Compare Stocks › AXP vs FDX
American Express Company (AXP) vs FedEx Corporation (FDX)
AXP
American Express Company
$294.93
VS
FDX
FedEx Corporation
$356.11
Rewards
AXP
- ★Gross margin of 63.5% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Return on equity has consistently exceeded 20% over 4 years, indicating efficient use of shareholder capital.
- ★Each dollar of retained earnings has created $6.18 of market value — management is an exceptional capital allocator.
FDX
- ★Each dollar of retained earnings has created $2.75 of market value — management is an exceptional capital allocator.
- ★Dividend yield of 1.63% with a consistent or growing payout over the past 4 years.
Risks
AXP
- ⚠Altman Z-Score of 0.93 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
- ⚠7 insider sales totaling $36.4M with no purchases in the past 3 months — insiders are reducing their exposure.
- ⚠Free cash flow has declined at a 5.9% CAGR over the past 4 years — a concerning trend.
FDX
- ⚠FCF yield of 5.5% suggests reasonable valuation assuming continued moderate growth.
- ⚠Trailing P/E of 19.7x is 29% above the historical average of 15.3x — the stock trades at a premium to its own history.
Key Valuation Metrics
Learn more →AXP
FDX
Valuation
N/A
Free Cash Flow
$4.64B
N/A
FCF Yield
5.52%
19.19
Trailing P/E
19.73
14.64
Forward P/E
16.31
Quality & Moat
9.49%
ROIC
N/A
31.97%
ROE
N/A
63.47%
Gross Margin
27.62%
1.16
PEG Ratio
N/A
Balance Sheet Safety
1.91
Debt / Equity
N/A
N/A
Interest Coverage
No debt
N/A
Net Debt / EBITDA
0.00
1.29%
Dividend Yield
1.63%
AXP: 2Ties: 1FDX: 1
AXPFDX
Historical Fundamentals
Learn more →AXP
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
FDX
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →AXP
$6.18
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$23.29B
Δ Market Cap
+$144.01B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
FDX
$2.75
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$8.62B
Δ Market Cap
+$23.74B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →AXP
38.6% Margin of Safety
Price is 38.6% below estimated fair value
Current Price: $294.93
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $480.21
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
FDX
44.0% Margin of Safety
Price is 44.0% below estimated fair value
Current Price: $356.11
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $635.48
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →AXP
Requires positive FCF to compute implied growth rate.
FDX
What growth rate is the market pricing in at $356?
+8.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +6.3%
The market implies +8.1% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +6.3%, reflecting heavy growth investment.
Economic Moat Score
Learn more →AXP
40/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving margin stability would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
FDX
56/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with margin stability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
Forensic Accounting
Learn more →AXP
-2.51
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
FDX
-2.48
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →AXP
Insiders 22.2%Institutions 64.8%Retail & Other 12.9%
No. of Institutional Holders3,749
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
FDX
Insiders 7.6%Institutions 81.5%Retail & Other 10.9%
No. of Institutional Holders2,333
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →AXP
0
Buys (3M)
1
Buys (12M)
Total value (12M): $4,054
JOABAR RAYMOND D
Officer
$4,054
@ $176.26 · 2025-04-09
ANGELAKIS MICHAEL J
Director
$998,593
@ $269.89 · 2025-03-07
Open market purchases · includes direct & indirect ownership · excludes option exercises
FDX
0
Buys (3M)
0
Buys (12M)
DIETRICH JOHN W
Chief Financial Officer
$273,980
@ $273.98 · 2025-01-07
LANE AMY BETH
Director
$91,929
@ $276.06 · 2024-12-26
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →AXP
7
Sells (3M)
20
Sells (12M)
Total value (12M): $152.65M
LIEBERMAN QUINN JESSICA
Officer
$909,661
@ $300.02 · 2026-03-06
JOABAR RAYMOND D
Officer
$4.77M
@ $340.67 · 2026-02-19
GROSFIELD HOWARD M
Officer
$2.82M
@ $346.73 · 2026-02-12
RADHAKRISHNAN RAVIKUMAR S
Chief Technology Officer
$5.35M
@ $356.58 · 2026-02-09
SEEGER LAUREEN E
Officer
$4.60M
@ $360.99 · 2026-02-09
MARRS ANNA
Officer
$9.60M
@ $350.01 · 2026-02-05
PICKETT DENISE
Officer
$8.35M
@ $356.91 · 2026-02-05
JOABAR RAYMOND D
Officer
$538,902
@ $384.93 · 2025-12-12
RUTLEDGE ELIZABETH
Officer
$18.01M
@ $360.21 · 2025-10-31
TABISH DOUGLAS J
Officer
$894,359
@ $355.61 · 2025-10-23
PICKETT DENISE
Officer
$1.75M
@ $350.73 · 2025-10-22
SQUERI STEPHEN J
Chief Executive Officer
$37.03M
@ $329.86 · 2025-09-04
HERENA MONIQUE
Officer
$2.83M
@ $325.88 · 2025-09-03
BUCKMINSTER DOUGLAS E
Officer
$7.67M
@ $326.37 · 2025-09-02
SEEGER LAUREEN E
Officer
$23.37M
@ $296.90 · 2025-08-06
MCNEAL GLENDA G
Officer
$15.47M
@ $309.50 · 2025-07-29
MARRS ANNA
Officer
$1.71M
@ $310.77 · 2025-07-29
MARQUEZ RAFAEL
Officer
$3.56M
@ $296.93 · 2025-05-20
GROSFIELD HOWARD M
Officer
$2.60M
@ $275.50 · 2025-05-06
MCNEAL GLENDA G
Officer
$799,009
@ $264.66 · 2025-04-29
MARRS ANNA
President
$6.32M
@ $287.88 · 2025-03-04
LIEBERMAN QUINN JESSICA
Officer
$897,590
@ $296.43 · 2025-02-26
MCNEAL GLENDA G
Officer
$2.29M
@ $309.96 · 2025-02-11
SQUERI STEPHEN J
Chief Executive Officer
$16.24M
@ $319.45 · 2025-02-06
JOABAR RAYMOND D
Officer
$3.53M
@ $317.01 · 2025-02-05
RADHAKRISHNAN RAVIKUMAR S
Chief Technology Officer
$3.03M
@ $319.17 · 2025-02-05
PICKETT DENISE
Officer
$7.25M
@ $318.69 · 2025-02-05
JOABAR RAYMOND D
Officer
$4.77M
@ $313.94 · 2025-01-28
LE CAILLEC CHRISTOPHE
Chief Financial Officer
$1.82M
@ $303.48 · 2024-11-27
SQUERI STEPHEN J
Chief Executive Officer
$48.90M
@ $286.57 · 2024-11-07
HERENA MONIQUE
Officer
$374,010
@ $287.70 · 2024-11-07
BUCKMINSTER DOUGLAS E
Officer
$3.55M
@ $270.98 · 2024-10-29
WILLIAMS ANRE D.
Officer
$21.05M
@ $270.26 · 2024-10-22
PICKETT DENISE
Officer
$666,213
@ $240.68 · 2024-05-22
SKYLER JENNIFER
Officer
$3.58M
@ $241.73 · 2024-05-10
LIEBERMAN QUINN JESSICA
Officer
$729,770
@ $232.41 · 2024-05-06
MARRS ANNA
Officer
$829,501
@ $230.93 · 2024-05-03
BUCKMINSTER DOUGLAS E
Officer
$27.27M
@ $232.44 · 2024-05-02
SQUERI STEPHEN J
Chief Executive Officer
$9.28M
@ $238.63 · 2024-04-23
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
FDX
0
Sells (3M)
6
Sells (12M)
Total value (12M): $5.72M
RAMO JOSHUA COOPER
Director
$838,361
@ $232.23 · 2025-07-23
ELLISON MARVIN R
Director
$855,353
@ $236.94 · 2025-07-09
WALSH PAUL S
Director
$860,241
@ $238.29 · 2025-07-08
MARTIN ROBERT BRAD
Director
$513,235
@ $241.75 · 2025-07-07
SMITH JOHN ALAN
Officer
$1.50M
@ $243.55 · 2025-03-27
ADAMS GINA F
General Counsel
$1.15M
@ $241.85 · 2025-03-24
SCHWAB SUSAN C
Director
$1.10M
@ $276.45 · 2025-01-14
SMITH RICHARD W.
Officer
$713,373
@ $276.93 · 2025-01-07
CARERE BRIE
Officer
$607,822
@ $310.43 · 2024-07-18
KRISHNASAMY SRIRAM
Officer
$2.61M
@ $310.14 · 2024-07-17
ELLISON MARVIN R
Director
$758,831
@ $299.34 · 2024-07-11
ERWIN GUY M II
Officer
$34,712
@ $299.24 · 2024-07-03
STEINER DAVID P
Director
$407,561
@ $297.71 · 2024-07-02
WALSH PAUL S
Director
$747,126
@ $294.72 · 2024-06-28
CARTER ROBERT B
Chief Technology Officer
$4.71M
@ $294.48 · 2024-06-28
ALLEN MARK RUSSELL
General Counsel
$23.04M
@ $295.70 · 2024-06-28
SMITH FREDERICK W
Officer and Director
$31.11M
@ $274.30 · 2024-04-09
BRIGHTMAN TRACY B
Officer
$703,010
@ $275.69 · 2024-04-08
SUBRAMANIAM RAJESH
Chief Executive Officer
$5.05M
@ $274.55 · 2024-04-05
SMITH RICHARD W.
Officer
$368,663
@ $278.24 · 2024-04-04
MARTIN ROBERT BRAD
Director
$407,080
@ $288.30 · 2024-03-28
ALLEN MARK RUSSELL
General Counsel
$2.91M
@ $287.28 · 2024-03-28
KRISHNASAMY SRIRAM
Officer
$102,373
@ $289.19 · 2024-03-28
SCHWAB SUSAN C
Director
$1.77M
@ $288.02 · 2024-03-27
ERWIN GUY M II
Officer
$794,764
@ $289.11 · 2024-03-26
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →AXP
😐Neutral(42/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
FDX
😐Neutral(54/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →AXP
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (42)
FDX
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (54)