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AXP American Express Company - Fundamental Analysis

NEUTRAL
AXP Stock | Fundamental Analysis & Investment Insights
NYSE Financial Services Credit Services
Current Price
$372.73
Analyst Target
$364.1
-2.3% Downside
52W High
$387.49
52W Low
$220.43

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Confidence Score
75%
Analysis Accuracy
American Express (AXP) shows mixed financial health with a weak Piotroski F-Score of 4/9 and an exceptionally high Altman Z-Score indicating no distress risk. Profitability metrics like ROE (33.94%) and operating margin (22.05%) are strong, and earnings growth remains robust at 18.6% YoY. However, the stock trades at a premium valuation (P/E 25.07 vs sector avg 23.34) with limited insider confidence due to heavy selling, while technical indicators suggest near-term bearishness. Analysts concur with a 'hold' rating, aligning with our neutral stance.

Key Strengths

Exceptionally high Altman Z-Score (376545442201.6) indicates near-zero bankruptcy risk
Strong return on equity (ROE) of 33.94%, well above sector average of 25.76%
Robust year-over-year earnings growth of 18.6% and revenue growth of 12.2%
Consistently beats earnings estimates over recent quarters, with 3 out of last 4 beats
Low dividend payout ratio of 15.72%, indicating sustainable dividend policy

Key Risks

Weak Piotroski F-Score of 4/9 suggests deteriorating financial health signals
High Price/Book ratio of 7.92, significantly above sector norms
Elevated Debt/Equity ratio of 1.85 compared to sector average of 0.78
Insider selling activity totaling $109.29M in last 6 months indicates lack of confidence
Technical trend score of 10/100 reflects strong bearish momentum in price action
AI Fair Value Estimate
Based on comprehensive analysis
$438.66
+17.7% above current price

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