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

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

Company Profile

SymbolAXPEQH
Company NameAmerican Express CompanyEquitable Holdings, Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryConsumer FinanceFinancial Services
Market Capitalization246.10 billion USD13.14 billion USD
ExchangeNYSENYSE
Listing DateJune 1, 1972May 10, 2018
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of AXP and EQH 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. EQH: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolAXPEQH
5-Day Price Return-2.91%0.25%
13-Week Price Return16.93%-17.03%
26-Week Price Return18.15%-17.58%
52-Week Price Return24.18%-6.68%
Month-to-Date Return-0.98%-9.47%
Year-to-Date Return20.35%-5.19%
10-Day Avg. Volume2.42M3.32M
3-Month Avg. Volume2.55M2.86M
3-Month Volatility24.97%27.01%
Beta1.171.16

Profitability

Return on Equity (TTM)

AXP

33.41%

Consumer Finance Industry

Max
33.41%
Q3
22.03%
Median
12.81%
Q1
8.65%
Min
-3.88%

In the upper quartile for the Consumer Finance industry, AXP’s Return on Equity of 33.41% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

EQH

-52.70%

Financial Services Industry

Max
34.42%
Q3
16.76%
Median
9.18%
Q1
3.90%
Min
-10.16%

EQH has a negative Return on Equity of -52.70%. This indicates the company is generating a loss for its shareholders, which can be a result of unprofitability or negative shareholder equity and is often a sign of financial distress.

AXP vs. EQH: A comparison of their Return on Equity (TTM) against their respective Consumer Finance and Financial Services industry benchmarks.

Net Profit Margin (TTM)

AXP

13.89%

Consumer Finance Industry

Max
19.71%
Q3
16.62%
Median
13.26%
Q1
9.70%
Min
3.25%

AXP’s Net Profit Margin of 13.89% is aligned with the median group of its peers in the Consumer Finance industry. This indicates its ability to convert revenue into profit is typical for the sector.

EQH

-4.62%

Financial Services Industry

Max
52.16%
Q3
25.33%
Median
13.11%
Q1
7.04%
Min
-8.99%

EQH has a negative Net Profit Margin of -4.62%, indicating the company is operating at a net loss as its expenses exceeded its revenues.

AXP vs. EQH: A comparison of their Net Profit Margin (TTM) against their respective Consumer Finance and Financial Services industry benchmarks.

Operating Profit Margin (TTM)

AXP

17.73%

Consumer Finance Industry

Max
40.60%
Q3
26.23%
Median
18.39%
Q1
14.99%
Min
2.71%

AXP’s Operating Profit Margin of 17.73% is around the midpoint for the Consumer Finance industry, indicating that its efficiency in managing core business operations is typical for the sector.

EQH

12.18%

Financial Services Industry

Max
81.07%
Q3
40.32%
Median
19.93%
Q1
10.20%
Min
-34.40%

EQH’s Operating Profit Margin of 12.18% is around the midpoint for the Financial Services industry, indicating that its efficiency in managing core business operations is typical for the sector.

AXP vs. EQH: A comparison of their Operating Profit Margin (TTM) against their respective Consumer Finance and Financial Services industry benchmarks.

Profitability at a Glance

SymbolAXPEQH
Return on Equity (TTM)33.41%-52.70%
Return on Assets (TTM)3.68%-0.23%
Net Profit Margin (TTM)13.89%-4.62%
Operating Profit Margin (TTM)17.73%12.18%
Gross Profit Margin (TTM)61.93%49.15%

Financial Strength

Current Ratio (MRQ)

AXP

0.68

Consumer Finance Industry

Max
7.85
Q3
4.55
Median
2.28
Q1
0.81
Min
0.03

For the Consumer Finance industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

EQH

3.08

Financial Services Industry

Max
4.36
Q3
2.26
Median
1.33
Q1
0.86
Min
0.01

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

AXP vs. EQH: A comparison of their Current Ratio (MRQ) against their respective Consumer Finance and Financial Services industry benchmarks.

Debt-to-Equity Ratio (MRQ)

AXP

6.45

Consumer Finance Industry

Max
6.61
Q3
4.27
Median
2.40
Q1
0.99
Min
0.26

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Consumer Finance industry.

EQH

135.93

Financial Services Industry

Max
5.07
Q3
2.14
Median
0.55
Q1
0.11
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Financial Services industry.

AXP vs. EQH: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Consumer Finance and Financial Services industry benchmarks.

Interest Coverage Ratio (TTM)

AXP

33.37

Consumer Finance Industry

Max
49.63
Q3
33.37
Median
4.75
Q1
3.20
Min
-15.69

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Consumer Finance industry.

EQH

1.76

Financial Services Industry

Max
140.54
Q3
57.67
Median
6.72
Q1
1.93
Min
-33.27

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

AXP vs. EQH: A comparison of their Interest Coverage Ratio (TTM) against their respective Consumer Finance and Financial Services industry benchmarks.

Financial Strength at a Glance

SymbolAXPEQH
Current Ratio (MRQ)0.683.08
Quick Ratio (MRQ)0.683.08
Debt-to-Equity Ratio (MRQ)6.45135.93
Interest Coverage Ratio (TTM)33.371.76

Growth

Revenue Growth

AXP vs. EQH: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

AXP vs. EQH: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

AXP

0.90%

Consumer Finance Industry

Max
7.23%
Q3
3.63%
Median
2.52%
Q1
0.66%
Min
0.00%

AXP’s Dividend Yield of 0.90% is consistent with its peers in the Consumer Finance industry, providing a dividend return that is standard for its sector.

EQH

3.09%

Financial Services Industry

Max
7.52%
Q3
3.60%
Median
1.75%
Q1
0.00%
Min
0.00%

EQH’s Dividend Yield of 3.09% is consistent with its peers in the Financial Services industry, providing a dividend return that is standard for its sector.

AXP vs. EQH: A comparison of their Dividend Yield (TTM) against their respective Consumer Finance and Financial Services industry benchmarks.

Dividend Payout Ratio (TTM)

AXP

20.85%

Consumer Finance Industry

Max
145.89%
Q3
95.63%
Median
21.64%
Q1
0.00%
Min
0.00%

AXP’s Dividend Payout Ratio of 20.85% is within the typical range for the Consumer Finance industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

EQH

21.08%

Financial Services Industry

Max
132.10%
Q3
64.32%
Median
17.51%
Q1
0.00%
Min
0.00%

EQH’s Dividend Payout Ratio of 21.08% is within the typical range for the Financial Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

AXP vs. EQH: A comparison of their Dividend Payout Ratio (TTM) against their respective Consumer Finance and Financial Services industry benchmarks.

Dividend at a Glance

SymbolAXPEQH
Dividend Yield (TTM)0.90%3.09%
Dividend Payout Ratio (TTM)20.85%21.08%

Valuation

Price-to-Earnings Ratio (TTM)

AXP

23.20

Consumer Finance Industry

Max
31.44
Q3
20.75
Median
13.78
Q1
9.09
Min
2.96

A P/E Ratio of 23.20 places AXP in the upper quartile for the Consumer Finance industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

EQH

--

Financial Services Industry

Max
46.13
Q3
28.79
Median
13.18
Q1
9.14
Min
0.47

P/E Ratio data for EQH is currently unavailable.

AXP vs. EQH: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Consumer Finance and Financial Services industry benchmarks.

Price-to-Sales Ratio (TTM)

AXP

3.22

Consumer Finance Industry

Max
4.05
Q3
2.65
Median
1.91
Q1
1.12
Min
0.59

AXP’s P/S Ratio of 3.22 is in the upper echelon for the Consumer Finance industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

EQH

0.83

Financial Services Industry

Max
9.71
Q3
4.81
Median
2.49
Q1
1.25
Min
0.04

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

AXP vs. EQH: A comparison of their Price-to-Sales Ratio (TTM) against their respective Consumer Finance and Financial Services industry benchmarks.

Price-to-Book Ratio (MRQ)

AXP

7.06

Consumer Finance Industry

Max
4.46
Q3
2.65
Median
1.92
Q1
1.15
Min
0.25

At 7.06, AXP’s P/B Ratio is at an extreme premium to the Consumer Finance 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.

EQH

102.77

Financial Services Industry

Max
7.21
Q3
3.51
Median
1.52
Q1
0.88
Min
0.08

At 102.77, EQH’s P/B Ratio is at an extreme premium to the Financial 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.

AXP vs. EQH: A comparison of their Price-to-Book Ratio (MRQ) against their respective Consumer Finance and Financial Services industry benchmarks.

Valuation at a Glance

SymbolAXPEQH
Price-to-Earnings Ratio (TTM)23.20--
Price-to-Sales Ratio (TTM)3.220.83
Price-to-Book Ratio (MRQ)7.06102.77
Price-to-Free Cash Flow Ratio (TTM)12.9110.49