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AXP vs C

AXP
American Express Company
NEUTRAL
Price
$332.90
Market Cap
$228.57B
Sector
Financial Services
AI Confidence
85%
C
Citigroup Inc.
NEUTRAL
Price
$126.28
Market Cap
$220.9B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
AXP
21.64
C
18.04
Forward P/E
AXP
16.55
C
10.3
P/B Ratio
AXP
6.82
C
1.15
P/S Ratio
AXP
3.41
C
2.92
EV/EBITDA
AXP
--
C
--

Profitability

Gross Margin
AXP
63.47%
C
0.0%
Operating Margin
AXP
17.46%
C
25.66%
Profit Margin
AXP
16.18%
C
18.89%
ROE
AXP
33.99%
C
6.83%
ROA
AXP
3.79%
C
0.58%

Growth

Revenue Growth
AXP
10.6%
C
4.4%
Earnings Growth
AXP
16.6%
C
-10.8%

Financial Health

Debt/Equity
AXP
1.91
C
--
Current Ratio
AXP
1.41
C
--
Quick Ratio
AXP
1.39
C
--

Dividends

Dividend Yield
AXP
1.14%
C
1.9%
Payout Ratio
AXP
21.33%
C
33.19%

AI Verdict

AXP NEUTRAL

American Express exhibits a stable financial profile with a Piotroski F-Score of 4/9 and strong profitability metrics, including a high ROE of 33.99%. While the stock trades at a significant premium to its Graham Number ($129.95), it remains below its growth-based intrinsic value of $453.71. However, the outlook is tempered by a bearish technical trend (0/100) and consistent insider selling totaling $36.4M. The company shows robust YoY earnings growth of 16.6%, but recent Q/Q EPS contraction and macroeconomic sensitivities create a balanced risk-reward profile.

Strengths
Exceptional Return on Equity (ROE) of 33.99%
Strong YoY Revenue (10.60%) and Earnings (16.60%) growth
Highly sustainable dividend payout ratio of 21.33%
Risks
High Debt/Equity ratio of 1.91, typical for credit services but increases leverage risk
Significant bearish insider sentiment with 8 sell transactions and 0 buys
High Price-to-Book ratio (6.82) indicating a steep valuation premium
C NEUTRAL

Citigroup presents a stark contradiction between market momentum and fundamental health. While the current price of $126.28 is well-supported by the Graham Number ($131.63), the Piotroski F-Score of 2/9 indicates severe fundamental weakness and deteriorating financial health. Despite a massive 1-year price surge of 104.9%, the company is facing negative earnings growth (-10.8% YoY) and bearish insider sentiment, including sales by the CFO. The stock is currently trading at a significant premium to its growth-based intrinsic value ($49.0), suggesting the market is pricing in a recovery that is not yet reflected in the data.

Strengths
Current price is trading near the Graham Number ($131.63) defensive fair value
Attractive PEG ratio of 0.91 suggesting undervaluation relative to growth potential
Strong 1-year price performance (+104.9%) showing significant market momentum
Risks
Critically low Piotroski F-Score (2/9) signaling poor financial health
Negative earnings trajectory with YoY growth at -10.8% and Q/Q at -13.5%
Bearish insider activity with $15.82M in sales and zero buy transactions

Compare Another Pair

AXP vs C: Head-to-Head Comparison

This page compares American Express Company (AXP) and Citigroup Inc. (C) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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