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American Express Company (AXP)

Equity · Currency in USD · Last updated Dec 9, 2023
SummaryFinancials

Company Info

ISINUS0258161092
CUSIP025816109
SectorFinancial Services
IndustryCredit Services

Highlights

Market Cap$122.74B
EPS$10.66
PE Ratio15.80
PEG Ratio1.05
Revenue (TTM)$54.38B
Gross Profit (TTM)$28.78B
Year Range$140.64 - $180.12
Target Price$171.85
Short %1.21%
Short Ratio2.17

Share Price Chart


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Performance

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.


4,000.00%5,000.00%6,000.00%7,000.00%8,000.00%JulyAugustSeptemberOctoberNovemberDecember
8,065.91%
4,097.62%
AXP (American Express Company)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with AXP

American Express Company

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Return

American Express Company had a return of 15.68% year-to-date (YTD) and 10.90% in the last 12 months. Over the past 10 years, American Express Company had an annualized return of 8.63%, while the S&P 500 had an annualized return of 9.85%, indicating that American Express Company did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date15.68%19.92%
1 month10.08%5.06%
6 months-1.18%7.11%
1 year10.90%16.17%
5 years (annualized)11.15%11.84%
10 years (annualized)8.63%9.85%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-1.72%9.86%-2.72%-6.45%-5.57%-1.72%16.94%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AXP
American Express Company
0.40
^GSPC
S&P 500
1.25

Sharpe Ratio

The current American Express Company Sharpe ratio is 0.40. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.00JulyAugustSeptemberOctoberNovemberDecember
0.40
1.25
AXP (American Express Company)
Benchmark (^GSPC)

Dividend History

American Express Company granted a 1.38% dividend yield in the last twelve months. The annual payout for that period amounted to $2.32 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$2.32$1.99$1.72$1.72$1.60$1.44$1.31$1.19$1.10$0.98$0.86$0.78

Dividend yield

1.38%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%1.05%0.95%1.36%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.52$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00
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
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
2020$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00
2019$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.43$0.00$0.00
2018$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.39$0.00$0.00
2017$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.35$0.00$0.00
2016$0.29$0.00$0.00$0.29$0.00$0.29$0.00$0.00$0.00$0.32$0.00$0.00
2015$0.26$0.00$0.26$0.00$0.00$0.29$0.00$0.00$0.00$0.29$0.00$0.00
2014$0.23$0.00$0.00$0.23$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00
2013$0.20$0.00$0.00$0.20$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00
2012$0.18$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00

Dividend Yield & Payout


Dividend Yield
AXP
1.38%
Market bottom
1.02%
Market top
5.22%
American Express Company has a dividend yield of 1.38%, which is quite average when compared to the overall market.
Payout Ratio
AXP
22.51%
Market bottom
18.80%
Market top
64.69%
American Express Company has a payout ratio of 22.51%, which is quite average when compared to the overall market. This suggests that American Express Company strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%JulyAugustSeptemberOctoberNovemberDecember
-12.94%
-4.01%
AXP (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 83.91%, occurring on Mar 6, 2009. Recovery took 793 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.91%Jul 20, 2007411Mar 6, 2009793Apr 27, 20121204
-74.69%Jan 22, 1973430Oct 3, 19742049Nov 11, 19822479
-59.06%Oct 3, 2000241Sep 21, 20011054Nov 28, 20051295
-55.32%Mar 9, 1987915Oct 17, 1990743Sep 24, 19931658
-49.64%Feb 20, 202023Mar 23, 2020231Feb 22, 2021254

Volatility Chart

The current American Express Company volatility is 5.22%, 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%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
5.22%
2.77%
AXP (American Express Company)
Benchmark (^GSPC)