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

Correlation

The correlation between AXP and V is 0.65, 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.


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.

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Key characteristics

Sharpe Ratio

AXP:

0.79

V:

1.38

Sortino Ratio

AXP:

1.34

V:

1.92

Omega Ratio

AXP:

1.19

V:

1.29

Calmar Ratio

AXP:

0.94

V:

2.06

Martin Ratio

AXP:

2.98

V:

6.88

Ulcer Index

AXP:

9.04%

V:

4.48%

Daily Std Dev

AXP:

32.09%

V:

21.90%

Max Drawdown

AXP:

-83.91%

V:

-51.90%

Current Drawdown

AXP:

-7.77%

V:

0.00%

Fundamentals

Market Cap

AXP:

$211.79B

V:

$682.25B

EPS

AXP:

$14.22

V:

$9.95

PE Ratio

AXP:

21.10

V:

35.83

PEG Ratio

AXP:

2.15

V:

2.34

PS Ratio

AXP:

3.41

V:

18.13

PB Ratio

AXP:

6.79

V:

18.38

Total Revenue (TTM)

AXP:

$75.33B

V:

$37.62B

Gross Profit (TTM)

AXP:

$62.05B

V:

$30.13B

EBITDA (TTM)

AXP:

$14.80B

V:

$25.84B

Returns By Period

In the year-to-date period, AXP achieves a 1.50% return, which is significantly lower than V's 15.02% return. Over the past 10 years, AXP has underperformed V with an annualized return of 15.81%, while V has yielded a comparatively higher 18.74% annualized return.


AXP

YTD

1.50%

1M

16.17%

6M

4.49%

1Y

25.34%

5Y*

31.33%

10Y*

15.81%

V

YTD

15.02%

1M

8.07%

6M

17.93%

1Y

29.88%

5Y*

15.45%

10Y*

18.74%

*Annualized

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Risk-Adjusted Performance

AXP vs. V — Risk-Adjusted Performance Rank

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

AXP
The Risk-Adjusted Performance Rank of AXP is 7878
Overall Rank
The Sharpe Ratio Rank of AXP is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of AXP is 7474
Sortino Ratio Rank
The Omega Ratio Rank of AXP is 7575
Omega Ratio Rank
The Calmar Ratio Rank of AXP is 8383
Calmar Ratio Rank
The Martin Ratio Rank of AXP is 7979
Martin Ratio Rank

V
The Risk-Adjusted Performance Rank of V is 8989
Overall Rank
The Sharpe Ratio Rank of V is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 8585
Sortino Ratio Rank
The Omega Ratio Rank of V is 8787
Omega Ratio Rank
The Calmar Ratio Rank of V is 9393
Calmar Ratio Rank
The Martin Ratio Rank of V is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current AXP Sharpe Ratio is 0.79, which is lower than the V Sharpe Ratio of 1.38. 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.


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Dividends

AXP vs. V - Dividend Comparison

AXP's dividend yield for the trailing twelve months is around 0.97%, more than V's 0.78% yield.


TTM20242023202220212020201920182017201620152014
AXP
American Express Company
0.97%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%1.05%
V
Visa Inc.
0.78%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%

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.


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Volatility

AXP vs. V - Volatility Comparison

American Express Company (AXP) has a higher volatility of 9.43% compared to Visa Inc. (V) at 5.75%. 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.


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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


5.00B10.00B15.00B20.00B20212022202320242025
18.93B
9.59B
(AXP) Total Revenue
(V) Total Revenue
Values in USD except per share items

AXP vs. V - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
83.5%
80.4%
(AXP) Gross Margin
(V) Gross Margin
AXP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American Express Company reported a gross profit of 15.82B and revenue of 18.93B. Therefore, the gross margin over that period was 83.5%.

V - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Visa Inc. reported a gross profit of 7.71B and revenue of 9.59B. Therefore, the gross margin over that period was 80.4%.

AXP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American Express Company reported an operating income of 3.33B and revenue of 18.93B, resulting in an operating margin of 17.6%.

V - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Visa Inc. reported an operating income of 5.44B and revenue of 9.59B, resulting in an operating margin of 56.7%.

AXP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American Express Company reported a net income of 2.58B and revenue of 18.93B, resulting in a net margin of 13.7%.

V - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Visa Inc. reported a net income of 4.58B and revenue of 9.59B, resulting in a net margin of 47.7%.