AXP vs. MRK
Compare and contrast key facts about American Express Company (AXP) and Merck & Co., Inc. (MRK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AXP or MRK.
Key characteristics
| AXP | MRK | |
|---|---|---|
| YTD Return | 28.36% | 17.12% |
| 1Y Return | 50.88% | 12.43% |
| 3Y Return (Ann) | 19.91% | 23.33% |
| 5Y Return (Ann) | 17.25% | 15.24% |
| 10Y Return (Ann) | 12.29% | 12.21% |
| Sharpe Ratio | 2.10 | 0.75 |
| Daily Std Dev | 22.87% | 17.40% |
| Max Drawdown | -83.91% | -68.63% |
| Current Drawdown | 0.00% | -3.84% |
Fundamentals
| AXP | MRK | |
|---|---|---|
| Market Cap | $166.19B | $318.60B |
| EPS | $11.20 | $0.14 |
| PE Ratio | 20.63 | 898.43 |
| PEG Ratio | 2.25 | 0.10 |
| Revenue (TTM) | $55.59B | $60.12B |
| Gross Profit (TTM) | $28.78B | $42.08B |
Correlation
The correlation between AXP and MRK is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AXP vs. MRK - Performance Comparison
In the year-to-date period, AXP achieves a 28.36% return, which is significantly higher than MRK's 17.12% return. Both investments have delivered pretty close results over the past 10 years, with AXP having a 12.29% annualized return and MRK not far behind at 12.21%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AXP vs. MRK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and Merck & Co., Inc. (MRK). 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.
Dividends
AXP vs. MRK - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 1.05%, less than MRK's 2.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.05% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% | 1.05% | 0.95% |
MRK Merck & Co., Inc. | 2.36% | 2.72% | 2.52% | 3.41% | 3.03% | 2.48% | 2.60% | 3.36% | 3.14% | 3.42% | 3.11% | 3.45% |
Drawdowns
AXP vs. MRK - Drawdown Comparison
The maximum AXP drawdown since its inception was -83.91%, which is greater than MRK's maximum drawdown of -68.63%. Use the drawdown chart below to compare losses from any high point for AXP and MRK. For additional features, visit the drawdowns tool.
Volatility
AXP vs. MRK - Volatility Comparison
American Express Company (AXP) has a higher volatility of 7.99% compared to Merck & Co., Inc. (MRK) at 5.82%. This indicates that AXP's price experiences larger fluctuations and is considered to be riskier than MRK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AXP vs. MRK - Financials Comparison
This section allows you to compare key financial metrics between American Express Company and Merck & Co., 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