American Express Company (NYSE:AXP) Morgan Stanley US Financials Conference June 11, 2025 9:45 AM ET Company Participants Christophe Y. Le Caillec - Chief Financial Officer Unidentified Analyst All right. Up next, we have American Express. Before we get started, I'm going to read some quick disclosures. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. The taking of photographs and use of recording devices is also not allowed. If y ...

American Express (AXP) 2025 Conference June 11, 2025 09:45 AM ET Speaker0 Alright. Up next, we have American Express. Before we get started, I'm going to read some quick disclosures. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. The taking of photographs and use of recording devices is also not allowed. If you have any questions, please reach out to your Morgan Stanley sales representative. I'm getting really good at saying tha ...

Several of the Oracle of Omaha's longtime favorites would be at home in most investors' portfolios. It's not nearly as surprising as it may seem at first glance. See, while American Express is frequently lumped together with Visa and Mastercard (for obvious reasons), it's not quite an apples-to-apples comparison. Its business could be better described as a marketing and rewards program that just happens to be centered around a card payments network. Its card holders are willing to pay as much as $700 per ye ...

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Whether you've been eyeing the Amex Platinum Card or already carry one, here are three delicious benefits you shouldn't overlook.Trust me -- my wife is a foodie. She's the kind of person who'll wait in line for four hours for a pop-up taco stand she saw trending on TikTok. If there's a way to sniff out great food (or a sneaky dining perk), she'll find it.The Platinum Card® from American Express, a Motley Fool Money advertising partner, is known for luxury travel, packed with over $1,500 in annual perks . Bu ...

American Express Company (NYSE:AXP) Bernstein 41st Annual Strategic Decisions Conference May 29, 2025 2:30 PM ET Company Participants Steve Squeri - CEO Conference Call Participants Rob Wildhack - Autonomous Research Rob Wildhack All right. Good afternoon, everyone. Thanks for joining. My name is Rob Wildhack. I cover consumer finance in the cards here at Autonomous. We are very excited to have Steve Squeri back with us today. Steve is the CEO and Chairman of American Express. Those are roles he's held sinc ...

American Express (AXP) FY 2025 Conference May 29, 2025 02:30 PM ET Speaker0 Alright. Good afternoon, everyone. Thanks for joining. My name is Rob Wildhack. I cover consumer finance and the cards here at Autonomous. We are very excited to have Steve Squeri back with us today. Steve is the CEO and chairman of American Express, and those are roles he's held since 2018. Steve's also a forty year veteran of the company, so congratulations on that milestone, Steve. Just a quick note. Thank you. Confused this. The ...

American Express Company (AXP) continues to showcase the strength of its premium brand in a volatile macroeconomic environment. Backed by a high-spending, affluent customer base and consistent earnings performance, the company has held up better than many of its peers. As one of Berkshire Hathaway’s longest-standing holdings, AmEx is often regarded as a quality name. However, it’s not immune to global headwinds. From tariff-related uncertainties to evolving credit risk dynamics and shifting consumer behavio ...

巴菲特卸任与伯克希尔哈撒韦 - 巴菲特宣布卸任伯克希尔哈撒韦CEO职位 结束65年领导生涯 [1] - 在其任期内 伯克希尔实现20%年复合回报率 成为投资理念标杆 [1] 美国运通(AXP)的投资价值 - 美国运通当前股价较52周高点下跌15% 呈现买入机会 [2] - 公司品牌定位高端 聚焦高消费客群 违约率较低 [5][6] - 巴菲特高度认可其品牌价值 称客户对品牌认同为核心优势 [6] 支付行业竞争格局 - 2023年全球信用卡交易份额：Visa占33%(6.3万亿美元) Mastercard占21%(4万亿美元) 美国运通占9%(1.7万亿美元) [3] - 采用闭环系统模式 兼具发卡行与清算网络职能 直接管理用户关系 [4] 财务与运营表现 - 2023年Q1网络交易额4396亿美元 同比增长5% [10] - 净利息收入因利率上升增长11% 达42亿美元 [10] - Q1逾期30天以上贷款占比1.3% 净坏账率2.4% 资产质量稳定 [11] 估值与市场观点 - 市盈率从23.2降至19.3 估值吸引力提升 [12] - 消费信贷业务周期性明显 经济放缓可能影响交易量与盈利 [7][8] - 相比Visa和Mastercard 因承担信贷风险导致市盈率较低 [8]

金融-综合服务行业股票比较 - 文章核心观点为比较Orix(IX)和American Express(AXP)两只股票的价值投资潜力[1] - 价值投资需结合Zacks Rank评级与Style Scores系统中的Value评分[2] 公司评级对比 - Orix当前Zacks Rank为1(强力买入) American Express为3(持有)[3] - IX的盈利前景改善程度近期显著优于AXP[3] 估值指标分析 - IX远期市盈率7.83 AXP为18.69[5] - IX PEG比率0.79(反映盈利增长预期) AXP为1.39[5] - IX市净率0.83 AXP达6.37[6] 价值评分结果 - IX在Value类别获A级评分 AXP仅获C级[6] - 综合Zacks Rank和Style Scores模型显示IX当前更具投资价值[6]