Professional
Added to YB: 2026-06-19
Pitch date: 2026-04-13
AXP [bullish]
American Express Company
+4.84%
current return
Author Info
No bio for this author
Company Info
American Express Company, together with its subsidiaries, operates as an 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
$232.5B
Pitch Price
$325.00
Price Target
N/A
Dividend
1.12%
EV/EBITDA
N/A
P/E
21.27
EV/Sales
N/A
Sector
Consumer Finance
Category
growth
Giverny Capital Asset Management New Postion: American Express Company
AXP (new position): Bought at $294 (15x 2027E ~$20 EPS) after 25% drop. Premier status brand; prime borrowers pay fees for rewards, transact vs revolve. +5.8M consumer cards in 2025 at ~$210 avg fee; premium growth 15% US/20% intl among Gen-Z/Millennials. 11-13% EPS growth, 30%+ ROE. Risk: peak affluence, AI white-collar recession, redistributive policy.
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