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Also traded in: Argentina, Brazil, Chile, Germany, Mexico, Switzerland, UK

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 4/10

vs
industry
vs
history
Cash to Debt 0.50
AXP's Cash to Debt is ranked lower than
70% of the 313 Companies
in the Global Credit Services industry.

( Industry Median: 9999.00 vs. AXP: 0.50 )
Ranked among companies with meaningful Cash to Debt only.
AXP' s Cash to Debt Range Over the Past 10 Years
Min: 0.09  Med: 0.21 Max: 0.5
Current: 0.5
0.09
0.5
Equity to Asset 0.13
AXP's Equity to Asset is ranked lower than
89% of the 310 Companies
in the Global Credit Services industry.

( Industry Median: 0.47 vs. AXP: 0.13 )
Ranked among companies with meaningful Equity to Asset only.
AXP' s Equity to Asset Range Over the Past 10 Years
Min: 0.07  Med: 0.09 Max: 0.14
Current: 0.13
0.07
0.14
Interest Coverage 4.77
AXP's Interest Coverage is ranked higher than
54% of the 257 Companies
in the Global Credit Services industry.

( Industry Median: 3.59 vs. AXP: 4.77 )
Ranked among companies with meaningful Interest Coverage only.
AXP' s Interest Coverage Range Over the Past 10 Years
Min: 1.01  Med: 2.95 Max: 5.27
Current: 4.77
1.01
5.27
F-Score: 5
M-Score: -2.59
WACC vs ROIC
6.36%
9.63%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 23.69
AXP's Operating margin (%) is ranked higher than
53% of the 327 Companies
in the Global Credit Services industry.

( Industry Median: 20.52 vs. AXP: 23.69 )
Ranked among companies with meaningful Operating margin (%) only.
AXP' s Operating margin (%) Range Over the Past 10 Years
Min: 11.59  Med: 20.50 Max: 26.22
Current: 23.69
11.59
26.22
Net-margin (%) 15.37
AXP's Net-margin (%) is ranked higher than
50% of the 327 Companies
in the Global Credit Services industry.

( Industry Median: 15.34 vs. AXP: 15.37 )
Ranked among companies with meaningful Net-margin (%) only.
AXP' s Net-margin (%) Range Over the Past 10 Years
Min: 8.69  Med: 14.53 Max: 17.16
Current: 15.37
8.69
17.16
ROE (%) 23.22
AXP's ROE (%) is ranked higher than
89% of the 316 Companies
in the Global Credit Services industry.

( Industry Median: 6.61 vs. AXP: 23.22 )
Ranked among companies with meaningful ROE (%) only.
AXP' s ROE (%) Range Over the Past 10 Years
Min: 16.23  Med: 28.02 Max: 37.25
Current: 23.22
16.23
37.25
ROA (%) 3.22
AXP's ROA (%) is ranked higher than
59% of the 333 Companies
in the Global Credit Services industry.

( Industry Median: 2.29 vs. AXP: 3.22 )
Ranked among companies with meaningful ROA (%) only.
AXP' s ROA (%) Range Over the Past 10 Years
Min: 1.7  Med: 2.96 Max: 3.77
Current: 3.22
1.7
3.77
Revenue Growth (3Y)(%) 8.80
AXP's Revenue Growth (3Y)(%) is ranked higher than
60% of the 237 Companies
in the Global Credit Services industry.

( Industry Median: 2.30 vs. AXP: 8.80 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
AXP' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: 5.95 Max: 12.5
Current: 8.8
0
12.5
EBITDA Growth (3Y)(%) 12.70
AXP's EBITDA Growth (3Y)(%) is ranked higher than
58% of the 200 Companies
in the Global Credit Services industry.

( Industry Median: 7.60 vs. AXP: 12.70 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
AXP' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -11.5  Med: 8.15 Max: 28.6
Current: 12.7
-11.5
28.6
EPS Growth (3Y)(%) 10.80
AXP's EPS Growth (3Y)(%) is ranked higher than
57% of the 196 Companies
in the Global Credit Services industry.

( Industry Median: 4.80 vs. AXP: 10.80 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
AXP' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -20  Med: 8.80 Max: 40.8
Current: 10.8
-20
40.8
» AXP's 10-Y Financials

Financials (Next Earnings Date: Est. 2016-07-22)


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow
Oprt. Cash Flow & Net Income

» Details

Guru Trades

Q2 2015

AXP Guru Trades in Q2 2015

Bill Nygren 3,100,000 sh (New)
Jeff Ubben 11,100,000 sh (New)
Sarah Ketterer 638,037 sh (New)
Paul Tudor Jones 330,906 sh (+460.56%)
Mairs and Power 418,200 sh (+312.47%)
Jeremy Grantham 4,703,718 sh (+162.38%)
John Rogers 50,411 sh (+147.23%)
Joel Greenblatt 4,397 sh (+54.66%)
Tom Russo 153,088 sh (+19.61%)
David Dreman 8,188 sh (+13.79%)
First Eagle Investment 11,976,991 sh (+2.05%)
Ken Fisher 11,582,093 sh (+1.85%)
Tom Gayner 367,000 sh (+1.66%)
Barrow, Hanley, Mewhinney & Strauss 18,831,001 sh (+1.15%)
Pioneer Investments 1,594,932 sh (+0.01%)
T Rowe Price Equity Income Fund 3,388,300 sh (unchged)
Jeff Auxier 8,068 sh (unchged)
Lee Ainslie 3,200 sh (unchged)
Warren Buffett 151,610,700 sh (unchged)
PRIMECAP Management 576,700 sh (unchged)
Ray Dalio Sold Out
Louis Moore Bacon Sold Out
Andreas Halvorsen Sold Out
Jim Simons Sold Out
Ruane Cunniff 1,395,088 sh (-0.18%)
Tweedy Browne 267,506 sh (-0.26%)
Chris Davis 20,645,014 sh (-0.94%)
Dodge & Cox 194,523 sh (-3.69%)
Mario Gabelli 3,006,348 sh (-4.22%)
» More
Q3 2015

AXP Guru Trades in Q3 2015

Steven Romick 642,400 sh (New)
RS Investment Management 687,080 sh (New)
Robert Olstein 45,000 sh (New)
Steve Mandel 1,000 sh (New)
Diamond Hill Capital 10,232 sh (New)
First Pacific Advisors 809,310 sh (New)
Dodge & Cox 4,802,206 sh (+2368.71%)
John Rogers 108,317 sh (+114.87%)
Mairs and Power 781,829 sh (+86.95%)
Bill Nygren 4,600,000 sh (+48.39%)
David Dreman 10,722 sh (+30.95%)
T Rowe Price Equity Income Fund 3,831,600 sh (+13.08%)
First Eagle Investment 12,779,493 sh (+6.70%)
Tom Gayner 386,000 sh (+5.18%)
Jeff Ubben 11,300,000 sh (+1.80%)
Steve Mandel 4,300,000 sh (unchged)
Warren Buffett 151,610,700 sh (unchged)
Lee Ainslie 3,200 sh (unchged)
Sarah Ketterer Sold Out
Ken Fisher 11,580,345 sh (-0.02%)
PRIMECAP Management 574,700 sh (-0.35%)
Jeff Auxier 8,018 sh (-0.62%)
Tweedy Browne 264,742 sh (-1.03%)
Ruane Cunniff 1,378,780 sh (-1.17%)
Pioneer Investments 1,559,854 sh (-2.20%)
Barrow, Hanley, Mewhinney & Strauss 18,388,978 sh (-2.35%)
Tom Russo 145,228 sh (-5.13%)
Mario Gabelli 2,753,837 sh (-8.40%)
Chris Davis 17,519,908 sh (-15.14%)
Joel Greenblatt 2,802 sh (-36.27%)
Paul Tudor Jones 16,863 sh (-94.90%)
Jeremy Grantham 61,248 sh (-98.70%)
» More
Q4 2015

AXP Guru Trades in Q4 2015

Sarah Ketterer 858,848 sh (New)
Jeremy Grantham 3,446,015 sh (+5526.33%)
Steven Romick 2,646,410 sh (+311.96%)
First Pacific Advisors 3,011,290 sh (+272.08%)
Dodge & Cox 17,137,288 sh (+256.86%)
Joel Greenblatt 8,938 sh (+218.99%)
Jerome Dodson 450,000 sh (+80.00%)
Robert Olstein 80,000 sh (+77.78%)
John Rogers 185,409 sh (+71.17%)
Steve Mandel 1,281 sh (+28.10%)
Lee Ainslie 3,640 sh (+13.75%)
Diamond Hill Capital 11,593 sh (+13.30%)
T Rowe Price Equity Income Fund 4,025,000 sh (+5.05%)
Mairs and Power 816,759 sh (+4.47%)
Bill Nygren 4,800,000 sh (+4.35%)
Tom Russo 150,018 sh (+3.30%)
Ken Fisher 11,728,523 sh (+1.28%)
Jeff Auxier 8,018 sh (unchged)
PRIMECAP Management 574,700 sh (unchged)
RS Investment Management 687,080 sh (unchged)
Tom Gayner 386,000 sh (unchged)
Steve Mandel 4,300,000 sh (unchged)
Warren Buffett 151,610,700 sh (unchged)
Jeff Ubben Sold Out
Tweedy Browne 264,046 sh (-0.26%)
Barrow, Hanley, Mewhinney & Strauss 18,321,535 sh (-0.37%)
First Eagle Investment 12,717,303 sh (-0.49%)
Ruane Cunniff 1,361,001 sh (-1.29%)
Mario Gabelli 2,682,097 sh (-2.61%)
Chris Davis 15,284,520 sh (-12.76%)
David Dreman 8,188 sh (-23.63%)
Pioneer Investments 1,054,233 sh (-32.41%)
Paul Tudor Jones 8,032 sh (-52.37%)
» More
Q1 2016

AXP Guru Trades in Q1 2016

Jim Simons 1,082,400 sh (New)
Murray Stahl 10,628 sh (New)
Ray Dalio 111,908 sh (New)
Steve Mandel 25,000 sh (+1851.60%)
John Rogers 654,897 sh (+253.22%)
Lee Ainslie 8,840 sh (+142.86%)
Steven Romick 5,057,409 sh (+91.10%)
First Pacific Advisors 5,660,028 sh (+87.96%)
David Dreman 14,814 sh (+80.92%)
Dodge & Cox 26,360,258 sh (+53.82%)
Jeremy Grantham 5,200,367 sh (+50.91%)
Robert Olstein 112,000 sh (+40.00%)
First Eagle Investment 15,560,623 sh (+22.36%)
T Rowe Price Equity Income Fund 4,553,600 sh (+13.13%)
Barrow, Hanley, Mewhinney & Strauss 20,709,642 sh (+13.03%)
Mairs and Power 922,453 sh (+12.94%)
Jerome Dodson 500,000 sh (+11.11%)
Diamond Hill Capital 12,777 sh (+10.21%)
Mario Gabelli 2,781,276 sh (+3.70%)
Tom Russo 151,773 sh (+1.17%)
RS Investment Management 693,920 sh (+1.00%)
Ken Fisher 11,829,092 sh (+0.86%)
Tom Gayner 386,000 sh (unchged)
PRIMECAP Management 574,700 sh (unchged)
Jeff Auxier 8,018 sh (unchged)
Warren Buffett 151,610,700 sh (unchged)
Sarah Ketterer Sold Out
Bill Nygren Sold Out
Tweedy Browne 260,310 sh (-1.41%)
Ruane Cunniff 1,277,020 sh (-6.17%)
Chris Davis 14,167,186 sh (-7.31%)
Joel Greenblatt 4,102 sh (-54.11%)
Paul Tudor Jones 3,300 sh (-58.91%)
Pioneer Investments 288,970 sh (-72.59%)
» More
» Details

Insider Trades

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Business Description

Industry: Credit Services » Credit Services
Compare:NYSE:V, NYSE:MA, NAS:PYPL, NYSE:COF, NYSE:SYF » details
Traded in other countries:AXP.Argentina, AXPB34.Brazil, AXP.Chile, AEC1.Germany, AXP.Mexico, AXP.Switzerland, 0R3C.UK,
American Express Co is a payments, network and travel company, which offers credit payment card products and travel-related services to consumers and businesses.

American Express Co began operations as a joint stock association on March 28, 1850. It converted to a New York corporation on June 10, 1965. The Company together with its subsidiaries is a service company that provides customers with access to products, insights and experiences that enrich lives and build business success. Its main products and services are charge and credit payment card products and travel-related services offered to consumers and businesses. The Company is mainly engaged in business comprising four operating segments: U.S. Card Services, International Card Services, Global Commercial Services, and Global Network & Merchant Services. The Company's products and services include charge and credit card products; expense management products and services; consumer and business travel services; stored value products such as Travelers Cheques and other prepaid products; network services; merchant acquisition and processing, servicing and settlement, and point-of-sale, marketing and information products and services for merchants; and fee services, including market and trend analyses and related consulting services, fraud prevention services, and the design of customized customer loyalty and rewards programs. The Company's products and services are sold to diverse customer groups, including consumers, small businesses, middle-market companies, and large corporations. These products and services are sold through various channels including direct mail, on-line, targeted sales forces, and direct response advertising. Its general-purpose card network, card-issuing and merchant-acquiring and processing businesses are global in scope. The Company is engaged in providing charge and credit cards to consumers, small businesses and corporations. These cards include cards issued by American Express as well as cards issued by third-party banks and other institutions that are accepted on the American Express network. The Global Network & Merchant Services ("GNMS") segment operates a global payments network that processes and settles proprietary and non-proprietary card transactions. GNMS acquires merchants and provides point-of-sale products, multi-channel marketing programs and capabilities, services and data, leveraging its global closed-loop network. It provides ATM services and enters into partnership agreements with third-party card issuers and acquirers, licensing the American Express brand and extending the reach of the global network. In its Global Commercial Services segment, the Company provides expense management services to companies and organizations worldwide through its Global Corporate Payments and Global Business Travel businesses. Global Corporate Payments offers a range of expense management solutions to companies worldwide through its Corporate Card Programs and Business-to-Business Payment Solutions. American Express Global Business Travel provides globally integrated solutions, both online and offline, as well

Guru Investment Theses on American Express Co

Parnassus Fund Comments on American Express - May 09, 2016

American Express (NYSE:AXP), a global credit card company, saw its stock drop from $69.55 to $61.40, for a loss of 57 basis points. While the company beat earnings expectations this quarter, forward guidance for 2016 and 2017 were lowered. The company is facing a major headwind because of the loss of its co-branded Costco credit card portfolio to Citigroup. The company has also pointed more broadly to the increased competition in co-branded credit cards. To address these challenges, American Express is actively shifting its strategy to focus more on its lending business. Longer term, we believe the company will be able to continue to grow earnings by improving operational efficiency, buying back stock and finding a new avenue of growth through its lending focus.



From the Parnassus Fund first quarter 2016 shareholder letter.



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First Eagle Investments Comments on American Express - May 02, 2016

American Express (NYSE:AXP) illustrates the negative supply consequences of easy monetary policy. Zero -percent interest rates have generally compressed banks’ net interest margins, but not in the consumer credit card business, where margins have remained wide. This has become an especially bright spot in the financial sector, and banks have committed more capital to credit cards. As a result, American Express has faced a period of heightened competition, which has put pressure on its stock. We believe American Express has remained a very well-entrenched franchise, and in a world where many banks are earning single-digit return on equity (ROE), American Express has earned a 25% ROE.2 Its balance sheet is solid by comparison, and it has been able to buy back stock rather than needing to issue stock. We have remained committed to American Express, but we acknowledge that its environment has become somewhat more challenging.



From First Eagle's Global Value Fund first quarter 2016 commentary.



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Dodge & Cox Comments on American Express - Feb 02, 2016

American Express (NYSE:AXP)—the largest new purchase in the Fund during 2015—provides charge and credit card products and travel-related services to consumers and businesses worldwide. The company is the number one credit/charge card issuer and merchant acquirer in the United States measured by billed business, and its network is the second largest after Visa. Historically, American Express has generated attractive returns due to its vertical integration and strong value proposition for high-spending customers.



In 2015, American Express’ stock declined 24%(c) due to concerns that the company’s business model is under pressure: Costco U.S. and JetBlue terminated their exclusive relationships with the card company and the Department of Justice questioned American Express’ ability to enforce rules prohibiting merchants from steering customers to other credit cards. As a result, American Express’ valuation relative to the market is at a historically low level (13 times forward estimated earnings(d)). We initiated a position in the company because we believe these near-term concerns have obscured a long-term investment opportunity. The company has an attractive business model that produces high returns on capital by encouraging more affluent and creditworthy customers to use the company’s credit and charge cards. American Express’ highly perceived rewards program, customer service, and strong brand recognition help attract and retain wealthier customers. The company should benefit from a continued industry shift from paper to plastic payments and growth in its third-party issued cards business. We believe American Express will be able to maintain its strong return on equity and improve profitability in the long run. On December 31, American Express was a 1.4% position in the Fund.



From Dodge & Cox Stock Fund annual commentary for 2015.



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GAMCO Investors Comments on American Express - Dec 22, 2015

American Express Co. (NYSE:AXP) (2.2% of net assets as of September 30, 2015) (AXP – $74.13 – NYSE) is the largest closed loop credit card company in the world. The company operates its eponymous premiere branded payment network and lends to its largely affluent customer base. American Express has 114 million cards in force and over $68 billion in loans, while its customers charged nearly $1.0 trillion of spending on their cards in 2014. The company’s strong consumer brand has allowed American Express to enter the deposit gathering market as an alternate source of funding, while the company’s affluent customers have picked up spending. Longer term, American Express should capitalize on its higher spending customer base and continue to expand into other payment related businesses, such as corporate purchasing, while also growing in emerging markets. Similarly, the company is looking at the growing success of social media as an opportunity to expand its product base and payment options.



From the Gabelli Dividend Growth Fund third quarter 2015 commentary.



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Davis Funds Comments on American Express - Sep 14, 2015

American Express (NYSE:AXP) is another representative holding in the Portfolio. This global financial services firm combines a strong, upscale charge card brand with ownership of the underlying payment network to create a unique business model. The company attracts some of the most desirable cardholders whose affluence leads to average spending about three times as great as ordinary bank cards. American Express reinforces this higher charge card spending with a market-leading cardholder rewards program, creating a virtuous circle of higher spending and higher rewards. The company earns much of its revenue from the transaction or interchange fees it charges merchants that accept its card. Because its payment network is wholly owned, American Express avoids sharing this important revenue source, generating significantly better economics than the payment networks of its competitors whose interchange fees are shared with banks. Recently, American Express announced it will not renew its exclusive arrangement as the only credit card accepted at U.S. Costco stores. While this move will slow the company’s earnings growth over the short term, we admire the strong capital allocation discipline of the American Express management team in walking away from an arrangement offering inadequate shareholder returns. We expect American Express will take steps to overcome this loss of business and once again deliver double-digit earnings growth for shareholders in the years ahead.



From the Davis Financial Fund semi-annual review 2015.



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Bill Nygren Comments on American Express Co - Jul 09, 2015

American Express (AXP - $27)(AXP)

American Express is a payments company with one of the best brands in the world. Despite strong earnings growth over the past few years, the strength of the franchise was called into question recently when revenue growth slowed. Skepticism increased in February when Costco announced it would not renew its co-brand partnership with American Express. We believe this will cause earnings growth to slow for two years while American Express invests in marketing efforts to replace Costco co-brand customers, but we believe the company’s financial fundamentals remain very healthy. Card member spending is growing 7% per year (f/x adjusted), ROE is well above its 25% target and robust capital levels are allowing management to increase share repurchases. Despite what we believe is favorable secular growth and superior economics, American Express is trading at a large discount to the market and its historical multiples. Our long-term view allows us to look past the short-term disappointment of the Costco announcement and see the potential lucrative long-term value of American Express’ global payment network and growing customer base.

From Bill Nygren (Trades, Portfolio)'s Oakmark Fund Second Quarter 2015 Commentary.

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Mario Gabelli Comments on American Express Co - Mar 12, 2015

American Express Co. (1.7% of net assets as of December 31, 2014) (AXP – $93.04 – NYSE) is the largest closed-loop credit card company in the world. The company operates its eponymous premiere branded payment network and lends to its largely affluent customer base. American Express has 110 million cards in force and over $67 billion in loans, while its customers charged nearly $950 billion of spending on their cards in 2013. The company’s strong consumer brand has allowed American Express to enter the deposit gathering market as an alternate source of funding, while the company’s affluent customers have picked up spending. Longer term, American Express should capitalize on its higher spending customer base and continue to expand into other payment related businesses, such as corporate purchasing, while also growing in emerging markets. Similarly, the company is looking at the growing success of social media as an opportunity to expand its product base and payment options.

From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary

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Chris Davis Comments on American Express - Jun 24, 2014

Another example of a global market leader in the Portfolio is American Express (AXP), which combines a strong, upscale charge card brand with ownership of the underlying payment network to create a unique business model. The company attracts some of the most desirable cardholders whose affluence leads to average spending about three times as great as ordinary bank cards. American Express reinforces this higher charge card spending with a market-leading cardholder rewards program, creating a virtuous circle of higher spending and higher rewards. The company earns much of its revenue from the transaction or interchange fees it charges merchants that accept its card. Because its payment network is wholly owned, American Express avoids sharing this important revenue source, generating significantly better economics than the payment networks of its competitors whose interchange fees are shared with banks. We believe American Express is well positioned to benefit over the long term as card-based transactions continue to increase at the expense of cash-based transactions.



From Chris Davis' Davis New York Venture Fund First Quarter 2014 Update.



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Top Ranked Articles about American Express Co

Bill Nygren Gets Better Than Fair Value for 3 Stakes Only divestitures of American Express, Union Pacific were short of calculations
Bill Nygren (Trades, Portfolio) of Oakmark Fund sold more stakes in the first quarter – five – than he had in more than a year. In all but two of those transactions, he sold the shares for well in excess of their fair values. Read more...
Parnassus Fund Comments on American Express Guru stock highlight
American Express (NYSE:AXP), a global credit card company, saw its stock drop from $69.55 to $61.40, for a loss of 57 basis points. While the company beat earnings expectations this quarter, forward guidance for 2016 and 2017 were lowered. The company is facing a major headwind because of the loss of its co-branded Costco credit card portfolio to Citigroup. The company has also pointed more broadly to the increased competition in co-branded credit cards. To address these challenges, American Express is actively shifting its strategy to focus more on its lending business. Longer term, we believe the company will be able to continue to grow earnings by improving operational efficiency, buying back stock and finding a new avenue of growth through its lending focus. Read more...
First Eagle Investment Boosts Stake in American Express These were the fund's largest buys in the 1st quarter
First Eagle Investment (Trades, Portfolio) is an independent firm with approximately $94 billion in assets under management. During the first quarter the fund bought shares in many stocks: Read more...
First Eagle Investments Comments on American Express Guru stock highlight
American Express (NYSE:AXP) illustrates the negative supply consequences of easy monetary policy. Zero -percent interest rates have generally compressed banks’ net interest margins, but not in the consumer credit card business, where margins have remained wide. This has become an especially bright spot in the financial sector, and banks have committed more capital to credit cards. As a result, American Express has faced a period of heightened competition, which has put pressure on its stock. We believe American Express has remained a very well-entrenched franchise, and in a world where many banks are earning single-digit return on equity (ROE), American Express has earned a 25% ROE.2 Its balance sheet is solid by comparison, and it has been able to buy back stock rather than needing to issue stock. We have remained committed to American Express, but we acknowledge that its environment has become somewhat more challenging.
Read more...
Steven Romick Doubles Down on American Express Company's 166 years of experience, combined with strong profitability and growth, may have influenced guru
Contrarian value investor Steven Romick doubled down his holding in American Express (NYSE:AXP), adding 2,410,999 shares to his portfolio on March 31. Read more...
Oakmark Fund Sells General Mills, American Express, Chesapeake Energy With several weeks until his complete portfolio filing, Oakmark Fund manager discloses 4 first-quarter sells
Before filing his complete portfolio update not due for several weeks, Bill Nygren (Trades, Portfolio) in his first quarter letter from Friday disclosed some highlights of his fund’s activity, including the end of four positions. Read more...
Stocks’ Rocky 2016 Start Yields Blue Chip Bargains: Scoop ‘em Up! The bumpy start produced a host of blue chips selling at bargain levels
2016 has been a big disappointment for stock investors. Despite hopes the bull market would continue into an eighth year, this January ravaged confidence. The S&P ended the month down 5%, the worst start to a year since 2009! Read more...
Jeff Ubben Exits Position in American Express Guru reduces holdings in Microsoft, Halliburton, MSCI in 4th quarter
Jeff Ubben (Trades, Portfolio) of ValueAct Holdings matched the number of transactions he made in the third quarter with five deals in the fourth quarter, but he made no new buys. Read more...
Many Questions to Ask Before Buying AmEx Answers don't come easily, probably not even to Warren Buffett
In an interview last year with CNBC, Warren Buffett (Trades, Portfolio) offered his view on American Express (NYSE:AXP). Read more...
Berkshire Hathaway Annual Letter: Cheap and Wonderful There is still plenty of opportunity to make money in companies tied to the U.S. economy
At Smead Capital Management, we have great respect for the most successful long-duration investors. Warren Buffett (Trades, Portfolio) is among those investors. He gives the public access to his thinking in his annual Berkshire Hathaway shareholder letter. In his recent 2015 letter, he reminded readers of a few of the things that should matter most to investors. We at Smead Capital Management like to buy wonderful companies at cheap prices. Buffet’s letter dwells on the need for businesses to be cheap in a wise way. He also reviews what makes a company “wonderful.” Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 13.10
AXP's P/E(ttm) is ranked higher than
53% of the 253 Companies
in the Global Credit Services industry.

( Industry Median: 14.29 vs. AXP: 13.10 )
Ranked among companies with meaningful P/E(ttm) only.
AXP' s P/E(ttm) Range Over the Past 10 Years
Min: 5.23  Med: 16.05 Max: 36.38
Current: 13.1
5.23
36.38
Forward P/E 11.75
AXP's Forward P/E is ranked lower than
58% of the 43 Companies
in the Global Credit Services industry.

( Industry Median: 10.37 vs. AXP: 11.75 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 13.10
AXP's PE(NRI) is ranked higher than
53% of the 253 Companies
in the Global Credit Services industry.

( Industry Median: 14.00 vs. AXP: 13.10 )
Ranked among companies with meaningful PE(NRI) only.
AXP' s PE(NRI) Range Over the Past 10 Years
Min: 4.94  Med: 16.24 Max: 34.11
Current: 13.1
4.94
34.11
Price/Owner Earnings (ttm) 7.88
AXP's Price/Owner Earnings (ttm) is ranked higher than
68% of the 66 Companies
in the Global Credit Services industry.

( Industry Median: 11.54 vs. AXP: 7.88 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
AXP' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 5.52  Med: 11.88 Max: 122.16
Current: 7.88
5.52
122.16
P/B 3.05
AXP's P/B is ranked lower than
81% of the 308 Companies
in the Global Credit Services industry.

( Industry Median: 1.07 vs. AXP: 3.05 )
Ranked among companies with meaningful P/B only.
AXP' s P/B Range Over the Past 10 Years
Min: 0.95  Med: 3.63 Max: 7.24
Current: 3.05
0.95
7.24
P/S 1.98
AXP's P/S is ranked higher than
66% of the 309 Companies
in the Global Credit Services industry.

( Industry Median: 3.20 vs. AXP: 1.98 )
Ranked among companies with meaningful P/S only.
AXP' s P/S Range Over the Past 10 Years
Min: 0.44  Med: 2.39 Max: 4.87
Current: 1.98
0.44
4.87
PFCF 6.56
AXP's PFCF is ranked higher than
58% of the 74 Companies
in the Global Credit Services industry.

( Industry Median: 7.79 vs. AXP: 6.56 )
Ranked among companies with meaningful PFCF only.
AXP' s PFCF Range Over the Past 10 Years
Min: 2.07  Med: 7.93 Max: 47.21
Current: 6.56
2.07
47.21
POCF 5.76
AXP's POCF is ranked higher than
60% of the 95 Companies
in the Global Credit Services industry.

( Industry Median: 7.14 vs. AXP: 5.76 )
Ranked among companies with meaningful POCF only.
AXP' s POCF Range Over the Past 10 Years
Min: 1.8  Med: 7.04 Max: 31.6
Current: 5.76
1.8
31.6
EV-to-EBIT 11.17
AXP's EV-to-EBIT is ranked higher than
60% of the 253 Companies
in the Global Credit Services industry.

( Industry Median: 15.17 vs. AXP: 11.17 )
Ranked among companies with meaningful EV-to-EBIT only.
AXP' s EV-to-EBIT Range Over the Past 10 Years
Min: -25.5  Med: 18.10 Max: 163.9
Current: 11.17
-25.5
163.9
EV-to-EBITDA 9.84
AXP's EV-to-EBITDA is ranked higher than
62% of the 258 Companies
in the Global Credit Services industry.

( Industry Median: 14.44 vs. AXP: 9.84 )
Ranked among companies with meaningful EV-to-EBITDA only.
AXP' s EV-to-EBITDA Range Over the Past 10 Years
Min: -33  Med: 15.70 Max: 68.9
Current: 9.84
-33
68.9
PEG 0.67
AXP's PEG is ranked higher than
53% of the 83 Companies
in the Global Credit Services industry.

( Industry Median: 0.68 vs. AXP: 0.67 )
Ranked among companies with meaningful PEG only.
AXP' s PEG Range Over the Past 10 Years
Min: 0.81  Med: 1.87 Max: 2446
Current: 0.67
0.81
2446
Shiller P/E 16.51
AXP's Shiller P/E is ranked lower than
61% of the 38 Companies
in the Global Credit Services industry.

( Industry Median: 12.70 vs. AXP: 16.51 )
Ranked among companies with meaningful Shiller P/E only.
AXP' s Shiller P/E Range Over the Past 10 Years
Min: 3.95  Med: 18.16 Max: 26.74
Current: 16.51
3.95
26.74

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.77
AXP's Dividend Yield is ranked lower than
67% of the 243 Companies
in the Global Credit Services industry.

( Industry Median: 2.90 vs. AXP: 1.77 )
Ranked among companies with meaningful Dividend Yield only.
AXP' s Dividend Yield Range Over the Past 10 Years
Min: 0.72  Med: 1.35 Max: 8.77
Current: 1.77
0.72
8.77
Dividend Payout 0.23
AXP's Dividend Payout is ranked higher than
74% of the 143 Companies
in the Global Credit Services industry.

( Industry Median: 0.30 vs. AXP: 0.23 )
Ranked among companies with meaningful Dividend Payout only.
AXP' s Dividend Payout Range Over the Past 10 Years
Min: 0.15  Med: 0.18 Max: 2
Current: 0.23
0.15
2
Dividend Growth (3y) 19.90
AXP's Dividend Growth (3y) is ranked higher than
75% of the 85 Companies
in the Global Credit Services industry.

( Industry Median: 9.30 vs. AXP: 19.90 )
Ranked among companies with meaningful Dividend Growth (3y) only.
AXP' s Dividend Growth (3y) Range Over the Past 10 Years
Min: -2.9  Med: 5.25 Max: 19.9
Current: 19.9
-2.9
19.9
Forward Dividend Yield 1.77
AXP's Forward Dividend Yield is ranked lower than
71% of the 231 Companies
in the Global Credit Services industry.

( Industry Median: 3.19 vs. AXP: 1.77 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 2.55
AXP's Yield on cost (5-Year) is ranked lower than
62% of the 288 Companies
in the Global Credit Services industry.

( Industry Median: 3.66 vs. AXP: 2.55 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
AXP' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 1.04  Med: 1.95 Max: 12.65
Current: 2.55
1.04
12.65
3-Year Average Share Buyback Ratio 4.20
AXP's 3-Year Average Share Buyback Ratio is ranked higher than
90% of the 126 Companies
in the Global Credit Services industry.

( Industry Median: -2.70 vs. AXP: 4.20 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
AXP' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -1.1  Med: 1.85 Max: 4.2
Current: 4.2
-1.1
4.2

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 3.05
AXP's Price/Tangible Book is ranked lower than
79% of the 304 Companies
in the Global Credit Services industry.

( Industry Median: 1.14 vs. AXP: 3.05 )
Ranked among companies with meaningful Price/Tangible Book only.
AXP' s Price/Tangible Book Range Over the Past 10 Years
Min: 1.27  Med: 3.61 Max: 6.92
Current: 3.05
1.27
6.92
Price/Projected FCF 0.64
AXP's Price/Projected FCF is ranked higher than
61% of the 74 Companies
in the Global Credit Services industry.

( Industry Median: 0.89 vs. AXP: 0.64 )
Ranked among companies with meaningful Price/Projected FCF only.
AXP' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.2  Med: 0.77 Max: 1.25
Current: 0.64
0.2
1.25
Price/Median PS Value 0.82
AXP's Price/Median PS Value is ranked higher than
63% of the 288 Companies
in the Global Credit Services industry.

( Industry Median: 0.95 vs. AXP: 0.82 )
Ranked among companies with meaningful Price/Median PS Value only.
AXP' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.24  Med: 0.94 Max: 1.76
Current: 0.82
0.24
1.76
Price/Peter Lynch Fair Value 1.26
AXP's Price/Peter Lynch Fair Value is ranked lower than
64% of the 42 Companies
in the Global Credit Services industry.

( Industry Median: 0.91 vs. AXP: 1.26 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
AXP' s Price/Peter Lynch Fair Value Range Over the Past 10 Years
Min: 0.58  Med: 1.87 Max: 5.69
Current: 1.26
0.58
5.69
Price/Graham Number 1.33
AXP's Price/Graham Number is ranked lower than
68% of the 155 Companies
in the Global Credit Services industry.

( Industry Median: 0.91 vs. AXP: 1.33 )
Ranked among companies with meaningful Price/Graham Number only.
AXP' s Price/Graham Number Range Over the Past 10 Years
Min: 0.64  Med: 1.75 Max: 2.77
Current: 1.33
0.64
2.77
Earnings Yield (Greenblatt) (%) 9.00
AXP's Earnings Yield (Greenblatt) (%) is ranked higher than
68% of the 317 Companies
in the Global Credit Services industry.

( Industry Median: 4.40 vs. AXP: 9.00 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
AXP' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 0.6  Med: 5.20 Max: 16.8
Current: 9
0.6
16.8
Forward Rate of Return (Yacktman) (%) 2.30
AXP's Forward Rate of Return (Yacktman) (%) is ranked lower than
58% of the 85 Companies
in the Global Credit Services industry.

( Industry Median: 4.58 vs. AXP: 2.30 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
AXP' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -0.3  Med: 19.10 Max: 62.9
Current: 2.3
-0.3
62.9

More Statistics

Revenue (TTM) (Mil) $32,956
EPS (TTM) $ 5.00
Beta1.19
Short Percentage of Float2.29%
52-Week Range $50.27 - 81.92
Shares Outstanding (Mil)951.03

Analyst Estimate

Dec16 Dec17 Dec18
Revenue (Mil $) 32,492 32,652 34,377
EPS ($) 5.35 5.57 6.10
EPS without NRI ($) 5.35 5.57 6.10
EPS Growth Rate
(3Y to 5Y Estimate)
6.00%
» More Articles for AXP

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