AXP vs. BX
AXP (American Express Company) and BX (Blackstone Inc.) are both stocks. Both are in the Financial Services sector — AXP in Credit Services, BX in Asset Management. Over the past 10 years, AXP returned 18.65%/yr vs 21.22%/yr for BX. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
AXP vs. BX - Performance Comparison
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Returns By Period
In the year-to-date period, AXP achieves a -15.13% return, which is significantly higher than BX's -24.36% return. Over the past 10 years, AXP has underperformed BX with an annualized return of 18.65%, while BX has yielded a comparatively higher 21.22% annualized return.
AXP
- 1D
- 0.53%
- 1M
- -1.18%
- YTD
- -15.13%
- 6M
- -13.33%
- 1Y
- 4.33%
- 3Y*
- 23.52%
- 5Y*
- 15.12%
- 10Y*
- 18.65%
BX
- 1D
- -1.01%
- 1M
- -7.74%
- YTD
- -24.36%
- 6M
- -22.98%
- 1Y
- -15.74%
- 3Y*
- 12.42%
- 5Y*
- 7.53%
- 10Y*
- 21.22%
AXP vs. BX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | -15.13% | 25.99% | 60.32% | 28.67% | -8.52% | 36.88% | -1.14% | 32.52% | -2.62% | 36.22% |
BX Blackstone Inc. | -24.36% | -7.84% | 35.07% | 82.75% | -40.01% | 107.11% | 19.78% | 96.33% | 0.10% | 27.34% |
Correlation
The correlation between AXP and BX is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2007 | 0.51 |
The correlation between AXP and BX has been stable across timeframes, ranging from 0.51 to 0.59 - a consistent structural relationship.
Fundamentals
AXP:
$214.24B
BX:
$89.48B
AXP:
$16.23
BX:
$3.90
AXP:
19.25
BX:
29.25
AXP:
1.64
BX:
10.75
AXP:
2.62
BX:
5.96
AXP:
6.30
BX:
10.69
AXP:
$82.41B
BX:
$14.99B
AXP:
$68.81B
BX:
$13.12B
AXP:
$18.41B
BX:
$7.37B
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Return for Risk
AXP vs. BX — Risk / Return Rank
AXP
BX
AXP vs. BX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and Blackstone Inc. (BX). 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.
| AXP | BX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.62 | ||
| Sortino ratioReturn per unit of downside risk | +0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 0.95 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.18 | -0.35 | +0.53 |
| Martin ratioReturn relative to average drawdown | 0.40 | -0.66 | +1.06 |
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
| AXP | BX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | -0.46 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.19 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.60 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.28 | +0.01 |
Drawdowns
AXP vs. BX - Drawdown Comparison
The maximum AXP drawdown since its inception was -83.91%, roughly equal to the maximum BX drawdown of -87.62%. Use the drawdown chart below to compare losses from any high point for AXP and BX.
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Drawdown Indicators
| AXP | BX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.91% | -87.62% | +3.71% |
Max Drawdown (1Y)Largest decline over 1 year | -23.90% | -44.76% | +20.86% |
Max Drawdown (3Y)Largest decline over 3 years | -28.76% | -46.50% | +17.74% |
Max Drawdown (5Y)Largest decline over 5 years | -31.55% | -49.29% | +17.74% |
Max Drawdown (10Y)Largest decline over 10 years | -49.64% | -49.29% | -0.35% |
Current DrawdownCurrent decline from peak | -18.42% | -39.62% | +21.20% |
Average DrawdownAverage peak-to-trough decline | -22.05% | -25.71% | +3.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.96% | 23.82% | -12.86% |
Volatility
AXP vs. BX - Volatility Comparison
The current volatility for American Express Company (AXP) is 6.27%, while Blackstone Inc. (BX) has a volatility of 11.60%. This indicates that AXP experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AXP | BX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.27% | 11.60% | -5.33% |
Volatility (6M)Calculated over the trailing 6-month period | 20.03% | 28.02% | -7.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.27% | 34.59% | -8.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.49% | 39.34% | -9.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.83% | 35.76% | -3.93% |
Dividends
AXP vs. BX - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 1.09%, less than BX's 4.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.09% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
BX Blackstone Inc. | 4.35% | 3.04% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 6.14% | 11.76% |
Financials
AXP vs. BX - Financials Comparison
This section allows you to compare key financial metrics between American Express Company and Blackstone 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
AXP vs. BX - Profitability Comparison
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Express Company reported a gross profit of 17.66B and revenue of 20.88B. Therefore, the gross margin over that period was 84.6%.
BX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Blackstone Inc. reported a gross profit of 4.04B and revenue of 4.10B. Therefore, the gross margin over that period was 98.5%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Express Company reported an operating income of 6.60B and revenue of 20.88B, resulting in an operating margin of 31.6%.
BX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Blackstone Inc. reported an operating income of 1.59B and revenue of 4.10B, resulting in an operating margin of 38.8%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Express Company reported a net income of 2.97B and revenue of 20.88B, resulting in a net margin of 14.2%.
BX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Blackstone Inc. reported a net income of 649.73M and revenue of 4.10B, resulting in a net margin of 15.8%.
Frequently Asked Questions
AXP and BX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BX has higher volatility (11.60%) compared to AXP (6.27%). In terms of maximum drawdown, AXP dropped -83.91% vs BX's -87.62%.
AXP currently has the higher Sharpe Ratio (0.17 vs -0.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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