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

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

Company Profile

SymbolAXPOWL
Company NameAmerican Express CompanyBlue Owl Capital Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryConsumer FinanceCapital Markets
Market Capitalization229.81 billion USD25.21 billion USD
ExchangeNYSENYSE
Listing DateJune 1, 1972December 14, 2020
Security TypeCommon StockCommon Stock

Historical Performance

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

Historical Performance at a Glance

SymbolAXPOWL
5-Day Price Return-3.53%-9.63%
13-Week Price Return0.64%-17.27%
26-Week Price Return22.74%-20.35%
52-Week Price Return21.90%-17.73%
Month-to-Date Return-0.58%-5.20%
Year-to-Date Return11.27%-31.00%
10-Day Avg. Volume2.42M11.56M
3-Month Avg. Volume2.64M7.89M
3-Month Volatility21.54%35.87%
Beta1.161.13

Profitability

Return on Equity (TTM)

AXP

32.87%

Consumer Finance Industry

Max
32.87%
Q3
21.72%
Median
12.80%
Q1
9.07%
Min
-3.88%

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.

OWL

3.42%

Capital Markets Industry

Max
38.97%
Q3
22.24%
Median
13.52%
Q1
8.61%
Min
-4.25%

OWL’s Return on Equity of 3.42% is in the lower quartile for the Capital Markets industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

AXP vs. OWL: 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
17.11%
Median
13.55%
Q1
9.71%
Min
-0.75%

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.

OWL

2.88%

Capital Markets Industry

Max
69.91%
Q3
37.24%
Median
24.30%
Q1
13.06%
Min
-15.18%

Falling into the lower quartile for the Capital Markets industry, OWL’s Net Profit Margin of 2.88% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

AXP vs. OWL: 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
32.02%
Median
19.92%
Q1
14.90%
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.

OWL

17.38%

Capital Markets Industry

Max
84.86%
Q3
47.16%
Median
32.23%
Q1
18.65%
Min
-21.87%

OWL’s Operating Profit Margin of 17.38% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

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

Profitability at a Glance

SymbolAXPOWL
Return on Equity (TTM)32.87%3.42%
Return on Assets (TTM)3.62%0.65%
Net Profit Margin (TTM)13.55%2.88%
Operating Profit Margin (TTM)17.15%17.38%
Gross Profit Margin (TTM)61.37%--

Financial Strength

Current Ratio (MRQ)

AXP

0.71

Consumer Finance Industry

Max
7.85
Q3
4.26
Median
2.28
Q1
0.82
Min
0.07

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

OWL

0.88

Capital Markets Industry

Max
3.37
Q3
1.81
Median
1.01
Q1
0.56
Min
0.04

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

AXP vs. OWL: 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
3.60
Median
2.40
Q1
0.99
Min
0.23

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

OWL

1.38

Capital Markets Industry

Max
6.52
Q3
2.79
Median
0.96
Q1
0.28
Min
0.00

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

AXP vs. OWL: 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
28.11
Median
4.75
Q1
2.86
Min
-15.69

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

OWL

5.03

Capital Markets Industry

Max
107.59
Q3
48.41
Median
10.85
Q1
4.56
Min
-36.26

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

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

Financial Strength at a Glance

SymbolAXPOWL
Current Ratio (MRQ)0.710.88
Quick Ratio (MRQ)0.710.83
Debt-to-Equity Ratio (MRQ)6.471.38
Interest Coverage Ratio (TTM)33.375.03

Growth

Revenue Growth

AXP vs. OWL: 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. OWL: 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

0.93%

Consumer Finance Industry

Max
7.21%
Q3
3.38%
Median
2.39%
Q1
0.67%
Min
0.00%

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

OWL

1.83%

Capital Markets Industry

Max
9.02%
Q3
4.54%
Median
2.55%
Q1
1.27%
Min
0.00%

OWL’s Dividend Yield of 1.83% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.

AXP vs. OWL: 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
88.89%
Median
25.97%
Q1
9.25%
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.

OWL

610.34%

Capital Markets Industry

Max
199.38%
Q3
99.28%
Median
60.67%
Q1
32.00%
Min
0.00%

At 610.34%, OWL’s Dividend Payout Ratio is exceptionally high, exceeding the typical range for the Capital Markets industry. While this provides a significant return to shareholders, it may limit funds for reinvestment and could be difficult to sustain.

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

Dividend at a Glance

SymbolAXPOWL
Dividend Yield (TTM)0.93%1.83%
Dividend Payout Ratio (TTM)20.97%610.34%

Valuation

Price-to-Earnings Ratio (TTM)

AXP

22.61

Consumer Finance Industry

Max
35.93
Q3
20.63
Median
12.65
Q1
9.73
Min
3.96

A P/E Ratio of 22.61 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.

OWL

334.34

Capital Markets Industry

Max
51.69
Q3
29.42
Median
17.58
Q1
12.55
Min
5.59

At 334.34, OWL’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Capital Markets 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. OWL: 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

3.06

Consumer Finance Industry

Max
3.79
Q3
2.71
Median
1.91
Q1
1.14
Min
0.61

AXP’s P/S Ratio of 3.06 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.

OWL

9.63

Capital Markets Industry

Max
14.65
Q3
7.29
Median
4.53
Q1
2.26
Min
0.04

OWL’s P/S Ratio of 9.63 is in the upper echelon for the Capital Markets 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.

AXP vs. OWL: 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
3.80
Q3
2.83
Median
2.02
Q1
1.18
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.

OWL

12.65

Capital Markets Industry

Max
10.83
Q3
5.12
Median
2.66
Q1
1.19
Min
0.37

At 12.65, OWL’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. OWL: A comparison of their Price-to-Book Ratio (MRQ) against their respective Consumer Finance and Capital Markets industry benchmarks.

Valuation at a Glance

SymbolAXPOWL
Price-to-Earnings Ratio (TTM)22.61334.34
Price-to-Sales Ratio (TTM)3.069.63
Price-to-Book Ratio (MRQ)6.8712.65
Price-to-Free Cash Flow Ratio (TTM)17.1724.20