com.insightguru.giraffe.server.utils.PresentationUtil$PresentationTitle@56a56607
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(1) Revenues expected to be well ahead of consensus estimates
Trefis estimates AXP's Q3 2021 revenues to be $9.95 Bil, well ahead of the consensus estimate of $9.21 Bil
Estimated Revenues - 2021Q3(E)
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Trefis Estimates for American Express Revenues:
Expected Change (YoY): 13.6%
The chart to the right highlights trends in American Express's Revenues over the last four quarters along with our forecast for Q3 2021.
Quarterly Revenue Trend
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(2) EPS likely to comfortably beat consensus estimates
AXP's Q3 2021 earnings per share (EPS) expected to be $1.65 per Trefis analysis, comfortably beating the consensus estimate of $1.52 by 8.6%
Estimated EPS- 2021Q3(E)
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Trefis Estimates for American Express EPS:
Expected Change (YoY): 25.9%
The chart to the right highlights trends in AXP's EPS over the last four quarters along with our forecast for Q3 2021.
Quarterly EPS Trend
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(3) Stock price estimate 3.1% higher than current market price
Trefis maintains a fair value of $182 for AXP's stock as opposed to the current market price of roughly $177.
AXP Stock Price
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The Trefis Price Estimate for American Express stock represents the fair value for the company's stock over a one-year horizon.
Details about the chances of a rise in AXP stock in the near term can be found in a separate interactive dashboard.
The chart to the right highlights trends in AXP's stock price at the end of each of the last four quarters as well as the current stock price.
Stock Price (Quarter End)
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#1. Estimating American Express's Total Revenues:
American Express's Revenues have seen a decrease of -10.6% from around $40 Bil in FY2018 to $36 Bil in FY2020 and we expect it to increase to $40 Bil in FY2021
Total Revenue
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A Separate Interactive Dashboard Analysis On American Express's Revenues Details How The Company Makes Money.
#2. Deriving American Express's Adjusted Net Income:
American Express's Adjusted Net Income has decreased from around $6.8 Bil in FY2018 to $3.0 Bil in FY2020 and we expect it to increase to $6.8 Bil in FY2021
This change is likely to be led by higher revenues and improved margins.
A Separate Interactive Dashboard Analysis On American Express's Margins Highlights The Company's Various Expenses Components In Detail.
Adjusted Net Income [AxB]
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Adjusted Net Income Margin [A]
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Total Revenue [B]
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#3. Determining American Express's Adjusted EPS:
American Express's Adjusted EPS has decreased from $7.9 in FY2018 to $3.77 in FY2020 and we expect it to increase to $8.67 in FY2021
The change in EPS can be attributed to an increase in adjusted net income and a lower expected share count due to stock repurchases.
Adjusted EPS [A÷B]
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Adjusted Net Income [A]
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Shares Outstanding [B]
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#4. Estimating American Express's Share Price:
Our Price Estimate of $182 For American Express's Stock is based on our Detailed Valuation Model, and implies a 21.0x P/E Multiple on expected FY2021 Adjusted EPS of $8.67
Trefis Price Estimate [AxB]
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Adjusted EPS [A]
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P/E Multiple [B]
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