AXAHY vs. MFG

Last updated Apr 1, 2026

Compare and contrast key facts about Axa SA ADR (AXAHY) and Mizuho Financial Group, Inc. (MFG).

Performance

AXAHY vs. MFG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Axa SA ADR (AXAHY) and Mizuho Financial Group, Inc. (MFG). The values are adjusted to include any dividend payments, if applicable.

AXAHY vs. MFG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AXAHY Axa SA ADR	-4.17%	42.15%	15.60%	24.26%	-0.12%	32.10%	-11.41%	39.57%	-23.77%	23.28%
MFG Mizuho Financial Group, Inc.	8.47%	54.60%	47.85%	26.14%	17.09%	2.40%	-15.06%	3.00%	-17.58%	3.21%

Fundamentals

Market Cap AXAHY : $93.25B MFG : $98.48B
EPS AXAHY : $8.43 MFG : $84.66
PE Ratio AXAHY : 5.45 MFG : 0.09
PEG Ratio AXAHY : 0.37 MFG : 0.01
PS Ratio AXAHY : 0.47 MFG : 0.01
PB Ratio AXAHY : 1.98 MFG : 0.01
Total Revenue (TTM) AXAHY : $206.92B MFG : $8.35T
Gross Profit (TTM) AXAHY : $198.36B MFG : $2.86T
EBITDA (TTM) AXAHY : $21.17B MFG : $1.34T

Returns By Period

In the year-to-date period, AXAHY achieves a -4.17% return, which is significantly lower than MFG's 8.47% return. Both investments have delivered pretty close results over the past 10 years, with AXAHY having a 13.13% annualized return and MFG not far ahead at 13.49%.

AXAHY

• 1D: 3.83%
• 1M: -5.82%
• YTD: -4.17%
• 6M: -4.07%
• 1Y: 13.43%
• 3Y*: 21.28%
• 5Y*: 17.75%
• 10Y*: 13.13%

MFG

• 1D: 4.06%
• 1M: -10.48%
• YTD: 8.47%
• 6M: 18.51%
• 1Y: 46.12%
• 3Y*: 45.55%
• 5Y*: 26.78%
• 10Y*: 13.49%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

AXAHY vs. MFG — Risk / Return Rank

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

AXAHY

AXAHY Risk / Return Rank: 58
AXAHY Sharpe Ratio Rank: 62
AXAHY Sortino Ratio Rank: 53
AXAHY Omega Ratio Rank: 55
AXAHY Calmar Ratio Rank: 60
AXAHY Martin Ratio Rank: 58

MFG

MFG Risk / Return Rank: 78
MFG Sharpe Ratio Rank: 82
MFG Sortino Ratio Rank: 74
MFG Omega Ratio Rank: 78
MFG Calmar Ratio Rank: 75
MFG Martin Ratio Rank: 79

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AXAHY vs. MFG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Axa SA ADR (AXAHY) and Mizuho Financial Group, Inc. (MFG). 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.

	AXAHY	MFG	Difference
Sharpe ratio Return per unit of total volatility	0.56	1.32	-0.76
Sortino ratio Return per unit of downside risk	0.89	1.75	-0.86
Omega ratio Gain probability vs. loss probability	1.13	1.26	-0.14
Calmar ratio Return relative to maximum drawdown	0.80	1.79	-0.99
Martin ratio Return relative to average drawdown	1.55	5.32	-3.77
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AXAHY vs. MFG - Sharpe Ratio Comparison

The current AXAHY Sharpe Ratio is 0.56, which is lower than the MFG Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of AXAHY and MFG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AXAHY	MFG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.56	1.32	-0.76
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.75	0.93	-0.18
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.47	0.51	-0.04
Sharpe Ratio (All Time) Calculated using the full available price history	0.14	-0.00	+0.14

Correlation

The correlation between AXAHY and MFG 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.

Dividends

AXAHY vs. MFG - Dividend Comparison

AXAHY's dividend yield for the trailing twelve months is around 5.33%, more than MFG's 1.17% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AXAHY Axa SA ADR	5.33%	5.10%	5.91%	5.50%	6.00%	5.70%	3.45%	5.36%	7.26%	4.26%	4.96%	3.90%
MFG Mizuho Financial Group, Inc.	1.17%	2.68%	3.20%	3.73%	4.34%	2.76%	2.71%	0.00%	0.00%	1.86%	3.77%	3.10%

Drawdowns

AXAHY vs. MFG - Drawdown Comparison

The maximum AXAHY drawdown since its inception was -89.17%, which is greater than MFG's maximum drawdown of -80.57%. Use the drawdown chart below to compare losses from any high point for AXAHY and MFG.

Drawdown Indicators

	AXAHY	MFG	Difference
Max Drawdown Largest peak-to-trough decline	-89.17%	-80.57%	-8.60%
Max Drawdown (1Y) Largest decline over 1 year	-15.11%	-24.78%	+9.67%
Max Drawdown (5Y) Largest decline over 5 years	-32.38%	-29.53%	-2.85%
Max Drawdown (10Y) Largest decline over 10 years	-56.26%	-49.87%	-6.39%
Current Drawdown Current decline from peak	-9.30%	-21.31%	+12.01%
Average Drawdown Average peak-to-trough decline	-43.35%	-61.34%	+17.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.80%	8.34%	-0.54%

Volatility

AXAHY vs. MFG - Volatility Comparison

The current volatility for Axa SA ADR (AXAHY) is 7.85%, while Mizuho Financial Group, Inc. (MFG) has a volatility of 10.30%. This indicates that AXAHY experiences smaller price fluctuations and is considered to be less risky than MFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AXAHY	MFG	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.85%	10.30%	-2.45%
Volatility (6M) Calculated over the trailing 6-month period	14.39%	22.19%	-7.80%
Volatility (1Y) Calculated over the trailing 1-year period	23.97%	35.03%	-11.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.92%	28.99%	-5.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.26%	26.49%	+1.77%

Financials

AXAHY vs. MFG - Profitability Comparison

The chart below illustrates the profitability comparison between Axa SA ADR and Mizuho Financial Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

AXAHY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Axa SA ADR reported a gross profit of 70.40B and revenue of 70.40B. Therefore, the gross margin over that period was 100.0%.

MFG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Mizuho Financial Group, Inc. reported a gross profit of 0.00 and revenue of 2.25T. Therefore, the gross margin over that period was 0.0%.

AXAHY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Axa SA ADR reported an operating income of 0.00 and revenue of 70.40B, resulting in an operating margin of 0.0%.

MFG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Mizuho Financial Group, Inc. reported an operating income of 414.14B and revenue of 2.25T, resulting in an operating margin of 18.4%.

AXAHY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Axa SA ADR reported a net income of 5.86B and revenue of 70.40B, resulting in a net margin of 8.3%.

MFG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Mizuho Financial Group, Inc. reported a net income of 335.90B and revenue of 2.25T, resulting in a net margin of 14.9%.