AXP
Price
$335.39
Change
+$9.22 (+2.83%)
Updated
Jul 27 closing price
Capitalization
226.49B
87 days until earnings call
Intraday BUY SELL Signals
MA
Price
$551.71
Change
+$12.05 (+2.23%)
Updated
Jul 27 closing price
Capitalization
487.48B
2 days until earnings call
Intraday BUY SELL Signals
OBDC
Price
$10.92
Change
+$0.15 (+1.39%)
Updated
Jul 27 closing price
Capitalization
5.42B
8 days until earnings call
Intraday BUY SELL Signals
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AXP or MA or OBDC

AXP vs MA vs OBDC Comparison Chart in %
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Jul 20, 2026

Which Stock Would AI Choose? American Express (AXP) vs. Mastercard (MA) vs. Blue Owl Capital Corporation (OBDC) Stock Comparison

Key Takeaways

  • AXP, MA, and OBDC represent distinct segments within financials: premium payments and consumer spending for American Express, global payment network processing for Mastercard, and middle-market direct lending for Blue Owl Capital Corporation.
  • Recent market activity shows AXP and MA shares experiencing modest pullbacks amid broader sector movements, with both benefiting from ongoing analyst attention and earnings expectations.
  • OBDC maintains a focus on income generation through its business development company (BDC) structure, with upcoming earnings scheduled and a history of dividend distributions.
  • Payment volume trends and consumer resilience have supported sentiment for the two card networks, while OBDC performance ties more closely to credit quality and interest rate environments.
  • Valuation sensitivity differs: the payments names trade on growth multiples, whereas OBDC often reflects net asset value (NAV) considerations typical of BDCs.
  • Relative positioning highlights trade-offs between growth-oriented network effects and yield-focused specialty lending.

Introduction

American Express (AXP), Mastercard (MA), and Blue Owl Capital Corporation (OBDC) offer investors exposure to different facets of the financial sector. The payments industry leaders provide insights into consumer spending patterns and digital transaction growth, while the business development company delivers exposure to private credit markets. This comparison appeals to traders monitoring relative performance across growth, income, and cyclical factors, as well as investors seeking to understand sector positioning in the current environment of shifting interest rates and economic indicators.

AXP Overview and Recent Performance

American Express operates as a global payments and premium lifestyle brand, generating revenue through card fees, interest income, and merchant services. In recent weeks, the stock has traded near the upper end of its 52-week range, closing at approximately $355.35 on July 17 amid a 1.72% session decline. Market activity reflects anticipation of the July 24 earnings release, alongside dividend increases and analyst upgrades. Positive developments include stress test results and initiatives in AI-driven payments, supporting sentiment despite broader market volatility.

MA Overview and Recent Performance

Mastercard runs a global payments network, earning primarily from transaction fees and data services. Recent market activity has seen the shares fluctuate around the $543–$551 range, closing at $543.60 on July 17 following a 1.44% decline. The stock continues to attract buy ratings and price target increases from multiple firms, reflecting durable growth in payment volumes and network expansion. Developments in cybersecurity and new use cases have contributed to positioning amid stablecoin and digital payments discussions.

OBDC Overview and Recent Performance

Blue Owl Capital Corporation functions as a business development company (BDC) focused on providing debt and equity capital to middle-market companies. Recent activity shows the stock trading near $11.10–$11.27 levels in mid-July, with earnings for the second quarter scheduled for release in early August. Performance remains tied to investment income, net asset value stability, and portfolio credit quality. As a BDC, the company emphasizes dividend coverage and deployment of capital into new loans.

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Head-to-Head Comparison

Business models contrast sharply: American Express and Mastercard rely on scalable network effects and consumer transaction volumes, while Blue Owl Capital Corporation generates returns through direct lending spreads and fee income. Growth drivers for the payments names center on spending trends and digital adoption; OBDC’s drivers include loan origination volume and credit performance. Recent momentum has favored the established networks amid earnings visibility, whereas OBDC exhibits sensitivity to interest rate changes and portfolio NAV fluctuations. Risk factors include regulatory scrutiny for the card companies and credit cycle exposure for the BDC. Sector exposure places AXP and MA in consumer financial services, with OBDC in specialty finance. Valuation metrics show the payments stocks trading on forward earnings multiples, while OBDC often aligns with NAV-based assessments. Market sentiment reflects analyst optimism for growth at the networks and steady income expectations for the lender.

Tickeron AI Verdict

Based on observable factors such as trend consistency in payment volumes, earnings visibility, and relative stability in recent market activity, Tickeron’s AI would likely assign a higher probability of favorable positioning to Mastercard (MA) in the near term. American Express (AXP) follows closely due to upcoming catalysts, while Blue Owl Capital Corporation (OBDC) offers distinct yield characteristics that may appeal under different conditions. This assessment remains probabilistic and tied to current data trends.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations

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COMPARISON
Comparison
Jul 28, 2026
Stock price -- (AXP: $335.39MA: $551.71OBDC: $10.92)
Brand notoriety: AXP and MA are notable and OBDC is not notable
AXP and MA are part of the Savings Banks industry, and OBDC is in the Investment Managers industry
Current volume relative to the 65-day Moving Average: AXP: 120%, MA: 65%, OBDC: 77%
Market capitalization -- AXP: $226.49B, MA: $487.48B, OBDC: $5.42B
$AXP [@Savings Banks] is valued at $226.49B. $MA’s [@Savings Banks] market capitalization is $ $487.48B. $OBDC [@Investment Managers] has a market capitalization of $ $5.42B. The market cap for tickers in the [@Savings Banks] industry ranges from $ $689.44B to $ $0. The market cap for tickers in the [@Investment Managers] industry ranges from $ $164.63B to $ $0. The average market capitalization across the [@Savings Banks] industry is $ $33.55B. The average market capitalization across the [@Investment Managers] industry is $ $9.08B.

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 whileMA’s FA Score has 2 green FA rating(s), and OBDC’s FA Score reflects 3 green FA rating(s).

  • AXP’s FA Score: 2 green, 3 red.
  • MA’s FA Score: 2 green, 3 red.
  • OBDC’s FA Score: 3 green, 2 red.
According to our system of comparison, OBDC is a better buy in the long-term than MA, which in turn is a better option than AXP.

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 while MA’s TA Score has 5 bullish TA indicator(s), and OBDC’s TA Score reflects 6 bullish TA indicator(s).

  • AXP’s TA Score: 5 bullish, 4 bearish.
  • MA’s TA Score: 5 bullish, 5 bearish.
  • OBDC’s TA Score: 6 bullish, 3 bearish.
According to our system of comparison, OBDC is a better buy in the short-term than AXP, which in turn is a better option than MA.

Price Growth

AXP (@Savings Banks) experienced а -4.70% price change this week, while MA (@Savings Banks) price change was +0.78% , and OBDC (@Investment Managers) price fluctuated +0.46% for the same time period.

The average weekly price growth across all stocks in the @Savings Banks industry was -1.39%. For the same industry, the average monthly price growth was -3.28%, and the average quarterly price growth was +2.69%.

The average weekly price growth across all stocks in the @Investment Managers industry was -1.50%. For the same industry, the average monthly price growth was -0.22%, and the average quarterly price growth was -10.10%.

Reported Earning Dates

AXP is expected to report earnings on Oct 23, 2026.

MA is expected to report earnings on Jul 30, 2026.

OBDC is expected to report earnings on Aug 05, 2026.

Industries' Descriptions

@Savings Banks (-1.39% 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.

@Investment Managers (-1.50% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
MA($487B) has a higher market cap than AXP($226B) and OBDC($5.42B). MA has higher P/E ratio than AXP and OBDC: MA (31.93) vs AXP (20.35) and OBDC (15.60). MA YTD gains are higher at: -2.884 vs. OBDC (-6.457) and AXP (-8.604). OBDC has less debt than MA and AXP: OBDC (8.46B) vs MA (19B) and AXP (60.4B). AXP has higher revenues than MA and OBDC: AXP (74.2B) vs MA (33.9B) and OBDC (445M).
AXPMAOBDC
Capitalization226B487B5.42B
EBITDAN/A21.3BN/A
Gain YTD-8.604-2.884-6.457
P/E Ratio20.3531.9315.60
Revenue74.2B33.9B445M
Total Cash3.18BN/A442M
Total Debt60.4B19B8.46B
FUNDAMENTALS RATINGS
AXP vs MA vs OBDC: Fundamental Ratings
AXP
MA
OBDC
OUTLOOK RATING
1..100
688475
VALUATION
overvalued / fair valued / undervalued
1..100
95
Overvalued
100
Overvalued
4
Undervalued
PROFIT vs RISK RATING
1..100
243256
SMR RATING
1..100
5832
PRICE GROWTH RATING
1..100
574758
P/E GROWTH RATING
1..100
577314
SEASONALITY SCORE
1..100
505050

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.

OBDC's Valuation (4) in the null industry is significantly better than the same rating for AXP (95) in the Financial Conglomerates industry, and is significantly better than the same rating for MA (100) in the Finance Or Rental Or Leasing industry. This means that OBDC's stock grew significantly faster than AXP’s and significantly faster than MA’s over the last 12 months.

AXP's Profit vs Risk Rating (24) in the Financial Conglomerates industry is in the same range as MA (32) in the Finance Or Rental Or Leasing industry, and is in the same range as OBDC (56) in the null industry. This means that AXP's stock grew similarly to MA’s and similarly to OBDC’s over the last 12 months.

AXP's SMR Rating (5) in the Financial Conglomerates industry is in the same range as MA (8) in the Finance Or Rental Or Leasing industry, and is in the same range as OBDC (32) in the null industry. This means that AXP's stock grew similarly to MA’s and similarly to OBDC’s over the last 12 months.

MA's Price Growth Rating (47) in the Finance Or Rental Or Leasing industry is in the same range as AXP (57) in the Financial Conglomerates industry, and is in the same range as OBDC (58) in the null industry. This means that MA's stock grew similarly to AXP’s and similarly to OBDC’s over the last 12 months.

OBDC's P/E Growth Rating (14) in the null industry is somewhat better than the same rating for AXP (57) in the Financial Conglomerates industry, and is somewhat better than the same rating for MA (73) in the Finance Or Rental Or Leasing industry. This means that OBDC's stock grew somewhat faster than AXP’s and somewhat faster than MA’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
AXPMAOBDC
RSI
ODDS (%)
Bearish Trend 1 day ago
57%
Bearish Trend 1 day ago
54%
N/A
Stochastic
ODDS (%)
Bullish Trend 1 day ago
54%
Bearish Trend 1 day ago
53%
Bullish Trend 1 day ago
51%
Momentum
ODDS (%)
Bearish Trend 1 day ago
58%
Bullish Trend 1 day ago
53%
Bullish Trend 1 day ago
43%
MACD
ODDS (%)
Bearish Trend 1 day ago
66%
Bearish Trend 1 day ago
58%
Bearish Trend 1 day ago
47%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
60%
Bullish Trend 1 day ago
52%
Bullish Trend 1 day ago
44%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
59%
Bullish Trend 1 day ago
50%
Bullish Trend 1 day ago
40%
Advances
ODDS (%)
Bullish Trend 13 days ago
66%
Bullish Trend 1 day ago
47%
Bullish Trend 1 day ago
43%
Declines
ODDS (%)
Bearish Trend 5 days ago
63%
Bearish Trend 6 days ago
57%
Bearish Trend 6 days ago
43%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
66%
Bearish Trend 1 day ago
55%
Bearish Trend 1 day ago
46%
Aroon
ODDS (%)
Bullish Trend 1 day ago
66%
Bullish Trend 1 day ago
48%
Bullish Trend 1 day ago
38%
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AXP
Daily Signal:
Gain/Loss:
MA
Daily Signal:
Gain/Loss:
OBDC
Daily Signal:
Gain/Loss:
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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 76% 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%
+2.83%
COF - AXP
76%
Closely correlated
+2.08%
SYF - AXP
75%
Closely correlated
+3.31%
R - AXP
73%
Closely correlated
+0.37%
URI - AXP
71%
Closely correlated
-1.20%
ALLY - AXP
70%
Closely correlated
+1.77%
More

MA and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MA
1D Price
Change %
MA100%
+2.23%
V - MA
85%
Closely correlated
+1.91%
OBDC - MA
56%
Loosely correlated
+1.39%
AER - MA
53%
Loosely correlated
+0.07%
OCSL - MA
50%
Loosely correlated
+0.86%
R - MA
50%
Loosely correlated
+0.37%
More

OBDC and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OBDC
1D Price
Change %
OBDC100%
+1.39%
ARCC - OBDC
80%
Closely correlated
+0.59%
BXSL - OBDC
76%
Closely correlated
-1.03%
GBDC - OBDC
74%
Closely correlated
+0.78%
MSDL - OBDC
74%
Closely correlated
+1.12%
NCDL - OBDC
70%
Closely correlated
+2.64%
More