AEC1.DE vs. MA
Compare and contrast key facts about American Express Company (AEC1.DE) and Mastercard Inc (MA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEC1.DE or MA.
Performance
AEC1.DE vs. MA - Performance Comparison
Returns By Period
In the year-to-date period, AEC1.DE achieves a 62.07% return, which is significantly higher than MA's 23.01% return.
AEC1.DE
62.07%
6.93%
21.36%
85.33%
21.77%
N/A
MA
23.01%
1.02%
13.80%
31.06%
13.50%
20.74%
Fundamentals
| AEC1.DE | MA | |
|---|---|---|
| Market Cap | €191.43B | $486.56B |
| EPS | €12.90 | $13.23 |
| PE Ratio | 21.07 | 40.00 |
| PEG Ratio | 1.83 | 1.96 |
| Total Revenue (TTM) | €64.56B | $27.23B |
| Gross Profit (TTM) | €61.93B | $25.03B |
| EBITDA (TTM) | €3.93B | $15.99B |
Key characteristics
| AEC1.DE | MA | |
|---|---|---|
| Sharpe Ratio | 3.52 | 2.04 |
| Sortino Ratio | 4.29 | 2.71 |
| Omega Ratio | 1.63 | 1.38 |
| Calmar Ratio | 6.68 | 2.72 |
| Martin Ratio | 26.68 | 6.76 |
| Ulcer Index | 3.06% | 4.75% |
| Daily Std Dev | 23.09% | 15.73% |
| Max Drawdown | -48.32% | -62.67% |
| Current Drawdown | -1.72% | -1.60% |
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Correlation
The correlation between AEC1.DE and MA is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
AEC1.DE vs. MA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AEC1.DE) and Mastercard Inc (MA). 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.
Dividends
AEC1.DE vs. MA - Dividend Comparison
AEC1.DE's dividend yield for the trailing twelve months is around 0.91%, more than MA's 0.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEC1.DE American Express Company | 0.91% | 1.28% | 1.38% | 1.00% | 1.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MA Mastercard Inc | 0.51% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% | 0.25% |
Drawdowns
AEC1.DE vs. MA - Drawdown Comparison
The maximum AEC1.DE drawdown since its inception was -48.32%, smaller than the maximum MA drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for AEC1.DE and MA. For additional features, visit the drawdowns tool.
Volatility
AEC1.DE vs. MA - Volatility Comparison
American Express Company (AEC1.DE) has a higher volatility of 7.40% compared to Mastercard Inc (MA) at 5.48%. This indicates that AEC1.DE's price experiences larger fluctuations and is considered to be riskier than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AEC1.DE vs. MA - Financials Comparison
This section allows you to compare key financial metrics between American Express Company and Mastercard Inc. 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