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ISIN
US0258161092
CUSIP
025816109
IPO Date
Jun 1, 1972

Highlights

Market Cap
$223.25B
Enterprise Value
$231.63B
EPS (TTM)
$16.23
PE Ratio
20.06
PEG Ratio
1.71
Total Revenue (TTM)
$82.41B
Gross Profit (TTM)
$68.81B
EBITDA (TTM)
$18.41B
Year Range
$288.34 - $387.49
Target Price
$384.60
ROA (TTM)
3.63%
ROE (TTM)
33.00%

Share Price Chart


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Performance

AXP Performance Chart

American Express Company (AXP) is down 11.6% since the beginning of the year. At $325 per share, AXP is trading 16.0% below its 52-week high of $387. Investors who bought $1,000 worth of AXP shares 5 years ago would now be looking at an investment worth $2,102.


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S&P 500 Index

Returns By Period

American Express Company (AXP) has returned -11.56% so far this year and 10.36% over the past 12 months. Looking at the last ten years, AXP has achieved an annualized return of 19.88%, outperforming the S&P 500 Index benchmark, which averaged 13.61% per year.


American Express Company

1D
2.18%
1M
5.11%
YTD
-11.56%
6M
-14.47%
1Y
10.36%
3Y*
24.40%
5Y*
16.02%
10Y*
19.88%

Benchmark (S&P 500 Index)

1D
0.50%
1M
-0.17%
YTD
8.56%
6M
8.85%
1Y
22.93%
3Y*
19.37%
5Y*
11.84%
10Y*
13.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AXP Monthly Returns History

Based on dividend-adjusted daily data since Jun 1, 1972, AXP's average daily return is +0.06%, while the average monthly return is +1.18%. At this rate, an investment would double in approximately 4.9 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%7.14%-2.04%2.83%-11.56%
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 2.80%, beta of 1.38, and R2 of 0.47 versus S&P 500 Index. Calculated based on daily prices since June 01, 1972.

  • This stock captured 128.66% of S&P 500 Index gains and 117.28% 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
2.80%
Beta
1.38
0.47
Upside Capture
128.66%
Downside Capture
117.28%

Return for Risk

Risk / Return Rank

AXP ranks 52 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: 5252
Overall Rank
AXP Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
AXP Sortino Ratio Rank: 4848
Sortino Ratio Rank
AXP Omega Ratio Rank: 4949
Omega Ratio Rank
AXP Calmar Ratio Rank: 5353
Calmar Ratio Rank
AXP Martin Ratio Rank: 5353
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 S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AXPBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.47

Sortino ratioReturn per unit of downside risk

-1.84

Omega ratioGain probability vs. loss probability

1.09

1.34

-0.25

Calmar ratioReturn relative to maximum drawdown

0.44

2.53

-2.10

Martin ratioReturn relative to average drawdown

0.93

11.37

-10.44

Dividends

Dividend History

American Express Company provided a 1.05% dividend yield over the last twelve months, with an annual payout of $3.41 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$3.41$3.16$2.70$2.32$1.99$1.72$1.72$1.60$1.44$1.31$1.19$1.10

Dividend yield

1.05%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$0.95$0.00$0.00$1.77
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 1.05%, 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 20.90%, 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 14.99%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-83.91%Mar 2009
1y 7mo3y 1mo
4y 9moJul 2007 - Apr 2012
1974 bear market1974
-74.68%Oct 1974
1y 8mo8y 1mo
9y 9moJan 1973 - Nov 1982
Dot-com crash2000–2002
-59.06%Sep 2001
11mo 23d4y 2mo
5y 1moOct 2000 - Nov 2005
1990 bear market1990
-53.56%Oct 1990
1y 7d2y 9mo
3y 9moOct 1989 - Jul 1993
COVID crash2020
-49.64%Mar 2020
1mo 2d11mo 6d
1y 3dFeb 2020 - Feb 2021

Drawdown Indicators


AXPBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-83.91%

-56.78%

-27.13%

Max Drawdown (1Y)

Largest decline over 1 year

-23.90%

-9.10%

-14.80%

Max Drawdown (3Y)

Largest decline over 3 years

-28.76%

-18.90%

-9.86%

Max Drawdown (5Y)

Largest decline over 5 years

-31.55%

-25.43%

-6.12%

Max Drawdown (10Y)

Largest decline over 10 years

-49.64%

-33.92%

-15.72%

Current Drawdown

Current decline from peak

-14.99%

-2.34%

-12.65%

Average Drawdown

Average peak-to-trough decline

-22.05%

-10.72%

-11.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.15%

2.02%

+9.13%

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 20.1. 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 2.7. 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 6.6. 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
Portfolio Analyzer

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