American ExpressBlackstone

American Express vs Blackstone

American Express and Blackstone are compared here, with this page explaining their business models, financial performance, and market context in a neutral, accessible way. It outlines corporate strate...

Why It's Moving

American Express

American Express Hits Record High as Premium Spending Powers Surge

  • Stock touched $377.98 peak on Dec 10-11, up over 5% weekly, reflecting confidence in high-income spending trends.
  • Q3 results showed EPS beat at $4.14 vs. $3.98 expected, with raised FY2025 guidance of $15.20-$15.50 signaling sustainable growth.
  • Current price nears $379-386 range, trading well above analyst targets and fueled by strong premium card refresh and revenue up 11% YoY.
Sentiment:
🐃Bullish
Blackstone

Blackstone steps back from Big Yellow acquisition, sending shares lower amid asset manager sector pressures.

  • Blackstone's decision to abandon the Big Yellow bid removes a key takeover premium, exposing the stock to recent highs of $156.60 on December 10[2][5].
  • Recent price action shows volatility with a 52-week range of $115.66–$192.17, and intraday swings from $151.39–$156.22[2][4].
  • BX lags peers on key metrics like P/E of 43.58 vs. Apollo's 18.56, highlighting stretched valuations amid high uncertainty in Morningstar's wide moat assessment[2].
Sentiment:
🐻Bearish

Which Baskets Do They Appear In?

Defensive Banking Amid Inflation Concerns

Defensive Banking Amid Inflation Concerns

A sharp drop in U.S. consumer sentiment, fueled by rising inflation and trade policy concerns, signals a potential slowdown in consumer spending. This creates an investment opportunity in defensive sectors like banking, which may prove more resilient than consumer-focused industries during periods of economic uncertainty.

Published: August 16, 2025

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The Apple Card Shake-Up: A New Financial Partnership

The Apple Card Shake-Up: A New Financial Partnership

JPMorgan Chase is reportedly taking over as the issuer for the Apple Card, replacing Goldman Sachs in a major financial partnership shift. This development could create opportunities for other payment processors and financial institutions involved in the co-branded credit card market.

Published: July 30, 2025

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The Apple Card Shake-Up: A New Financial Alliance

The Apple Card Shake-Up: A New Financial Alliance

JPMorgan Chase is poised to become the new issuer for the Apple Card, taking over from Goldman Sachs in a landmark deal. This shift in financial partnerships creates potential ripple effects for payment networks and the broader fintech infrastructure supporting them.

Published: July 30, 2025

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Second Chance Employers

Second Chance Employers

Looking for investments with heart and smarts? These companies are changing lives through fair chance hiring practices, employing individuals rebuilding their lives after incarceration. Handpicked by our analysts, these forward-thinking businesses aren't just driving social change—they're building loyal workforces that boost their bottom line.

Published: June 17, 2025

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Bye-Bye Buffet: The 5,500,000% Investor

Bye-Bye Buffet: The 5,500,000% Investor

Follow in the footsteps of Warren Buffett, one of history's greatest investors, with this carefully selected portfolio of his favorite companies. As Buffett prepares to step down as Berkshire's CEO, now's your chance to invest like the Oracle of Omaha.

Published: May 18, 2025

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Investment Analysis

Pros

  • Strong market position with a significant global brand and a loyal premium cardholder base.
  • Robust financials including $74 billion in annual sales and solid earnings per share of 14.90.
  • Positive analyst outlooks highlighting resilient premium-card spending and strong fee-income growth.

Considerations

  • Consensus analyst price targets imply about 6-9% downside from current trading levels.
  • Exposure to consumer spending trends and potential headwinds from rising interest rates.
  • High valuation multiples such as price-to-book at 7.66, which may limit upside potential.

Pros

  • Large market capitalization around $176 billion, reflecting scale and institutional trust.
  • Diverse asset management business with multiple income streams, including real estate and private equity.
  • Benefiting from favourable macro trends such as rising private market investments.

Considerations

  • Cyclicality and sensitivity to market conditions may impact fee-based revenues and asset valuations.
  • Increased regulatory scrutiny on private equity and alternative asset management sectors.
  • Execution risks related to maintaining growth and managing complex global operations.

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Frequently asked questions