WallStSmart

American Express Company (AXP)vsRegional Management Corp (RM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

American Express Company generates 10624% more annual revenue ($66.97B vs $624.52M). AXP leads profitability with a 16.2% profit margin vs 7.1%. RM appears more attractively valued with a PEG of 0.42. RM earns a higher WallStSmart Score of 77/100 (B+).

AXP

Strong Buy

66

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 10.0Quality: 5.0
Piotroski: 4/9Altman Z: 0.13

RM

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 6.0Value: 10.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AXPUndervalued (+41.4%)

Margin of Safety

+41.4%

Fair Value

$512.74

Current Price

$300.24

$212.50 discount

UndervaluedFair: $512.74Overvalued
RMUndervalued (+83.7%)

Margin of Safety

+83.7%

Fair Value

$208.26

Current Price

$32.27

$175.99 discount

UndervaluedFair: $208.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AXP3 strengths · Avg: 9.3/10
Market CapQuality
$208.03B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
34.0%10/10

Every $100 of equity generates 34 in profit

Free Cash FlowQuality
$2.35B8/10

Generating 2.3B in free cash flow

RM5 strengths · Avg: 9.2/10
PEG RatioValuation
0.4210/10

Growing faster than its price suggests

P/E RatioValuation
7.3x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
23.6%8/10

Strong operational efficiency at 23.6%

EPS GrowthGrowth
32.5%8/10

Earnings expanding 32.5% YoY

Areas to Watch

AXP3 concerns · Avg: 3.0/10
PEG RatioValuation
1.524/10

Expensive relative to growth rate

Debt/EquityHealth
1.733/10

Elevated debt levels

Altman Z-ScoreHealth
0.132/10

Distress zone — elevated risk

RM2 concerns · Avg: 3.0/10
Market CapQuality
$316.35M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
7.1%3/10

7.1% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : AXP

The strongest argument for AXP centers on Market Cap, Return on Equity, Free Cash Flow. Profitability is solid with margins at 16.2% and operating margin at 17.5%. Revenue growth of 10.6% demonstrates continued momentum.

Bull Case : RM

The strongest argument for RM centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.42 suggests the stock is reasonably priced for its growth.

Bear Case : AXP

The primary concerns for AXP are PEG Ratio, Debt/Equity, Altman Z-Score. Debt-to-equity of 1.73 is elevated, increasing financial risk.

Bear Case : RM

The primary concerns for RM are Market Cap, Profit Margin.

Key Dynamics to Monitor

AXP profiles as a mature stock while RM is a value play — different risk/reward profiles.

AXP carries more volatility with a beta of 1.15 — expect wider price swings.

AXP is growing revenue faster at 10.6% — sustainability is the question.

AXP generates stronger free cash flow (2.3B), providing more financial flexibility.

Bottom Line

RM scores higher overall (77/100 vs 66/100). AXP offers better value entry with a 41.4% margin of safety. 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.

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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Regional Management Corp

FINANCIAL SERVICES · CREDIT SERVICES · USA

Regional Management Corp, a diversified consumer finance company, offers various installment loan products primarily to clients with limited access to consumer credit from banks, savings companies, credit card companies, and other lenders. The company is headquartered in Greer, South Carolina.

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