Event-Driven Stocks

American Express Company

AXPNYSE

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Signs● 4 good● 1 warningdetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$41.30B$38.83B$37.22B$34.22B$27.72B$21.97B
Operating income——————
Net income$10.83B$10.13B$8.37B$7.51B$8.06B$3.13B
Total assets$300.05B$271.46B$261.11B$228.35B$189.00B$191.00B
Total liabilities$266.58B$241.20B$233.05B$203.64B$166.37B$168.38B
Equity$33.47B$30.26B$28.06B$24.71B$22.18B$22.98B
EPS (diluted)$15.38$14.01$11.21$9.85$10.02$3.77
Shares out.702.5M723.9M744.2M759.4M805.6M808.0M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
—
Net margin
26.2%
Return on equity
32.4%
Return on assets
3.6%
Return on capital (ROCE)
—
Liabilities / assets
88.8%
Debt / equity
7.96×
Book value / share
$47.65
Revenue growth (YoY)
6.4%
Net income growth (YoY)
7.0%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Accruals / assets
−2.5%clean
Piotroski F-Score
5/7mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
77
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

● 1 warning● 4 good
  • High leverage (liabilities > 70% of assets)
  • Strong return on equity (>15%)
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202612.3M3.9-16.2%
Apr 30, 202614.7M4.0+33.0%
Apr 15, 202611.1M4.4-11.3%
Mar 31, 202612.5M3.4+13.0%
Mar 13, 202611.0M2.5+11.9%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Corporate family

Spin-offs from American Express Company (1)

From the spin-off filings we track. Follow a company to walk its own history.

Event-driven situations (1)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.