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American Express Company (AXP)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US0258161092
CUSIP
025816109
IPO Date
Jun 1, 1972

Highlights

Market Cap
$208.11B
Enterprise Value
$219.44B
EPS (TTM)
$15.62
PE Ratio
19.36
PEG Ratio
1.65
Total Revenue (TTM)
$80.46B
Gross Profit (TTM)
$66.97B
EBITDA (TTM)
$15.11B
Year Range
$220.43 - $387.49
Target Price
$374.33
ROA (TTM)
3.61%
ROE (TTM)
32.36%

Share Price Chart


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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.


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S&P 500 Index

Returns By Period

American Express Company (AXP) has returned -18.06% so far this year and 13.62% over the past 12 months. Looking at the last ten years, AXP has achieved an annualized return of 19.02%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


American Express Company

1D
1.68%
1M
-2.08%
YTD
-18.06%
6M
-8.50%
1Y
13.62%
3Y*
23.88%
5Y*
17.25%
10Y*
19.02%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 1, 1972, AXP's average daily return is +0.06%, while the average monthly return is +1.17%. At this rate, your investment would double in approximately 5.0 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2009 with a return of +87.5%, while the worst month was Oct 1987 at -32.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.

On a daily basis, AXP closed higher 48% of trading days. The best single day was Mar 24, 2020 with a return of +21.9%, while the worst single day was Oct 19, 1987 at -26.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-4.59%-12.29%-2.08%-18.06%
20257.21%-5.19%-10.60%-0.65%10.37%8.48%-5.93%10.68%0.27%8.88%1.26%1.28%25.99%
20247.50%9.31%3.77%3.10%2.55%-3.52%9.61%2.22%4.85%-0.15%12.81%-2.59%60.32%
202318.81%-0.54%-5.20%-1.83%-1.72%9.86%-2.72%-6.45%-5.57%-1.72%16.94%9.70%28.67%
202210.19%8.19%-3.88%-6.31%-3.37%-17.58%11.11%-1.31%-11.24%10.46%6.16%-6.24%-8.52%
2021-3.51%16.34%4.88%8.42%4.42%3.18%3.48%-2.68%0.95%3.99%-12.36%7.42%36.88%

Benchmark Metrics

American Express Company has an annualized alpha of 2.99%, beta of 1.38, and R² of 0.47 versus S&P 500 Index. Calculated based on daily prices since June 02, 1972.

  • This stock captured 130.00% of S&P 500 Index gains and 117.37% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • R² of 0.47 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha
2.99%
Beta
1.38
0.47
Upside Capture
130.00%
Downside Capture
117.37%

Return for Risk

Risk / Return Rank

AXP ranks 54 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


AXP Risk / Return Rank: 5454
Overall Rank
AXP Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
AXP Sortino Ratio Rank: 4949
Sortino Ratio Rank
AXP Omega Ratio Rank: 5050
Omega Ratio Rank
AXP Calmar Ratio Rank: 5555
Calmar Ratio Rank
AXP Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for American Express Company (AXP) and compare them to a chosen benchmark (S&P 500 Index).


AXPBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.42

0.90

-0.48

Sortino ratio

Return per unit of downside risk

0.79

1.39

-0.59

Omega ratio

Gain probability vs. loss probability

1.11

1.21

-0.10

Calmar ratio

Return relative to maximum drawdown

0.63

1.40

-0.77

Martin ratio

Return relative to average drawdown

1.83

6.61

-4.77

Explore AXP risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

American Express Company provided a 1.08% dividend yield over the last twelve months, with an annual payout of $3.28 per share. The company has been increasing its dividends for 19 consecutive years.


0.80%1.00%1.20%1.40%1.60%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$3.28$3.16$2.70$2.32$1.99$1.72$1.72$1.60$1.44$1.31$1.19$1.10

Dividend yield

1.08%0.85%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%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
2026$0.82$0.00$0.00$0.82
2025$0.70$0.00$0.00$0.82$0.00$0.00$0.82$0.00$0.00$0.82$0.00$0.00$3.16
2024$0.60$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$2.70
2023$0.52$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$2.32
2022$0.43$0.00$0.00$0.52$0.00$0.52$0.00$0.00$0.00$0.52$0.00$0.00$1.99
2021$0.43$0.00$0.43$0.00$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$1.72

Dividend Yield & Payout


Dividend Yield

American Express Company has a dividend yield of 1.08%, 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

American Express Company has a payout ratio of 20.29%, 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.


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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 83.91%, occurring on Mar 6, 2009. Recovery took 793 trading sessions.

The current American Express Company drawdown is 21.24%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.91%Jul 20, 2007411Mar 6, 2009793Apr 27, 20121204
-74.68%Jan 22, 1973430Oct 3, 19742049Nov 11, 19822479
-59.06%Oct 3, 2000241Sep 21, 20011054Nov 28, 20051295
-53.56%Oct 10, 1989259Oct 17, 1990700Jul 26, 1993959
-49.64%Feb 20, 202023Mar 23, 2020231Feb 22, 2021254

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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 overview of how American Express Company is priced in the market compared to other companies in the Credit Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for AXP, comparing it with other companies in the Credit Services industry. Currently, AXP has a P/E ratio of 19.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for AXP compared to other companies in the Credit Services industry. AXP currently has a PEG ratio of 1.7. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for AXP relative to other companies in the Credit Services industry. Currently, AXP has a P/S ratio of 2.6. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for AXP in comparison with other companies in the Credit Services industry. Currently, AXP has a P/B value of 6.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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