AXP vs. CBRE
AXP (American Express Company) and CBRE (CBRE Group, Inc.) are both stocks. AXP operates in Credit Services (Financial Services), while CBRE operates in Real Estate - Services (Real Estate). Over the past 10 years, AXP returned 20.17%/yr vs 16.94%/yr for CBRE. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
AXP vs. CBRE - Performance Comparison
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Returns By Period
In the year-to-date period, AXP achieves a -4.10% return, which is significantly higher than CBRE's -13.79% return. Over the past 10 years, AXP has outperformed CBRE with an annualized return of 20.17%, while CBRE has yielded a comparatively lower 16.94% annualized return.
AXP
- 1D
- -0.96%
- 1M
- 4.41%
- 6M
- -2.96%
- YTD
- -4.10%
- 1Y
- 15.50%
- 3Y*
- 28.88%
- 5Y*
- 16.74%
- 10Y*
- 20.17%
- ALL TIME*
- 10.18%
CBRE
- 1D
- -1.66%
- 1M
- 5.37%
- 6M
- -19.21%
- YTD
- -13.79%
- 1Y
- -0.61%
- 3Y*
- 16.48%
- 5Y*
- 10.03%
- 10Y*
- 16.94%
- ALL TIME*
- 14.98%
AXP vs. CBRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | -4.10% | 25.99% | 60.32% | 28.67% | -8.52% | 36.88% | -1.14% | 32.52% | -2.62% | 36.22% |
CBRE CBRE Group, Inc. | -13.79% | 22.47% | 41.04% | 20.96% | -29.08% | 73.01% | 2.33% | 53.07% | -7.55% | 37.54% |
Correlation
The correlation between AXP and CBRE is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Jun 10, 2004 | 0.54 |
The correlation between AXP and CBRE has been stable across timeframes, ranging from 0.46 to 0.56 - a consistent structural relationship.
Fundamentals
AXP:
$240.13B
CBRE:
$40.62B
AXP:
$16.28
CBRE:
$4.39
AXP:
21.61
CBRE:
31.59
AXP:
2.94
CBRE:
0.98
AXP:
7.10
CBRE:
4.83
AXP:
$82.41B
CBRE:
$42.17B
AXP:
$68.81B
CBRE:
$14.76B
AXP:
$18.41B
CBRE:
$2.68B
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Return for Risk
AXP vs. CBRE — Risk / Return Rank
AXP
CBRE
AXP vs. CBRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and CBRE Group, Inc. (CBRE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AXP | CBRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.61 | ||
| Sortino ratioReturn per unit of downside risk | +0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.03 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.65 | -0.02 | +0.67 |
| Martin ratioReturn relative to average drawdown | 1.37 | -0.05 | +1.42 |
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Drawdowns
AXP vs. CBRE - Drawdown Comparison
The maximum AXP drawdown since its inception was -83.91%, smaller than the maximum CBRE drawdown of -94.31%. Use the drawdown chart below to compare losses from any high point for AXP and CBRE.
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Drawdown Indicators
| AXP | CBRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.91% | -94.31% | +10.40% |
Max Drawdown (1Y)Largest decline over 1 year | -23.90% | -27.37% | +3.47% |
Max Drawdown (3Y)Largest decline over 3 years | -28.76% | -27.37% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -31.55% | -40.38% | +8.83% |
Max Drawdown (10Y)Largest decline over 10 years | -49.64% | -53.57% | +3.93% |
Current DrawdownCurrent decline from peak | -7.82% | -19.22% | +11.40% |
Average DrawdownAverage peak-to-trough decline | -22.03% | -26.55% | +4.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.30% | 13.33% | -2.03% |
Volatility
AXP vs. CBRE - Volatility Comparison
The current volatility for American Express Company (AXP) is 7.22%, while CBRE Group, Inc. (CBRE) has a volatility of 10.24%. This indicates that AXP experiences smaller price fluctuations and is considered to be less risky than CBRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AXP | CBRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.22% | 10.24% | -3.02% |
Volatility (6M)Calculated over the trailing 6-month period | 20.45% | 27.28% | -6.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.38% | 31.74% | -5.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.42% | 30.46% | -1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.79% | 32.71% | -0.92% |
Dividends
AXP vs. CBRE - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 1.01%, while CBRE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.01% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
CBRE CBRE Group, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
AXP vs. CBRE - Financials Comparison
This section allows you to compare key financial metrics between American Express Company and CBRE Group, 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. CBRE - Profitability Comparison
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
CBRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, CBRE Group, Inc. reported a gross profit of 1.85B and revenue of 10.53B. Therefore, the gross margin over that period was 17.6%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, American Express Company reported an operating income of 6.60B and revenue of 20.88B, resulting in an operating margin of 31.6%.
CBRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, CBRE Group, Inc. reported an operating income of 511.00M and revenue of 10.53B, resulting in an operating margin of 4.9%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, American Express Company reported a net income of 2.97B and revenue of 20.88B, resulting in a net margin of 14.2%.
CBRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, CBRE Group, Inc. reported a net income of 318.00M and revenue of 10.53B, resulting in a net margin of 3.0%.
Frequently Asked Questions
AXP and CBRE have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CBRE has higher volatility (10.24%) compared to AXP (7.22%). In terms of maximum drawdown, AXP dropped -83.91% vs CBRE's -94.31%.
AXP currently has the higher Sharpe Ratio (0.59 vs -0.02), 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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