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MA vs AXP
In the world of finance and analytics, it is essential to evaluate investment opportunities using both long-term and short-term perspectives. In this article, we compare two companies, American Express (AXP) and Mastercard (MA), within the Finance/Rental/Leasing industry, considering various factors such as stock price, brand notoriety, market capitalization, fundamental analysis (FA) ratings, technical analysis (TA) indicators, price growth, and reported earning dates.
When comparing stock prices, AXP is priced at $157.24, while MA stands at $374.37. Both companies are notable and represent the Finance/Rental/Leasing industry. In terms of current volume relative to the 65-day Moving Average, AXP has a volume of 129% compared to MA's 107%. However, when it comes to market capitalization, AXP is valued at $116.87 billion, whereas MA's market capitalization is $354.76 billion. It is worth noting that market capitalizations within the Finance/Rental/Leasing industry range from $471.26 billion to $0, with an average of $8.46 billion.
Taking a long-term perspective, fundamental analysis (FA) ratings provide insights into a ticker's valuation. The ratings range from 1 to 100, with lower numbers indicating undervaluation, mid-range numbers reflecting fair valuation, and higher numbers suggesting overvaluation. AXP's FA Score shows 2 green ratings and 3 red ratings, indicating a mix of undervalued and overvalued assessments. Similarly, MA's FA Score also exhibits 2 green ratings and 3 red ratings. Based on this analysis, MA appears to be a better long-term investment option compared to AXP.
Shifting our focus to the short-term outlook, technical analysis (TA) indicators come into play. These indicators consider the odds of success, which represent the historical confirmation of trade signals. AXP's TA Score reveals 4 bullish indicators and 4 bearish indicators, while MA's TA Score shows 5 bullish indicators and 4 bearish indicators. Once again, MA appears to be a more favorable choice for short-term investment opportunities.
Considering recent price changes, AXP experienced a positive price growth of +2.80% this week, while MA witnessed a negative change of -2.90% during the same period. Looking at the average weekly, monthly, and quarterly price growth across the entire Finance/Rental/Leasing industry, the numbers were -1.40%, -1.76%, and -7.43% respectively. These figures provide a broader context for understanding the performance of both AXP and MA within their industry.
Lastly, it is crucial to note the reported earning dates for each company. AXP is expected to report earnings on July 21, 2023, while MA's earnings report is scheduled for July 27, 2023. These dates are significant as earnings reports often have a substantial impact on stock prices and investor sentiment.
The RSI Indicator for AXP moved out of oversold territory on August 25, 2023. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 25 similar instances when the indicator left oversold territory. In of the 25 cases the stock moved higher. This puts the odds of a move higher at .
The Moving Average Convergence Divergence (MACD) for AXP just turned positive on September 01, 2023. Looking at past instances where AXP's MACD turned positive, the stock continued to rise in of 48 cases over the following month. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where AXP advanced for three days, in of 323 cases, the price rose further within the following month. The odds of a continued upward trend are .
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In of 71 cases where AXP's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are .
The Momentum Indicator moved below the 0 level on September 19, 2023. You may want to consider selling the stock, shorting the stock, or exploring put options on AXP as a result. In of 95 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .
Following a 3-day decline, the stock is projected to fall further. Considering past instances where AXP declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
AXP broke above its upper Bollinger Band on September 14, 2023. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for AXP entered a downward trend on September 18, 2023. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 83, placing this stock better than average.
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.337) is normal, around the industry mean (4.105). P/E Ratio (15.974) is within average values for comparable stocks, (27.921). Projected Growth (PEG Ratio) (0.979) is also within normal values, averaging (3.210). Dividend Yield (0.014) settles around the average of (0.048) among similar stocks. P/S Ratio (2.067) is also within normal values, averaging (10.874).
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating fairly steady price growth. AXP’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
a financial conglomerate
A.I.dvisor indicates that over the last year, AXP has been closely correlated with COF. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if AXP jumps, then COF could also see price increases.