AXP Share Price Performance
US$294.93
24.10 (8.90%)
22.2% undervalued intrinsic discount
US$378.94
Fair Value
Price US$294.93
AnalystConsensusTarget US$378.94
andre_santos US$299.52
WallStreetWontons US$308.19
Fair ValueUS$378.94
Share Pricen/a
American Express Company Stock Price
- 5 Narratives written by author
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AXP Community Narratives
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Fair Value US$378.94 22.2% undervalued intrinsic discount
AXP: Premium Card Momentum And Buybacks Will Shape Performance Amid Balanced Risks
3users have liked this narrative
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203users have followed this narrative
AN
Fair Value US$299.52 1.5% undervalued intrinsic discount
American Express - A Fundamental and Historical Valuation
1users have liked this narrative
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WA
Fair Value US$308.19 4.3% undervalued intrinsic discount
AXP: Key Acquisitions and Enhanced Membership Models Sustains an Incredible Moat
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American Express - A Fundamental and Historical Valuation
Business Overview Key Metrics Total: 5/17 +2 ✅✅ Projected Operating Margin: 26.67% +0 ⚠️ Projected 5-Year Revenue CAGR: 6.43% +0 ⚠️ Last 5-Year ROIC: 4.40% -2 ❌❌ Estimated Cost of Capital: 5.78% (greater than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -3.36% +1 ✅ Projected 5-Year EPS CAGR: 13.19% +0 ⚠️ Projected 5-Year Dividend CAGR: 9.95% +1 ✅ Moody's Rating: A2 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium American Express is a company with a wide moat and its competitive advantages are reflected in its high operating margin. Its solid EPS growth along with the massive reduction of shares makes it a good investment, however the fact that the cost of capital is greater or at least in line with its average last 5 Years ROIC can be something to watch out for.Read more
62
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AN
US$299.52
1.5% undervalued intrinsic discount
Fair Value
Revenue
6.81% p.a.
Profit Margin
15%
Future PE
20x
Price in 2036
US$668.95
AXP: Key Acquisitions and Enhanced Membership Models Sustains an Incredible Moat
Catalysts New Products or Services Impacting Sales or Earnings American Express has been actively enhancing its product offerings and making strategic acquisitions to drive sales and earnings growth. Here are some key points from recent earnings calls and reports: Product Innovations and Refreshes : American Express is on track to refresh approximately 40 products globally by the end of the year, including a refreshed US consumer gold card [source].Read more
407
users have viewed this narrative6users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
WA
US$308.19
4.3% undervalued intrinsic discount
Fair Value
Revenue
10.81% p.a.
Profit Margin
16.9%
Future PE
17.59x
Price in 2026
US$337.53
AXP: Premium Card Momentum And Buybacks Will Shape Performance Amid Balanced Risks
Key Takeaways Focus on premium cardmembers, product innovation, and younger demographics drives strong retention, international growth, and future earnings stability. Strong credit quality and disciplined capital strategies support margin expansion, resilience, and enable ongoing investment in network and products.Read more
754
users have viewed this narrative3users have liked this narrative
0users have commented on this narrative
203users have followed this narrative
AN
US$378.94
22.2% undervalued intrinsic discount
Fair Value
Revenue
11.57% p.a.
Profit Margin
16.03%
Future PE
20.89x
Price in 2029
US$481.83
Airline Challenges Will Test Margins While Card Services Support Stability
Key Takeaways Deceleration in airline and entertainment spending may weaken future revenue growth projections, impacting overall revenue growth expectations. Macroeconomic uncertainties and spending challenges threaten revenue targets, exacerbated by rising reward expenses and potential spending contractions among small businesses.Read more
119
users have viewed this narrative1users have liked this narrative
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5users have followed this narrative
AN
US$284.21
3.8% overvalued intrinsic discount
Fair Value
Revenue
10.4% p.a.
Profit Margin
15.29%
Future PE
16.69x
Price in 2029
US$360.06
Digital Payments And Booming Affluent Demand Will Expand International Reach
Key Takeaways Growth is driven by younger customers, international expansion, and premium product enhancements aligning with evolving consumer preferences and global affluence. Strategic tech investments and integrated B2B solutions elevate retention, efficiency, and SME revenue, supporting resilient, diversified earnings and top-tier profitability.Read more
137
users have viewed this narrative1users have liked this narrative
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10users have followed this narrative
AN
US$462
36.2% undervalued intrinsic discount
Fair Value
Revenue
10.63% p.a.
Profit Margin
16.19%
Future PE
26.66x
Price in 2029
US$587.72
Trending Discussion
Recently Updated Narratives
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American Express - A Fundamental and Historical Valuation
Fair Value: US$299.52 1.5% undervalued intrinsic discount
2 followersusers have followed this narrative
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WA
AXP: Key Acquisitions and Enhanced Membership Models Sustains an Incredible Moat
Fair Value: US$308.19 4.3% undervalued intrinsic discount
8 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AXP: Future Returns Will Reflect 2026 Guide Versus Credit Policy Risk
Fair Value: US$378.94 22.2% undervalued intrinsic discount
203 followersusers have followed this narrative
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Snowflake Analysis
American Express Company Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Apr 23, 2026
- 15.59
- 63.47%
- 15.98%
- 187.5%
About AXP
- Founded
- 1850
- Employees
- 76800
- CEO
- WebsiteView website
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. It operates through four segments: U.S. Consumer Services, Commercial Services, International Card Services, and Global Merchant and Network Services. The company offers credit and charge cards and complementary products and services, including travel, dining, and lifestyle and expense management products and services; and banking and other payment and financing products and services, including deposits and non-card lending. It also provides merchant acquisition and processing, servicing and settlement, fraud prevention, and point-of-sale marketing and information products and services, as well as network services. The company offers its products and services to consumers, small businesses, mid-sized companies, and large corporations through mobile and online applications, affiliate marketing, customer referral programs, third-party service providers and business partners, in-house sales teams, direct mail, telephone, and direct response advertising. American Express Company was founded in 1850 and is headquartered in New York, New York.
