Correlation
The correlation between AXP and MA is 0.64, 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.
AXP vs. MA
Compare and contrast key facts about American Express Company (AXP) and Mastercard Inc (MA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AXP or MA.
Performance
AXP vs. MA - Performance Comparison
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Key characteristics
AXP:
0.79
MA:
1.58
AXP:
1.27
MA:
2.07
AXP:
1.18
MA:
1.30
AXP:
0.88
MA:
1.93
AXP:
2.76
MA:
8.31
AXP:
9.19%
MA:
3.89%
AXP:
32.34%
MA:
21.25%
AXP:
-83.91%
MA:
-62.67%
AXP:
-9.47%
MA:
-0.14%
Fundamentals
AXP:
$206.01B
MA:
$531.77B
AXP:
$14.32
MA:
$14.29
AXP:
20.53
MA:
40.98
AXP:
2.09
MA:
2.35
AXP:
3.32
MA:
18.29
AXP:
6.60
MA:
79.71
AXP:
$75.33B
MA:
$29.07B
AXP:
$62.05B
MA:
$22.22B
AXP:
$14.80B
MA:
$17.36B
Returns By Period
In the year-to-date period, AXP achieves a -0.36% return, which is significantly lower than MA's 11.55% return. Over the past 10 years, AXP has underperformed MA with an annualized return of 15.58%, while MA has yielded a comparatively higher 20.91% annualized return.
AXP
-0.36%
6.21%
-2.94%
23.91%
21.93%
26.99%
15.58%
MA
11.55%
4.69%
10.22%
31.76%
18.55%
14.89%
20.91%
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Risk-Adjusted Performance
AXP vs. MA — Risk-Adjusted Performance Rank
AXP
MA
AXP vs. MA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and Mastercard Inc (MA). 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. MA - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 0.99%, more than MA's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 0.99% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% | 1.05% |
MA Mastercard Inc | 0.48% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% |
Drawdowns
AXP vs. MA - Drawdown Comparison
The maximum AXP drawdown since its inception was -83.91%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for AXP and MA.
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Volatility
AXP vs. MA - Volatility Comparison
American Express Company (AXP) has a higher volatility of 8.15% compared to Mastercard Inc (MA) at 4.93%. This indicates that AXP's price experiences larger fluctuations and is considered to be riskier than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
AXP vs. MA - Financials Comparison
This section allows you to compare key financial metrics between American Express Company and Mastercard 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. MA - Profitability Comparison
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Mastercard Inc reported a gross profit of 5.56B and revenue of 7.25B. Therefore, the gross margin over that period was 76.7%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, American Express Company reported an operating income of 3.33B and revenue of 18.93B, resulting in an operating margin of 17.6%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Mastercard Inc reported an operating income of 4.15B and revenue of 7.25B, resulting in an operating margin of 57.2%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, American Express Company reported a net income of 2.58B and revenue of 18.93B, resulting in a net margin of 13.7%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Mastercard Inc reported a net income of 3.28B and revenue of 7.25B, resulting in a net margin of 45.2%.