CHARGED ALPHA
Stock Analysis
AXP Financials Latest YouTube: Q1 2026

American Express

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q1 2026
Podcast available
Yes
Current price
$325.44
+6.87 (+2.16%)
Trailing / Forward P/E
20.33x
Forward: 16.15x
Market cap / Volume
Volume:
Revenue / Earnings Growth
11.6%
Earnings: 17.6%
Margins
21.2% op
Gross: 62.8% · Net: 16.3%
Balance sheet
1.57x current
Debt / Equity: 177.8
52-week range / Beta
$288.34 - $387.49
Beta: 1.06
Analyst target
$361.94
Upside: 11.2%
Cash / shareholder return
Dividend yield: 1.07%

Company context

Industry: Credit Services
Country: United States
Employees:
Price to book: 6.53x
Return on equity: 34.4%
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. The company offers credit and charge cards and complementary products and services, including travel, dining, and lifestyle and expense management products and services; and banking and other payment and financing products and services, including deposits and non-card lending. It also provides merchant acquisition and processing, servicing and settlement, fraud prevention, and point-of-sale marketing and information products and services, as well as network services. The company offers its products and services to consumers, small businesses, mid-sized companies, and large corporations through mobile and online applications, affiliate marketing, customer referral programs, third-party service providers and business partners, in-house sales teams, direct mail, telephone, and direct response advertising. American Express Company was founded in 1850 and is headquartered in New York, New York.

Price chart

Market context for AXP

Competitive view

AXP vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Financial companies often look unusual on debt and liquidity ratios, so compare those rows more carefully than you would for non-financial businesses.

American Express latest YouTube video thumbnail YouTube
American Express
AXP
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
BlackRock Inc. latest YouTube video thumbnail YouTube
BlackRock Inc.
BLK
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Visa Inc. latest YouTube video thumbnail YouTube
Visa Inc.
V
Latest video
Q2 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
AXP
$222.06B
American Express
BLK
$160.20B
BlackRock Inc.
V
$613.10B
Visa Inc.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
AXP
20.3x
American Express
BLK
26.0x
BlackRock Inc.
V
28.1x
Visa Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
AXP
16.1x
American Express
BLK
17.0x
BlackRock Inc.
V
21.7x
Visa Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
AXP
11.6%
American Express
BLK
27.0%
BlackRock Inc.
V
17.1%
Visa Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
AXP
17.6%
American Express
BLK
45.9%
BlackRock Inc.
V
35.5%
Visa Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
AXP
21.2%
American Express
BLK
35.6%
BlackRock Inc.
V
67.3%
Visa Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
AXP
62.8%
American Express
BLK
46.9%
BlackRock Inc.
V
97.8%
Visa Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
AXP
16.3%
American Express
BLK
24.4%
BlackRock Inc.
V
51.7%
Visa Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
AXP
34.4%
American Express
BLK
11.9%
BlackRock Inc.
V
60.3%
Visa Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
AXP
American Express
BLK
4.4%
BlackRock Inc.
V
3.4%
Visa Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
AXP
177.85x
American Express
BLK
23.64x
BlackRock Inc.
V
67.23x
Visa Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
AXP
1.57x
American Express
BLK
2.17x
BlackRock Inc.
V
1.09x
Visa Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
AXP
1.06
American Express
BLK
1.43
BlackRock Inc.
V
0.77
Visa Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
AXP
1.1%
American Express
BLK
2.1%
BlackRock Inc.
V
0.8%
Visa Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
AXP
11.2%
American Express
BLK
20.8%
BlackRock Inc.
V
23.7%
Visa Inc.

Episode timeline

Episode archive for AXP

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube complete
AXP Q1 2026 earnings analysis
Quarterly earnings-analysis entry for American Express. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
Published podcast complete
Charged Alpha | American Express (AXP) | S&P 500 Deep Dive — Ep. 197
Quarterly earnings-analysis entry for American Express. Use the links on the right to open the video or podcast episode.