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American Express Company (AXP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0258161092
CUSIP025816109
SectorFinancial Services
IndustryCredit Services

Highlights

Market Cap$166.19B
EPS$11.20
PE Ratio20.63
PEG Ratio2.25
Revenue (TTM)$55.59B
Gross Profit (TTM)$28.78B
Year Range$140.02 - $231.60
Target Price$217.94
Short %1.17%
Short Ratio2.49

Share Price Chart


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American Express Company

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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.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%NovemberDecember2024FebruaryMarchApril
62.17%
18.82%
AXP (American Express Company)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Express Company had a return of 25.16% year-to-date (YTD) and 44.25% in the last 12 months. Over the past 10 years, American Express Company had an annualized return of 12.01%, outperforming the S&P 500 benchmark which had an annualized return of 10.42%.


PeriodReturnBenchmark
Year-To-Date25.16%5.05%
1 month3.44%-4.27%
6 months62.17%18.82%
1 year44.25%21.22%
5 years (annualized)17.04%11.38%
10 years (annualized)12.01%10.42%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20247.50%9.31%3.77%
2023-5.57%-1.72%16.94%9.70%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AXP is 90, placing it in the top 10% of the market 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 AXP is 9090
American Express Company(AXP)
The Sharpe Ratio Rank of AXP is 9393Sharpe Ratio Rank
The Sortino Ratio Rank of AXP is 9090Sortino Ratio Rank
The Omega Ratio Rank of AXP is 9090Omega Ratio Rank
The Calmar Ratio Rank of AXP is 9191Calmar Ratio Rank
The Martin Ratio Rank of AXP is 8585Martin 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 (AXP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AXP
Sharpe ratio
The chart of Sharpe ratio for AXP, currently valued at 1.96, compared to the broader market-2.00-1.000.001.002.003.001.96
Sortino ratio
The chart of Sortino ratio for AXP, currently valued at 2.73, compared to the broader market-4.00-2.000.002.004.002.73
Omega ratio
The chart of Omega ratio for AXP, currently valued at 1.36, compared to the broader market0.501.001.501.36
Calmar ratio
The chart of Calmar ratio for AXP, currently valued at 1.66, compared to the broader market0.001.002.003.004.005.001.66
Martin ratio
The chart of Martin ratio for AXP, currently valued at 5.64, compared to the broader market0.0010.0020.0030.005.64
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.81, compared to the broader market-2.00-1.000.001.002.003.001.81
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.64, compared to the broader market-4.00-2.000.002.004.002.64
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.001.002.003.004.005.001.38
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.007.21

Sharpe Ratio

The current American Express Company Sharpe ratio is 1.96. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.96
1.81
AXP (American Express Company)
Benchmark (^GSPC)

Dividends

Dividend History

American Express Company granted a 1.07% dividend yield in the last twelve months. The annual payout for that period amounted to $2.50 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.50$2.32$1.99$1.72$1.72$1.60$1.44$1.31$1.19$1.10$0.98$0.86

Dividend yield

1.07%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%1.05%0.95%

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
2024$0.60$0.00$0.00
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
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

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.1%
American Express Company has a dividend yield of 1.07%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%22.3%
American Express Company has a payout ratio of 22.30%, 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

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%0.00%NovemberDecember2024FebruaryMarchApril0
-4.64%
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

Volatility Chart

The current American Express Company volatility is 7.79%, 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%NovemberDecember2024FebruaryMarchApril
7.79%
3.30%
AXP (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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items