American Express (AXP) Investment Gain (Loss) (2009 - 2016)
American Express' (AXP) quarterly Investment Gain (Loss) came in at -$5.0 million in Q4 2016, down 400.0% year-over-year from $1.7 million in Q1 2016, and down 600.0% quarter-over-quarter from $1.0 million in Q3 2016.
Analysis
American Express (AXP) Investment Gain (Loss) (2009 - 2016) Analysis & Trends
American Express has disclosed Investment Gain (Loss) across 8 years of filings, most recently posting -$5.0 million for Q4 2016.
- In Q4 2016, Investment Gain (Loss) fell 400.0% year-over-year to -$5.0 million; the TTM figure through Sep 2016 stood at $4.0 million (up 300.0% YoY), while the FY2014 annual figure was $100.0 million, down 26.47% from the prior year.
- Investment Gain (Loss) came in at -$5.0 million for Q4 2016 at American Express, down from $1.0 million in the prior quarter.
- In the past five years, Investment Gain (Loss) ranged from a high of $102.0 million in Q3 2013 to a low of -$5.0 million in Q4 2016.
- Average Investment Gain (Loss) over 5 years is $41.2 million, with a median of $37.5 million recorded in 2013.
- Year-over-year, Investment Gain (Loss) surged 162.5% in 2012 and sank 400.0% in 2016.
- Over 5 years, Investment Gain (Loss) stood at $42.0 million in 2012, then retreated by 19.05% to $34.0 million in 2013, then surged by 194.12% to $100.0 million in 2014, then plunged by 101.0% to -$1.0 million in 2015, then slumped by 400.0% to -$5.0 million in 2016.
- Per Business Quant data, the three most recent Investment Gain (Loss) figures were -$5.0 million in Q4 2016, $1.0 million in Q3 2016, and $4.0 million in Q1 2016.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of America | 405.01 Bn | -183.49 Bn | 30.39 Bn | 2.14 Bn |
| 2 | Morgan Stanley | 318.33 Bn | 158.20 Bn | - | -6.18 Bn |
| 3 | Royal Bank Of Canada | 284.62 Bn | 57.78 Bn | - | - |
| 4 | Goldman Sachs | 274.43 Bn | -701.92 Bn | - | 3.40 Bn |
| 5 | Mitsubishi Ufj Financial | 274.26 Bn | -110.06 Bn | 10.89 Bn | 12.08 Bn |
| 6 | Wells Fargo & Company | 260.84 Bn | 59.01 Bn | - | 2.24 Bn |
| 7 | American Express | 210.32 Bn | 161.00 Bn | 17.99 Bn | - |
| 8 | Banco Santander | 210.20 Bn | 217.82 Bn | 28.01 Bn | - |
| 9 | Toronto Dominion Bank | 206.68 Bn | 45.35 Bn | - | -8.61 Mn |
| 10 | Schwab Charles | 181.98 Bn | 108.39 Bn | - | -25.00 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 |