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AMX vs. V
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AMX and V is 0.49, 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.


Performance

AMX vs. V - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in América Móvil, S.A.B. de C.V. (AMX) and Visa Inc. (V). The values are adjusted to include any dividend payments, if applicable.

0.00%500.00%1,000.00%1,500.00%2,000.00%2,500.00%December2025FebruaryMarchAprilMay
-10.44%
2,691.19%
AMX
V

Key characteristics

Sharpe Ratio

AMX:

-0.32

V:

1.43

Sortino Ratio

AMX:

-0.28

V:

1.94

Omega Ratio

AMX:

0.97

V:

1.29

Calmar Ratio

AMX:

-0.22

V:

2.08

Martin Ratio

AMX:

-0.42

V:

6.99

Ulcer Index

AMX:

20.40%

V:

4.47%

Daily Std Dev

AMX:

26.50%

V:

21.90%

Max Drawdown

AMX:

-64.34%

V:

-51.90%

Current Drawdown

AMX:

-21.31%

V:

-3.55%

Fundamentals

Market Cap

AMX:

$52.64B

V:

$666.22B

EPS

AMX:

$0.57

V:

$9.94

PE Ratio

AMX:

30.16

V:

34.97

PEG Ratio

AMX:

0.27

V:

2.29

PS Ratio

AMX:

0.06

V:

17.76

PB Ratio

AMX:

2.30

V:

17.99

Total Revenue (TTM)

AMX:

$897.96B

V:

$37.62B

Gross Profit (TTM)

AMX:

$512.38B

V:

$30.13B

EBITDA (TTM)

AMX:

$308.56B

V:

$25.84B

Returns By Period

In the year-to-date period, AMX achieves a 19.99% return, which is significantly higher than V's 10.88% return. Over the past 10 years, AMX has underperformed V with an annualized return of 1.38%, while V has yielded a comparatively higher 18.42% annualized return.


AMX

YTD

19.99%

1M

23.88%

6M

8.72%

1Y

-9.52%

5Y*

9.45%

10Y*

1.38%

V

YTD

10.88%

1M

12.02%

6M

14.22%

1Y

27.49%

5Y*

14.45%

10Y*

18.42%

*Annualized

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Risk-Adjusted Performance

AMX vs. V — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMX
The Risk-Adjusted Performance Rank of AMX is 3535
Overall Rank
The Sharpe Ratio Rank of AMX is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of AMX is 2929
Sortino Ratio Rank
The Omega Ratio Rank of AMX is 2929
Omega Ratio Rank
The Calmar Ratio Rank of AMX is 3838
Calmar Ratio Rank
The Martin Ratio Rank of AMX is 4343
Martin Ratio Rank

V
The Risk-Adjusted Performance Rank of V is 8989
Overall Rank
The Sharpe Ratio Rank of V is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 8585
Sortino Ratio Rank
The Omega Ratio Rank of V is 8686
Omega Ratio Rank
The Calmar Ratio Rank of V is 9393
Calmar Ratio Rank
The Martin Ratio Rank of V is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMX vs. V - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for América Móvil, S.A.B. de C.V. (AMX) and Visa Inc. (V). 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.


The current AMX Sharpe Ratio is -0.32, which is lower than the V Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of AMX and V, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.50December2025FebruaryMarchAprilMay
-0.36
1.27
AMX
V

Dividends

AMX vs. V - Dividend Comparison

AMX's dividend yield for the trailing twelve months is around 2.95%, more than V's 0.63% yield.


TTM20242023202220212020201920182017201620152014
AMX
América Móvil, S.A.B. de C.V.
2.95%3.53%120.36%3.99%1.88%2.49%2.30%2.30%1.91%3.39%8.96%1.63%
V
Visa Inc.
0.63%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%

Drawdowns

AMX vs. V - Drawdown Comparison

The maximum AMX drawdown since its inception was -64.34%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for AMX and V. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-21.09%
-3.55%
AMX
V

Volatility

AMX vs. V - Volatility Comparison

The current volatility for América Móvil, S.A.B. de C.V. (AMX) is 9.47%, while Visa Inc. (V) has a volatility of 10.04%. This indicates that AMX experiences smaller price fluctuations and is considered to be less risky than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
9.47%
10.04%
AMX
V

Financials

AMX vs. V - Financials Comparison

This section allows you to compare key financial metrics between América Móvil, S.A.B. de C.V. and Visa 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00B100.00B150.00B200.00B250.00B20212022202320242025
232.04B
9.59B
(AMX) Total Revenue
(V) Total Revenue
Values in USD except per share items

AMX vs. V - Profitability Comparison

The chart below illustrates the profitability comparison between América Móvil, S.A.B. de C.V. and Visa Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%20212022202320242025
62.3%
80.4%
(AMX) Gross Margin
(V) Gross Margin
AMX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, América Móvil, S.A.B. de C.V. reported a gross profit of 144.52B and revenue of 232.04B. Therefore, the gross margin over that period was 62.3%.

V - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Visa Inc. reported a gross profit of 7.71B and revenue of 9.59B. Therefore, the gross margin over that period was 80.4%.

AMX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, América Móvil, S.A.B. de C.V. reported an operating income of 44.81B and revenue of 232.04B, resulting in an operating margin of 19.3%.

V - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Visa Inc. reported an operating income of 5.44B and revenue of 9.59B, resulting in an operating margin of 56.7%.

AMX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, América Móvil, S.A.B. de C.V. reported a net income of 18.70B and revenue of 232.04B, resulting in a net margin of 8.1%.

V - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Visa Inc. reported a net income of 4.58B and revenue of 9.59B, resulting in a net margin of 47.7%.