratio Rank
The Martin Ratio Rank of AEC1.DE is 9999
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Express Company (AEC1.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for AEC1.DE, currently valued at 3.71, compared to the broader market-4.00-2.000.002.003.712.51
The chart of Sortino ratio for AEC1.DE, currently valued at 4.47, compared to the broader market-4.00-2.000.002.004.004.473.37
The chart of Omega ratio for AEC1.DE, currently valued at 1.66, compared to the broader market0.501.001.502.001.661.47
The chart of Calmar ratio for AEC1.DE, currently valued at 7.05, compared to the broader market0.002.004.006.007.053.63
The chart of Martin ratio for AEC1.DE, currently valued at 28.16, compared to the broader market0.0010.0020.0030.0028.1616.15
AEC1.DE
^GSPC

The current American Express Company Sharpe ratio is 3.71. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Express Company with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.002.003.004.005.00JuneJulyAugustSeptemberOctoberNovember
3.71
2.65
AEC1.DE (American Express Company)
Benchmark (^GSPC)

Dividends

Dividend History

American Express Company provided a 0.91% dividend yield over the last twelve months, with an annual payout of €2.48 per share. The company has been increasing its dividends for 2 consecutive years.


1.00%1.10%1.20%1.30%1.40%1.50%1.60%€0.00€0.50€1.00€1.50€2.002020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020
Dividend€2.48€2.16€1.89€1.45€1.53

Dividend yield

0.91%1.28%1.38%1.00%1.58%

Monthly Dividends

The table displays the monthly dividend distributions for American Express Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024€0.55€0.00€0.00€0.65€0.00€0.00€0.65€0.00€0.00€0.64€0.00€2.48
2023€0.49€0.00€0.00€0.55€0.00€0.00€0.55€0.00€0.00€0.57€0.00€0.00€2.16
2022€0.38€0.00€0.00€0.48€0.00€0.50€0.00€0.00€0.00€0.53€0.00€0.00€1.89
2021€0.35€0.00€0.37€0.00€0.00€0.00€0.36€0.00€0.00€0.37€0.00€0.00€1.45
2020€0.38€0.00€0.00€0.40€0.00€0.00€0.38€0.00€0.00€0.37€0.00€0.00€1.53

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.9%
American Express Company has a dividend yield of 0.91%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%21.5%
American Express Company has a payout ratio of 21.53%, which is below the market average. This means American Express Company returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.80%
-1.70%
AEC1.DE (American Express Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Express Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the American Express Company was 48.32%, occurring on Mar 23, 2020. Recovery took 241 trading sessions.

The current American Express Company drawdown is 0.80%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-48.32%Feb 20, 202023Mar 23, 2020241Mar 8, 2021264
-24.38%Apr 21, 202250Jun 30, 2022385Jan 2, 2024435
-17.18%Feb 17, 202214Mar 8, 202229Apr 20, 202243
-15.29%Nov 17, 202110Nov 30, 202143Feb 1, 202253
-11.09%Aug 1, 20243Aug 5, 202431Sep 17, 202434

Volatility

Volatility Chart

The current American Express Company volatility is 10.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JuneJulyAugustSeptemberOctoberNovember
10.00%
5.66%
AEC1.DE (American Express Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of American Express Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of American Express Company compared to its peers in the Credit Services industry.


PE Ratio
20.040.060.080.0100.021.4
The chart displays the price to earnings (P/E) ratio for AEC1.DE in comparison to other companies of the Credit Services industry. Currently, AEC1.DE has a PE value of 21.4. This PE ratio falls in the average range for the industry.
PEG Ratio
-15.0-10.0-5.00.05.01.8
The chart displays the price to earnings to growth (PEG) ratio for AEC1.DE in comparison to other companies of the Credit Services industry. Currently, AEC1.DE has a PEG value of 1.8. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for American Express Company.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items