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

Correlation

The correlation between DBX and V is 0.68, 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

DBX vs. V - Performance Comparison

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

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Key characteristics

Sharpe Ratio

DBX:

0.82

V:

1.30

Sortino Ratio

DBX:

1.17

V:

1.81

Omega Ratio

DBX:

1.18

V:

1.27

Calmar Ratio

DBX:

0.51

V:

1.91

Martin Ratio

DBX:

2.56

V:

6.40

Ulcer Index

DBX:

9.99%

V:

4.48%

Daily Std Dev

DBX:

32.68%

V:

21.87%

Max Drawdown

DBX:

-62.64%

V:

-51.90%

Current Drawdown

DBX:

-30.26%

V:

-1.89%

Fundamentals

Market Cap

DBX:

$8.43B

V:

$681.69B

EPS

DBX:

$1.40

V:

$9.94

PE Ratio

DBX:

20.92

V:

35.80

PEG Ratio

DBX:

2.23

V:

2.34

PS Ratio

DBX:

3.32

V:

18.12

PB Ratio

DBX:

29.81

V:

18.35

Total Revenue (TTM)

DBX:

$1.92B

V:

$37.62B

Gross Profit (TTM)

DBX:

$1.58B

V:

$30.13B

EBITDA (TTM)

DBX:

$448.70M

V:

$25.84B

Returns By Period

In the year-to-date period, DBX achieves a -2.50% return, which is significantly lower than V's 12.79% return.


DBX

YTD

-2.50%

1M

8.16%

6M

3.98%

1Y

26.63%

5Y*

6.39%

10Y*

N/A

V

YTD

12.79%

1M

6.73%

6M

14.86%

1Y

27.70%

5Y*

15.81%

10Y*

18.59%

*Annualized

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Risk-Adjusted Performance

DBX vs. V — Risk-Adjusted Performance Rank

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

DBX
The Risk-Adjusted Performance Rank of DBX is 7474
Overall Rank
The Sharpe Ratio Rank of DBX is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of DBX is 6969
Sortino Ratio Rank
The Omega Ratio Rank of DBX is 7373
Omega Ratio Rank
The Calmar Ratio Rank of DBX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of DBX is 7676
Martin Ratio Rank

V
The Risk-Adjusted Performance Rank of V is 8888
Overall Rank
The Sharpe Ratio Rank of V is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 8383
Sortino Ratio Rank
The Omega Ratio Rank of V is 8585
Omega Ratio Rank
The Calmar Ratio Rank of V is 9292
Calmar Ratio Rank
The Martin Ratio Rank of V is 9090
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.

DBX vs. V - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dropbox, Inc. (DBX) 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 DBX Sharpe Ratio is 0.82, which is lower than the V Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of DBX 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

DBX vs. V - Dividend Comparison

DBX has not paid dividends to shareholders, while V's dividend yield for the trailing twelve months is around 0.79%.


TTM20242023202220212020201920182017201620152014
DBX
Dropbox, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
V
Visa Inc.
0.79%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%

Drawdowns

DBX vs. V - Drawdown Comparison

The maximum DBX drawdown since its inception was -62.64%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for DBX and V. For additional features, visit the drawdowns tool.


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Volatility

DBX vs. V - Volatility Comparison

Dropbox, Inc. (DBX) and Visa Inc. (V) have volatilities of 5.75% and 5.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

DBX vs. V - Financials Comparison

This section allows you to compare key financial metrics between Dropbox, Inc. 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


0.002.00B4.00B6.00B8.00B10.00B20212022202320242025
643.60M
9.59B
(DBX) Total Revenue
(V) Total Revenue
Values in USD except per share items

DBX vs. V - Profitability Comparison

The chart below illustrates the profitability comparison between Dropbox, Inc. 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

77.0%78.0%79.0%80.0%81.0%82.0%83.0%20212022202320242025
81.2%
80.4%
(DBX) Gross Margin
(V) Gross Margin
DBX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Dropbox, Inc. reported a gross profit of 522.80M and revenue of 643.60M. Therefore, the gross margin over that period was 81.2%.

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%.

DBX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Dropbox, Inc. reported an operating income of 87.90M and revenue of 643.60M, resulting in an operating margin of 13.7%.

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%.

DBX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Dropbox, Inc. reported a net income of 102.80M and revenue of 643.60M, resulting in a net margin of 16.0%.

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%.