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AXP vs. V
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AXP and V is 0.56, 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.


-0.50.00.51.00.6

Performance

AXP vs. V - Performance Comparison

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

500.00%1,000.00%1,500.00%2,000.00%2,500.00%JulyAugustSeptemberOctoberNovemberDecember
827.75%
2,430.51%
AXP
V

Key characteristics

Sharpe Ratio

AXP:

2.79

V:

1.46

Sortino Ratio

AXP:

3.63

V:

1.96

Omega Ratio

AXP:

1.50

V:

1.28

Calmar Ratio

AXP:

6.28

V:

1.97

Martin Ratio

AXP:

22.48

V:

5.00

Ulcer Index

AXP:

2.99%

V:

4.90%

Daily Std Dev

AXP:

24.09%

V:

16.83%

Max Drawdown

AXP:

-83.91%

V:

-51.90%

Current Drawdown

AXP:

-2.26%

V:

-0.19%

Fundamentals

Market Cap

AXP:

$212.28B

V:

$616.38B

EPS

AXP:

$13.60

V:

$9.74

PE Ratio

AXP:

22.16

V:

32.68

PEG Ratio

AXP:

1.91

V:

2.09

Total Revenue (TTM)

AXP:

$68.64B

V:

$35.93B

Gross Profit (TTM)

AXP:

$40.70B

V:

$28.64B

EBITDA (TTM)

AXP:

$16.27B

V:

$25.81B

Returns By Period

In the year-to-date period, AXP achieves a 61.32% return, which is significantly higher than V's 22.97% return. Over the past 10 years, AXP has underperformed V with an annualized return of 13.97%, while V has yielded a comparatively higher 17.72% annualized return.


AXP

YTD

61.32%

1M

3.80%

6M

30.36%

1Y

63.55%

5Y*

20.56%

10Y*

13.97%

V

YTD

22.97%

1M

2.52%

6M

15.89%

1Y

23.88%

5Y*

11.99%

10Y*

17.72%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

AXP vs. V - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and Visa Inc. (V). 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.


Sharpe ratio
The chart of Sharpe ratio for AXP, currently valued at 2.79, compared to the broader market-4.00-2.000.002.002.791.46
The chart of Sortino ratio for AXP, currently valued at 3.63, compared to the broader market-4.00-2.000.002.004.003.631.96
The chart of Omega ratio for AXP, currently valued at 1.50, compared to the broader market0.501.001.502.001.501.28
The chart of Calmar ratio for AXP, currently valued at 6.28, compared to the broader market0.002.004.006.006.281.97
The chart of Martin ratio for AXP, currently valued at 22.48, compared to the broader market-5.000.005.0010.0015.0020.0025.0022.485.00
AXP
V

The current AXP Sharpe Ratio is 2.79, which is higher than the V Sharpe Ratio of 1.46. The chart below compares the historical Sharpe Ratios of AXP and V, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
2.79
1.46
AXP
V

Dividends

AXP vs. V - Dividend Comparison

AXP's dividend yield for the trailing twelve months is around 0.90%, more than V's 0.68% yield.


TTM20232022202120202019201820172016201520142013
AXP
American Express Company
0.90%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%1.05%0.95%
V
Visa Inc.
0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%0.62%

Drawdowns

AXP vs. V - Drawdown Comparison

The maximum AXP drawdown since its inception was -83.91%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for AXP and V. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.26%
-0.19%
AXP
V

Volatility

AXP vs. V - Volatility Comparison

American Express Company (AXP) has a higher volatility of 7.50% compared to Visa Inc. (V) at 4.54%. This indicates that AXP's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
7.50%
4.54%
AXP
V

Financials

AXP vs. V - Financials Comparison

This section allows you to compare key financial metrics between American Express Company and Visa 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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