Added to YB: 2025-04-30
Pitch date: 2025-04-29
AXP [neutral]
American Express Company
+47.34%
current return
Author Info
Company Info
American Express Company, together with its subsidiaries, operates as 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.
Market Cap
$253.4B
Pitch Price
$259.64
Price Target
N/A
Dividend
0.89%
EV/EBITDA
N/A
P/E
24.73
EV/Sales
N/A
Sector
Consumer Finance
Category
growth
American Express: Buy This One When Things Get Ugly (AXP)
AXP (earnings update): Q1 showed continued strength: billed business +7%, 3.4M new cards (especially with Gen Z/Millennials +14%, intl +13%), stable write-offs, reduced shares -3%, dividend +17%. Forward P/E 17.7x with 10%+ EPS growth potential. Watching for consumer weakness to buy aggressively at ~10x normalized earnings.
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