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AXP vs. HPQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AXP vs. HPQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Express Company (AXP) and HP Inc. (HPQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AXP achieves a -15.57% return, which is significantly lower than HPQ's 16.67% return. Over the past 10 years, AXP has outperformed HPQ with an annualized return of 18.42%, while HPQ has yielded a comparatively lower 10.09% annualized return.


AXP

1D
-0.60%
1M
-3.49%
YTD
-15.57%
6M
-15.67%
1Y
6.07%
3Y*
23.28%
5Y*
14.88%
10Y*
18.42%

HPQ

1D
-2.74%
1M
19.48%
YTD
16.67%
6M
1.52%
1Y
8.80%
3Y*
-0.94%
5Y*
-0.01%
10Y*
10.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AXP vs. HPQ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AXP
American Express Company
-15.57%25.99%60.32%28.67%-8.52%36.88%-1.14%32.52%-2.62%36.22%
HPQ
HP Inc.
16.67%-28.69%12.10%16.08%-26.40%57.25%24.11%3.88%-0.20%45.69%

Correlation

The correlation between AXP and HPQ is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.38

Correlation (3Y)
Calculated over the trailing 3-year period

0.38

Correlation (5Y)
Calculated over the trailing 5-year period

0.46

Correlation (10Y)
Calculated over the trailing 10-year period

0.49

Correlation (All Time)
Calculated using the full available price history since Jun 2, 1972

0.38

The correlation between AXP and HPQ shifts across timeframes, from 0.38 (3 years) to 0.49 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

AXP:

$213.11B

HPQ:

$23.66B

EPS

AXP:

$16.23

HPQ:

$2.72

PE Ratio

AXP:

19.15

HPQ:

9.42

PS Ratio

AXP:

2.61

HPQ:

0.42

PB Ratio

AXP:

6.27

HPQ:

6.11

Total Revenue (TTM)

AXP:

$82.41B

HPQ:

$57.42B

Gross Profit (TTM)

AXP:

$68.81B

HPQ:

$11.61B

EBITDA (TTM)

AXP:

$18.41B

HPQ:

$3.83B

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Return for Risk

AXP vs. HPQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AXP
AXP Risk / Return Rank: 4646
Overall Rank
AXP Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
AXP Sortino Ratio Rank: 4242
Sortino Ratio Rank
AXP Omega Ratio Rank: 4343
Omega Ratio Rank
AXP Calmar Ratio Rank: 4747
Calmar Ratio Rank
AXP Martin Ratio Rank: 4848
Martin Ratio Rank

HPQ
HPQ Risk / Return Rank: 4747
Overall Rank
HPQ Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
HPQ Sortino Ratio Rank: 4646
Sortino Ratio Rank
HPQ Omega Ratio Rank: 4545
Omega Ratio Rank
HPQ Calmar Ratio Rank: 4747
Calmar Ratio Rank
HPQ Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AXP vs. HPQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and HP Inc. (HPQ). 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.


AXPHPQDifference
Sharpe ratioReturn per unit of total volatility

+0.01

Sortino ratioReturn per unit of downside risk

-0.18

Omega ratioGain probability vs. loss probability

1.06

1.08

-0.01

Calmar ratioReturn relative to maximum drawdown

0.25

0.24

+0.01

Martin ratioReturn relative to average drawdown

0.56

0.43

+0.13

AXP vs. HPQ - Sharpe Ratio Comparison

The current AXP Sharpe Ratio is 0.23, which is comparable to the HPQ Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of AXP and HPQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AXPHPQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.23

0.22

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

-0.00

+0.51

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

0.29

+0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.23

+0.06

Drawdowns

AXP vs. HPQ - Drawdown Comparison

The maximum AXP drawdown since its inception was -83.91%, roughly equal to the maximum HPQ drawdown of -85.19%. Use the drawdown chart below to compare losses from any high point for AXP and HPQ.


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Drawdown Indicators


AXPHPQDifference

Max Drawdown

Largest peak-to-trough decline

-83.91%

-85.19%

+1.28%

Max Drawdown (1Y)

Largest decline over 1 year

-23.90%

-36.62%

+12.72%

Max Drawdown (3Y)

Largest decline over 3 years

-28.76%

-51.23%

+22.47%

Max Drawdown (5Y)

Largest decline over 5 years

-31.55%

-51.23%

+19.68%

Max Drawdown (10Y)

Largest decline over 10 years

-49.64%

-51.23%

+1.59%

Current Drawdown

Current decline from peak

-18.85%

-30.34%

+11.49%

Average Drawdown

Average peak-to-trough decline

-22.05%

-30.87%

+8.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.90%

20.52%

-9.62%

Volatility

AXP vs. HPQ - Volatility Comparison

The current volatility for American Express Company (AXP) is 6.30%, while HP Inc. (HPQ) has a volatility of 23.89%. This indicates that AXP experiences smaller price fluctuations and is considered to be less risky than HPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AXPHPQDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.30%

23.89%

-17.59%

Volatility (6M)

Calculated over the trailing 6-month period

20.04%

32.20%

-12.16%

Volatility (1Y)

Calculated over the trailing 1-year period

26.30%

40.17%

-13.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.48%

35.78%

-6.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.82%

35.27%

-3.45%

Dividends

AXP vs. HPQ - Dividend Comparison

AXP's dividend yield for the trailing twelve months is around 1.10%, less than HPQ's 4.61% yield.


PositionTTM20252024202320222021202020192018201720162015
AXP
American Express Company
1.10%0.85%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%
HPQ
HP Inc.
4.61%5.24%3.42%3.53%3.77%2.21%2.94%3.20%2.83%2.56%3.40%129.70%

Financials

AXP vs. HPQ - Financials Comparison

This section allows you to compare key financial metrics between American Express Company and HP 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


10.00B12.00B14.00B16.00B18.00B20.00B22.00B20222023202420252026
20.88B
14.41B
(AXP) Total Revenue
(HPQ) Total Revenue
Values in USD except per share items

AXP vs. HPQ - Profitability Comparison

The chart below illustrates the profitability comparison between American Express Company and HP Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20222023202420252026
84.6%
20.9%
Portfolio components
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%.

HPQ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, HP Inc. reported a gross profit of 3.02B and revenue of 14.41B. Therefore, the gross margin over that period was 20.9%.

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%.

HPQ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, HP Inc. reported an operating income of 612.00M and revenue of 14.41B, resulting in an operating margin of 4.3%.

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%.

HPQ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, HP Inc. reported a net income of 450.00M and revenue of 14.41B, resulting in a net margin of 3.1%.


Frequently Asked Questions


AXP and HPQ have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HPQ has higher volatility (23.89%) compared to AXP (6.30%). In terms of maximum drawdown, AXP dropped -83.91% vs HPQ's -85.19%.

AXP currently has the higher Sharpe Ratio (0.23 vs 0.22), 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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