AXP vs. FDS: American Express vs. FactSet Research Systems Stock Comparison

Company Profile

American Express (AXP) and FactSet Research Systems (FDS) both fall under the Financial Services industry group, but AXP is classified in Consumer Finance while FDS is classified in Capital Markets.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both American Express (AXP) at 35.93% and FactSet Research Systems (FDS) at 25.48% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

Both American Express (AXP) at 16.82% and FactSet Research Systems (FDS) at 21.54% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

Both American Express (AXP) at 18.43% and FactSet Research Systems (FDS) at 22.22% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Both American Express (AXP) at 9.52% and FactSet Research Systems (FDS) at 6.65% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Both American Express (AXP) at 9.78% and FactSet Research Systems (FDS) at -6.30% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: American Express (AXP) in Financial Services and FactSet Research Systems (FDS) 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-to-equity ratio is set aside for both: American Express (AXP) in Financial Services and FactSet Research Systems (FDS) 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

Dividends

Both American Express (AXP) at 1.13% and FactSet Research Systems (FDS) at 1.33% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Both American Express (AXP) at 15.32% and FactSet Research Systems (FDS) at 31.02% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

Dividend Metrics

Valuation

Both American Express (AXP) at 18.08 and FactSet Research Systems (FDS) at 22.50 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

American Express (AXP) at 2.95 is priced about in line with its industry on P/S ratio, while FactSet Research Systems (FDS) at 4.67 sits in the pricier quartile — FDS costs more per dollar of sales.

Both American Express (AXP) at 6.02 and FactSet Research Systems (FDS) at 5.77 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics