AXP
Price
$285.25
Change
-$1.93 (-0.67%)
Updated
May 23, 04:59 PM (EDT)
Capitalization
163.89B
56 days until earnings call
PHEQ
Price
$29.24
Change
-$0.22 (-0.75%)
Updated
May 23, 04:55 PM (EDT)
Net Assets
95.43M
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AXP vs PHEQ

Header iconAXP vs PHEQ Comparison
Open Charts AXP vs PHEQBanner chart's image
American Express
Price$285.25
Change-$1.93 (-0.67%)
Volume$8.42K
Capitalization163.89B
Parametric Hedged Equity ETF
Price$29.24
Change-$0.22 (-0.75%)
Volume$311
Net Assets95.43M
AXP vs PHEQ Comparison Chart
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AXP
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PHEQ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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AXP vs. PHEQ commentary
May 23, 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 StrongBuy and PHEQ is a Buy.

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COMPARISON
Comparison
May 23, 2025
Stock price -- (AXP: $287.18)
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 2 FA rating(s) are green while.

  • AXP’s FA Score: 2 green, 3 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 (@Finance/Rental/Leasing) experienced а -4.13% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Finance/Rental/Leasing industry was +3.23%. For the same industry, the average monthly price growth was +14.15%, and the average quarterly price growth was +15.28%.

Reported Earning Dates

AXP is expected to report earnings on Jul 18, 2025.

Industries' Descriptions

@Finance/Rental/Leasing (+3.23% weekly)

A leasing company (e.g. United Rentals, Inc. ) is typically the legal owner of the asset for the duration of the lease, while the lessee has operating control over the asset while also having some share of the economic risks and returns from the change in the valuation of the underlying asset. Per capita disposable income and corporate earnings or cash flow could be some of the critical metrics for this business – the higher the values of these metrics, the potentially greater ability of consumers/businesses to afford apartments/office spaces for rent. Other finance companies include credit/debit card payment processing companies (e.g. Visa Inc. and Mastercard), private label credit cards providers (e.g. Synchrony Financial) and automobile finance companies (e.g. Credit Acceptance Corporation).

SUMMARIES
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FUNDAMENTALS RATINGS
AXP: Fundamental Ratings
AXP
OUTLOOK RATING
1..100
20
VALUATION
overvalued / fair valued / undervalued
1..100
91
Overvalued
PROFIT vs RISK RATING
1..100
15
SMR RATING
1..100
2
PRICE GROWTH RATING
1..100
46
P/E GROWTH RATING
1..100
47
SEASONALITY SCORE
1..100
85

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
AXPPHEQ
RSI
ODDS (%)
Bearish Trend 2 days ago
58%
Bearish Trend 3 days ago
35%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
58%
Bearish Trend 3 days ago
29%
Momentum
ODDS (%)
Bullish Trend 4 days ago
73%
Bullish Trend 3 days ago
86%
MACD
ODDS (%)
Bearish Trend 2 days ago
62%
Bullish Trend 3 days ago
82%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
59%
Bearish Trend 3 days ago
60%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
72%
Bullish Trend 3 days ago
90%
Advances
ODDS (%)
Bullish Trend 11 days ago
70%
Bullish Trend 5 days ago
90%
Declines
ODDS (%)
Bearish Trend 3 days ago
60%
Bearish Trend 3 days ago
51%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
63%
Bearish Trend 3 days ago
50%
Aroon
ODDS (%)
Bullish Trend 2 days ago
66%
Bullish Trend 3 days ago
88%
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AXP
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PHEQ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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AXP and

Correlation & Price change

A.I.dvisor indicates that over the last year, AXP has been closely correlated with COF. These tickers have moved in lockstep 84% 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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AXP
1D Price
Change %
AXP100%
+0.41%
COF - AXP
84%
Closely correlated
+0.87%
SYF - AXP
81%
Closely correlated
N/A
DFS - AXP
79%
Closely correlated
N/A
OMF - AXP
78%
Closely correlated
N/A
ENVA - AXP
77%
Closely correlated
-1.23%
More

PHEQ and

Correlation & Price change

A.I.dvisor indicates that over the last year, PHEQ has been closely correlated with AXP. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if PHEQ jumps, then AXP could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PHEQ
1D Price
Change %
PHEQ100%
N/A
AXP - PHEQ
80%
Closely correlated
+0.41%
ARES - PHEQ
78%
Closely correlated
+0.57%
APO - PHEQ
77%
Closely correlated
+0.10%
MS - PHEQ
77%
Closely correlated
N/A
KKR - PHEQ
76%
Closely correlated
+0.37%
More