American Express (AXP) Investment Gain (Loss) (2009 - 2016)
American Express (AXP) posted Investment Gain (Loss) of -$5.0 million for Q4 2016, down 600.0% sequentially from $1.0 million in Q3 2016, and down 400.0% YoY from $1.7 million in Q1 2016.
Analysis
American Express (AXP) Investment Gain (Loss) (2009 - 2016) Analysis & Trends
American Express has reported Investment Gain (Loss) for 8 years, with the latest figure at -$5.0 million in Q4 2016.
- Quarterly Investment Gain (Loss) fell 400.0% year-over-year to -$5.0 million in Q4 2016, while the trailing twelve-month figure through Sep 2016 was $4.0 million (down 90.0% YoY) and the FY2014 annual result came in at $100.0 million, down 26.47% from the prior year.
- Investment Gain (Loss) retreated to -$5.0 million in Q4 2016 per AXP's latest filing, from $1.0 million in the prior quarter.
- Over five years, Investment Gain (Loss) peaked at $102.0 million in Q3 2013 and troughed at -$5.0 million in Q4 2016.
- A 5-year average of $41.1 million and a median of $37.5 million in 2013 frame the typical range for Investment Gain (Loss).
- The sharpest annual moves came in 2012 and 2016: Investment Gain (Loss) jumped 156.25% in 2012, then slumped 400.0% in 2016.
- Over 5 years, Investment Gain (Loss) stood at $41.0 million in 2012, then slipped by 17.07% to $34.0 million in 2013, then jumped by 194.12% to $100.0 million in 2014, then slumped by 101.0% to -$1.0 million in 2015, then plunged by 400.0% to -$5.0 million in 2016.
- According to Business Quant data, Investment Gain (Loss) over the past three periods registered -$5.0 million, $1.0 million, and $4.0 million for Q4 2016, Q3 2016, and Q1 2016 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Visa | 680.39 Bn | 668.03 Bn | - | - |
| 2 | Mastercard | 518.33 Bn | 504.84 Bn | - | - |
| 3 | American Express | 224.91 Bn | 175.59 Bn | 17.99 Bn | - |
| 4 | Capital One Financial | 132.31 Bn | 77.60 Bn | - | - |
| 5 | PayPal Holdings | 46.25 Bn | 35.00 Bn | - | - |
| 6 | Affirm Holdings | 26.22 Bn | 24.59 Bn | - | - |
| 7 | Synchrony Financial | 25.37 Bn | 9.17 Bn | - | - |
| 8 | SoFi Technologies | 23.30 Bn | 20.18 Bn | 1.02 Bn | - |
| 9 | Ally Financial | 12.85 Bn | 5.01 Bn | 2.08 Bn | - |
| 10 | FirstCash Holdings | 9.51 Bn | 9.34 Bn | 533.67 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2016 | -5.00 Mn |
| Sep 30, 2016 | 1.00 Mn |
| Mar 31, 2016 | 4.00 Mn |
| Dec 31, 2015 | -1.00 Mn |
| Sep 30, 2015 | 1.00 Mn |
| Sep 30, 2014 | 100.00 Mn |
| Jun 30, 2014 | 80.00 Mn |
| Mar 31, 2014 | 39.00 Mn |
| Dec 31, 2013 | 34.00 Mn |
| Sep 30, 2013 | 102.00 Mn |
| Jun 30, 2013 | 65.00 Mn |
| Mar 31, 2013 | 36.00 Mn |
| Dec 31, 2012 | 42.00 Mn |
| Sep 30, 2012 | 85.00 Mn |
| Jun 30, 2012 | 52.00 Mn |
| Mar 31, 2012 | 24.00 Mn |
| Dec 31, 2011 | 16.00 Mn |
| Dec 31, 2010 | -6.00 Mn |
| Sep 30, 2010 | 1.00 Mn |
| Jun 30, 2010 | 2.00 Mn |