PQUS0.430%
as of Sep 1
AXP
GrowthAMERICAN EXPRESS CO
American Express Company, together with its subsidiaries, operates as an integrated payments company in the United States, Europe, the Middle East and Africa, the Asia Pacific, Australia, New Zealand, Latin America, Canada, the Caribbean, and internationally. It operates through four segments: U.S. Consumer Services, Commercial Services, International Card Services, and Global Merchant and Network Services.
Close · 3M
+5.01%
Held by 2 AI ETFs
AIEQ0.050%
as of Sep 4
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals6
Win rate100% (6/6)
Avg buy return+4.61%
PQUS · Weight decrease · 3d
weight 0.570% → 0.520% (-0.050 pp)·stock down 1.7% in the 30 days before
Aug 8·entry $338.86·now $329.82
-2.67%
since Aug 8
PQUS · Weight decrease · 2d
weight 0.570% → 0.530% (-0.040 pp)·stock down 1.7% in the 30 days before
Aug 7·entry $340.91·now $329.82
-3.25%
since Aug 7
PQUS · Weight decrease · 2d
weight 0.580% → 0.560% (-0.020 pp)·stock up 0.9% in the 30 days before
Jul 23·entry $340.84·now $329.82
-3.23%
since Jul 23
PQUS · Weight increase · 2d
weight 0.570% → 0.590% (+0.020 pp)·stock up 1.3% in the 30 days before
Jun 11·entry $318.49·now $329.82Drifting
+3.56%
since Jun 11
PQUS · Weight increase · 2d
weight 0.540% → 0.570% (+0.030 pp)·stock down 3.5% in the 30 days before
Jun 7·entry $312.30·now $329.82Drifting
+5.61%
since Jun 7
PQUS · Weight decrease · 2d
weight 0.570% → 0.540% (-0.030 pp)·stock down 1.1% in the 30 days before
Jun 4·entry $312.53·now $329.82
+5.53%
since Jun 4
PQUS · Weight increase · 2d
weight 0.510% → 0.530% (+0.020 pp)·stock down 3.8% in the 30 days before
May 17·entry $312.24·now $329.82Drifting
+5.63%
since May 17
AIEQ · New entry · 1d
weight 0 → 0.050% (new)·stock down 6.0% in the 30 days before
Sep 1·entry $324.19·now $329.82Fresh
+1.74%
since Sep 1
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Aug 9
The AI ETF PQUS is showing a recent trend of decreasing its weight in American Express. This action aligns with the framework's "Fail" verdict, specifically regarding the lack of a sufficient margin of safety at the current price, suggesting the AI may also view the stock as fully valued.
- Circle of CompetenceAmerican Express's integrated financial network and predictable transaction-based revenue model allow for reasonable projection of future cash flows, fitting within the circle of competence.
- Economic MoatAmerican Express benefits from a strong premium brand, powerful network effects, and high customer switching costs, forming a durable economic moat.
- ManagementWithout information on management's candor, capital allocation history, or insider ownership, an assessment of this stage cannot be conclusively made.
- Financial HealthThe company demonstrates robust financial health, evidenced by a very strong current Return on Equity of 34.12%, indicating efficient capital utilization.
- Margin of SafetyThe current valuation multiples, including a P/E ratio of 20.12 and P/B ratio of 7.61, do not present a clear or defensible discount to a conservative estimate of intrinsic value.
American Express is a high-quality business that operates within the circle of competence, boasts a strong economic moat, and exhibits excellent financial health. However, without sufficient information on management, and critically, given the absence of a clear margin of safety at its current valuation, the stock does not meet all criteria of this framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.