AXP
US EQUITY
Financials
Consumer Finance
CIK: 4962
American Express (AXP) Quant Factor Diagnostic & Fair Value Model
American Express (Ticker: AXP) is listed in the Financials sector (Consumer Finance). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.
$313.22
-3.67%
Latest Close (2026-10-23)
Market Cap: $219.59B
P/E Ratio: 17.3
Momentum Strength
3M / 12M
-6.61%
1M: +2.47%
12M: -11.02%
Quality (ROE)
Point-in-Time
+36.29%
Trailing Return on Equity
Technical Trend
RSI 14
60.6
SMA50: $319.19
SMA200: $327.30
Valuation Multiplier
Trailing
17.3
Moderate Valuation Corridor (15x - 30x P/E)
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Valuation & Multi-Factor Diagnostic
Moderate Valuation Corridor (15x - 30x P/E)
AXP trades within a typical sector multiple band (17.3x P/E), broadly aligned with trailing earnings.
⚡
Benchmark Factor Strategy
S&P 500 Momentum Alpha Strategy
This strategy applies cross-sectional momentum and quality factor filters across large-cap US equities.
📈 Daily Candlestick & Volume Quant Chart
Interactive lightweight price action & volume breakdown over recent 90 trading days.
均线整理 (MA20/50)
Piotroski F-Score: 5/9 (Moderate Financial Health)
Official Point-in-Time Financial Filing History
Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.
备案 CIK: 4962 · 10-K 年报 / 10-Q 季报
| Form | Period End | Filing Timestamp (Point-in-Time) | Revenue | Net Income | Operating CF | EPS (Diluted) |
|---|---|---|---|---|---|---|
| 10-Q | 2026-06-30 | 2026-07-24 | - | $3.11B | $9.18B | $4.53 |
| 10-Q | 2025-12-31 | 2026-07-24 | - | - | - | - |
| 10-Q | 2025-06-30 | 2026-07-24 | - | $2.88B | $9.13B | $4.08 |
| 10-Q | 2026-03-31 | 2026-04-23 | - | $2.97B | $3.80B | $4.28 |
| 10-Q | 2025-03-31 | 2026-04-23 | - | $2.58B | $4.76B | $3.64 |
| 10-K | 2025-12-31 | 2026-02-06 | - | $10.83B | $18.43B | $15.38 |
| 10-K | 2024-12-31 | 2026-02-06 | - | $10.13B | $14.05B | $14.01 |
| 10-K | 2023-12-31 | 2026-02-06 | - | $8.37B | $18.56B | $11.21 |
💡 Methodology & Frequently Asked Questions
Key reference details regarding American Express (AXP) valuation multiples, momentum factors, and point-in-time filing conventions.
How should AXP's current valuation multiple be interpreted? ↓
AXP trades at a trailing P/E of 17.3x within the Financials sector (moderate valuation corridor (15x - 30x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.
What are AXP's key momentum and technical factor indicators? ↓
As of the latest close, AXP shows a 1-month return of +2.47%, 3-month return of -6.61%, and 12-month return of -11.02%, with a 14-day RSI of 60.6. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.
What is Point-in-Time (PIT) financial data and why does it matter for AXP? ↓
Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.
How can AXP be incorporated into systematic factor models? ↓
AXP can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.