AXP vs. MARUY
AXP (American Express Company) and MARUY (Marubeni Corp ADR) are both stocks. AXP operates in Credit Services (Financial Services), while MARUY operates in Conglomerates (Industrials). Over the past 10 years, AXP returned 19.88%/yr vs 22.28%/yr for MARUY. At a 0.23 correlation, their price movements are largely independent.
Performance
AXP vs. MARUY - Performance Comparison
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Returns By Period
In the year-to-date period, AXP achieves a -11.56% return, which is significantly lower than MARUY's 11.82% return. Over the past 10 years, AXP has underperformed MARUY with an annualized return of 19.88%, while MARUY has yielded a comparatively higher 22.28% annualized return.
AXP
- 1D
- 2.18%
- 1M
- 5.11%
- YTD
- -11.56%
- 6M
- -14.47%
- 1Y
- 10.36%
- 3Y*
- 24.40%
- 5Y*
- 16.02%
- 10Y*
- 19.88%
MARUY
- 1D
- 0.05%
- 1M
- -15.33%
- YTD
- 11.82%
- 6M
- 5.70%
- 1Y
- 52.71%
- 3Y*
- 24.34%
- 5Y*
- 28.43%
- 10Y*
- 22.28%
AXP vs. MARUY - 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% |
MARUY Marubeni Corp ADR | 11.82% | 87.40% | -2.29% | 36.86% | 17.84% | 45.49% | -11.55% | 5.25% | 1.47% | 27.78% |
Correlation
The correlation between AXP and MARUY is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007 | 0.23 |
Fundamentals
AXP:
$223.25B
MARUY:
$50.58B
AXP:
$16.23
MARUY:
¥3.34K
AXP:
20.06
MARUY:
14.77
AXP:
1.71
MARUY:
1.39
AXP:
2.73
MARUY:
0.97
AXP:
6.57
MARUY:
1.85
AXP:
$82.41B
MARUY:
¥8.38T
AXP:
$68.81B
MARUY:
¥1.20T
AXP:
$18.41B
MARUY:
¥577.73B
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Return for Risk
AXP vs. MARUY — Risk / Return Rank
AXP
MARUY
AXP vs. MARUY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and Marubeni Corp ADR (MARUY). 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 | MARUY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.26 | ||
| Sortino ratioReturn per unit of downside risk | -1.56 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.28 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | 1.93 | -1.49 |
| Martin ratioReturn relative to average drawdown | 0.93 | 6.13 | -5.20 |
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Drawdowns
AXP vs. MARUY - Drawdown Comparison
The maximum AXP drawdown since its inception was -83.91%, which is greater than MARUY's maximum drawdown of -71.93%. Use the drawdown chart below to compare losses from any high point for AXP and MARUY.
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Drawdown Indicators
| AXP | MARUY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.91% | -71.93% | -11.98% |
Max Drawdown (1Y)Largest decline over 1 year | -23.90% | -27.50% | +3.60% |
Max Drawdown (3Y)Largest decline over 3 years | -28.76% | -27.86% | -0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -31.55% | -29.96% | -1.59% |
Max Drawdown (10Y)Largest decline over 10 years | -49.64% | -53.87% | +4.23% |
Current DrawdownCurrent decline from peak | -14.99% | -24.54% | +9.55% |
Average DrawdownAverage peak-to-trough decline | -22.05% | -27.48% | +5.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.15% | 8.63% | +2.52% |
Volatility
AXP vs. MARUY - Volatility Comparison
The current volatility for American Express Company (AXP) is 6.90%, while Marubeni Corp ADR (MARUY) has a volatility of 10.22%. This indicates that AXP experiences smaller price fluctuations and is considered to be less risky than MARUY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AXP | MARUY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 10.22% | -3.32% |
Volatility (6M)Calculated over the trailing 6-month period | 20.01% | 27.23% | -7.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.46% | 32.01% | -5.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.50% | 30.34% | -0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.83% | 28.59% | +3.24% |
Dividends
AXP vs. MARUY - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 1.05%, while MARUY has not paid dividends to shareholders.
| 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% |
MARUY Marubeni Corp ADR | 0.00% | 1.27% | 1.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.72% | 3.22% | 0.00% |
Financials
AXP vs. MARUY - Financials Comparison
This section allows you to compare key financial metrics between American Express Company and Marubeni Corp ADR. 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. MARUY - 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%.
MARUY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Marubeni Corp ADR reported a gross profit of 329.81B and revenue of 2.13T. Therefore, the gross margin over that period was 15.5%.
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%.
MARUY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Marubeni Corp ADR reported an operating income of 67.28B and revenue of 2.13T, resulting in an operating margin of 3.2%.
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%.
MARUY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Marubeni Corp ADR reported a net income of 113.61B and revenue of 2.13T, resulting in a net margin of 5.3%.
Frequently Asked Questions
AXP and MARUY have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MARUY has higher volatility (10.22%) compared to AXP (6.90%). In terms of maximum drawdown, AXP dropped -83.91% vs MARUY's -71.93%.
MARUY currently has the higher Sharpe Ratio (1.66 vs 0.39), 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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