American Express Co.

American Express Co.

AXP

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Market Cap$230.74B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
American Express Co.American Express Co.21.11.01%33%2.81.8

Earnings Call Q1 2026

April 23, 2026 - AI Summary

Strong Revenue Growth: American Express reported Q1 2026 revenue growth of 11% (10% FX-adjusted) year-over-year, driven by a remarkable 10% increase in card member spending—the highest growth seen in three years. This trend positions the company well to consider reaching or exceeding its forecasted 2026 annual revenue growth guidance of 9% to 10%.
Earnings Per Share (EPS) Performance: The company achieved an EPS of $4.28, representing an 18% increase from the previous year. This overperformance allows American Express to confidently reinvest in marketing and technology while reaffirming its full-year EPS guidance range of $17.30 to $17.90.
Investment in Marketing and Technology: Amid strong performance, American Express plans to increase investments in marketing and technology to capitalize on growth opportunities. This includes enhancing its premium products and launching new commercial offerings aimed at businesses—the most significant product expansion in its history.

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$381.57

Target Price by Analysts

12.9% upsideAmerican Express Target Price DetailsTarget Price
$393.77

Current Fair Value

16.5% upside

Undervalued by 16.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$230.74 Billion
Enterprise Value$237.42 Billion
Dividend Yield$3.41 (1.01%)
Earnings per Share$15.41
Beta1.06
Outstanding Shares686,000,000

Return

Return on Equity33.00%ROE
Return on Assets3.63%
Return on Invested Capital11.43%

Valuation & Multiples

P/E Ratio21.1P/E Ratio
PEG140.85PEG
Price to Sales2.82Price to Sales
Price to Book Ratio6.9Price to Book Ratio
Enterprise Value to Revenue2.88
Enterprise Value to EBIT13.91
Enterprise Value to Net Income21
Total Debt to Enterprise0.25
Debt to Equity1.78Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 24, 2026
EPS Estimate
$3.96
Average shareholder expectation
Revenue Estimate
$18.59 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 17, 2026
EPS Estimate
$4.47
Average shareholder expectation
Revenue Estimate
$19.60 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.8488 4.20%
Total Calls5,857,674 16.14%
Total Puts4,972,196 20.09%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %84.14% 0.22%
Total Invested$174.76B 19.36%
Investors Holding2,970 145.00%

ESG Score

No data

About American Express Co.

CEO: Stephen Squeri

Relevant Senate Committees

Joint Committee on Taxation

This non-partisan committee provides the critical technical analysis and 'scoring' for all tax legislation, directly influencing the details and feasibility of tax laws that significantly impact American Express's corporate tax burden and financial planning.

Finance

This powerful committee directly controls tax policy (corporate tax rates, deductions), which has a significant and direct impact on American Express's profitability, capital structure, and overall corporate valuations. It also impacts trade policy affecting international operations.

Judiciary

This committee's oversight of antitrust laws is highly relevant to American Express, particularly regarding competition in the payment network industry, interchange fees, and potential mergers or acquisitions that could face scrutiny.

Banking, Housing, and Urban Affairs

This is a primary regulatory committee for American Express. It directly oversees the financial system, including consumer finance, payment networks, credit card operations, and emerging areas like cryptocurrency regulation, all central to AXP's business.

Commerce, Science, and Transportation

This committee's vast jurisdiction includes the FTC, which provides critical oversight on consumer protection, fair business practices, data privacy, and advertising standards—all highly relevant to American Express's credit card and payment operations.

Foreign Relations

As a global financial services company, American Express is directly impacted by U.S. foreign policy, sanctions legislation, and international banking access, which can restrict its ability to operate in certain markets and affect global revenue streams.