AXP vs. SMNEY

Last updated Jun 13, 2026

AXP (American Express Company) and SMNEY (Siemens Energy AG) are both stocks. AXP operates in Credit Services (Financial Services), while SMNEY operates in Specialty Industrial Machinery (Industrials). At a 0.31 correlation, their price movements are largely independent.

Performance

AXP vs. SMNEY - Performance Comparison

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

Returns By Period

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%

SMNEY

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AXP vs. SMNEY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
AXP American Express Company	-11.56%	25.99%	60.32%	28.67%	-8.52%	36.88%	0.57%
SMNEY Siemens Energy AG	25.32%	167.97%	298.17%	-29.76%	-27.66%	-31.90%	21.11%

Correlation

The correlation between AXP and SMNEY is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.13
Correlation (3Y) Calculated over the trailing 3-year period	0.25
Correlation (5Y) Calculated over the trailing 5-year period	0.33
Correlation (All Time) Calculated using the full available price history since Dec 14, 2020	0.31

The correlation between AXP and SMNEY shifts across timeframes, from 0.13 (1 year) to 0.33 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap AXP : $223.25B SMNEY : $152.45B
EPS AXP : $16.23 SMNEY : €2.16
PE Ratio AXP : 20.06 SMNEY : 81.35
PEG Ratio AXP : 1.71 SMNEY : 0.76
PS Ratio AXP : 2.73 SMNEY : 3.93
PB Ratio AXP : 6.57 SMNEY : 13.51
Total Revenue (TTM) AXP : $82.41B SMNEY : €39.81B
Gross Profit (TTM) AXP : $68.81B SMNEY : €7.27B
EBITDA (TTM) AXP : $18.41B SMNEY : €4.73B

Return for Risk

AXP vs. SMNEY — Risk / Return Rank

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

AXP

AXP Risk / Return Rank: 52
AXP Sharpe Ratio Rank: 57
AXP Sortino Ratio Rank: 49
AXP Omega Ratio Rank: 49
AXP Calmar Ratio Rank: 53
AXP Martin Ratio Rank: 53

SMNEY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. SMNEY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and Siemens Energy AG (SMNEY). 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	SMNEY	Difference
Sharpe ratio: Return per unit of total volatility	0.39	—	—
Sortino ratio: Return per unit of downside risk	0.69	—	—
Omega ratio: Gain probability vs. loss probability	1.09	—	—
Calmar ratio: Return relative to maximum drawdown	0.44	—	—
Martin ratio: Return relative to average drawdown	0.93	—	—

Drawdowns

Drawdown Indicators

	AXP	SMNEY	Difference
Max Drawdown Largest peak-to-trough decline	-83.91%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-23.90%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-28.76%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-31.55%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-49.64%	—	—
Current Drawdown Current decline from peak	-14.99%	—	—
Average Drawdown Average peak-to-trough decline	-22.05%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	11.15%	—	—

Volatility

Volatility by Period

	AXP	SMNEY	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.90%	—	—
Volatility (6M) Calculated over the trailing 6-month period	20.01%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	26.46%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.50%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.83%	—	—

Dividends

AXP vs. SMNEY - Dividend Comparison

AXP's dividend yield for the trailing twelve months is around 1.05%, while SMNEY 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%
SMNEY Siemens Energy AG	0.00%	0.00%	0.00%	0.00%	0.61%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

AXP vs. SMNEY - Profitability Comparison

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

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%.

SMNEY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported a gross profit of 2.09B and revenue of 9.68B. Therefore, the gross margin over that period was 21.6%.

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%.

SMNEY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported an operating income of 962.00M and revenue of 9.68B, resulting in an operating margin of 9.9%.

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%.

SMNEY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported a net income of 677.00M and revenue of 9.68B, resulting in a net margin of 7.0%.

Frequently Asked Questions

Can I hold both AXP and SMNEY in my portfolio?

AXP and SMNEY have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.