Seek Returns logo

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

Updated on

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

Company Profile

SymbolAXPMSCI
Company NameAmerican Express CompanyMSCI Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryConsumer FinanceCapital Markets
Market Capitalization214.61 billion USD44.43 billion USD
ExchangeNYSENYSE
Listing DateJune 1, 1972November 15, 2007
Security TypeCommon StockCommon Stock

Historical Performance

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

Historical Performance at a Glance

SymbolAXPMSCI
5-Day Price Return0.22%1.51%
13-Week Price Return3.04%0.28%
26-Week Price Return0.29%0.34%
52-Week Price Return21.39%2.45%
Month-to-Date Return3.04%2.30%
Year-to-Date Return3.91%-4.29%
10-Day Avg. Volume2.33M0.55M
3-Month Avg. Volume2.74M0.62M
3-Month Volatility22.06%26.84%
Beta1.321.35

Profitability

Return on Equity (TTM)

AXP

32.87%

Consumer Finance Industry

Max
32.87%
Q3
20.39%
Median
14.14%
Q1
7.64%
Min
-10.63%

In the upper quartile for the Consumer Finance industry, AXP’s Return on Equity of 32.87% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

MSCI

108.67%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

MSCI’s Return on Equity of 108.67% is exceptionally high, placing it well beyond the typical range for the Capital Markets industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.

AXP vs. MSCI: A comparison of their Return on Equity (TTM) against their respective Consumer Finance and Capital Markets industry benchmarks.

Net Profit Margin (TTM)

AXP

13.55%

Consumer Finance Industry

Max
19.68%
Q3
15.94%
Median
13.37%
Q1
9.73%
Min
3.66%

AXP’s Net Profit Margin of 13.55% 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.

MSCI

39.46%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

A Net Profit Margin of 39.46% places MSCI in the upper quartile for the Capital Markets industry, signifying strong profitability and more effective cost management than most of its peers.

AXP vs. MSCI: A comparison of their Net Profit Margin (TTM) against their respective Consumer Finance and Capital Markets industry benchmarks.

Operating Profit Margin (TTM)

AXP

17.15%

Consumer Finance Industry

Max
50.11%
Q3
29.38%
Median
18.31%
Q1
14.26%
Min
-5.45%

AXP’s Operating Profit Margin of 17.15% is around the midpoint for the Consumer Finance industry, indicating that its efficiency in managing core business operations is typical for the sector.

MSCI

53.86%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

An Operating Profit Margin of 53.86% places MSCI in the upper quartile for the Capital Markets industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

AXP vs. MSCI: A comparison of their Operating Profit Margin (TTM) against their respective Consumer Finance and Capital Markets industry benchmarks.

Profitability at a Glance

SymbolAXPMSCI
Return on Equity (TTM)32.87%108.67%
Return on Assets (TTM)3.62%21.86%
Net Profit Margin (TTM)13.55%39.46%
Operating Profit Margin (TTM)17.15%53.86%
Gross Profit Margin (TTM)61.37%82.18%

Financial Strength

Current Ratio (MRQ)

AXP

0.71

Consumer Finance Industry

Max
5.34
Q3
4.21
Median
2.67
Q1
0.71
Min
0.20

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

MSCI

0.86

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

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

AXP vs. MSCI: A comparison of their Current Ratio (MRQ) against their respective Consumer Finance and Capital Markets industry benchmarks.

Debt-to-Equity Ratio (MRQ)

AXP

6.47

Consumer Finance Industry

Max
6.63
Q3
3.39
Median
2.21
Q1
0.94
Min
0.00

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

MSCI

6.80

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

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

AXP vs. MSCI: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Consumer Finance and Capital Markets industry benchmarks.

Interest Coverage Ratio (TTM)

AXP

33.37

Consumer Finance Industry

Max
49.63
Q3
39.33
Median
4.56
Q1
2.97
Min
-15.69

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

MSCI

9.26

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

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

AXP vs. MSCI: A comparison of their Interest Coverage Ratio (TTM) against their respective Consumer Finance and Capital Markets industry benchmarks.

Financial Strength at a Glance

SymbolAXPMSCI
Current Ratio (MRQ)0.710.86
Quick Ratio (MRQ)0.710.77
Debt-to-Equity Ratio (MRQ)6.476.80
Interest Coverage Ratio (TTM)33.379.26

Growth

Revenue Growth

AXP vs. MSCI: 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. MSCI: 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

0.99%

Consumer Finance Industry

Max
8.31%
Q3
3.93%
Median
2.51%
Q1
0.84%
Min
0.00%

AXP’s Dividend Yield of 0.99% is consistent with its peers in the Consumer Finance industry, providing a dividend return that is standard for its sector.

MSCI

1.21%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

MSCI’s Dividend Yield of 1.21% is in the lower quartile for the Capital Markets industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

AXP vs. MSCI: A comparison of their Dividend Yield (TTM) against their respective Consumer Finance and Capital Markets industry benchmarks.

Dividend Payout Ratio (TTM)

AXP

20.97%

Consumer Finance Industry

Max
145.89%
Q3
88.53%
Median
23.79%
Q1
0.00%
Min
0.00%

AXP’s Dividend Payout Ratio of 20.97% is within the typical range for the Consumer Finance industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

MSCI

45.34%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

MSCI’s Dividend Payout Ratio of 45.34% is within the typical range for the Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

AXP vs. MSCI: A comparison of their Dividend Payout Ratio (TTM) against their respective Consumer Finance and Capital Markets industry benchmarks.

Dividend at a Glance

SymbolAXPMSCI
Dividend Yield (TTM)0.99%1.21%
Dividend Payout Ratio (TTM)20.97%45.34%

Valuation

Price-to-Earnings Ratio (TTM)

AXP

21.11

Consumer Finance Industry

Max
34.39
Q3
20.36
Median
13.05
Q1
9.29
Min
4.74

A P/E Ratio of 21.11 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.

MSCI

37.60

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

A P/E Ratio of 37.60 places MSCI in the upper quartile for the Capital Markets industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

AXP vs. MSCI: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Consumer Finance and Capital Markets industry benchmarks.

Price-to-Sales Ratio (TTM)

AXP

2.86

Consumer Finance Industry

Max
4.28
Q3
2.67
Median
1.88
Q1
1.15
Min
0.55

AXP’s P/S Ratio of 2.86 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.

MSCI

14.84

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

With a P/S Ratio of 14.84, MSCI trades at a valuation that eclipses even the highest in the Capital Markets industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

AXP vs. MSCI: A comparison of their Price-to-Sales Ratio (TTM) against their respective Consumer Finance and Capital Markets industry benchmarks.

Price-to-Book Ratio (MRQ)

AXP

6.87

Consumer Finance Industry

Max
3.63
Q3
2.40
Median
1.96
Q1
1.16
Min
0.26

At 6.87, 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.

MSCI

42.21

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

At 42.21, MSCI’s P/B Ratio is at an extreme premium to the Capital Markets 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. MSCI: A comparison of their Price-to-Book Ratio (MRQ) against their respective Consumer Finance and Capital Markets industry benchmarks.

Valuation at a Glance

SymbolAXPMSCI
Price-to-Earnings Ratio (TTM)21.1137.60
Price-to-Sales Ratio (TTM)2.8614.84
Price-to-Book Ratio (MRQ)6.8742.21
Price-to-Free Cash Flow Ratio (TTM)16.0332.60