Added to YB: 2025-09-16
Pitch date: 2025-09-13
AXP [bullish]
American Express Company
+17.63%
current return
Author Info
No bio for this author
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
$325.23
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 Company - $AXP
AXP: Closed-loop model captures 3%+ merchant fees, recycling 70% into member rewards creating loyalty moat. 99% US acceptance via acquirer partnerships. 25-35% ROE over 15yrs through recurring fees & disciplined underwriting. 22x PE for mid-teens compounder with toll-road economics.
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