Intrinsic Value of S&P & Nasdaq Contact Us

American Funds American Balanced Fund AFMBX NASDAQ

NASDAQ • Financial Services • Asset Management • US • USD

SharesGrow Score
83/100
4/6 Pass
SharesGrow Intrinsic Value
N/A
Negative cash flow

American Funds American Balanced Fund (AFMBX) reported total assets of $664.8M and total liabilities of $77.21M for fiscal year 2023, resulting in total equity of $587.6M.

The company held $378.66M in cash and short-term investments. Total debt stood at $8.38M, with net debt of $-215.02M. The Debt-to-Equity (D/E) ratio was 0.01 (conservative).

Current ratio is 6.82, indicating strong short-term liquidity.

Criteria supported by this page:

  • HEALTH (100/100, Pass) — Debt-to-Equity of 0.01, current ratio of 6.82 — balance sheet is strong
  • MOAT (54/100) — Total assets $664.8M and equity $587.6M support the company's competitive scale
  • VALUE (100/100) — Debt-to-Equity 0.01 contributes to the overall valuation risk assessment

Overall SharesGrow Score: 81/100 with 4/7 criteria passed.

SharesGrow 7-Criteria Score
83/100
SG Score
View full scorecard →
VALUE
100/100
Price-to-Earnings & upside
→ Valuation
FUTURE
N/A
No coverage
PAST
100/100
→ Income
HEALTH
100/100
Debt-to-Equity & liquidity
Proven by this page
~
MOAT
54/100
→ Income
GROWTH
100/100
→ Income
~
INCOME
45/100
→ Income
American Funds American Balanced Fund Balance Sheet History
Metric FY2023 FY2022 FY2021 FY2020
Total Assets $664.8M$579.58M$550.36M$479.35M
Total Liabilities $77.21M$68.59M$62.8M$42.16M
Total Debt $8.38M$9.86M$6.39M$7.44M
Cash & Investments $378.66M$280.94M$255.72M$180.7M
Total Stockholders Equity $513.92M$447.98M$430.79M$384.78M
Contact Us
🎓
SharesGrow Academy
Learn how to calculate Intrinsic Value and find undervalued stocks.
Weekly live sessions
Send us a message