WallStSmart

Ally Financial Inc (ALLY)vsAmerican Express Company (AXP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

American Express Company generates 798% more annual revenue ($70.91B vs $7.90B). ALLY leads profitability with a 18.4% profit margin vs 16.1%. ALLY appears more attractively valued with a PEG of 0.39. ALLY earns a higher WallStSmart Score of 78/100 (B+).

ALLY

Strong Buy

78

out of 100

Grade: B+

Growth: 6.0Profit: 7.0Value: 8.3Quality: 3.5
Piotroski: 5/9Altman Z: 0.04

AXP

Strong Buy

70

out of 100

Grade: B-

Growth: 6.7Profit: 8.0Value: 5.7Quality: 4.5
Piotroski: 4/9Altman Z: 0.13

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALLY4 strengths · Avg: 9.5/10
PEG RatioValuation
0.3910/10

Growing faster than its price suggests

P/E RatioValuation
10.3x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Operating MarginProfitability
25.3%8/10

Strong operational efficiency at 25.3%

AXP4 strengths · Avg: 9.0/10
Market CapQuality
$219.27B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
33.4%10/10

Every $100 of equity generates 33 in profit

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

Free Cash FlowQuality
$4.47B8/10

Generating 4.5B in free cash flow

Areas to Watch

ALLY3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.483/10

Elevated debt levels

Free Cash FlowQuality
$-754.00M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.042/10

Distress zone — elevated risk

AXP2 concerns · Avg: 2.5/10
Debt/EquityHealth
1.723/10

Elevated debt levels

Altman Z-ScoreHealth
0.132/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : ALLY

The strongest argument for ALLY centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 18.4% and operating margin at 25.3%. Revenue growth of 11.0% demonstrates continued momentum.

Bull Case : AXP

The strongest argument for AXP centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.1% and operating margin at 20.3%. Revenue growth of 12.8% demonstrates continued momentum.

Bear Case : ALLY

The primary concerns for ALLY are Debt/Equity, Free Cash Flow, Altman Z-Score.

Bear Case : AXP

The primary concerns for AXP are Debt/Equity, Altman Z-Score. Debt-to-equity of 1.72 is elevated, increasing financial risk.

Key Dynamics to Monitor

ALLY carries more volatility with a beta of 1.07 — expect wider price swings.

AXP is growing revenue faster at 12.8% — sustainability is the question.

AXP generates stronger free cash flow (4.5B), providing more financial flexibility.

Monitor CREDIT SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ALLY scores higher overall (78/100 vs 70/100), backed by strong 18.4% margins and 11.0% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ally Financial Inc

FINANCIAL SERVICES · CREDIT SERVICES · USA

Ally Financial Inc., a banking holding company, offers a variety of digital financial products and services to consumers, business and corporate clients primarily in the United States and Canada. The company is headquartered in Detroit, Michigan.

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American Express Company

FINANCIAL SERVICES · CREDIT SERVICES · USA

The American Express Company is a multinational financial services corporation headquartered at 200 Vesey Street in the Battery Park City neighborhood of Lower Manhattan in New York City.

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