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Side-by-side financial comparison of American Express (AXP) and Valens Semiconductor Ltd. (VLN). Click either name above to swap in a different company.
American Express is the larger business by last-quarter revenue ($18.9M vs $17.3M, roughly 1.1× Valens Semiconductor Ltd.). American Express runs the higher net margin — 15.7% vs -42.2%, a 57.9% gap on every dollar of revenue. On growth, American Express posted the faster year-over-year revenue change (11.4% vs 8.1%).
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...
Valens Semiconductor (Valens) is an Israeli fabless manufacturing company providing semiconductors for the automotive and audio-video industries. Valens provides semiconductor products for the distribution of uncompressed ultra-high-definition (UHD) multimedia content and in-vehicle connectivity applications. The company is a member of the MIPI Alliance and developed the first-to-market chipset that is compliant with the MIPI A-PHY standard. Valens invented the technology behind the HDBaseT s...
AXP vs VLN — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $18.9M | $17.3M |
| Net Profit | $3.0M | $-7.3M |
| Gross Margin | — | 63.0% |
| Operating Margin | — | -46.4% |
| Net Margin | 15.7% | -42.2% |
| Revenue YoY | 11.4% | 8.1% |
| Net Profit YoY | 15.0% | 29.3% |
| EPS (diluted) | — | $-0.07 |
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 | — | ||
| Q4 25 | $10.9B | — | ||
| Q3 25 | $10.4B | $17.3M | ||
| Q2 25 | $10.3B | $17.1M | ||
| Q1 25 | $9.6B | $16.8M | ||
| Q4 24 | $10.0B | — | ||
| Q3 24 | $9.7B | $16.0M | ||
| Q2 24 | $9.8B | $13.6M |
| Q1 26 | $3.0M | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.9B | $-7.3M | ||
| Q2 25 | $2.9B | $-7.2M | ||
| Q1 25 | $2.6B | $-8.3M | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.5B | $-10.4M | ||
| Q2 24 | $3.0B | $-8.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 63.0% | ||
| Q2 25 | — | 63.5% | ||
| Q1 25 | — | 62.9% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.4% | ||
| Q2 24 | — | 61.4% |
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | — | ||
| Q3 25 | 36.7% | -46.4% | ||
| Q2 25 | 34.4% | -43.3% | ||
| Q1 25 | 34.6% | -56.2% | ||
| Q4 24 | 27.7% | — | ||
| Q3 24 | 33.0% | -76.3% | ||
| Q2 24 | 38.6% | -69.2% |
| Q1 26 | 15.7% | — | ||
| Q4 25 | 22.5% | — | ||
| Q3 25 | 27.9% | -42.2% | ||
| Q2 25 | 28.0% | -42.1% | ||
| Q1 25 | 26.8% | -49.4% | ||
| Q4 24 | 21.8% | — | ||
| Q3 24 | 25.8% | -64.6% | ||
| Q2 24 | 30.7% | -65.2% |
| Q1 26 | — | — | ||
| Q4 25 | $3.52 | — | ||
| Q3 25 | $4.14 | $-0.07 | ||
| Q2 25 | $4.08 | $-0.07 | ||
| Q1 25 | $3.64 | $-0.08 | ||
| Q4 24 | $3.04 | — | ||
| Q3 24 | $3.49 | $-0.10 | ||
| Q2 24 | $4.15 | $-0.08 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $93.5M |
| Total DebtLower is stronger | $60.4M | — |
| Stockholders' EquityBook value | $34.0M | $108.8M |
| Total Assets | $308.9M | $136.7M |
| Debt / EquityLower = less leverage | 1.78× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $742.0M | — | ||
| Q3 25 | $1.3B | $93.5M | ||
| Q2 25 | $197.0M | $102.7M | ||
| Q1 25 | $261.0M | $112.5M | ||
| Q4 24 | $221.0M | — | ||
| Q3 24 | $120.0M | $133.1M | ||
| Q2 24 | $188.0M | $105.9M |
| Q1 26 | $60.4M | — | ||
| Q4 25 | $56.4B | — | ||
| Q3 25 | $57.8B | — | ||
| Q2 25 | $58.2B | — | ||
| Q1 25 | $51.2B | — | ||
| Q4 24 | $49.7B | — | ||
| Q3 24 | $53.5B | — | ||
| Q2 24 | $51.5B | — |
| Q1 26 | $34.0M | — | ||
| Q4 25 | $33.5B | — | ||
| Q3 25 | $32.4B | $108.8M | ||
| Q2 25 | $32.3B | $116.5M | ||
| Q1 25 | $31.2B | $128.6M | ||
| Q4 24 | $30.3B | — | ||
| Q3 24 | $29.7B | $147.0M | ||
| Q2 24 | $29.5B | $153.5M |
| Q1 26 | $308.9M | — | ||
| Q4 25 | $300.1B | — | ||
| Q3 25 | $297.6B | $136.7M | ||
| Q2 25 | $295.6B | $144.8M | ||
| Q1 25 | $282.2B | $154.6M | ||
| Q4 24 | $271.5B | — | ||
| Q3 24 | $271.0B | $171.9M | ||
| Q2 24 | $272.2B | $175.8M |
| Q1 26 | 1.78× | — | ||
| Q4 25 | 1.68× | — | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 1.80× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 1.80× | — | ||
| Q2 24 | 1.74× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $-4.7M |
| Free Cash FlowOCF − Capex | — | $-4.9M |
| FCF MarginFCF / Revenue | — | -28.5% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-11.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | — | ||
| Q3 25 | $6.2B | $-4.7M | ||
| Q2 25 | $4.4B | $-211.0K | ||
| Q1 25 | $4.8B | $-7.6M | ||
| Q4 24 | $5.8B | — | ||
| Q3 24 | $-1.8B | $3.0M | ||
| Q2 24 | $4.5B | $-225.0K |
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $5.6B | $-4.9M | ||
| Q2 25 | $3.7B | $-330.0K | ||
| Q1 25 | $4.3B | $-8.0M | ||
| Q4 24 | $5.3B | — | ||
| Q3 24 | $-2.3B | $2.2M | ||
| Q2 24 | $4.0B | $-460.0K |
| Q1 26 | — | — | ||
| Q4 25 | 21.4% | — | ||
| Q3 25 | 53.6% | -28.5% | ||
| Q2 25 | 36.3% | -1.9% | ||
| Q1 25 | 45.0% | -47.3% | ||
| Q4 24 | 53.1% | — | ||
| Q3 24 | -23.3% | 14.0% | ||
| Q2 24 | 40.4% | -3.4% |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 6.3% | 1.6% | ||
| Q2 25 | 6.0% | 0.7% | ||
| Q1 25 | 4.5% | 2.1% | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 4.7% | 4.5% | ||
| Q2 24 | 5.8% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | — | ||
| Q3 25 | 2.15× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.84× | — | ||
| Q4 24 | 2.66× | — | ||
| Q3 24 | -0.72× | — | ||
| Q2 24 | 1.50× | — |
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% |
VLN
Segment breakdown not available.
