American Express Stock Beta
| AXP Stock | USD 340.98 0.14 0.04% |
American Express' fundamental analysis aims to assess its intrinsic value by examining key economic and financial indicators - such as cash flow records, changes in balance sheet accounts, income statement trends, financial ratios, and relevant microeconomic factors affecting American Stock price.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. American Express Company Beta Analysis
American Express' Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current American Express Beta | 1.29 |
Most of American Express' fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, American Express is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, American Express has a Beta of 1.292. This is 57.56% higher than that of the Consumer Finance sector and 13.33% higher than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.
American Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses American Express' direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of American Express could also be used in its relative valuation, which is a method of valuing American Express by comparing valuation metrics of similar companies.American Express is currently under evaluation in beta category among its peers.
American Express ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, American Express' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to American Express' managers, analysts, and investors.Environmental | Governance | Social |
American Express Institutional Holders
Institutional Holdings refers to the ownership stake in American Express that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of American Express' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing American Express' value.| Shares | Massachusetts Financial Services Company | 2025-06-30 | 7.4 M | T. Rowe Price Associates, Inc. | 2025-06-30 | 7.3 M | Northern Trust Corp | 2025-06-30 | 6.6 M | Norges Bank | 2025-06-30 | 5.9 M | Ubs Asset Mgmt Americas Inc | 2025-06-30 | 5.9 M | Nuveen, Llc | 2025-06-30 | 5.1 M | Capital World Investors | 2025-06-30 | 5.1 M | Artisan Partners Limited Partnership | 2025-06-30 | 4.6 M | Capital Research Global Investors | 2025-06-30 | 4.4 M | Berkshire Hathaway Inc | 2025-06-30 | 151.6 M | Vanguard Group Inc | 2025-06-30 | 46.4 M |
As the market goes up, the company is expected to outperform it. However, if the market returns are negative, American Express will likely underperform.
American Fundamentals
| Return On Equity | 0.33 | ||||
| Return On Asset | 0.0357 | ||||
| Profit Margin | 0.16 % | ||||
| Operating Margin | 0.21 % | ||||
| Current Valuation | 240.34 B | ||||
| Shares Outstanding | 695.88 M | ||||
| Shares Owned By Insiders | 21.91 % | ||||
| Shares Owned By Institutions | 65.33 % | ||||
| Number Of Shares Shorted | 10.58 M | ||||
| Price To Earning | 15.49 X | ||||
| Price To Book | 7.35 X | ||||
| Price To Sales | 3.74 X | ||||
| Revenue | 74.2 B | ||||
| Gross Profit | 40.75 B | ||||
| EBITDA | 14.57 B | ||||
| Net Income | 10.13 B | ||||
| Cash And Equivalents | 37.01 B | ||||
| Cash Per Share | 42.01 X | ||||
| Total Debt | 51.09 B | ||||
| Debt To Equity | 1.84 % | ||||
| Current Ratio | 1.62 X | ||||
| Book Value Per Share | 46.42 X | ||||
| Cash Flow From Operations | 14.05 B | ||||
| Short Ratio | 4.48 X | ||||
| Earnings Per Share | 14.22 X | ||||
| Price To Earnings To Growth | 1.98 X | ||||
| Target Price | 324.45 | ||||
| Number Of Employees | 75.1 K | ||||
| Beta | 1.29 | ||||
| Market Capitalization | 237.38 B | ||||
| Total Asset | 271.46 B | ||||
| Retained Earnings | 22.15 B | ||||
| Working Capital | 9.57 B | ||||
| Current Asset | 84.45 B | ||||
| Current Liabilities | 74.88 B | ||||
| Annual Yield | 0.01 % | ||||
| Five Year Return | 1.33 % | ||||
| Net Asset | 271.46 B | ||||
| Last Dividend Paid | 3.04 |
About American Express Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze American Express's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of American Express using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of American Express based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with American Express
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if American Express position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in American Express will appreciate offsetting losses from the drop in the long position's value.Moving against American Stock
| 0.69 | TW | Tradeweb Markets Sell-off Trend | PairCorr |
| 0.45 | AB | AllianceBernstein | PairCorr |
| 0.32 | LX | Lexinfintech Holdings | PairCorr |
The ability to find closely correlated positions to American Express could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace American Express when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back American Express - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling American Express to buy it.
The correlation of American Express is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as American Express moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if American Express moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for American Express can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for American Stock Analysis
When running American Express' price analysis, check to measure American Express' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy American Express is operating at the current time. Most of American Express' value examination focuses on studying past and present price action to predict the probability of American Express' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move American Express' price. Additionally, you may evaluate how the addition of American Express to your portfolios can decrease your overall portfolio volatility.