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AXP vs. BN: A Head-to-Head Stock Comparison

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Here’s a clear look at AXP and BN, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Overview

AXP’s market capitalization of 229.88 billion USD is substantially larger than BN’s 105.97 billion USD, indicating a significant difference in their market valuations.

BN carries a higher beta at 2.19, indicating it’s more sensitive to market moves, while AXP (beta: 1.25) exhibits greater stability.

SymbolAXPBN
Company NameAmerican Express CompanyBrookfield Corporation
CountryUSCA
SectorFinancial ServicesFinancial Services
IndustryFinancial - Credit ServicesAsset Management
CEOStephen Joseph SqueriJames Bruce Flatt
Price328.13 USD64.3 USD
Market Cap229.88 billion USD105.97 billion USD
Beta1.252.19
ExchangeNYSENYSE
IPO DateJune 1, 1972December 30, 1983
ADRNoNo

Historical Performance

This chart compares the performance of AXP and BN by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period.

Data is adjusted for dividends and splits.

AXP vs. BN: Growth of a $10,000 investment over the past one year.

Profitability

Return on Equity

AXP

34.05%

Financial - Credit Services Industry

Max
34.05%
Q3
18.70%
Median
10.57%
Q1
3.55%
Min
-12.12%

In the upper quartile for the Financial - Credit Services industry, AXP’s Return on Equity of 34.05% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

BN

1.34%

Asset Management Industry

Max
34.25%
Q3
18.22%
Median
11.24%
Q1
5.81%
Min
-5.72%

BN’s Return on Equity of 1.34% is in the lower quartile for the Asset Management industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

AXP vs. BN: A comparison of their ROE against their respective Financial - Credit Services and Asset Management industry benchmarks.

Return on Invested Capital

AXP

8.40%

Financial - Credit Services Industry

Max
68.11%
Q3
32.26%
Median
9.52%
Q1
3.37%
Min
-7.03%

Return on Invested Capital is often not a primary measure of capital efficiency in the Financial - Credit Services industry.

BN

1.44%

Asset Management Industry

Max
42.18%
Q3
20.06%
Median
8.68%
Q1
3.13%
Min
-16.42%

BN’s Return on Invested Capital of 1.44% is in the lower quartile for the Asset Management industry. This indicates a less efficient conversion of invested capital into profit compared to most of its competitors.

AXP vs. BN: A comparison of their ROIC against their respective Financial - Credit Services and Asset Management industry benchmarks.

Net Profit Margin

AXP

13.64%

Financial - Credit Services Industry

Max
39.42%
Q3
20.10%
Median
12.91%
Q1
5.82%
Min
-14.80%

AXP’s Net Profit Margin of 13.64% is aligned with the median group of its peers in the Financial - Credit Services industry. This indicates its ability to convert revenue into profit is typical for the sector.

BN

0.75%

Asset Management Industry

Max
91.66%
Q3
57.81%
Median
29.48%
Q1
15.70%
Min
-27.65%

Falling into the lower quartile for the Asset Management industry, BN’s Net Profit Margin of 0.75% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

AXP vs. BN: A comparison of their Net Profit Margin against their respective Financial - Credit Services and Asset Management industry benchmarks.

Operating Profit Margin

AXP

17.36%

Financial - Credit Services Industry

Max
77.26%
Q3
42.86%
Median
17.99%
Q1
10.82%
Min
-14.94%

AXP’s Operating Profit Margin of 17.36% is around the midpoint for the Financial - Credit Services industry, indicating that its efficiency in managing core business operations is typical for the sector.

BN

22.92%

Asset Management Industry

Max
99.76%
Q3
78.28%
Median
34.76%
Q1
21.75%
Min
-48.25%

BN’s Operating Profit Margin of 22.92% is around the midpoint for the Asset Management industry, indicating that its efficiency in managing core business operations is typical for the sector.

AXP vs. BN: A comparison of their Operating Margin against their respective Financial - Credit Services and Asset Management industry benchmarks.

Profitability at a Glance

SymbolAXPBN
Return on Equity (TTM)34.05%1.34%
Return on Assets (TTM)3.64%0.12%
Return on Invested Capital (TTM)8.40%1.44%
Net Profit Margin (TTM)13.64%0.75%
Operating Profit Margin (TTM)17.36%22.92%
Gross Profit Margin (TTM)82.37%26.32%

Financial Strength

Current Ratio

AXP

0.32

Financial - Credit Services Industry

Max
8.15
Q3
4.39
Median
2.62
Q1
1.06
Min
0.15

For the Financial - Credit Services industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

BN

1.11

Asset Management Industry

Max
12.44
Q3
5.76
Median
3.04
Q1
1.03
Min
0.01

BN’s Current Ratio of 1.11 aligns with the median group of the Asset Management industry, indicating that its short-term liquidity is in line with its sector peers.

AXP vs. BN: A comparison of their Current Ratio against their respective Financial - Credit Services and Asset Management industry benchmarks.

Debt-to-Equity Ratio

AXP

1.69

Financial - Credit Services Industry

Max
4.69
Q3
2.55
Median
1.20
Q1
0.55
Min
0.00

AXP’s Debt-to-Equity Ratio of 1.69 is typical for the Financial - Credit Services industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

BN

5.43

Asset Management Industry

Max
2.62
Q3
1.42
Median
0.76
Q1
0.34
Min
0.01

With a Debt-to-Equity Ratio of 5.43, BN operates with exceptionally high leverage compared to the Asset Management industry norm. This suggests an aggressive reliance on debt financing, which can magnify returns but also significantly elevates financial risk.

AXP vs. BN: A comparison of their D/E Ratio against their respective Financial - Credit Services and Asset Management industry benchmarks.

Interest Coverage Ratio

AXP

1.59

Financial - Credit Services Industry

Max
17.48
Q3
7.42
Median
1.59
Q1
0.38
Min
-7.77

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Financial - Credit Services industry.

BN

1.10

Asset Management Industry

Max
13.30
Q3
6.30
Median
2.71
Q1
1.00
Min
-6.91

BN’s Interest Coverage Ratio of 1.10 is positioned comfortably within the norm for the Asset Management industry, indicating a standard and healthy capacity to cover its interest payments.

AXP vs. BN: A comparison of their Interest Coverage against their respective Financial - Credit Services and Asset Management industry benchmarks.

Financial Strength at a Glance

SymbolAXPBN
Current Ratio (TTM)0.321.11
Quick Ratio (TTM)0.320.96
Debt-to-Equity Ratio (TTM)1.695.43
Debt-to-Asset Ratio (TTM)0.190.50
Net Debt-to-EBITDA Ratio (TTM)0.037.86
Interest Coverage Ratio (TTM)1.591.10

Growth

The following charts compare key year-over-year (YoY) growth metrics for AXP and BN. These metrics are based on the companies’ annual financial reports.

Revenue Growth

AXP vs. BN: A comparison of their annual year-over-year Revenue Growth.

Earnings Per Share (EPS) Growth

AXP vs. BN: A comparison of their annual year-over-year Earnings Per Share (EPS) Growth.

Free Cash Flow Growth

AXP vs. BN: A comparison of their annual year-over-year Free Cash Flow Growth.

Dividend

Dividend Yield

AXP

0.93%

Financial - Credit Services Industry

Max
14.68%
Q3
2.97%
Median
1.03%
Q1
0.00%
Min
0.00%

AXP’s Dividend Yield of 0.93% is consistent with its peers in the Financial - Credit Services industry, providing a dividend return that is standard for its sector.

BN

0.53%

Asset Management Industry

Max
26.09%
Q3
11.60%
Median
6.37%
Q1
2.75%
Min
0.00%

BN’s Dividend Yield of 0.53% is in the lower quartile for the Asset Management industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

AXP vs. BN: A comparison of their Dividend Yield against their respective Financial - Credit Services and Asset Management industry benchmarks.

Dividend Payout Ratio

AXP

20.01%

Financial - Credit Services Industry

Max
169.58%
Q3
38.15%
Median
18.30%
Q1
0.00%
Min
0.00%

AXP’s Dividend Payout Ratio of 20.01% is within the typical range for the Financial - Credit Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

BN

108.21%

Asset Management Industry

Max
1,034.88%
Q3
127.70%
Median
75.15%
Q1
34.21%
Min
0.00%

BN’s Dividend Payout Ratio of 108.21% is above 100%. This means the company is paying out more in dividends than it earned, a practice that is often unsustainable and could indicate a risk to future dividend stability.

AXP vs. BN: A comparison of their Payout Ratio against their respective Financial - Credit Services and Asset Management industry benchmarks.

Dividend at a Glance

SymbolAXPBN
Dividend Yield (TTM)0.93%0.53%
Dividend Payout Ratio (TTM)20.01%108.21%

Valuation

Price-to-Earnings Ratio

AXP

22.38

Financial - Credit Services Industry

Max
42.04
Q3
25.88
Median
12.28
Q1
9.55
Min
3.09

AXP’s P/E Ratio of 22.38 is within the middle range for the Financial - Credit Services industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

BN

158.02

Asset Management Industry

Max
38.72
Q3
23.40
Median
11.45
Q1
8.80
Min
1.54

At 158.02, BN’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Asset Management industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.

AXP vs. BN: A comparison of their P/E Ratio against their respective Financial - Credit Services and Asset Management industry benchmarks.

Forward P/E to Growth Ratio

AXP

2.10

Financial - Credit Services Industry

Max
2.76
Q3
1.57
Median
0.82
Q1
0.51
Min
0.06

A Forward PEG Ratio of 2.10 places AXP in the upper quartile for the Financial - Credit Services industry. This suggests the stock is potentially expensive compared to its peers relative to its growth forecast, which may warrant caution.

BN

8.28

Asset Management Industry

Max
6.38
Q3
3.23
Median
1.55
Q1
0.89
Min
0.02

BN’s Forward PEG Ratio of 8.28 is exceptionally high for the Asset Management industry. This suggests its stock price is very high relative to its expected earnings growth, signaling significant overvaluation risk.

AXP vs. BN: A comparison of their Forward PEG Ratio against their respective Financial - Credit Services and Asset Management industry benchmarks.

Price-to-Sales Ratio

AXP

3.05

Financial - Credit Services Industry

Max
6.24
Q3
3.02
Median
1.54
Q1
0.75
Min
0.32

The P/S Ratio is often not a primary valuation tool in the Financial - Credit Services industry.

BN

1.30

Asset Management Industry

Max
13.75
Q3
7.92
Median
4.87
Q1
3.51
Min
0.02

In the lower quartile for the Asset Management industry, BN’s P/S Ratio of 1.30 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

AXP vs. BN: A comparison of their P/S Ratio against their respective Financial - Credit Services and Asset Management industry benchmarks.

Price-to-Book Ratio

AXP

7.37

Financial - Credit Services Industry

Max
3.58
Q3
2.84
Median
1.28
Q1
0.84
Min
0.07

At 7.37, AXP’s P/B Ratio is at an extreme premium to the Financial - Credit Services industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

BN

2.14

Asset Management Industry

Max
5.33
Q3
2.75
Median
1.06
Q1
0.87
Min
0.00

The P/B Ratio is often not a primary valuation metric for the Asset Management industry.

AXP vs. BN: A comparison of their P/B Ratio against their respective Financial - Credit Services and Asset Management industry benchmarks.

Valuation at a Glance

SymbolAXPBN
Price-to-Earnings Ratio (P/E, TTM)22.38158.02
Forward PEG Ratio (TTM)2.108.28
Price-to-Sales Ratio (P/S, TTM)3.051.30
Price-to-Book Ratio (P/B, TTM)7.372.14
Price-to-Free Cash Flow Ratio (P/FCF, TTM)20.31-29.50
EV-to-EBITDA (TTM)15.5611.43
EV-to-Sales (TTM)3.064.18