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AXP$313.11-1.06%
Fair $313.11+0.0%

AXP

American Express Company

Financial Services / Credit ServicesNYSE

$313.11

-3.36 (-1.06%)

Fairly Valued+0.0%Fair Value $313.11Fund rank 34/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

40/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 0unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · AXPLocal privado en este navegador · American Express Company
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$213.6B

P/E

19.6x

↑

EV/EBITDA

N/A

•

ROE

32.4%

↑

Gross Margin

N/A

•

Debt/Equity

1.73

↑
52-Week Range$313
$286$387

TradingView lightweight chart

AXP price, volumen y niveles de valoración

Último $313.11Periodo +582.4%
Fair value: $313.11

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+13.5%

FCF CAGR

+4.6%

FCF margin

22.2%

FCF / Net income

1.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $72.23B · net income $10.83B · FCF $16.00B

2007-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

15.0%-39.0% pts

FCF margin

22.2%-73.1% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$72.23B$72.23B$65.95B$60.52B$52.86B$27.72B$21.97B$28.16B$26.61B$24.78B$35.44B$32.82B$7.18B$7.00B$6.85B$6.70B$27.82B$24.52B$28.36B$7.42B
Net Income$10.83B$10.83B$10.13B$8.37B$7.51B$8.06B$3.13B$6.76B$6.92B$2.75B$5.38B$5.16B$5.88B$5.36B$4.48B$4.93B$4.06B$2.13B$2.70B$4.01B
EBITDA—————————————————$3.91B$4.29B$6.34B
EPS15.3815.3814.0111.219.8510.023.777.99—————4.883.894.123.351.542.323.34
Operating Margin—————————————————11.6%12.6%76.7%
Net Margin15.0%15.0%15.4%13.8%14.2%29.1%14.3%24.0%26.0%11.1%15.2%15.7%82.0%76.5%65.4%73.7%14.6%8.7%9.5%54.0%
Balance Sheet
Debt/Equity1.731.731.691.751.781.741.872.512.623.062.292.322.802.843.123.173.536.125.07—
Current Ratio1.571.57——————————————————
Cash Flow
Free Cash Flow$16.00B$16.00B$12.14B$17.00B$19.22B$13.10B$4.11B$11.99B$7.62B$12.48B—————$9.29B$8.06B$5.62B$6.80B$7.07B
Returns
ROE32.4%32.4%33.5%29.8%30.4%36.3%13.6%29.3%31.0%15.0%26.2%25.0%28.5%27.5%23.7%26.3%21.6%16.9%22.8%36.4%
Valuation
P/E19.5619.5621.6316.8715.25———————————————
P/B6.516.517.144.964.57———————————————
Growth & Yield
Revenue Growth9.5%9.5%9.0%14.5%—26.1%-22.0%5.8%7.4%-30.1%8.0%357.1%2.5%2.2%2.4%-75.9%13.4%-13.5%282.1%—
EPS Growth9.8%9.8%25.0%13.8%—165.8%-52.8%——————25.4%-5.6%23.0%117.5%-33.6%-30.5%—
Dividend Yield1.2%1.2%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

21.8%

exigente

EPS terminal req.

$27.78

Spread vs growth

-12.0%

5Y implied EPS CAGR

16.9%

exigente

EPS terminal req.

$33.62

Spread vs growth

-7.1%

10Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$54.14

Spread vs growth

-3.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +7.7%

Total return

+7.7%

Start / end P/E

21.0x → 20.4x

EPS bridge

14.01 → 15.38

Residual

-0.3%

EPS growth+9.8%
Multiple rerating-3.0%
Dividend+1.2%
Residual / FX / buybacks / cross-term-0.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.