Company Analysis American Express
1. Summary
Advantages
- The stock's return over the last year (62.23%) is higher than the sector average (24%).
- Current debt level 18.83% is below 100% and has decreased over 5 years from 32.62%.
- The company's current efficiency (ROE=29.85%) is higher than the sector average (ROE=10.95%)
Disadvantages
- Price (150.9 $) is higher than fair price (132.81 $)
- Dividends (1.07%) are below the sector average (2.69%).
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| American Express | Financials | Index | |
|---|---|---|---|
| 7 days | -0.3% | -6.3% | -2.7% |
| 90 days | 14.9% | -0.2% | 3.2% |
| 1 year | 62.2% | 24% | 25.1% |
AXP vs Sector: American Express has outperformed the "Financials" sector by 38.23% over the past year.
AXP vs Market: American Express has outperformed the market by 37.16% over the past year.
Stable price: AXP is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: AXP with weekly volatility of 1.2% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (150.9 $) is higher than the fair price (132.81 $).
Price is higher than fair: The current price (150.9 $) is 12% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (16.31) is lower than that of the sector as a whole (62.93).
P/E vs Market: The company's P/E (16.31) is lower than that of the market as a whole (47.25).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (4.87) is higher than that of the sector as a whole (1.43).
P/BV vs Market: The company's P/BV (4.87) is lower than that of the market as a whole (22.52).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (2.26) is lower than that of the sector as a whole (3.5).
P/S vs Market: The company's P/S indicator (2.26) is lower than that of the market as a whole (15.13).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (11.44) is higher than that of the sector as a whole (-115.29).
EV/Ebitda vs Market: The company's EV/Ebitda (11.44) is lower than that of the market as a whole (17.7).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 4.78% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (4.78%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-62.87%).
5.4. ROE
ROE vs Sector: The company's ROE (29.85%) is higher than that of the sector as a whole (10.95%).
ROE vs Market: The company's ROE (29.85%) is higher than that of the market as a whole (17.12%).
5.5. ROA
ROA vs Sector: The company's ROA (3.21%) is lower than that of the sector as a whole (3.21%).
ROA vs Market: The company's ROA (3.21%) is lower than that of the market as a whole (6.51%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 1.07% is below the average for the sector '2.69%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 1.07% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 1.07% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (21.26%) are at an uncomfortable level.
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