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Side-by-side financial comparison of American Express (AXP) and PENSKE AUTOMOTIVE GROUP, INC. (PAG). Click either name above to swap in a different company.
PENSKE AUTOMOTIVE GROUP, INC. is the larger business by last-quarter revenue ($8.0B vs $18.9M, roughly 420.7× American Express). American Express runs the higher net margin — 15.7% vs 3.0%, a 12.8% gap on every dollar of revenue. On growth, American Express posted the faster year-over-year revenue change (11.4% vs -1.1%). Over the past eight quarters, PENSKE AUTOMOTIVE GROUP, INC.'s revenue compounded faster (1.7% CAGR vs -95.6%).
American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financing products; network services; accounts payable expense management products and services; and travel and lifestyle services. The company's products an...
Penske Automotive Group, Inc. (PAG) is an American transportation services company headquartered in Bloomfield Hills, Michigan. It operates automotive and commercial truck dealers principally in the United States, Canada, and Western Europe, and distributes commercial vehicles, engines, power systems, and related parts and services principally in Australia and New Zealand. Additionally, PAG owns 28.9% of Penske Transportation Solutions, a business that manages a fleet of over 400,000 trucks, ...
AXP vs PAG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $18.9M | $8.0B |
| Net Profit | $3.0M | $234.9M |
| Gross Margin | — | 16.3% |
| Operating Margin | — | 3.6% |
| Net Margin | 15.7% | 3.0% |
| Revenue YoY | 11.4% | -1.1% |
| Net Profit YoY | 15.0% | -9.1% |
| EPS (diluted) | — | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $18.9M | $8.0B | ||
| Q4 25 | $10.9B | $8.8B | ||
| Q3 25 | $10.4B | $7.7B | ||
| Q2 25 | $10.3B | $7.7B | ||
| Q1 25 | $9.6B | $7.6B | ||
| Q4 24 | $10.0B | $7.7B | ||
| Q3 24 | $9.7B | $7.6B | ||
| Q2 24 | $9.8B | $7.7B |
| Q1 26 | $3.0M | $234.9M | ||
| Q4 25 | $2.5B | $228.1M | ||
| Q3 25 | $2.9B | $213.0M | ||
| Q2 25 | $2.9B | $250.0M | ||
| Q1 25 | $2.6B | $244.3M | ||
| Q4 24 | $2.2B | $236.4M | ||
| Q3 24 | $2.5B | $226.1M | ||
| Q2 24 | $3.0B | $241.2M |
| Q1 26 | — | 16.3% | ||
| Q4 25 | — | 15.9% | ||
| Q3 25 | — | 16.2% | ||
| Q2 25 | — | 16.9% | ||
| Q1 25 | — | 16.7% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 16.4% | ||
| Q2 24 | — | 16.4% |
| Q1 26 | — | 3.6% | ||
| Q4 25 | 28.2% | 3.6% | ||
| Q3 25 | 36.7% | 3.9% | ||
| Q2 25 | 34.4% | 4.5% | ||
| Q1 25 | 34.6% | 4.1% | ||
| Q4 24 | 27.7% | 4.3% | ||
| Q3 24 | 33.0% | 4.2% | ||
| Q2 24 | 38.6% | 4.4% |
| Q1 26 | 15.7% | 3.0% | ||
| Q4 25 | 22.5% | 2.6% | ||
| Q3 25 | 27.9% | 2.8% | ||
| Q2 25 | 28.0% | 3.3% | ||
| Q1 25 | 26.8% | 3.2% | ||
| Q4 24 | 21.8% | 3.1% | ||
| Q3 24 | 25.8% | 3.0% | ||
| Q2 24 | 30.7% | 3.1% |
| Q1 26 | — | — | ||
| Q4 25 | $3.52 | $3.46 | ||
| Q3 25 | $4.14 | $3.23 | ||
| Q2 25 | $4.08 | $3.78 | ||
| Q1 25 | $3.64 | $3.66 | ||
| Q4 24 | $3.04 | $3.53 | ||
| Q3 24 | $3.49 | $3.39 | ||
| Q2 24 | $4.15 | $3.61 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $83.7M |
| Total DebtLower is stronger | $60.4M | $2.2B |
| Stockholders' EquityBook value | $34.0M | $5.7B |
| Total Assets | $308.9M | $18.3B |
| Debt / EquityLower = less leverage | 1.78× | 0.39× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $83.7M | ||
| Q4 25 | $742.0M | $64.7M | ||
| Q3 25 | $1.3B | $80.3M | ||
| Q2 25 | $197.0M | $155.3M | ||
| Q1 25 | $261.0M | $118.4M | ||
| Q4 24 | $221.0M | $72.4M | ||
| Q3 24 | $120.0M | $91.9M | ||
| Q2 24 | $188.0M | $115.1M |
| Q1 26 | $60.4M | $2.2B | ||
| Q4 25 | $56.4B | $2.2B | ||
| Q3 25 | $57.8B | $1.6B | ||
| Q2 25 | $58.2B | $1.8B | ||
| Q1 25 | $51.2B | $1.8B | ||
| Q4 24 | $49.7B | $1.9B | ||
| Q3 24 | $53.5B | $1.9B | ||
| Q2 24 | $51.5B | $1.8B |
| Q1 26 | $34.0M | $5.7B | ||
| Q4 25 | $33.5B | $5.6B | ||
| Q3 25 | $32.4B | $5.7B | ||
| Q2 25 | $32.3B | $5.6B | ||
| Q1 25 | $31.2B | $5.4B | ||
| Q4 24 | $30.3B | $5.2B | ||
| Q3 24 | $29.7B | $5.2B | ||
| Q2 24 | $29.5B | $5.0B |
| Q1 26 | $308.9M | $18.3B | ||
| Q4 25 | $300.1B | $17.6B | ||
| Q3 25 | $297.6B | $17.1B | ||
| Q2 25 | $295.6B | $17.4B | ||
| Q1 25 | $282.2B | $16.9B | ||
| Q4 24 | $271.5B | $16.7B | ||
| Q3 24 | $271.0B | $17.1B | ||
| Q2 24 | $272.2B | $16.6B |
| Q1 26 | 1.78× | 0.39× | ||
| Q4 25 | 1.68× | 0.39× | ||
| Q3 25 | 1.78× | 0.28× | ||
| Q2 25 | 1.80× | 0.32× | ||
| Q1 25 | 1.64× | 0.33× | ||
| Q4 24 | 1.64× | 0.36× | ||
| Q3 24 | 1.80× | 0.36× | ||
| Q2 24 | 1.74× | 0.36× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AXP
| Discount revenue | $9.5M | 50% |
| Other | $8.9M | 47% |
| Deposits with banks and other | $512.0K | 3% |
PAG
| New Vehicles | $3.1B | 39% |
| Used Vehicles | $2.4B | 31% |
| Other | $986.7M | 12% |
| Service and Parts | $863.9M | 11% |
| Fleet and Wholesale | $390.8M | 5% |
| Finance and Insurance, Net | $202.3M | 3% |