SWX/AXP (SWX/AXP)

SIX Swiss Exchange: SWX/AXP · CHF

CHF 268

+3.00 (+1.1%)· Recorded snapshot

Market cap	180.2B
Revenue (ttm)	60.8B
Net income (ttm)	10.1B
EPS (ttm)	CHF 14.5
P/E (trailing)	18.5x
P/E (forward)	17.0x
Dividend	CHF 2.96 (1.11%)

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 60.8B
Net income (ttm): 10.1B
EPS (ttm): CHF 14.5
P/E (trailing): 18.5x
P/E (forward): 17.0x
Market cap: 180.2B

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-11-03 14:30 UTC

Forward P/E17

P25 n/aP50 n/aP75 n/a

Trailing P/E18.5

P25 n/aP50 n/aP75 n/a

ROE35.9

P25 n/aP50 n/aP75 n/a

ROIC11.8

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SWX/AXP indicators

Market & fundamental data

Available fields

215

Groups with data

Currency

USD

Showing 215 of 215 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	CHF
Country	United States
Country code	CH
Earnings date	2026-10-23
Employees	76,800
Employees change	1,700
Employees growth	2.26%
Exchange	SIX Swiss Exchange
Financial currency	USD
Financial report date	2026-09-30
First seen	2026-05-10
Fiscal year end	December
Founded	1850
Industry	Credit Services
Is primary listing	No
ISIN number	US0258161092
Last earnings date	2026-10-23
Last refreshed	2026-11-03
Last stock split date	2000-05-11
Last stock split type	Forward
Market cap	CHF 180.2B
Next earnings date	2027-01-25
Price	CHF 267.70
Price currency	CHF
Sector	Financials
SIC code	6141
Stock price date	2026-11-02
Symbol	swx/AXP
Website	https://www.americanexpress.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Average P/E ratio (10Y)	18.77x
Average P/E ratio (3Y)	19.66x
Average P/E ratio (5Y)	18.06x
Earnings yield	5.42%
FCF yield	6.44%
Forward P/E	17.01x
Graham number	122.33354
Graham upside	-54.3%
Lynch fair value	CHF 143.65
Lynch upside	-46.34%
P/(FCF - SBC) ratio	16.27x
P/(OCF - SBC) ratio	12.71x
P/B ratio	6.03x
P/E ratio	18.46x
P/FCF ratio	15.53x
P/OCF ratio	12.25x
P/S ratio	2.96x
Price / tangible book value	6.03x
Sector forward P/E	13.56x
Sector P/E	9.45x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
Effective tax rate	20.78%
FCF margin	19.47%
Gross margin	61.95%
Operating margin	19.36%
Pretax margin	21.23%
Profit margin	16.82%
Profit per employee	CHF 131,365
Profitable quarters	35
Profitable years	35
Revenue per employee	CHF 791,450
ROA	4.03%
ROA (5Y)	3.77%
ROE	35.93%
ROE (5Y)	33.64%
ROIC	11.81%
ROIC (5Y)	11.19%
SBC / revenue	0.87%
Tax / revenue	4.41%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	19.2%
EPS growth (Q)	30.92%
EPS growth (QoQ)	19.65%
EPS growth 10Y	12.16%
EPS growth 3Y	18.49%
EPS growth 5Y	13.12%
EPS growth quarters	5
EPS growth years	3
FCF growth	-26.56%
FCF growth (Q)	-20.46%
FCF growth (QoQ)	-0.78%
FCF growth 3Y	-9.19%
FCF growth 5Y	3.73%
Net income growth	16.27%
Net income growth (Q)	27.91%
Net income growth (QoQ)	18.67%
Net income growth 3Y	15.27%
Net income growth 5Y	9.58%
Net income growth quarters	5
Net income growth years	3
OCF growth	-16.62%
OCF growth (Q)	-13.62%
OCF growth (QoQ)	0.24%
OCF growth 10Y	8.58%
OCF growth 3Y	-4.48%
OCF growth 5Y	6.06%
Operating income growth	5.07%
Operating income growth (Q)	-6.98%
Operating income growth 3Y	10.95%
Operating income growth 5Y	8.16%
Revenue growth	11.58%
Revenue growth (Q)	11.31%
Revenue growth (QoQ)	2.82%
Revenue growth 10Y	9.12%
Revenue growth 3Y	10.24%
Revenue growth 5Y	12.09%
Revenue growth quarters	23
Revenue growth years	5

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	CHF -3.1B
Depreciation and amortization	CHF 1.5B
EPS	CHF 14.50
Financing cash flow	CHF -2.1B
Free cash flow	CHF 11.6B
Free cash flow minus SBC	CHF 11.1B
Gross profit	CHF 37.7B
Income taxes	CHF 2.7B
Investing cash flow	CHF -22.4B
Net borrowing	CHF 1.3B
Net cash flow	CHF -9.6B
Net income	CHF 10.1B
Operating cash flow minus SBC	CHF 14.2B
Operating income	CHF 11.8B
Revenue	CHF 60.8B
Stock-based compensation	CHF 530.6M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Book value per share	CHF 44.51
Debt / equity	1.68
Debt / FCF	4.31
Net cash (debt)	CHF -13.8B
Net cash / market cap	-7.65%
Net debt / equity	0.46
Net debt / FCF	1.19
Piotroski F-Score	5
Property, plant and equipment	CHF 6.6B
Shareholders' equity	CHF 29.9B
Tangible book value	CHF 29.9B
Tangible book value per share	CHF 44.51
Total assets	CHF 258.9B
Total cash	CHF 36.3B
Total debt	CHF 50B
Total liabilities	CHF 229B

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.24
Current ratio	1.58
Quick ratio	1.58
Working capital	CHF 82.8B
Working capital turnover	0.61

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	2.43%
Dividend growth	47.08%
Dividend growth (10Y)	9.74%
Dividend growth (3Y)	11.88%
Dividend growth (5Y)	13.37%
Dividend growth years	1
Dividend payment date	2026-11-10
Dividend payment years	13
Dividend payout frequency	Quarterly
Dividend per share	CHF 2.96
Dividend yield	1.11%
Ex-dividend date	2026-10-09
Last dividend	CHF 0.79
Payout ratio	20.39%
Shareholder yield	3.54%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	311.53%
10Y return CAGR	16.93%
10Y total return	377.51%
150-day SMA	CHF 262.32
1D price change	1.13%
1M price change	7.84%
1M total return	8.18%
1W price change	3%
1W total return	3%
20-day SMA	CHF 260.33
200-day SMA	CHF 249.33
3M price change	-1.29%
3M total return	-0.98%
3Y price change	114.16%
3Y return CAGR	30.82%
3Y total return	123.94%
50-day SMA	CHF 260.43
50-day SMA vs 200-day SMA	50over200
52-week high	CHF 292.65
52-week high date	2026-07-16
52-week low	CHF 233.86
52-week low date	2026-03-09
5Y price change	119.73%
5Y return CAGR	18.88%
5Y total return	137.39%
6M price change	7.42%
6M total return	8.05%
All-time high	CHF 292.65
All-time high date	2026-07-16
All-time low	CHF 49.53
All-time low date	2016-02-11
Average true range (ATR)	CHF 2.06
Average volume	0.5
Change from 52-week high	-8.53%
Change from 52-week low	14.47%
Change from all-time high	-8.53%
Change from all-time low	440.48%
Monthly RSI	82.65
Previous close	CHF 264.70
Price vs 150-day SMA	2.05%
Price vs 20-day SMA	2.83%
Price vs 200-day SMA	7.37%
Price vs 50-day SMA	2.79%
Relative volume	40
RSI	62.42
Sharpe ratio	0.95
Sharpe ratio (3Y)	0.54
Sharpe ratio (5Y)	0.4
Sortino ratio	8.8
Sortino ratio (3Y)	5.32
Sortino ratio (5Y)	4.2
Weekly RSI	59.8

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	517.6M
Shares change (QoQ)	-0.74%
Shares change (YoY)	-2.43%
Shares held by insiders	0.1%
Shares held by institutions	65.31%
Short ratio	3.8 days

Deeper analysis on SWX/AXP

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

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Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

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Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

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Frequently asked questions

About this SWX/AXP report

Is a complete SWX/AXP research report available?

No complete published report is available for swx/AXP (SWX/AXP) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

SWX/AXP (SWX/AXP)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/AXP

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/AXP indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on SWX/AXP

Frequently asked questions