AXP vs. DIS
AXP (American Express Company) and DIS (The Walt Disney Company) are both stocks. AXP operates in Credit Services (Financial Services), while DIS operates in Entertainment (Communication Services). Over the past 10 years, AXP returned 19.88%/yr vs 0.99%/yr for DIS. At a 0.41 correlation, their price movements are largely independent.
Performance
AXP vs. DIS - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with AXP having a -11.56% return and DIS slightly lower at -12.07%. Over the past 10 years, AXP has outperformed DIS with an annualized return of 19.88%, while DIS has yielded a comparatively lower 0.99% annualized return.
AXP
- 1D
- 2.18%
- 1M
- 3.82%
- YTD
- -11.56%
- 6M
- -14.47%
- 1Y
- 14.27%
- 3Y*
- 24.40%
- 5Y*
- 16.02%
- 10Y*
- 19.88%
DIS
- 1D
- -0.30%
- 1M
- -2.61%
- YTD
- -12.07%
- 6M
- -9.75%
- 1Y
- -14.24%
- 3Y*
- 2.95%
- 5Y*
- -10.41%
- 10Y*
- 0.99%
AXP vs. DIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | -11.56% | 25.99% | 60.32% | 28.67% | -8.52% | 36.88% | -1.14% | 32.52% | -2.62% | 36.22% |
DIS The Walt Disney Company | -12.07% | 3.30% | 24.44% | 4.26% | -43.91% | -14.51% | 25.27% | 33.51% | 3.61% | 4.76% |
Correlation
The correlation between AXP and DIS is 0.51, 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 | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 1972 | 0.41 |
The correlation between AXP and DIS shifts across timeframes, from 0.41 (all time) to 0.55 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AXP:
$223.25B
DIS:
$177.27B
AXP:
$16.23
DIS:
$6.25
AXP:
20.06
DIS:
16.00
AXP:
1.71
DIS:
0.22
AXP:
2.73
DIS:
1.85
AXP:
6.57
DIS:
1.63
AXP:
$82.41B
DIS:
$97.26B
AXP:
$68.81B
DIS:
$36.14B
AXP:
$18.41B
DIS:
$20.74B
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Return for Risk
AXP vs. DIS — Risk / Return Rank
AXP
DIS
AXP vs. DIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and The Walt Disney Company (DIS). 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 | DIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.01 | ||
| Sortino ratioReturn per unit of downside risk | +1.43 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.91 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | -0.59 | +1.03 |
| Martin ratioReturn relative to average drawdown | 0.93 | -1.18 | +2.11 |
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Drawdowns
AXP vs. DIS - Drawdown Comparison
The maximum AXP drawdown since its inception was -83.91%, roughly equal to the maximum DIS drawdown of -85.66%. Use the drawdown chart below to compare losses from any high point for AXP and DIS.
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Drawdown Indicators
| AXP | DIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.91% | -85.66% | +1.75% |
Max Drawdown (1Y)Largest decline over 1 year | -23.90% | -24.97% | +1.07% |
Max Drawdown (3Y)Largest decline over 3 years | -28.76% | -32.86% | +4.10% |
Max Drawdown (5Y)Largest decline over 5 years | -31.55% | -57.33% | +25.78% |
Max Drawdown (10Y)Largest decline over 10 years | -49.64% | -60.72% | +11.08% |
Current DrawdownCurrent decline from peak | -14.99% | -49.29% | +34.30% |
Average DrawdownAverage peak-to-trough decline | -22.05% | -26.78% | +4.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.15% | 12.47% | -1.32% |
Volatility
AXP vs. DIS - Volatility Comparison
American Express Company (AXP) has a higher volatility of 6.90% compared to The Walt Disney Company (DIS) at 5.56%. This indicates that AXP's price experiences larger fluctuations and is considered to be riskier than DIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AXP | DIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 5.56% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 20.01% | 19.26% | +0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.46% | 24.15% | +2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.50% | 29.33% | +0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.83% | 28.77% | +3.06% |
Dividends
AXP vs. DIS - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 1.05%, less than DIS's 1.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.05% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
DIS The Walt Disney Company | 1.25% | 1.10% | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% |
Financials
AXP vs. DIS - Financials Comparison
This section allows you to compare key financial metrics between American Express Company and The Walt Disney Company. 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. DIS - 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%.
DIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a gross profit of 9.27B and revenue of 25.17B. Therefore, the gross margin over that period was 36.8%.
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%.
DIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported an operating income of 4.96B and revenue of 25.17B, resulting in an operating margin of 19.7%.
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%.
DIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a net income of 2.25B and revenue of 25.17B, resulting in a net margin of 8.9%.
Frequently Asked Questions
AXP and DIS have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AXP has higher volatility (6.90%) compared to DIS (5.56%). In terms of maximum drawdown, AXP dropped -83.91% vs DIS's -85.66%.
AXP currently has the higher Sharpe Ratio (0.39 vs -0.61), 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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