American Express (AXP) is a consumer finance company in the Financials sector. Listed on the NASDAQ, American Express is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $313.34.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $313.34 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 18.52% |
| Risk / Std Dev (Annualized) | 29.50% |
| Sharpe Ratio (rf=4.5%) | 0.48 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Consumer Finance
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 18.52% with an annualized volatility of 29.50%. The Sharpe ratio of 0.48 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 213.8B |
| Enterprise Value | 220.39B |
| Trailing P/E | 19.57 |
| Forward P/E | 15.57 |
| Price to Book | 6.29 |
| Price to Sales | 3.11 |
| EV/Revenue | 3.2 |
| Profitability | | | Profit Margin | 16.3% | | Operating Margin | 21.25% | | ROE | 34.42% | | ROA | 3.8% |
| Growth | | | Revenue Growth | 11.6% | | Earnings Growth | 17.6% |
| Dividend | | | Dividend Yield | 121.0% | | Payout Ratio | 21.29% | | 5Y Avg Yield | 110.0% |
| Financial Health | | | Total Revenue | 68.81B | | Total Debt | 60.46B | | Total Cash | 53.87B | | Operating Cash Flow | 17.47B |
| Price & Technical | | | 52W High | $387.49$ | | 52W Low | $286.15$ | | 50-Day Avg | $315.17$ | | 200-Day Avg | $337.21$ | | Beta | 1.06 | | Shares Outstanding | 0.68B | | Float Shares | 0.53B | | Insider Holdings | 22.33% | | Institutional Holdings | 65.32% | | Short Ratio | 3.77 | | Short % of Float | 2.27% |
| Analyst Targets | | | Target High | $450.0$ | | Target Low | $285.0$ | | Target Mean | $361.57$ | | Target Median | $353.79$ | | # of Analysts | 24 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.