AXP vs. BN: American Express vs. Brookfield Stock Comparison
How do American Express (AXP) and Brookfield (BN) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
American Express (AXP) and Brookfield (BN) both fall under the Financial Services industry group, but AXP is classified in Consumer Finance while BN is classified in Capital Markets.
| Profile Item | AXP | BN |
|---|---|---|
| Name | American Express Company | Brookfield Corporation |
| Country/Region | United States | Canada |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Consumer Finance | Capital Markets |
| GICS Sub-Industry | Consumer Finance | Asset Management & Custody Banks |
| Market Capitalization | 215.24 billion USD | 92.37 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 1, 1972 | December 30, 1983 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AXP | BN |
|---|---|---|
| Total Return (1Y) | -10.80% | -5.98% |
| Total Return (3Y, Annualized) | 30.19% | 26.70% |
| Total Return (5Y, Annualized) | 13.96% | 6.17% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AXP | BN |
|---|---|---|
| Volatility (1Y, Annualized) | 26.18% | 29.18% |
| Beta (5Y) | 1.06 | 1.49 |
| Max Drawdown (5Y) | -31.55% | -41.29% |
| Avg. Volume (3M) | 2.91M | 4.91M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AXP | BN |
|---|---|---|
| Sharpe Ratio (1Y) | -0.58 | -0.35 |
| Sortino Ratio (1Y) | -0.74 | -0.50 |
Profitability
ROE (TTM)
American Express (AXP) at 35.93% sits in the top ROE quartile, while Brookfield (BN) at 2.26% is in the bottom quartile, showing a clear gap in returns on equity.
AXP
Financial Services industry group
35.93%
- Max
- 44.78%
- AXP
- 35.93%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
BN
Financial Services industry group
2.26%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- BN
- 2.26%
- Min
- -18.71%
Net Margin (TTM)
American Express (AXP) at 16.82% keeps about the industry-typical share of revenue as profit, while Brookfield (BN) at 1.77% retains only a bottom-quartile share.
AXP
Financial Services industry group
16.82%
- Max
- 62.84%
- Q3
- 28.05%
- AXP
- 16.82%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
BN
Financial Services industry group
1.77%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- BN
- 1.77%
- Min
- -28.52%
Operating Margin (TTM)
Both American Express (AXP) at 18.43% and Brookfield (BN) at 25.67% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
AXP
Financial Services industry group
18.43%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- AXP
- 18.43%
- Q1
- 14.60%
- Min
- -44.34%
BN
Financial Services industry group
25.67%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- BN
- 25.67%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | AXP | BN |
|---|---|---|
| ROE (TTM) | 35.93% | 2.26% |
| ROA (TTM) | 4.03% | 2.66% |
| Net Margin (TTM) | 16.82% | 1.77% |
| Operating Margin (TTM) | 18.43% | 25.67% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
American Express (AXP) at 9.52% is around its peer norm for revenue growth, while Brookfield (BN) at -12.68% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Brookfield (BN) at 137.06% sits in the top EPS growth quartile, while American Express (AXP) at 9.78% is closer to the peer norm — faster per-share earnings growth for BN.
Growth Metrics
| Metric | AXP | BN |
|---|---|---|
| Revenue Growth (YoY) | 9.52% | -12.68% |
| Revenue Growth (3Y CAGR) | 10.97% | -6.80% |
| EPS Growth (YoY) | 9.78% | 137.06% |
| EPS Growth (3Y CAGR) | 16.01% | -25.60% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: American Express (AXP) in Financial Services and Brookfield (BN) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: American Express (AXP) in Financial Services and Brookfield (BN) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | AXP | BN |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both American Express (AXP) at 1.13% and Brookfield (BN) at 0.62% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
AXP
Financial Services industry group
1.13%
- Max
- 9.77%
- Q3
- 3.92%
- AXP
- 1.13%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
BN
Financial Services industry group
0.62%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- BN
- 0.62%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both American Express (AXP) at 15.32% and Brookfield (BN) at 48.15% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
AXP
Financial Services industry group
15.32%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- AXP
- 15.32%
- Q1
- 0.00%
- Min
- 0.00%
BN
Financial Services industry group
48.15%
- Max
- 241.07%
- Q3
- 97.36%
- BN
- 48.15%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AXP | BN |
|---|---|---|
| Dividend Yield (TTM) | 1.13% | 0.62% |
| Dividend Payout Ratio (TTM) | 15.32% | 48.15% |
Valuation
P/E Ratio (TTM)
American Express (AXP) at 18.08 is near its industry’s usual P/E ratio, while Brookfield (BN) at 76.63 sits above its peer range — an unusually expensive price for BN’s trailing earnings.
AXP
Financial Services industry group
18.08
- Max
- 45.85
- Q3
- 24.64
- AXP
- 18.08
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
BN
Financial Services industry group
76.63
- BN
- 76.63
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Brookfield (BN) at 1.14 sits in the cheaper P/S ratio quartile while American Express (AXP) at 2.95 prices around its industry’s middle — BN costs less per dollar of sales, though read it alongside growth and margins.
AXP
Financial Services industry group
2.95
- Max
- 9.23
- Q3
- 4.57
- AXP
- 2.95
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
BN
Financial Services industry group
1.14
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- BN
- 1.14
- Min
- -0.55
P/B Ratio (MRQ)
Brookfield (BN) at 2.18 is valued about in line with its industry on P/B ratio, while American Express (AXP) at 6.02 carries an above-peer premium to book — AXP is pricier on assets.
AXP
Financial Services industry group
6.02
- Max
- 7.79
- AXP
- 6.02
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
BN
Financial Services industry group
2.18
- Max
- 7.79
- Q3
- 3.63
- BN
- 2.18
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | AXP | BN |
|---|---|---|
| P/E Ratio (TTM) | 18.08 | 76.63 |
| P/S Ratio (TTM) | 2.95 | 1.14 |
| P/B Ratio (MRQ) | 6.02 | 2.18 |
| Free Cash Flow Yield (TTM) | -- | -- |