AMERICAN EXPRESS COMPANY |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 237.2 USD | -0.39% |
|
-2.08% | +26.64% |
| May. 22 | Putin approves closure of American Express Russian business | RE |
| May. 21 | American Express Insider Sold Shares Worth $644,770, According to a Recent SEC Filing | MT |
Valuation
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 101,867 | 97,356 | 126,717 | 110,404 | 136,523 | 171,324 | - | - |
| Enterprise Value (EV) 1 | 101,867 | 97,356 | 126,717 | 110,404 | 136,523 | 171,324 | 171,324 | 171,324 |
| P/E ratio | 15.6 x | 32.1 x | 16.3 x | 15 x | 16.7 x | 18.3 x | 15.9 x | 14 x |
| Yield | 1.32% | 1.42% | 1.05% | 1.41% | 1.28% | 1.19% | 1.26% | 1.47% |
| Capitalization / Revenue | 2.34 x | 2.7 x | 2.99 x | 2.09 x | 2.26 x | 2.58 x | 2.37 x | 2.2 x |
| EV / Revenue | 2.34 x | 2.7 x | 2.99 x | 2.09 x | 2.26 x | 2.58 x | 2.37 x | 2.2 x |
| EV / EBITDA | - | - | - | - | 7,989,887 x | - | - | - |
| EV / FCF | - | - | - | - | - | - | - | - |
| FCF Yield | - | - | - | - | - | - | - | - |
| Price to Book | 4.7 x | 4.55 x | 6.05 x | 4.75 x | 5.12 x | 5.52 x | 4.91 x | 4.66 x |
| Nbr of stocks (in thousands) | 818,271 | 805,190 | 774,556 | 747,233 | 728,746 | 719,303 | - | - |
| Reference price 2 | 124.5 | 120.9 | 163.6 | 147.8 | 187.3 | 237.2 | 237.2 | 237.2 |
| Announcement Date | 1/24/20 | 1/26/21 | 1/25/22 | 1/27/23 | 1/26/24 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 43,556 | 36,087 | 42,380 | 52,862 | 60,515 | 66,462 | 72,188 | 77,875 |
| EBITDA | - | - | - | - | 17,087 | - | - | - |
| EBIT 1 | 12,002 | 9,026 | 9,270 | 11,767 | 15,436 | 18,195 | 19,390 | 20,268 |
| Operating Margin | 27.56% | 25.01% | 21.87% | 22.26% | 25.51% | 27.38% | 26.86% | 26.03% |
| Earnings before Tax (EBT) 1 | 8,429 | 4,296 | 10,689 | 9,585 | 10,513 | 12,172 | 13,553 | 14,850 |
| Net income 1 | 6,663 | 3,036 | 7,917 | 7,400 | 8,252 | 9,280 | 10,378 | 11,398 |
| Net margin | 15.3% | 8.41% | 18.68% | 14% | 13.64% | 13.96% | 14.38% | 14.64% |
| EPS 2 | 7.990 | 3.770 | 10.02 | 9.850 | 11.21 | 12.94 | 14.88 | 16.95 |
| Free Cash Flow | - | - | - | - | - | - | - | - |
| FCF margin | - | - | - | - | - | - | - | - |
| FCF Conversion (EBITDA) | - | - | - | - | - | - | - | - |
| FCF Conversion (Net income) | - | - | - | - | - | - | - | - |
| Dividend per Share 2 | 1.640 | 1.720 | 1.720 | 2.080 | 2.400 | 2.820 | 2.979 | 3.478 |
| Announcement Date | 1/24/20 | 1/26/21 | 1/25/22 | 1/27/23 | 1/26/24 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: December | 2021 Q4 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 12,145 | 11,735 | 13,395 | 13,556 | 14,176 | 14,281 | 15,054 | 15,381 | 15,799 | 15,801 | 16,622 | 16,802 | 17,292 | 17,206 | 18,061 |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBIT 1 | 2,359 | 2,679 | 2,953 | 3,237 | 2,898 | 3,222 | 4,000 | 4,333 | 3,949 | 4,414 | 4,487 | 4,508 | 4,491 | 4,564 | 4,831 |
| Operating Margin | 19.42% | 22.83% | 22.05% | 23.88% | 20.44% | 22.56% | 26.57% | 28.17% | 25% | 27.93% | 26.99% | 26.83% | 25.97% | 26.53% | 26.75% |
| Earnings before Tax (EBT) 1 | 2,306 | 2,712 | 2,543 | 2,459 | 1,871 | 2,167 | 2,734 | 3,100 | 2,512 | 3,145 | 3,096 | 3,088 | 2,847 | 3,162 | 3,433 |
| Net income 1 | 1,679 | 2,069 | 1,964 | 1,851 | 1,546 | 1,788 | 2,142 | 2,418 | 1,904 | 2,405 | 2,360 | 2,353 | 2,168 | 2,415 | 2,621 |
| Net margin | 13.82% | 17.63% | 14.66% | 13.65% | 10.91% | 12.52% | 14.23% | 15.72% | 12.05% | 15.22% | 14.2% | 14% | 12.54% | 14.03% | 14.51% |
| EPS 2 | 2.180 | 2.730 | 2.570 | 2.470 | 2.070 | 2.400 | 2.890 | 3.300 | 2.620 | 3.330 | 3.276 | 3.294 | 3.086 | 3.516 | 3.719 |
| Dividend per Share 2 | 0.4300 | 0.5200 | 0.5200 | 0.5200 | 0.5200 | 0.6000 | 0.6000 | 0.6000 | 0.6000 | 0.7000 | 0.7000 | 0.7111 | 0.7111 | 0.7800 | 0.7800 |
| Announcement Date | 1/25/22 | 4/22/22 | 7/22/22 | 10/21/22 | 1/27/23 | 4/20/23 | 7/21/23 | 10/20/23 | 1/26/24 | 4/19/24 | - | - | - | - | - |
1USD in Million2USD
Estimates
Balance Sheet Analysis
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt | - | - | - | - | - | - | - | - |
| Net Cash position | - | - | - | - | - | - | - | - |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - | - |
| Free Cash Flow | - | - | - | - | - | - | - | - |
| ROE (net income / shareholders' equity) | 30.4% | 13.2% | 35.2% | 30.2% | 31.5% | 31.7% | 32.5% | 34.8% |
| ROA (Net income/ Total Assets) | 3.54% | 1.56% | 4.17% | 3.55% | 3.37% | 3.42% | 3.61% | 3.5% |
| Assets 1 | 188,487 | 194,503 | 189,993 | 208,498 | 244,728 | 271,024 | 287,281 | 325,669 |
| Book Value Per Share 2 | 26.50 | 26.60 | 27.10 | 31.10 | 36.60 | 43.00 | 48.30 | 50.90 |
| Cash Flow per Share | 16.40 | 6.940 | 18.50 | - | - | - | - | - |
| Capex | 1,645 | 1,478 | 1,550 | - | 1,563 | - | - | - |
| Capex / Sales | 3.78% | 4.1% | 3.66% | - | 2.58% | - | - | - |
| Announcement Date | 1/24/20 | 1/26/21 | 1/25/22 | 1/27/23 | 1/26/24 | - | - | - |
1USD in Million2USD
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
B
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
25
Last Close Price
238.2
USD
Average target price
236.6
USD
Spread / Average Target
-0.65%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +26.64% | 171B | |
| +4.19% | 52.58B | |
| -7.13% | 8.04B | |
| +1.41% | 534M | |
| +15.52% | 512M | |
| +38.51% | 288M | |
| 0.00% | 175M |
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- Financials American Express Company
