AXP
American Express Company
AXP has a slight edge over HOOD overall, supported by lower modeled downside and stronger fundamentals.
HOOD
Robinhood Markets, Inc.
HOOD offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
AXP Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| N/A | |
| N/A |
AXP's profitability is currently healthy, and its revenue is stable. Free cash flow and net leverage aren't meaningful measures for financial services companies like AXP.
HOOD Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| N/A | |
| N/A |
HOOD's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like HOOD.
AXP PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $276 | -13% |
| Forward | 16x | $318 | — |
| Current | 18x | $318 | — |
| Fair | 19x | $338 | +6.4% |
| Expensive | 23x | $407 | +28% |
Historical ranges are pointers, not guarantees.
AXP's PE is in its fair range at 18x. If earnings grow as analysts expect, today's price would be 16x next year's earnings, in its cheap range.
HOOD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 30x | $81.35 | — |
| Cheap | 37x | $78.84 | -3.1% |
| Current | 38x | $81.35 | — |
| Fair | 51x | $110 | +35% |
| Expensive | 74x | $160 | +96% |
Historical ranges are pointers, not guarantees.
HOOD has the edge over AXP in the historical PE scenario, which offers more potential upside but is not a forecast.
AXP Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for AXP, with profitability improving.
HOOD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Low |
Analysts expect strong earnings and revenue growth for HOOD, with profitability improving. However, they disagree widely on these estimates.
AXP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $19.38 | +9.2% |
| Q3 2026 | $17.75 | +19% |
| Q2 2026 | $16.47 | +16% |
| Q1 2026 | $16.02 | +12% |
| Q4 2025 | $15.38 | +9.8% |
| Q3 2025 | $14.90 | +9.6% |
| Q2 2025 | $14.25 | +6.3% |
| Q1 2025 | $14.32 | +18% |
| Q4 2024 | $14.01 | +25% |
AXP has the edge over HOOD on earnings, with more consistent year-over-year improvement.
HOOD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.72 | +26% |
| Q3 2026 | $2.16 | -10% |
| Q2 2026 | $2.26 | +15% |
| Q1 2026 | $2.06 | +18% |
| Q4 2025 | $2.05 | +31% |
| Q3 2025 | $2.40 | +314% |
| Q2 2025 | $1.96 | +513% |
| Q1 2025 | $1.75 | +1150% |
| Q4 2024 | $1.56 | +$2.17 |
HOOD earned $2.16 per share over the past year, down 10% from the year before.
AXP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $20.1B | +8.9% |
| Q2 2026 | $19.6B | +10% |
| Q1 2026 | $18.9B | +11% |
| Q4 2025 | $19B | +10% |
| Q3 2025 | $18.4B | +11% |
| Q2 2025 | $17.9B | +9.3% |
| Q1 2025 | $17B | +7.4% |
| Q4 2024 | $17.2B | +8.7% |
AXP's revenue has grown year over year for 22 quarters in a row: $20.1B last quarter, up 8.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +1.8 points |
| Q2 2026 | 21% | +0.9 points |
| Q1 2026 | 20% | +0.4 points |
| Q4 2025 | 16% | +0.2 points |
| Q3 2025 | 21% | +1.5 points |
| Q2 2025 | 20% | -3.3 points |
| Q1 2025 | 20% | -0.3 points |
| Q4 2024 | 16% | +0.1 points |
AXP's operating margin was 23% last quarter, up 1.8 points from the same quarter a year ago.
HOOD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.4B | +12% |
| Q2 2026 | $1.3B | +32% |
| Q1 2026 | $1.1B | +15% |
| Q4 2025 | $1.3B | +27% |
| Q3 2025 | $1.3B | +100% |
| Q2 2025 | $989M | +45% |
| Q1 2025 | $927M | +50% |
| Q4 2024 | $1B | +115% |
HOOD has the edge over AXP on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 44% | -5.9 points |
| Q2 2026 | 54% | +9.5 points |
| Q1 2026 | 39% | -1.5 points |
| Q4 2025 | 52% | -3.5 points |
| Q3 2025 | 50% | +26 points |
| Q2 2025 | 45% | +17 points |
| Q1 2025 | 40% | +14 points |
| Q4 2024 | 55% | +49 points |
HOOD has the edge over AXP on profitability, with a higher operating margin.
AXP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $4.4B | -20% |
| Q2 2026 | $4.5B | +19% |
| Q1 2026 | $2.7B | -39% |
| Q4 2025 | $2.3B | -56% |
| Q3 2025 | $5.6B | +$7.8B |
| Q2 2025 | $3.7B | -5.6% |
| Q1 2025 | $4.3B | -16% |
| Q4 2024 | $5.3B | -17% |
AXP's free cash flow was $13.9B over the past year, down 27% from the year before. Free cash flow isn't a meaningful measure for financial services companies like AXP.
HOOD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +$2.8B |
| Q2 2026 | $720M | -79% |
| Q1 2026 | $2B | +217% |
| Q4 2025 | -$937M | +$463M |
| Q3 2025 | -$1.6B | -187% |
| Q2 2025 | $3.5B | +6398% |
| Q1 2025 | $642M | +$1.3B |
| Q4 2024 | -$1.4B | -246% |
HOOD has the edge over AXP on cash flow, with more consistent year-over-year improvement.
AXP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.7% | -5M shares |
| 1 year | -2.7% | -19M shares |
| 3 years | -8% | -59M shares |
| 5 years | -14% | -113M shares |
| Available history | -19% | -156M shares |
AXP has the edge over HOOD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1.6B |
| Q2 2026 | $2.3B |
| Q1 2026 | $1.9B |
| Q4 2025 | $899M |
| Q3 2025 | $2.4B |
| Q2 2025 | $1.4B |
| Q1 2025 | $1.2B |
| Q4 2024 | $1B |
AXP spent $6.7B buying back its own shares over the past year, up 13% from the year before.
HOOD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -1M shares |
| 1 year | -0.8% | -6.9M shares |
| 3 years | +1.8% | +15.9M shares |
| 5 years | +292% | +679M shares |
| Available history | +7.2% | +60.8M shares |
HOOD has 911M diluted shares, down 0.8% from a year ago, with $789M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $25M |
| Q2 2026 | $414M |
| Q1 2026 | $250M |
| Q4 2025 | $100M |
| Q3 2025 | $107M |
| Q2 2025 | $124M |
| Q1 2025 | $322M |
| Q4 2024 | $160M |
HOOD spent $789M buying back its own shares over the past year, up 11% from the year before.
AXP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.2x | Elevated |
| Q2 2026 | 3.3x | Elevated |
| Q1 2026 | 3.6x | Elevated |
| Q4 2025 | 3.5x | Elevated |
| Q3 2025 | 3.7x | Elevated |
| Q2 2025 | 3.9x | Elevated |
| Q1 2025 | 3.4x | Elevated |
| Q4 2024 | 3.3x | Elevated |
AXP's net debt is about 3.2 years of its operating earnings (EBITDA), down from 3.7 years a year ago. Net leverage isn't a meaningful measure for financial services companies like AXP.
HOOD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.3x | Net Cash |
| Q2 2026 | -2.1x | Net Cash |
| Q1 2026 | -2.2x | Net Cash |
| Q4 2025 | -1.9x | Net Cash |
| Q3 2025 | -2.1x | Net Cash |
| Q2 2025 | -2.6x | Net Cash |
| Q1 2025 | -3.3x | Net Cash |
| Q4 2024 | -3.8x | Net Cash |
HOOD has the edge over AXP on leverage, with a lower net debt burden relative to earnings.
AXP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.8 | Neutral |
| Stochastic | 41.5 | Neutral |
AXP's weekly RSI is 47 (neutral) and its Stochastic is 41 (neutral).
HOOD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.8 | Neutral |
| Stochastic | 9.5 | Oversold |
HOOD's weekly RSI is 41 (neutral) and its Stochastic is 10 (oversold).
AXP PE vs Financial Services Sector
| Metric | AXP | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 13x | 38% above |
| PE % | 36 | 63 | 27 pts below |
AXP has the edge over HOOD on valuation relative to its sector.
HOOD PE vs Financial Services Sector
| Metric | HOOD | Sector median | Relative |
|---|---|---|---|
| PE | 38x | 13x | 189% above |
| PE % | 22 | 66 | 44 pts below |
HOOD is trading at 38x earnings, a 189% premium to the Financial Services sector's median of 13x.
AXP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $313.1 | 1.6% above |
| 20 week MA | $327.0 | 2.7% below |
| 50 week MA | $331.4 | 4% below |
| 100 week MA | $319.7 | 0.5% below |
| 200 week MA | $261.5 | 22% above |
AXP has the edge over HOOD on trend strength, trading above more of its moving averages.
HOOD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $97.8 | 17% below |
| 20 week MA | $102.2 | 20% below |
| 50 week MA | $95.4 | 15% below |
| 100 week MA | $88.5 | 8.1% below |
| 200 week MA | $52.1 | 56% above |
HOOD has fallen below most of its moving averages, though it's still 56% above its 200-week average.
AXP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $125.2 | $117.4 | -6.3% |
| 2021 | $117.4 | $164.2 | +40% |
| 2022 | $164.2 | $147.0 | -10% |
| 2023 | $147.0 | $187.3 | +27% |
| 2024 | $187.3 | $301.1 | +61% |
| 2025 | $301.1 | $381.1 | +27% |
| 2026 YTD | $381.1 | $318.1 | -17% |
AXP has the edge over HOOD on returns for 2026, with the stronger performance.
HOOD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $35.2 | $18.9 | -46% |
| 2022 | $18.9 | $7.95 | -58% |
| 2023 | $7.95 | $12.7 | +60% |
| 2024 | $12.7 | $39.0 | +206% |
| 2025 | $39.0 | $118.1 | +203% |
| 2026 YTD | $118.1 | $81.4 | -31% |
HOOD's yearly returns have swung widely, from +206% in 2024 to −58% in 2022. It's down 31% so far in 2026.