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

Company Info

ISIN

US0258161092

CUSIP

025816109

IPO Date

Jun 1, 1972

Highlights

Market Cap

$193.96B

EPS (TTM)

$14.31

PE Ratio

19.35

PEG Ratio

1.97

Total Revenue (TTM)

$75.33B

Gross Profit (TTM)

$62.05B

EBITDA (TTM)

$14.80B

Year Range

$218.27 - $325.20

Target Price

$289.75

Short %

1.52%

Short Ratio

2.02

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.


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.


2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%December2025FebruaryMarchAprilMay
12,593.41%
3,257.40%
AXP (American Express Company)
Benchmark (^GSPC)

Returns By Period

American Express Company (AXP) returned -3.59% year-to-date (YTD) and 20.32% over the past 12 months. Over the past 10 years, AXP delivered an annualized return of 15.37%, outperforming the S&P 500 benchmark at 10.45%.


AXP

YTD

-3.59%

1M

8.44%

6M

-0.51%

1Y

20.32%

5Y*

27.76%

10Y*

15.37%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20257.21%-5.19%-10.60%-0.65%6.79%-3.59%
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%
20204.68%-15.35%-22.12%7.18%4.19%0.14%-1.53%8.86%-1.32%-8.61%29.98%1.96%-1.14%
20198.18%4.91%1.45%7.63%-2.15%7.61%1.07%-3.22%-1.74%-0.47%2.42%3.64%32.52%
20180.44%-1.90%-4.34%6.26%-0.46%-0.31%1.92%6.49%0.48%-3.18%9.29%-15.10%-2.62%
20173.54%4.82%-1.19%0.59%-2.91%9.49%1.56%1.02%5.06%6.00%2.29%1.64%36.22%
2016-22.74%3.89%10.47%7.08%0.50%-7.14%6.09%1.74%-2.35%4.24%8.46%2.83%8.58%
2015-13.02%1.12%-3.93%-0.86%2.93%-2.14%-2.14%0.87%-3.38%-0.80%-2.21%-2.92%-24.21%
2014-6.05%7.36%-1.37%-2.64%4.66%3.68%-6.99%1.76%-2.24%3.06%2.75%0.67%3.66%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AXP is 75, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AXP is 7575
Overall Rank
The Sharpe Ratio Rank of AXP is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of AXP is 7070
Sortino Ratio Rank
The Omega Ratio Rank of AXP is 7171
Omega Ratio Rank
The Calmar Ratio Rank of AXP is 8080
Calmar Ratio Rank
The Martin Ratio Rank of AXP is 7777
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 (AXP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

American Express Company Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 0.64
  • 5-Year: 0.85
  • 10-Year: 0.49
  • All Time: 0.37

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of American Express Company compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00December2025FebruaryMarchAprilMay
0.64
0.44
AXP (American Express Company)
Benchmark (^GSPC)

Dividends

Dividend History

American Express Company provided a 1.03% dividend yield over the last twelve months, with an annual payout of $2.92 per share. The company has been increasing its dividends for 20 consecutive years.


1.00%1.20%1.40%1.60%$0.00$0.50$1.00$1.50$2.00$2.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.92$2.70$2.32$1.99$1.72$1.72$1.60$1.44$1.31$1.19$1.10$0.98

Dividend yield

1.03%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%1.05%

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
2025$0.70$0.00$0.00$0.82$0.00$1.52
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
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$1.72
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$1.60
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$1.44
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$1.31
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$1.19
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$1.10
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$0.98

Dividend Yield & Payout


Dividend Yield

American Express Company has a dividend yield of 1.03%, 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 21.38%, 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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-12.40%
-7.88%
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.

The current American Express Company drawdown is 12.40%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.91%Jul 20, 2007411Mar 6, 2009793Apr 27, 20121204
-59.06%Oct 3, 2000241Sep 21, 20011054Nov 28, 20051295
-53.85%Oct 10, 1989259Oct 17, 1990700Jul 26, 1993959
-49.64%Feb 20, 202023Mar 23, 2020231Feb 22, 2021254
-45.85%Mar 9, 1987189Dec 3, 1987417Jul 28, 1989606

Volatility

Volatility Chart

The current American Express Company volatility is 10.73%, 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.


0.00%5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
10.73%
6.82%
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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of American Express Company, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 5.2% positive surprise.


0.001.002.003.004.0020212022202320242025
3.64
3.46
Actual
Estimate

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 19.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

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 2.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

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 3.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

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