American Express Company (AXP) vs SoFi Technologies, Inc. (SOFI)

American Express Company and SoFi Technologies, Inc. are both Credit Services companies. American Express Company is the larger, with a market value of $207.3B against $21.8B — 9.5× the size. American Express Company trades at the lower P/E: 18.7× against 32.5×. SoFi Technologies, Inc. grew revenue faster over the last twelve months: 34.1% against 9.38%. American Express Company has the higher net margin (13.5% vs 11.4%) and the higher return on invested capital (20.0% vs 4.26%). Across the 18 metrics below, American Express Company leads on 14 and SoFi Technologies, Inc. on 4.

Valuation

Metric AXP SOFI Credit Services median
P/E 18.72 32.51 9.64
P/S 2.49 3.81 0.87
P/B 6.11 1.92 1.16
Price to free cash flow 13.92 n/m 2.99
EV/EBITDA n/m n/m 9.58
EV/Sales 2.63 3.77 2.32
Earnings yield 5.34% 3.08% 6.72%
Free cash flow yield 7.19% (41.33%) 12.33%

Profitability

Metric AXP SOFI Credit Services median
Gross margin 90.34% 77.13% 77.13%
Operating margin 0.00% 0.00% 0.34%
Net margin 13.45% 11.39% 9.25%
Free cash flow margin 17.90% (157.63%) 13.03%
Return on equity 33.97% 7.09% 8.49%
Return on assets 3.75% 1.25% 2.29%
Return on invested capital 20.04% 4.26% 4.09%

Growth

Metric AXP SOFI Credit Services median
Revenue growth (TTM) 9.38% 34.08% 4.62%
EPS growth (last fiscal year) 9.78% 0.00% —
Revenue growth, 5-year CAGR 16.08% 44.73% 9.13%
Net income growth, 5-year CAGR 28.65% 0.00% 0.00%

Health

Metric AXP SOFI Credit Services median
Debt to equity 1.66 0.30 0.68
Current ratio 1.55 0.74 1.55
Net debt to EBITDA 0.00 0.00 0.13

Dividend

Metric AXP SOFI Credit Services median
Dividend yield 1.32% — 3.34%
Payout ratio 0.23 0.00 0.00

Size

Metric AXP SOFI Credit Services median
Market cap 207.31b 21.79b 872.19m

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