AXP vs. OXY
AXP (American Express Company) and OXY (Occidental Petroleum Corporation) are both stocks. AXP operates in Credit Services (Financial Services), while OXY operates in Oil & Gas E&P (Energy). Over the past 10 years, AXP returned 20.54%/yr vs -0.92%/yr for OXY. At a 0.29 correlation, their price movements are largely independent.
Performance
AXP vs. OXY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AXP achieves a -8.12% return, which is significantly lower than OXY's 27.65% return. Over the past 10 years, AXP has outperformed OXY with an annualized return of 20.54%, while OXY has yielded a comparatively lower -0.92% annualized return.
AXP
- 1D
- 0.02%
- 1M
- 8.43%
- YTD
- -8.12%
- 6M
- -10.75%
- 1Y
- 14.41%
- 3Y*
- 27.74%
- 5Y*
- 16.69%
- 10Y*
- 20.54%
OXY
- 1D
- 0.35%
- 1M
- -11.17%
- YTD
- 27.65%
- 6M
- 30.34%
- 1Y
- 16.32%
- 3Y*
- -0.74%
- 5Y*
- 12.45%
- 10Y*
- -0.92%
AXP vs. OXY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | -8.12% | 25.99% | 60.32% | 28.67% | -8.52% | 36.88% | -1.14% | 32.52% | -2.62% | 36.22% |
OXY Occidental Petroleum Corporation | 27.65% | -14.95% | -15.91% | -4.08% | 119.10% | 67.71% | -56.63% | -28.28% | -13.05% | 8.49% |
Correlation
The correlation between AXP and OXY is 0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1981 | 0.29 |
Over the past year, the correlation between AXP and OXY has dropped to 0.00 - well below their long-term average of 0.29, suggesting their price drivers have been diverging.
Fundamentals
AXP:
$16.23
OXY:
$6.02
AXP:
20.84
OXY:
8.64
AXP:
1.77
OXY:
0.06
AXP:
2.84
OXY:
1.69
AXP:
$82.41B
OXY:
$23.18B
AXP:
$68.81B
OXY:
$5.46B
AXP:
$18.41B
OXY:
$14.13B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AXP vs. OXY — Risk / Return Rank
AXP
OXY
AXP vs. OXY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and Occidental Petroleum Corporation (OXY). 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 | OXY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.11 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.61 | 0.77 | -0.16 |
| Martin ratioReturn relative to average drawdown | 1.28 | 1.63 | -0.34 |
Loading charts...
Drawdowns
AXP vs. OXY - Drawdown Comparison
The maximum AXP drawdown since its inception was -83.91%, smaller than the maximum OXY drawdown of -88.45%. Use the drawdown chart below to compare losses from any high point for AXP and OXY.
Loading charts...
Drawdown Indicators
| AXP | OXY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.91% | -88.45% | +4.54% |
Max Drawdown (1Y)Largest decline over 1 year | -23.90% | -21.41% | -2.49% |
Max Drawdown (3Y)Largest decline over 3 years | -28.76% | -46.94% | +18.18% |
Max Drawdown (5Y)Largest decline over 5 years | -31.55% | -50.77% | +19.22% |
Max Drawdown (10Y)Largest decline over 10 years | -49.64% | -88.39% | +38.75% |
Current DrawdownCurrent decline from peak | -11.69% | -27.49% | +15.80% |
Average DrawdownAverage peak-to-trough decline | -22.05% | -20.15% | -1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.27% | 10.12% | +1.15% |
Volatility
AXP vs. OXY - Volatility Comparison
The current volatility for American Express Company (AXP) is 7.45%, while Occidental Petroleum Corporation (OXY) has a volatility of 8.62%. This indicates that AXP experiences smaller price fluctuations and is considered to be less risky than OXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AXP | OXY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.45% | 8.62% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 20.12% | 27.33% | -7.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.37% | 34.73% | -8.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.47% | 39.36% | -9.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.83% | 48.81% | -16.98% |
Dividends
AXP vs. OXY - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 1.01%, less than OXY's 1.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.01% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
OXY Occidental Petroleum Corporation | 1.92% | 2.33% | 1.78% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.39% |
Financials
AXP vs. OXY - Financials Comparison
This section allows you to compare key financial metrics between American Express Company and Occidental Petroleum Corporation. 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. OXY - 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%.
OXY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Occidental Petroleum Corporation reported a gross profit of 0.00 and revenue of 5.23B. Therefore, the gross margin over that period was 0.0%.
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%.
OXY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Occidental Petroleum Corporation reported an operating income of 236.00M and revenue of 5.23B, resulting in an operating margin of 4.5%.
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%.
OXY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Occidental Petroleum Corporation reported a net income of 3.18B and revenue of 5.23B, resulting in a net margin of 60.7%.
Frequently Asked Questions
AXP and OXY have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OXY has higher volatility (8.62%) compared to AXP (7.45%). In terms of maximum drawdown, AXP dropped -83.91% vs OXY's -88.45%.
AXP currently has the higher Sharpe Ratio (0.55 vs 0.47), 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.
Find the right allocation for AXP and OXY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer