Structured JSON API for this factor page: https://sharemaestro.com/factors/api/tickers/91bb3013-d164-4fa1-93d8-db89c9043409/
AEC1
American Express CompanySnapshot 2026-06-07 · 0.0w · Fresh
Strategy Eligibility
4 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
Yes
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
Noneyr
🌱
GARP
✗
🔄
Shareholder Yield
4.8%
💰
High Yield
✗
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
Vol 25%
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
38.0%ile
P/E
16.3×
P/S
2.5×
P/B
5.4×
E/P
0.0613
FCF Yield
0.075
SH Yield
0.048
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
67.00000000
/100 — 1=cheapest
VC2 (Trending Value)
63.00000000
/100
VC3 (Buyback)
64.00000000
/100
FCF yield of 7.5% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
63.0%ile
ROE
0.330
ROA
0.036
Net Margin
0.151
F-Score
4/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.095
Earn Growth
0.094
Stability
0.081
lower=better
Accruals
-0.020
lower=better
5yr Consist
Yes
ROE of 33% is exceptional.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
37.0%ile
6M Return
-15.8%
12M Return
2.8%
12-1 Mom
2.3%
Risk-Adj
0.09
Vol 252d
24.8%
Vol 60d
57.2%
↑ Expanding
Max DD 12M
-21.6%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (57%) is expanding vs long-term (25%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.37
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services
· 94 peers
Sector Value %ile
26.3%
Sector Quality %ile
75.8%
P/E z-score
-0.22
P/B z-score
0.43
Sector Avg OS
56.7%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
Factor Interactions
Strong Capital Return
Shareholder yield 4.8% backed by 7.5% FCF yield. Returns are well-funded.
Volatility Expanding
60-day vol (57%) significantly exceeds 252-day (25%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
B
61.4% avg (6 factors)
Quality
B
61.9% avg (4 factors)
Momentum
F
29.5% avg (4 factors)
Risk
A
75.4% avg (1 factors)
This stock sits in the O'Shaughnessy sweet spot — cheap AND high quality. Historically, this combination has generated the strongest long-term returns. Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
| Factor | Current | Streak | Trend | Spark |
|---|---|---|---|---|
| OS Composite | 0.370 | —0 | — | |
| Value %ile | 0.380 | —0 | — | |
| Quality %ile | 0.630 | —0 | — | |
| Momentum %ile | 0.370 | —0 | — | |
| F-Score | 4.000 | —1 | — | |
| Confidence | 0.758 | —1 | — | |
| Volatility | 0.248 | —0 | — |
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
16.31
Earnings Yield (E/P)
0.0613
Price / Sales
2.47
Price / Book
5.38
Price / Cash Flow
10.48
FCF Yield
7.5%
Sales Yield (1/P·S)
0.3908
Shareholder Yield
Div + net buyback / mktcap
4.8%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
33.0%
Return on Assets
3.6%
Net Margin
15.1%
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.020
External Financing
Net issuance — lower=better
0.021
MomentumPrice trend strength over different horizons
6M Return
-15.8%
12M Return
2.8%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
2.3%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.09
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
9.5%
Earnings Growth (YoY)
9.4%
Earnings Stability (CV)
Lower = more stable
0.081
5yr Consistent
EPS up every year for 5 years
Yes
Piotroski F-Score
4
Dividend Yield
1.2%
Buyback Yield
3.5%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
67
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
63
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
64
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
Yes
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity