WallStSmart

American Express Company (AXP)vsOppFi Inc (OPFI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

American Express Company generates 20136% more annual revenue ($68.81B vs $340.04M). OPFI leads profitability with a 19.4% profit margin vs 16.3%. OPFI trades at a lower P/E of 4.2x. AXP earns a higher WallStSmart Score of 68/100 (B-).

AXP

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 5.0Quality: 3.5
Piotroski: 4/9Altman Z: 0.13

OPFI

Buy

55

out of 100

Grade: C-

Growth: 6.0Profit: 9.5Value: 6.7Quality: 4.5
Piotroski: 3/9Altman Z: 2.88

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AXP4 strengths · Avg: 9.0/10
Market CapQuality
$232.24B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
33.0%10/10

Every $100 of equity generates 33 in profit

Operating MarginProfitability
21.2%8/10

Strong operational efficiency at 21.2%

Free Cash FlowQuality
$2.65B8/10

Generating 2.7B in free cash flow

OPFI4 strengths · Avg: 10.0/10
P/E RatioValuation
4.2x10/10

Attractively priced relative to earnings

Return on EquityProfitability
87.4%10/10

Every $100 of equity generates 87 in profit

Operating MarginProfitability
44.9%10/10

Strong operational efficiency at 44.9%

EPS GrowthGrowth
266.4%10/10

Earnings expanding 266.4% YoY

Areas to Watch

AXP3 concerns · Avg: 3.0/10
PEG RatioValuation
1.624/10

Expensive relative to growth rate

Debt/EquityHealth
1.783/10

Elevated debt levels

Altman Z-ScoreHealth
0.132/10

Distress zone — elevated risk

OPFI4 concerns · Avg: 2.3/10
Market CapQuality
$1.21B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-2.2%2/10

Revenue declined 2.2%

Debt/EquityHealth
3.981/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : AXP

The strongest argument for AXP centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.3% and operating margin at 21.2%. Revenue growth of 11.6% demonstrates continued momentum.

Bull Case : OPFI

The strongest argument for OPFI centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 19.4% and operating margin at 44.9%.

Bear Case : AXP

The primary concerns for AXP are PEG Ratio, Debt/Equity, Altman Z-Score. Debt-to-equity of 1.78 is elevated, increasing financial risk.

Bear Case : OPFI

The primary concerns for OPFI are Market Cap, Piotroski F-Score, Revenue Growth. Debt-to-equity of 3.98 is elevated, increasing financial risk.

Key Dynamics to Monitor

AXP profiles as a mature stock while OPFI is a declining play — different risk/reward profiles.

OPFI carries more volatility with a beta of 1.81 — expect wider price swings.

AXP is growing revenue faster at 11.6% — sustainability is the question.

AXP generates stronger free cash flow (2.7B), providing more financial flexibility.

Bottom Line

AXP scores higher overall (68/100 vs 55/100), backed by strong 16.3% margins and 11.6% revenue growth. Both earn "Strong Buy" and "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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OppFi Inc

FINANCIAL SERVICES · CREDIT SERVICES · USA

OppFi Inc. is a premier financial technology firm focused on delivering tailored consumer lending solutions to the underbanked population. By leveraging its proprietary platform and advanced data analytics, OppFi provides fair and transparent loan products that feature precise credit assessments powered by machine learning. The company's commitment to responsible lending not only empowers its customers but also positions it favorably for growth within the evolving fintech sector. As a publicly traded entity, OppFi is dedicated to driving innovation and expanding its market presence, reinforcing its mission to improve financial accessibility.

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