Added to YB: 2025-11-13
Pitch date: 2025-11-10
AXP [neutral]
American Express Company
+3.99%
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
$367.89
Price Target
N/A
Dividend
0.89%
EV/EBITDA
N/A
P/E
24.73
EV/Sales
N/A
Sector
Consumer Finance
Category
value
American Express Company - $AXP
AXP (deep dive): Closed payment network w/ premium brand positioning targeting high-income customers. 51% revenue from merchant commissions (1.4-3.3%), 23% net interest income, strong credit metrics (1.3% loans >30 days past due). Network effect + brand power create moat. Trading 7.2x book value vs historical avg; author sees fair entry at 3.5-4x book ($155-180 target).
Read full article (41 min)