Tearsheet

American Express (AXP)

Market Price (9/14/2025): $325.51 | Market Cap: $227.2 Bil
Sector: Financials | Industry: Consumer Finance

American Express (AXP)

Market Price (9/14/2025): $325.51
Market Cap: $227.2 Bil
Sector: Financials
Industry: Consumer Finance

Investment Highlights

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16%, CFO LTM is 13 Bil, FCF LTM is 11 Bil	Trading close to highs Dist 52W High is -1.8%, Dist 3Y High is -1.8%
1	Low stock price volatility Vol 12M is 32%

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16%, CFO LTM is 13 Bil, FCF LTM is 11 Bil
1	Low stock price volatility Vol 12M is 32%
2	Trading close to highs Dist 52W High is -1.8%, Dist 3Y High is -1.8%

Market Valuation

	9/14/25	2024	2023	2022	2021
Share Price CYE	$325.51	$295.11	$184.08	$143.06	$156.38
Market Cap CYE ($ Bil)	227.2	207.5	133.6	107.0	120.1
Total Debt ($ Bil)	59.7	51.1	49.2	43.9	40.9
Total Cash ($ Bil)	58.8	41.5	48.7	38.1	24.0
Enterprise Value ($ Bil)	228.1	258.6	182.8	150.9	161.0
Valuation Ratios
P/S TTM	3.3	3.2	2.3	2.1	3.0
P/EBIT TTM	0.0	0.0	0.0	0.0	0.0
P/E TTM	22.4	20.9	16.4	14.8	16.0
Sector Ratios
P/S TTM (Sector)	3.2	3.1	2.8	2.8	3.4
P/EBIT TTM (Sector)	7.2	6.9	7.1	7.1	7.0
P/E TTM (Sector)	12.8	11.6	10.1	9.4	10.0

	9/14/25	2024	2023
Share Price CYE	$325.51	$295.11	$184.08
Market Cap CYE ($ Bil)	227.2	207.5	133.6
Total Debt ($ Bil)	59.7	51.1	49.2
Total Cash ($ Bil)	58.8	41.5	48.7
Enterprise Value ($ Bil)	228.1	258.6	182.8
Valuation Ratios
P/S TTM	3.3	3.2	2.3
P/EBIT TTM	0.0	0.0	0.0
P/E TTM	22.4	20.9	16.4
Sector Ratios
P/S TTM (Sector)	3.2	3.1	2.8
P/EBIT TTM (Sector)	7.2	6.9	7.1
P/E TTM (Sector)	12.8	11.6	10.1

Stock Price
Market Cap

Stock Price Chart

Return (1Y):

Market Cap Chart

Business Description

American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financing products; network services; accounts payable expense management products and services; and travel and lifestyle services. Show more

Price Returns Compared

Expand for Detailed View

	2020	2021	2022	2023	2024	2025	Total [1]
Returns
AXP Return	-1%	37%	-9%	29%	60%	10%	182%
Peers Return	30%	14%	-22%	22%	37%	7%	104%
S&P 500 Return	16%	27%	-19%	24%	23%	12%	104%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: V, MA, COF, PYPL, AXP.
[3] 2025 data is for the year up to 9/12/2025 (YTD)

Interactive Breakdown

American Express Interactive Breakdown Analysis

Latest Trefis Analyses

	Title	Topic	Date
0	DASHBOARDS
1	Why American Express Stock Moved: AXP Stock Has Gained 127% Since 2022 Fiscal End, Primarily Due To Favorable Change In Price To Sales Multiple (P/S)
2	American Express (AXP) Valuation Ratios Comparison	Financials
3	AXP Dip Buy Analysis
4	Day 9 of Gains Streak for American Express Stock with 10% Return (vs. 9.3% YTD) [7/1/2025]
5	Day 9 of Gains Streak for American Express Stock with 10% Return (vs. 9.3% YTD) [7/1/2025]
6	Day 8 of Gains Streak for American Express Stock with 8.9% Return (vs. 8.1% YTD) [6/30/2025]
7	Day 8 of Gains Streak for American Express Stock with 8.9% Return (vs. 8.1% YTD) [6/30/2025]
8	Day 7 of Gains Streak for American Express Stock with 8.3% Return (vs. 7.5% YTD) [6/27/2025]
9	Day 6 of Gains Streak for American Express Stock with 6.4% Return (vs. 5.5% YTD) [6/26/2025]
10	AXP YTD Stock Return Of -0.4% Outperforms PYPL by 17% and Underperforms V by -16%	Return
11	ARTICLES
12	Large Cap Stocks Trading At 52-Week High		August 29th, 2025
13	7/3/2025 27 Large Cap Stocks Trading Near 52W High		July 4th, 2025
14	AXP Stock Up 8.3% after 7-Day Win Streak		June 30th, 2025
15	AXP Stock Up 6.4% after 6-Day Win Streak		June 27th, 2025
16	American Express Stock To Fall 50% On Economic Headwinds?		March 28th, 2025

	Title
0	DASHBOARDS
1	Large Cap Stocks Trading At 52-Week High
2	7/3/2025 27 Large Cap Stocks Trading Near 52W High
3	AXP Stock Up 8.3% after 7-Day Win Streak
4	AXP Stock Up 6.4% after 6-Day Win Streak
5	American Express Stock To Fall 50% On Economic Headwinds?
6	ARTICLES
7	Why American Express Stock Moved: AXP Stock Has Gained 127% Since 2022 Fiscal End, Primarily Due To Favorable Change In Price To Sales Multiple (P/S)
8	American Express (AXP) Valuation Ratios Comparison
9	AXP Dip Buy Analysis
10	Day 9 of Gains Streak for American Express Stock with 10% Return (vs. 9.3% YTD) [7/1/2025]
11	Day 9 of Gains Streak for American Express Stock with 10% Return (vs. 9.3% YTD) [7/1/2025]
12	Day 8 of Gains Streak for American Express Stock with 8.9% Return (vs. 8.1% YTD) [6/30/2025]
13	Day 8 of Gains Streak for American Express Stock with 8.9% Return (vs. 8.1% YTD) [6/30/2025]
14	Day 7 of Gains Streak for American Express Stock with 8.3% Return (vs. 7.5% YTD) [6/27/2025]
15	Day 6 of Gains Streak for American Express Stock with 6.4% Return (vs. 5.5% YTD) [6/26/2025]
16	AXP YTD Stock Return Of -0.4% Outperforms PYPL by 17% and Underperforms V by -16%

Recent Active Movers

1 Day Top Gainers

#	Ticker	Company	1D Rtn	YTD Rtn
1	GCTK	GlucoTrack	117.5%	-97.6%
2	OPI	Office Properties Income Trust	78.6%	-42.6%
3	HCWB	HCW Biologics	68.4%	-68.7%
4	AGAE	Allied Gaming & Entertainment	62.4%	86.8%
5	ATCH	AtlasClear	53.4%	-95.9%
6	SONN	Sonnet BioTherapeutics	49.0%	304.1%
7	EVTV	Envirotech Vehicles	48.4%	-66.3%
8	ISPC	iSpecimen	47.7%	-26.6%
9	ENTO	Entero Therapeutics	37.0%	68.8%
10	IBEX	IBEX	36.5%	93.5%

1 Day Top Losers

#	Ticker	Company	1D Rtn	YTD Rtn
1	NXTT	Next Technology	-57.4%	-93.8%
2	VCIG	VCI Global	-42.8%	-98.7%
3	RENT	Rent the Runway	-36.4%	-40.9%
4	NUAI	New Era Energy & Digital	-30.5%
5	AEI	Alset	-29.6%	156.9%
6	NAKA	Kindly MD	-29.5%
7	XTIA	XTI Aerospace	-24.6%	-85.8%
8	FARM	Farmer Bros	-21.5%	1.7%
9	FEIM	Frequency Electronics	-21.0%	46.5%
10	MSS	Maison Solutions	-20.4%	-27.6%

1 Week Top Gainers

#	Ticker	Company	1W Rtn	YTD Rtn
1	OCTO	Eightco	900.0%	562.1%
2	QMMM	QMMM	875.3%	5698.4%
3	WLDS	Wearable Devices	780.4%	8.0%
4	CWD	CaliberCos	268.8%	-45.1%
5	AIRE	ReAlpha Tech	257.5%	-49.8%
6	PTNM	Pitanium	154.0%
7	OPI	Office Properties Income Trust	144.0%	-42.6%
8	HYPD	Hyperion DeFi	144.0%
9	ISPC	iSpecimen	128.4%	-26.6%
10	EDHL	Everbright Digital	127.6%

1 Week Top Losers

#	Ticker	Company	1W Rtn	YTD Rtn
1	DGNX	Diginex	-85.6%
2	LGCL	Lucas GC	-69.1%	-76.6%
3	YYGH	YY	-68.7%	-76.6%
4	BINI	Bollinger Innovations	-61.6%	-100.0%
5	IPDN	Professional Diversity Network	-54.5%	-41.4%
6	INHD	Inno	-53.4%	-4.4%
7	CDT	CDT Equity	-49.2%	-99.4%
8	NFE	New Fortress Energy	-46.5%	-91.3%
9	TGHL	Growhub	-44.8%
10	SLXN	Silexion Therapeutics	-43.1%	-86.5%

1 Month Top Gainers

#	Ticker	Company	1M Rtn	YTD Rtn
1	PMI	Picard Medical	11249.2%	11249.2%
2	GIBO	GIBO	7400.0%
3	LNZA	LanzaTech Global	4710.5%	-85.8%
4	CHSN	Chanson International	3717.0%	-99.3%
5	QMMM	QMMM	2669.4%	5698.4%
6	VTAK	Catheter Precision	1332.7%	-71.4%
7	CURX	Curanex Pharmaceuticals	1309.0%	1309.0%
8	OCTO	Eightco	811.9%	562.1%
9	WLDS	Wearable Devices	708.6%	8.0%
10	PTNM	Pitanium	423.7%

1 Month Top Losers

#	Ticker	Company	1M Rtn	YTD Rtn
1	BINI	Bollinger Innovations	-93.4%	-100.0%
2	ETS	Elite Express	-92.8%	-92.8%
3	CJET	Chijet Motor	-92.7%	-94.6%
4	ELPW	Elong Power	-91.7%	-75.8%
5	STFS	Star Fashion Culture	-91.4%	-97.8%
6	JEM	707 Cayman	-90.4%	-98.0%
7	FLYE	Fly-E	-90.4%	-82.8%
8	NXTT	Next Technology	-89.3%	-93.8%
9	NUTR	NusaTrip	-87.2%	-87.2%
10	CUPR	Cuprina	-84.3%

Recent Active Movers

1 Day Top Gainers

#	Ticker	Company	1D Rtn	YTD Rtn
1	GCTK	GlucoTrack	117.5%	-97.6%
2	OPI	Office Properties Income Trust	78.6%	-42.6%
3	HCWB	HCW Biologics	68.4%	-68.7%
4	AGAE	Allied Gaming & Entertainment	62.4%	86.8%
5	ATCH	AtlasClear	53.4%	-95.9%
6	SONN	Sonnet BioTherapeutics	49.0%	304.1%
7	EVTV	Envirotech Vehicles	48.4%	-66.3%
8	ISPC	iSpecimen	47.7%	-26.6%
9	ENTO	Entero Therapeutics	37.0%	68.8%
10	IBEX	IBEX	36.5%	93.5%

1 Day Top Losers

#	Ticker	Company	1D Rtn	YTD Rtn
1	NXTT	Next Technology	-57.4%	-93.8%
2	VCIG	VCI Global	-42.8%	-98.7%
3	RENT	Rent the Runway	-36.4%	-40.9%
4	NUAI	New Era Energy & Digital	-30.5%
5	AEI	Alset	-29.6%	156.9%
6	NAKA	Kindly MD	-29.5%
7	XTIA	XTI Aerospace	-24.6%	-85.8%
8	FARM	Farmer Bros	-21.5%	1.7%
9	FEIM	Frequency Electronics	-21.0%	46.5%
10	MSS	Maison Solutions	-20.4%	-27.6%

1 Week Top Gainers

#	Ticker	Company	1W Rtn	YTD Rtn
1	OCTO	Eightco	900.0%	562.1%
2	QMMM	QMMM	875.3%	5698.4%
3	WLDS	Wearable Devices	780.4%	8.0%
4	CWD	CaliberCos	268.8%	-45.1%
5	AIRE	ReAlpha Tech	257.5%	-49.8%
6	PTNM	Pitanium	154.0%
7	OPI	Office Properties Income Trust	144.0%	-42.6%
8	HYPD	Hyperion DeFi	144.0%
9	ISPC	iSpecimen	128.4%	-26.6%
10	EDHL	Everbright Digital	127.6%

1 Week Top Losers

#	Ticker	Company	1W Rtn	YTD Rtn
1	DGNX	Diginex	-85.6%
2	LGCL	Lucas GC	-69.1%	-76.6%
3	YYGH	YY	-68.7%	-76.6%
4	BINI	Bollinger Innovations	-61.6%	-100.0%
5	IPDN	Professional Diversity Network	-54.5%	-41.4%
6	INHD	Inno	-53.4%	-4.4%
7	CDT	CDT Equity	-49.2%	-99.4%
8	NFE	New Fortress Energy	-46.5%	-91.3%
9	TGHL	Growhub	-44.8%
10	SLXN	Silexion Therapeutics	-43.1%	-86.5%

Peer Comparisons for American Express

Financials

	AXP	V	MA	COF	PYPL	Median
Name	American.	Visa	Masterca.	Capital .	PayPal
Mkt Price	325.51	339.60	580.60	224.06	66.96	325.51
Mkt Cap	227.2	625.9	529.5	85.8	64.9	227.2
Rev LTM	68,638	38,893	29,069	39,710	32,292	38,893
Op Inc LTM	-	25,864	16,870	-	6,161	16,870
FCF LTM	11,095	22,083	14,315	18,511	5,292	14,315
FCF 3Y Avg	16,399	19,899	11,704	18,024	5,216	16,399
CFO LTM	13,094	23,485	15,488	19,816	6,066	15,488
CFO 3Y Avg	18,226	21,134	12,851	19,096	5,899	18,226

Growth & Margins

	AXP	V	MA	COF	PYPL	Median
Name	American.	Visa	Masterca.	Capital .	PayPal
Rev Chg LTM	8.4%	11.4%	13.1%	6.5%	4.1%	8.4%
Rev Chg 3Y Avg	12.5%	11.5%	13.5%	8.1%	7.0%	11.5%
Rev Chg Q	9.3%	14.3%	14.2%	6.4%	5.1%	9.3%
QoQ Delta Rev Chg LTM	2.3%	3.4%	3.2%	1.5%	1.3%	2.3%
Op Mgn LTM	-	66.5%	58.0%	-	19.1%	58.0%
Op Mgn 3Y Avg	-	66.8%	58.0%	-	17.8%	58.0%
QoQ Delta Op Mgn LTM	-	-0.0%	0.1%	-	0.3%	0.1%
CFO/Rev LTM	19.1%	60.4%	53.3%	49.9%	18.8%	49.9%
CFO/Rev 3Y Avg	29.2%	60.1%	49.5%	51.1%	19.2%	49.5%
FCF/Rev LTM	16.2%	56.8%	49.2%	46.6%	16.4%	46.6%
FCF/Rev 3Y Avg	26.3%	56.6%	45.1%	48.3%	16.9%	45.1%

Valuation

	AXP	V	MA	COF	PYPL	Median
Name	American.	Visa	Masterca.	Capital .	PayPal
Mkt Cap	227.2	625.9	529.5	85.8	64.9	227.2
P/S	3.3	16.1	18.2	2.2	2.0	3.3
P/EBIT	-	25.1	32.3	-	10.3	25.1
P/E	22.4	30.9	40.3	17.6	13.9	22.4
P/CFO	17.4	26.7	34.2	4.3	10.7	17.4
Total Yield	5.0%	3.8%	2.5%	6.8%	7.2%	5.0%
Dividend Yield	0.5%	0.6%	0.0%	1.1%	0.0%	0.5%
FCF Yield 3Y Avg	10.2%	4.1%	2.7%	32.6%	7.8%	7.8%
D/E	0.3	0.0	0.0	0.5	0.2	0.2
Net D/E	0.0	0.0	0.0	-0.1	0.0	0.0

Returns

	AXP	V	MA	COF	PYPL	Median
Name	American.	Visa	Masterca.	Capital .	PayPal
1M Rtn	6.5%	-1.5%	-0.2%	3.9%	-3.4%	-0.2%
3M Rtn	13.0%	-3.6%	3.4%	16.4%	-5.6%	3.4%
6M Rtn	22.9%	2.6%	10.3%	31.0%	-3.0%	10.3%
12M Rtn	26.6%	19.0%	18.3%	63.0%	-4.6%	19.0%
3Y Rtn	116.0%	78.2%	86.4%	131.1%	-30.6%	86.4%
1M Excs Rtn	4.2%	-2.7%	-1.4%	1.3%	-7.1%	-1.4%
3M Excs Rtn	0.3%	-17.4%	-10.3%	4.6%	-19.5%	-10.3%
6M Excs Rtn	8.0%	-15.6%	-7.3%	16.2%	-19.3%	-7.3%
12M Excs Rtn	13.8%	-0.0%	-0.2%	44.3%	-22.7%	-0.0%
3Y Excs Rtn	56.1%	8.2%	14.4%	60.9%	-95.0%	14.4%

Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2024	2023	2022	2021	2020	2019
Period End		12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Filing Date		2/7/2025	2/9/2024	2/10/2023	2/11/2022	2/12/2021	2/13/2020
Key Financials
Total Revenue	68,638	65,949	60,515	52,862	43,147	36,239	43,633
Net Income	10,146	10,129	8,374	7,514	8,060	3,135	6,759
EPS	14.26	14.04	11.23	9.86	10.04	3.77	8.00
Growth Rates
Total Revenue Growth	8.4%	9.0%	14.5%	22.5%	19.1%	-16.9%	8.2%
Net Income Growth	3.2%	21.0%	11.4%	-6.8%	157.1%	-53.6%	-2.3%
Margins
Net Income Margin	14.8%	15.4%	13.8%	14.2%	18.7%	8.7%	15.5%
Cash & Debt
Total Cash	58,818	41,505	48,650	38,074	24,034	54,376	32,602
Total Debt	59,695	51,089	49,159	43,921	40,918	44,830	64,277
Net Debt / (Cash)	877	9,584	509	5,847	16,884	-9,546	31,675
Cash Flows
Net Cash from Operations	13,094	14,050	18,559	21,079	14,645	5,591	13,632
Free Cash from Operations	11,095	12,139	16,996	19,224	13,095	4,113	11,987
Returns to Shareholders
Dividends	2,128	1,999	1,780	1,565	1,448	1,474	1,422
Share Repurchases	5,530	6,020	3,650	3,502	9,252	1,029	4,685

$ Mil \| FY: 12/31	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3
Period End	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022	9/30/2022
Filing Date	7/18/2025	4/18/2025	2/7/2025	10/18/2024	7/19/2024	4/19/2024	2/9/2024	10/20/2023	7/25/2023	4/21/2023	2/10/2023	10/21/2022
Key Financials Quarterly
Total Revenue	17,856	16,967	17,179	16,636	16,333	15,801	15,799	15,381	15,054	14,281	14,244	13,509
Net Income	2,885	2,584	2,170	2,507	3,015	2,437	1,933	2,451	2,174	1,816	1,572	1,879
EPS	4.08	3.64	3.04	3.50	4.16	3.34	2.63	3.30	2.89	2.41	2.08	2.47
Key Financials TTM
Total Revenue TTM	68,638	67,115	65,949	64,569	63,314	62,035	60,515	58,960	57,088	55,419	52,862	50,757
Net Income TTM	10,146	10,276	10,129	9,892	9,836	8,995	8,374	8,013	7,441	7,231	7,514	7,661
Growth Rates Quarterly
Total Revenue Growth	9.3%	7.4%	8.7%	8.2%	8.5%	10.6%	10.9%	13.9%	12.5%	21.8%	17.3%	22.0%
Net Income Growth	-4.3%	6.0%	12.3%	2.3%	38.7%	34.2%	23.0%	30.4%	10.7%	-13.5%	-8.6%	2.9%
Margins Quarterly
Net Income Margin	16.2%	15.2%	12.6%	15.1%	18.5%	15.4%	12.2%	15.9%	14.4%	12.7%	11.0%	13.9%
Cash & Debt
Total Cash	58,818	52,406	41,505	48,684	53,628	55,973	48,650	46,618	45,727	43,166	38,074	32,310
Total Debt	59,695	52,795	51,089	55,003	53,160	50,568	49,159	48,060	48,308	42,862	43,921	43,908
Net Debt / (Cash)	877	389	9,584	6,319	-468	-5,405	509	1,442	2,581	-304	5,847	11,598
Cash Flows Quarterly
FCF from Operations	4,364	4,764	5,778	-1,812	4,532	5,552	6,769	8,244	3,923	-377	8,432	4,508
Cash Flows TTM
FCF from Operations TTM	13,094	13,262	14,050	15,041	25,097	24,488	18,559	20,222	16,486	16,822	21,079	17,655
Returns to Shareholders Quarterly
Dividends	593	509	510	516	521	452	454	459	462	405	405	407
Share Repurchases	1,356	1,208	1,031	1,935	1,762	1,292	901	1,400	1,033	316	640	601
Return on Invested Capital (ROIC) Quarterly
ROIC	130.8%	126.0%	49.0%	68.9%	154.5%	331.8%	86.4%	99.9%	78.0%	87.9%	44.0%	37.9%
Return on Invested Capital (ROIC) TTM
ROIC TTM	115.0%	125.3%	57.2%	67.9%	126.0%	306.2%	93.5%	81.7%	66.7%	87.5%	52.6%	38.6%

Segment Financials

Revenue by Segment

$ Mil	2024	2023	2022	2021	2020
United States Consumer Services (USCS)	28,116	23,914	18,922
Commercial Services (CS)	14,776	13,569	10,911
International Card Services (ICS)	10,430	9,061	7,435
Global Merchant and Network Services (GMNS)	7,396	6,475	5,129	4,243	6,234
Corporate & Other	-203	-157	-17	-552	-171
Global Commercial Services (GCS)				10,619	13,108
Global Consumer Services Group (GCSG)				21,777	24,385
Total	60,515	52,862	42,380	36,087	43,556

Assets by Segment

$ Mil	2024	2023	2022	2021	2020
United States Consumer Services (USCS)	107,158	94,444	77,000
Commercial Services (CS)	55,361	51,411	45,000
International Card Services (ICS)	42,234	36,891	33,000
Corporate & Other	32,641	25,603	19,000	48,000	21,000
Global Merchant and Network Services (GMNS)	23,714	20,005	15,000	14,000	18,000
Global Commercial Services (GCS)				42,000	53,000
Global Consumer Services Group (GCSG)				87,000	106,000
Total	261,108	228,354	189,000	191,000	198,000

Price Behavior

Behavior Stats
Betas Matrix

Price Behavior

Market Price	$325.31
Market Cap ($ Bil)	227.1
First Trading Date	06/01/1972
Distance from 52W High	-1.8%
	50 Days	200 Days
DMA Price	$313.08	$295.86
DMA Trend	up	up
Distance from DMA	3.9%	10.0%
	3M	1YR
Volatility	21.7%	31.6%
Downside Capture	173.59	129.50
Upside Capture	150.07	131.88
Correlation (SPY)	65.4%	83.7%

AXP Betas & Captures as of 8/31/2025

	1M	2M	3M	6M	1Y	3Y
Beta	1.26	1.58	1.56	1.37	1.35	1.21
Up Beta	1.28	1.58	1.73	1.35	1.39	1.21
Down Beta	0.98	0.31	1.04	1.36	1.35	1.28
Up Capture	189%	176%	163%	160%	168%	201%
Bmk +ve Days	10	22	35	71	142	415
Stock +ve Days	12	21	35	67	134	399
Down Capture	54%	228%	168%	130%	116%	103%
Bmk -ve Days	11	19	27	54	106	334
Stock -ve Days	9	20	27	58	114	350

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Short Interest

Short Interest: As Of Date	8292025
Short Interest: Shares Quantity	10,578,666
Short Interest: % Change Since 8152025	11.1%
Average Daily Volume	2,204,184
Days-to-Cover Short Interest	4.80
Basic Shares Quantity	698,000,000
Short % of Basic Shares	1.5%

Returns Analyses

	Title
0	AXP YTD Stock Return Of -0.4% Outperforms PYPL by 17% and Underperforms V by -16%
1	AXP Jumped 6.0% In A Month. What To Do Now?
2	American Express During 2008 Recession vs. 2022 Inflation Shock: AXP Stock Is Now 71% Higher Than Its Pre-Shock High
3	AXP YTD Stock Return Of -11% Outperforms PYPL by 53% and Underperforms MA by -6.3%
4	American Express Company (AXP) Stock Has 64% Chance Of Rise In The Next One Month
5	[10/6/2021] American Express Company (AXP) Stock Price Forecast: AI Forecasts AXP Stock Price To Be Around $175 In A Month (Up 1.1%)
6	American Express Total Shareholder Return (TSR): -8.4% in 2022 and 7.3% 3-yr returns (above peer average)

Earnings Returns History

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
7/18/2025	-2.3%	-2.3%	-3.1%
4/17/2025	-0.6%	5.7%	18.5%
1/24/2025	-1.4%	-2.1%	-9.3%
10/18/2024	-3.1%	-5.5%	0.4%
7/19/2024	-2.7%	-3.6%	1.0%
4/19/2024	6.2%	9.0%	11.6%
1/26/2024	7.1%	8.1%	15.4%
10/20/2023	-5.4%	-4.2%	8.6%
...
SUMMARY STATS
# Positive	9	11	15
# Negative	15	13	9
Median Positive	5.4%	5.7%	8.3%
Median Negative	-2.3%	-3.4%	-6.5%
Max Positive	10.5%	13.1%	18.9%
Max Negative	-5.4%	-13.1%	-17.5%

	Forward Returns
7/18/2025	-2.3%	-2.3%	-3.1%
4/17/2025	-0.6%	5.7%	18.5%
1/24/2025	-1.4%	-2.1%	-9.3%
10/18/2024	-3.1%	-5.5%	0.4%
7/19/2024	-2.7%	-3.6%	1.0%
4/19/2024	6.2%	9.0%	11.6%
1/26/2024	7.1%	8.1%	15.4%
10/20/2023	-5.4%	-4.2%	8.6%
7/21/2023	-3.9%	-7.6%	-9.5%
4/20/2023	-1.0%	-5.6%	-7.0%
1/27/2023	10.5%	11.1%	11.2%
10/21/2022	-1.7%	3.2%	7.1%
7/22/2022	1.9%	1.3%	8.0%
4/22/2022	-2.8%	-2.0%	-17.5%
1/25/2022	8.9%	13.1%	18.9%
10/22/2021	5.4%	-1.6%	-2.2%
7/23/2021	1.3%	0.6%	-6.5%
4/23/2021	-1.9%	5.1%	6.6%
1/26/2021	-4.1%	-3.4%	15.5%
10/23/2020	-3.6%	-13.1%	7.4%
7/24/2020	-1.4%	-2.1%	-0.5%
4/24/2020	0.9%	10.7%	8.3%
1/24/2020	2.8%	1.4%	-2.4%
10/18/2019	-2.0%	-2.3%	1.4%
SUMMARY STATS
# Positive	9	11	15
# Negative	15	13	9
Median Positive	5.4%	5.7%	8.3%
Median Negative	-2.3%	-3.4%	-6.5%
Max Positive	10.5%	13.1%	18.9%
Max Negative	-5.4%	-13.1%	-17.5%

SEC Filings

Expand for More

Report Date	Filing
6302025	10-Q 6/30/2025
3312025	10-Q 3/31/2025
12312024	10-K 12/31/2024
9302024	10-Q 9/30/2024
6302024	10-Q 6/30/2024
3312024	10-Q 3/31/2024
12312023	10-K 12/31/2023
9302023	10-Q 9/30/2023
6302023	10-Q 6/30/2023
3312023	10-Q 3/31/2023
12312022	10-K 12/31/2022
9302022	10-Q 9/30/2022
6302022	10-Q 6/30/2022
3312022	10-Q 3/31/2022
12312021	10-K 12/31/2021
9302021	10-Q 9/30/2021

Insider Activity

Expand for More

	Owner	Title	Filing Date	Action	Price	Shares	Transacted Value	Value of Held Shares	Form
0	Seeger Laureen	Chief Legal Officer	8072025	Sell	297.24	39,383	11,706,203	9,315,177	Form
1	Marquez Rafael	President, International Card	5212025	Sell	296.93	12,000	3,563,160	2,398,617	Form
2	Joabar Raymond	Grp. Pres., Global Comm. Serv.	5142025	Sell	302.44	400	120,976	602,763	Form
3	Grosfield Howard	Group Pres., U.S. Cons. Serv.	5072025	Sell	275.50	9,450	2,603,475	2,590,383	Form
4	McNeal Glenda G	Chief Partner Officer	4302025	Sell	264.66	3,019	799,009	2,889,792	Form

Industry Resources

Financials Resources

Federal Reserve Economic Data

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

Prefer one of these to Trefis? Tell us why.

American Express (AXP)

Market Price (9/14/2025): $325.51 | Market Cap: $227.2 BilSector: Financials | Industry: Consumer Finance

American Express (AXP)

Market Price (9/14/2025): $325.51Market Cap: $227.2 BilSector: FinancialsIndustry: Consumer Finance

Investment Highlights

Market Valuation

Stock Price Chart

Market Cap Chart

Business Description

Price Returns Compared

Interactive Breakdown

Better Bets than American Express (AXP)

Latest Trefis Analyses

Recent Active Movers

1 Day Top Gainers

1 Day Top Losers

1 Week Top Gainers

1 Week Top Losers

1 Month Top Gainers

1 Month Top Losers

Recent Active Movers

1 Day Top Gainers

1 Day Top Losers

1 Week Top Gainers

1 Week Top Losers

More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Peer Comparisons for American Express

Financials

Growth & Margins

Valuation

Returns

Comparison Analyses

FDIC Bank Data

Bank Capital

Bank Deposits

Bank Assets

Bank Loans

Financials

Segment Financials

Price Behavior

Short Interest

Returns Analyses

Earnings Returns History

SEC Filings

Insider Activity

Industry Resources

External Quote Links

Market Price (9/14/2025): $325.51 | Market Cap: $227.2 Bil
Sector: Financials | Industry: Consumer Finance

Market Price (9/14/2025): $325.51
Market Cap: $227.2 Bil
Sector: Financials
Industry: Consumer Finance