AXP
Price
$305.47
Change
-$2.26 (-0.73%)
Updated
Aug 15 closing price
Capitalization
212.57B
61 days until earnings call
EQTY
Price
$25.87
Change
-$0.12 (-0.46%)
Updated
Aug 15 closing price
Net Assets
1.28B
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AXP vs EQTY

Header iconAXP vs EQTY Comparison
Open Charts AXP vs EQTYBanner chart's image
American Express
Price$305.47
Change-$2.26 (-0.73%)
Volume$2.73M
Capitalization212.57B
Kovitz Core Equity ETF
Price$25.87
Change-$0.12 (-0.46%)
Volume$23.91K
Net Assets1.28B
AXP vs EQTY Comparison Chart in %
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AXP
Daily Signalchanged days ago
Gain/Loss if bought
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EQTY
Daily Signalchanged days ago
Gain/Loss if bought
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AXP vs. EQTY commentary
Aug 17, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AXP is a Hold and EQTY is a Hold.

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COMPARISON
Comparison
Aug 17, 2025
Stock price -- (AXP: $305.47)
Brand notoriety:
Market capitalization --

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

AXP’s FA Score shows that 3 FA rating(s) are green while.

  • AXP’s FA Score: 3 green, 2 red.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

AXP’s TA Score shows that 5 TA indicator(s) are bullish.

  • AXP’s TA Score: 5 bullish, 5 bearish.

Price Growth

AXP (@Savings Banks) experienced а +2.70% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Savings Banks industry was +2.49%. For the same industry, the average monthly price growth was +4.08%, and the average quarterly price growth was +19.58%.

Reported Earning Dates

AXP is expected to report earnings on Oct 17, 2025.

Industries' Descriptions

@Savings Banks (+2.49% weekly)

A savings bank primary function is to take deposits and paying interest on those deposits. Originating in Europe during the 18th century, these banks were generally introduced to incentivize people of all stripes to save money and park them with banks. By the 1990s, the internet ushered in online savings banks that allowed savers to deposit/transact with banks digitally, without requiring to visit a branch office. Savings banks have potentially encouraged lower-income population to save and have access to a financial institution to earn interest on their money. New York Community Bancorp, Inc, Webster Financial Corporation, Washington Federal, Inc. are examples of savings banks.

SUMMARIES
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FUNDAMENTALS RATINGS
AXP: Fundamental Ratings
AXP
OUTLOOK RATING
1..100
65
VALUATION
overvalued / fair valued / undervalued
1..100
92
Overvalued
PROFIT vs RISK RATING
1..100
16
SMR RATING
1..100
4
PRICE GROWTH RATING
1..100
53
P/E GROWTH RATING
1..100
33
SEASONALITY SCORE
1..100
50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
AXPEQTY
RSI
ODDS (%)
Bullish Trend 3 days ago
74%
Bearish Trend 3 days ago
63%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
59%
Bearish Trend 3 days ago
67%
Momentum
ODDS (%)
Bullish Trend 3 days ago
63%
Bullish Trend 3 days ago
86%
MACD
ODDS (%)
Bullish Trend 3 days ago
71%
Bullish Trend 3 days ago
88%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
70%
Bullish Trend 3 days ago
84%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
62%
Bullish Trend 3 days ago
84%
Advances
ODDS (%)
Bullish Trend 4 days ago
69%
Bullish Trend 5 days ago
85%
Declines
ODDS (%)
Bearish Trend 11 days ago
61%
Bearish Trend 3 days ago
65%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
77%
Bearish Trend 3 days ago
70%
Aroon
ODDS (%)
Bearish Trend 3 days ago
65%
Bullish Trend 3 days ago
84%
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AXP
Daily Signalchanged days ago
Gain/Loss if bought
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EQTY
Daily Signalchanged days ago
Gain/Loss if bought
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AXP and

Correlation & Price change

A.I.dvisor indicates that over the last year, AXP has been closely correlated with SYF. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if AXP jumps, then SYF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AXP
1D Price
Change %
AXP100%
-0.73%
SYF - AXP
85%
Closely correlated
-1.84%
COF - AXP
83%
Closely correlated
-2.29%
OMF - AXP
81%
Closely correlated
-2.09%
ENVA - AXP
77%
Closely correlated
-2.82%
BFH - AXP
75%
Closely correlated
-2.85%
More

EQTY and

Correlation & Price change

A.I.dvisor indicates that over the last year, EQTY has been closely correlated with AXP. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if EQTY jumps, then AXP could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EQTY
1D Price
Change %
EQTY100%
-0.44%
AXP - EQTY
84%
Closely correlated
-0.73%
ADI - EQTY
77%
Closely correlated
-1.94%
KEYS - EQTY
76%
Closely correlated
-0.66%
AMZN - EQTY
75%
Closely correlated
+0.02%
GGG - EQTY
75%
Closely correlated
-1.04%
More