American Express (AXP)$311.78
Research Snapshot
Static fundamentals, valuation context, and investor signals for American Express (AXP).
Valuation
12.7x
EV/FCF, 7.9% FCF yield
Quality
12.1%
ROIC, 38.7% FCF margin
Growth
13.5%
5Y sales (revenue) CAGR
Balance sheet
1.7x
Debt/equity, N/A current ratio
Superinvestors
15
Top: Warren Buffett (17.4%)
Strengths to research
- Revenue compounded at 13.5% over five years.
- Free cash flow compounded at 31.2% over five years.
- Return on equity is strong at 32.4%.
- Free cash flow margin is healthy at 38.7%.
Watchouts
No major valuation, balance sheet, or growth watchouts were detected by the static screen.
Quality Scorecard
Build-time composite score for AXP.
Peer Comparison
Target stock against 5 market-cap comparable peers.
| AXP Target | American Express | $194.8B | 20.3x | 12.7x | 12.1% | 13.5% | 38.7% | N/A | N/A | N/A |
| MA | Mastercard Inc. | $509.6B | 30.2x | 29.1x | 193.5% | 6.8% | 52.3% | N/A | -0.5x | N/A |
| COF | Capital One Financial | $72.0B | 46.6x | 0.4x | 2.2% | 16.6% | 324.2% | N/A | N/A | N/A |
| PYPL | PayPal Holdings Inc. | $66.7B | 8.2x | 10.5x | 25.8% | 9.1% | 16.8% | N/A | -1.1x | N/A |
| V | Visa Inc. | $668.2B | N/A | 30.2x | 52.9% | 12.9% | 53.9% | N/A | -0.7x | N/A |
| SYF | Synchrony Financial | $20.6B | 7.7x | 2.1x | 11.1% | N/A | N/A | N/A | N/A | N/A |
Financial Charts
No financial data available for AXP (annual).
15 superinvestors own AXP
Current quarter ownership and quarter-over-quarter share changes.
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Warren Buffett Berkshire Hathaway | 151,610,700 | $45.9B | 17.43% | 0.0% |
| First Eagle Investment Management First Eagle Investment Management | 1,662,628 | $503M | 0.85% | 0.0% |
| Thomas Gayner Markel Group | 490,450 | $148M | 1.24% | 0.0% |
| Dodge & Cox Dodge & Cox | 277,490 | $84M | 0.05% | 0.0% |
| Christopher Davis Davis Advisors | 233,126 | $71M | 0.32% | 0.0% |
| Bill Nygren Oakmark Select Fund | 203,706 | $62M | 0.08% | 0.0% |
| Mairs & Power Growth Fund Mairs & Power Growth Fund | 148,821 | $45M | 0.46% | 0.0% |
| Guy Spier Aquamarine Capital | 65,000 | $20M | 14.53% | 0.0% |
| Tweedy Browne Co. Tweedy Browne Value Fund | 62,985 | $19M | 1.51% | 0.0% |
| Lindsell Train Lindsell Train | 9,000 | $3M | 0.09% | 0.0% |
| Thomas Russo Gardner Russo & Quinn | 6,485 | $2M | 0.02% | 0.0% |
| Christopher Bloomstran Semper Augustus | 3,436 | $1M | 0.12% | 0.0% |
| David Katz Matrix Asset Advisors | 2,996 | $906,000 | 0.08% | 0.0% |
| Torray Funds Torray Funds | 1,965 | $594,000 | 0.09% | 0.0% |
| Ruane Cunniff Sequoia Fund | 932 | $282,000 | 0.00% | 0.0% |