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.
Correlation
The correlation between AXP and DFS is 0.65, 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
AXP vs. DFS - Performance Comparison
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Key characteristics
AXP:
0.79
DFS:
1.37
AXP:
1.34
DFS:
2.26
AXP:
1.19
DFS:
1.29
AXP:
0.94
DFS:
2.35
AXP:
2.98
DFS:
7.41
AXP:
9.04%
DFS:
8.70%
AXP:
32.09%
DFS:
45.10%
AXP:
-83.91%
DFS:
-81.74%
AXP:
-7.77%
DFS:
-1.76%
Fundamentals
AXP:
$211.79B
DFS:
$50.36B
AXP:
$14.22
DFS:
$18.71
AXP:
21.10
DFS:
10.70
AXP:
2.15
DFS:
3.69
AXP:
3.41
DFS:
3.77
AXP:
6.79
DFS:
2.87
AXP:
$75.33B
DFS:
$20.00B
AXP:
$62.05B
DFS:
$17.55B
AXP:
$14.80B
DFS:
$7.84B
Returns By Period
In the year-to-date period, AXP achieves a 1.50% return, which is significantly lower than DFS's 16.13% return. Both investments have delivered pretty close results over the past 10 years, with AXP having a 15.81% annualized return and DFS not far behind at 15.35%.
AXP
1.50%
16.17%
4.49%
25.34%
31.33%
15.81%
DFS
16.13%
25.19%
16.20%
61.13%
42.88%
15.35%
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Risk-Adjusted Performance
AXP vs. DFS — Risk-Adjusted Performance Rank
AXP
DFS
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.
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Dividends
AXP vs. DFS - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 0.97%, less than DFS's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 0.97% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% | 1.05% |
DFS Discover Financial Services | 1.40% | 1.62% | 2.40% | 2.35% | 1.63% | 1.94% | 1.98% | 2.54% | 1.69% | 1.61% | 2.01% | 1.40% |
Drawdowns
AXP vs. DFS - Drawdown Comparison
The maximum AXP drawdown since its inception was -83.91%, roughly equal to the maximum DFS drawdown of -81.74%. Use the drawdown chart below to compare losses from any high point for AXP and DFS. For additional features, visit the drawdowns tool.
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Volatility
AXP vs. DFS - Volatility Comparison
The current volatility for American Express Company (AXP) is 9.43%, while Discover Financial Services (DFS) has a volatility of 11.35%. 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.
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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
AXP vs. DFS - Profitability Comparison
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American Express Company reported a gross profit of 15.82B and revenue of 18.93B. Therefore, the gross margin over that period was 83.5%.
DFS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Discover Financial Services reported a gross profit of 4.25B and revenue of 5.49B. Therefore, the gross margin over that period was 77.4%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American Express Company reported an operating income of 3.33B and revenue of 18.93B, resulting in an operating margin of 17.6%.
DFS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Discover Financial Services reported an operating income of 2.69B and revenue of 5.49B, resulting in an operating margin of 48.9%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American Express Company reported a net income of 2.58B and revenue of 18.93B, resulting in a net margin of 13.7%.
DFS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Discover Financial Services reported a net income of 1.10B and revenue of 5.49B, resulting in a net margin of 20.1%.