AXP vs. DFS
Compare and contrast key facts about American Express Company (AXP) and Discover Financial Services (DFS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AXP or DFS.
Key characteristics
| AXP | DFS | |
|---|---|---|
| YTD Return | 40.67% | 20.75% |
| 1Y Return | 61.59% | 52.47% |
| 3Y Return (Ann) | 18.72% | 4.85% |
| 5Y Return (Ann) | 18.70% | 12.41% |
| 10Y Return (Ann) | 12.91% | 9.78% |
| Sharpe Ratio | 2.73 | 1.62 |
| Daily Std Dev | 23.35% | 32.14% |
| Max Drawdown | -83.91% | -84.16% |
| Current Drawdown | 0.00% | -7.26% |
Fundamentals
| AXP | DFS | |
|---|---|---|
| Market Cap | $184.13B | $32.97B |
| EPS | $13.40 | $11.34 |
| PE Ratio | 19.33 | 11.58 |
| PEG Ratio | 1.96 | 3.27 |
| Total Revenue (TTM) | $67.35B | $21.30B |
| Gross Profit (TTM) | $40.15B | $21.30B |
| EBITDA (TTM) | $17.00B | $949.00M |
Correlation
The correlation between AXP and DFS is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AXP vs. DFS - Performance Comparison
In the year-to-date period, AXP achieves a 40.67% return, which is significantly higher than DFS's 20.75% return. Over the past 10 years, AXP has outperformed DFS with an annualized return of 12.91%, while DFS has yielded a comparatively lower 9.78% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AXP vs. DFS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and Discover Financial Services (DFS). 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
AXP vs. DFS - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 1.00%, less than DFS's 2.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.00% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% | 1.05% | 0.95% |
DFS Discover Financial Services | 2.10% | 2.40% | 2.35% | 1.63% | 1.94% | 1.98% | 2.54% | 1.69% | 1.61% | 2.01% | 1.40% | 1.07% |
Drawdowns
AXP vs. DFS - Drawdown Comparison
The maximum AXP drawdown since its inception was -83.91%, roughly equal to the maximum DFS drawdown of -84.16%. Use the drawdown chart below to compare losses from any high point for AXP and DFS. For additional features, visit the drawdowns tool.
Volatility
AXP vs. DFS - Volatility Comparison
The current volatility for American Express Company (AXP) is 7.63%, while Discover Financial Services (DFS) has a volatility of 8.16%. This indicates that AXP experiences smaller price fluctuations and is considered to be less risky than DFS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AXP vs. DFS - Financials Comparison
This section allows you to compare key financial metrics between American Express Company and Discover Financial Services. 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