COMP <GO>
AXP vs SPGI // OPERATING MARGIN
American Express Company (NYSE) VS. S&P Global Inc. (NYSE) • 15-METRIC TALLY: AXP 5
— SPGI 6
▲ OPERATING MARGIN LEADER: SPGI
LAST: $319.11 (-1.42%) • MKT CAP: $217.06B
operating-margins
32.00%
LAST: $466.55 (+1.28%) • MKT CAP: $133.55B
operating-margins
42.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AXP VS. SPGI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AXP | SPGI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.50% | 12.20% | -2.70 | SPGI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.2x | 20.4x | -1.20 | AXP | /valuation <GO> |
| Free Cash Flow Yield | 7.37% | 3.71% | +3.66 | AXP | /fcf-yield <GO> |
| Operating Margin ACTIVE | 32.00% | 42.20% | -10.20 | SPGI | /operating-margins <GO> |
| Net Profit Margin | 26.20% | 29.20% | -3.00 | SPGI | /net-margins <GO> |
| Revenue Growth (YoY) | 6.40% | 7.90% | -1.50 | SPGI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.05% | 0.88% | +0.17 | AXP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.0 | 70.9 | -12.90 | SPGI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 1.15 | -0.20 | SPGI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.6x | 27.8x | -9.20 | AXP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $217.06B | $133.55B | $83.52B | AXP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AXP REV | SPGI REV | AXP GROSS % | SPGI GROSS % | AXP FCF | SPGI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $41.30B | $15.34B | — | 70.2% | $16.00B | $4.96B |
| FY 2024 | $38.83B | $14.21B | — | 69.3% | $12.14B | $5.05B |
| FY 2023 | $37.22B | $12.50B | — | — | $16.88B | $3.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AXP // BETA 0.95
SPGI // BETA 1.15