AAPL vs. DFS
AAPL (Apple Inc) and DFS (Discover Financial Services) are both stocks. AAPL operates in Consumer Electronics (Technology), while DFS operates in Credit Services (Financial Services). At a 0.34 correlation, their price movements are largely independent.
Performance
AAPL vs. DFS - Performance Comparison
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Returns By Period
AAPL
- 1D
- -1.89%
- 1M
- 2.90%
- YTD
- 11.12%
- 6M
- 8.71%
- 1Y
- 48.46%
- 3Y*
- 19.11%
- 5Y*
- 19.46%
- 10Y*
- 29.63%
DFS
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AAPL vs. DFS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 11.12% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
DFS Discover Financial Services | 0.00% | 15.88% | 57.32% | 18.20% | -13.55% | 29.78% | 10.13% | 46.94% | -21.80% | 8.92% |
Correlation
The correlation between AAPL and DFS is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2007 | 0.34 |
The correlation between AAPL and DFS shifts across timeframes, from 0.12 (3 years) to 0.34 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AAPL:
$451.44B
DFS:
$10.25B
AAPL:
$216.07B
DFS:
$7.81B
AAPL:
$153.63B
DFS:
$4.40B
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Return for Risk
AAPL vs. DFS — Risk / Return Rank
AAPL
DFS
AAPL vs. DFS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc (AAPL) and Discover Financial Services (DFS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AAPL | DFS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.39 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.53 | — | — |
| Martin ratioReturn relative to average drawdown | 8.89 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAPL | DFS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.18 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.03 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | — | — |
Drawdowns
AAPL vs. DFS - Drawdown Comparison
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Drawdown Indicators
| AAPL | DFS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.80% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -33.36% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -33.36% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | — | — |
Current DrawdownCurrent decline from peak | -4.33% | — | — |
Average DrawdownAverage peak-to-trough decline | -29.60% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.48% | — | — |
Volatility
AAPL vs. DFS - Volatility Comparison
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Volatility by Period
| AAPL | DFS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.68% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 15.99% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.47% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.91% | — | — |
Dividends
AAPL vs. DFS - Dividend Comparison
AAPL's dividend yield for the trailing twelve months is around 0.35%, while DFS has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.35% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
DFS Discover Financial Services | 0.00% | 0.35% | 1.62% | 2.40% | 2.35% | 1.63% | 1.94% | 1.98% | 2.54% | 1.69% | 1.61% | 2.01% |
Financials
AAPL vs. DFS - Financials Comparison
This section allows you to compare key financial metrics between Apple Inc and Discover Financial Services. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AAPL and DFS have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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