American Historical Income Statement

AEL Stock  USD 56.47  0.31  0.55%   
Historical analysis of American Equity income statement accounts such as Interest Expense of 48.7 M, Total Revenue of 1.6 B or Gross Profit of 1.5 B can show how well American Equity Investment performed in making a profits. Evaluating American Equity income statement over time to spot trends is a great complementary tool to traditional technical analysis and can indicate the direction of American Equity's future profits or losses.
 
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Financial Statement Analysis is much more than just reviewing and examining American Equity Inve latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether American Equity Inve is a good buy for the upcoming year.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in American Equity Investment. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income.

About American Income Statement Analysis

American Equity Inve Income Statement consists of revenues and expenses along with the resulting net income or loss. It represents the profit for the accounting period attributable to American Equity shareholders. The income statement also shows American investors and management if the firm made money during the period reported. The result of an income statement is the net income that is calculated after subtracting the expenses from revenue. It is essential to investors both as an absolute measure as well as earnings per share (i.e., EPS).

American Equity Income Statement Chart

American Equity Investment Income Statement is one of the three primary financial statements used for reporting American's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of American Equity Inve revenue and expense. American Equity Income Statement primarily focuses on the company's revenues and expenses during a particular period.
At this time, American Equity's Cost Of Revenue is quite stable compared to the past year. Net Income Applicable To Common Shares is expected to rise to about 1.4 B this year, although the value of Total Revenue will most likely fall to about 1.6 B.

Total Revenue

Total revenue comprises all receipts American Equity Inve generated from the sale of its products or services. The total amount of income generated by the sale of goods or services related to the company's primary operations.

Gross Profit

Gross profit is a required income statement account that reflects total revenue of American Equity Investment minus its cost of goods sold. It is profit before American Equity operating expenses, interest payments and taxes. Gross profit is also known as gross margin. The profit a company makes after deducting the costs associated with making and selling its products, or the costs associated with providing its services.

Other Operating Expenses

Other Operating Expenses is the expense which generally does not depend on sales or production quantities of American Equity Inve. It is also known as American Equity overhead expenses. Typically these expenses include marketing, rent and utilities, office, leases, and other overhead cost. Expenses incurred from non-core business activities, including administrative and general expenses, but excluding costs directly related to production.
Most accounts from American Equity's income statement are interrelated and interconnected. However, analyzing income statement accounts one by one will only give a small insight into American Equity Inve current financial condition. On the other hand, looking into the entire matrix of income statement accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in American Equity Investment. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income.
At this time, American Equity's Cost Of Revenue is quite stable compared to the past year. Net Income Applicable To Common Shares is expected to rise to about 1.4 B this year, although the value of Total Revenue will most likely fall to about 1.6 B.
 2021 2022 2023 2024 (projected)
Interest Expense2.7B927.1M51.2M48.7M
Depreciation And Amortization5.5M14.2M8.7M9.1M

American Equity income statement Correlations

-0.29-0.13-0.13-0.190.080.080.080.270.06-0.420.030.11-0.06-0.250.390.040.24-0.180.450.22
-0.290.780.80.880.460.440.44-0.280.320.170.330.36-0.01-0.34-0.380.370.32-0.08-0.81-0.16
-0.130.781.00.960.490.490.49-0.450.78-0.160.790.780.43-0.56-0.160.740.50.31-0.690.39
-0.130.81.00.960.510.510.51-0.430.77-0.160.780.780.39-0.55-0.170.740.510.28-0.690.36
-0.190.880.960.960.440.430.43-0.360.570.080.580.60.35-0.59-0.20.540.320.18-0.780.14
0.080.460.490.510.441.01.00.350.46-0.420.40.61-0.21-0.3-0.330.480.610.22-0.110.19
0.080.440.490.510.431.01.00.360.46-0.410.40.62-0.17-0.32-0.330.470.590.26-0.10.21
0.080.440.490.510.431.01.00.360.46-0.410.40.62-0.17-0.32-0.330.470.590.26-0.10.21
0.27-0.28-0.45-0.43-0.360.350.360.36-0.490.05-0.57-0.24-0.4-0.05-0.08-0.54-0.2-0.050.49-0.28
0.060.320.780.770.570.460.460.46-0.49-0.650.990.950.46-0.32-0.030.970.740.49-0.280.8
-0.420.17-0.16-0.160.08-0.42-0.41-0.410.05-0.65-0.62-0.650.03-0.05-0.23-0.69-0.84-0.19-0.26-0.74
0.030.330.790.780.580.40.40.4-0.570.99-0.620.910.48-0.3-0.010.970.720.45-0.320.79
0.110.360.780.780.60.610.620.62-0.240.95-0.650.910.41-0.4-0.070.880.750.5-0.250.77
-0.06-0.010.430.390.35-0.21-0.17-0.17-0.40.460.030.480.41-0.450.030.26-0.150.61-0.250.63
-0.25-0.34-0.56-0.55-0.59-0.3-0.32-0.32-0.05-0.32-0.05-0.3-0.4-0.45-0.1-0.190.01-0.270.16-0.18
0.39-0.38-0.16-0.17-0.2-0.33-0.33-0.33-0.08-0.03-0.23-0.01-0.070.03-0.1-0.050.020.020.080.1
0.040.370.740.740.540.480.470.47-0.540.97-0.690.970.880.26-0.19-0.050.840.33-0.30.7
0.240.320.50.510.320.610.590.59-0.20.74-0.840.720.75-0.150.010.020.840.08-0.150.54
-0.18-0.080.310.280.180.220.260.26-0.050.49-0.190.450.50.61-0.270.020.330.08-0.130.59
0.45-0.81-0.69-0.69-0.78-0.11-0.1-0.10.49-0.28-0.26-0.32-0.25-0.250.160.08-0.3-0.15-0.130.07
0.22-0.160.390.360.140.190.210.21-0.280.8-0.740.790.770.63-0.180.10.70.540.590.07
Click cells to compare fundamentals

American Equity Account Relationship Matchups

American Equity income statement Accounts

201920202021202220232024 (projected)
Depreciation And Amortization4.1M5.2M5.5M14.2M8.7M9.1M
Interest Expense1.3B1.6B2.7B927.1M51.2M48.7M
Total Revenue2.0B3.7B4.0B3.8B1.7B1.6B
Gross Profit1.9B3.5B3.8B3.5B1.4B1.5B
Other Operating Expenses1.7B2.9B3.4B2.2B1.3B1.4B
Operating Income75.5M564.7M344.4M2.5B(1.4M)(1.3M)
Ebit75.5M564.7M344.4M2.5B182.2M173.1M
Ebitda79.6M569.9M350.0M2.5B190.9M181.3M
Total Operating Expenses(1.9B)(3.1B)(3.7B)(1.1B)759.0M796.9M
Income Before Tax315.6M816.0M602.7M1.5B297.1M270.7M
Total Other Income Expense Net240.0M251.2M258.3M(926.7M)297.1M311.9M
Net Income246.1M671.5M553.0M1.2B210.5M201.4M
Income Tax Expense69.5M144.5M128.8M325.2M85.1M71.6M
Cost Of Revenue154.2M183.6M243.7M239.6M301.6M316.7M
Net Income Applicable To Common Shares246.1M637.9M430.3M1.2B1.4B1.4B
Selling General Administrative82.9M95.8M139.2M162.1M207.5M124.5M
Net Income From Continuing Ops246.1M671.5M474.0M1.2B9.0M8.6M
Tax Provision69.5M144.5M128.8M325.2M538K511.1K
Interest Income1.3B1.3B327.4M2.3B2.7B1.4B
Net Interest Income(1.3B)(1.6B)(2.7B)(927.1M)(816.2M)(857.0M)
Reconciled Depreciation4.1M5.2M5.5M14.2M7.4M6.9M

Pair Trading with American Equity

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if American Equity position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in American Equity will appreciate offsetting losses from the drop in the long position's value.

Moving together with American Stock

  0.67MET-PA MetLife Preferred StockPairCorr

Moving against American Stock

  0.71CIA CitizensPairCorr
  0.52FLFG Federal Life GroupPairCorr
  0.44GL Globe Life Sell-off TrendPairCorr
The ability to find closely correlated positions to American Equity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace American Equity when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back American Equity - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling American Equity Investment to buy it.
The correlation of American Equity is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as American Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if American Equity Inve moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for American Equity can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether American Equity Inve is a strong investment it is important to analyze American Equity's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact American Equity's future performance. For an informed investment choice regarding American Stock, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in American Equity Investment. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income.
Note that the American Equity Inve information on this page should be used as a complementary analysis to other American Equity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.

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Is American Equity's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of American Equity. If investors know American will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about American Equity listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.188
Earnings Share
2.06
Revenue Per Share
35.569
Quarterly Revenue Growth
0.614
Return On Assets
0.0027
The market value of American Equity Inve is measured differently than its book value, which is the value of American that is recorded on the company's balance sheet. Investors also form their own opinion of American Equity's value that differs from its market value or its book value, called intrinsic value, which is American Equity's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because American Equity's market value can be influenced by many factors that don't directly affect American Equity's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between American Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if American Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, American Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.