DBX vs. V
DBX (Dropbox, Inc.) and V (Visa Inc.) are both stocks. DBX operates in Software - Infrastructure (Technology), while V operates in Credit Services (Financial Services). Over the past 5 years, DBX returned -0.65%/yr vs 7.10%/yr for V. At a 0.36 correlation, their price movements are largely independent.
Performance
DBX vs. V - Performance Comparison
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Returns By Period
In the year-to-date period, DBX achieves a -0.76% return, which is significantly higher than V's -10.55% return.
DBX
- 1D
- -2.02%
- 1M
- 10.01%
- YTD
- -0.76%
- 6M
- -7.85%
- 1Y
- -6.57%
- 3Y*
- 5.23%
- 5Y*
- -0.65%
- 10Y*
- —
V
- 1D
- -1.55%
- 1M
- -4.22%
- YTD
- -10.55%
- 6M
- -4.83%
- 1Y
- -13.94%
- 3Y*
- 11.79%
- 5Y*
- 7.10%
- 10Y*
- 15.41%
DBX vs. V - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DBX Dropbox, Inc. | -0.76% | -7.46% | 1.90% | 31.72% | -8.80% | 10.59% | 23.90% | -12.33% | -28.27% |
V Visa Inc. | -10.55% | 11.76% | 22.32% | 26.31% | -3.40% | -0.31% | 17.12% | 43.33% | 13.32% |
Correlation
The correlation between DBX and V is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2018 | 0.36 |
The correlation between DBX and V shifts across timeframes, from 0.27 (3 years) to 0.38 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
DBX:
$1.83
V:
$15.24
DBX:
15.07
V:
20.50
DBX:
0.59
V:
1.26
DBX:
2.82
V:
10.59
DBX:
$2.53B
V:
$43.03B
DBX:
$2.01B
V:
$16.94B
DBX:
$819.80M
V:
$27.63B
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Return for Risk
DBX vs. V — Risk / Return Rank
DBX
V
DBX vs. V - Risk-Adjusted Trends 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.
| DBX | V | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.44 | ||
| Sortino ratioReturn per unit of downside risk | +0.74 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 0.90 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | -0.21 | -0.69 | +0.48 |
| Martin ratioReturn relative to average drawdown | -0.43 | -1.28 | +0.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DBX | V | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | -0.63 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.31 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.01 | 0.68 | -0.69 |
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.
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Drawdown Indicators
| DBX | V | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.64% | -51.90% | -10.74% |
Max Drawdown (1Y)Largest decline over 1 year | -31.43% | -20.38% | -11.05% |
Max Drawdown (3Y)Largest decline over 3 years | -37.39% | -20.38% | -17.01% |
Max Drawdown (5Y)Largest decline over 5 years | -41.52% | -28.60% | -12.92% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.36% | — |
Current DrawdownCurrent decline from peak | -34.31% | -15.66% | -18.65% |
Average DrawdownAverage peak-to-trough decline | -40.52% | -8.26% | -32.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.23% | 10.94% | +4.29% |
Volatility
DBX vs. V - Volatility Comparison
Dropbox, Inc. (DBX) has a higher volatility of 20.61% compared to Visa Inc. (V) at 5.20%. This indicates that DBX'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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Volatility by Period
| DBX | V | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.61% | 5.20% | +15.41% |
Volatility (6M)Calculated over the trailing 6-month period | 27.70% | 17.26% | +10.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.80% | 22.11% | +11.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.29% | 22.77% | +10.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.92% | 24.45% | +14.47% |
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 0.83%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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. | 0.83% | 0.70% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% |
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.
Total Revenue: Total amount of money received from sales and other business activities
DBX vs. V - Profitability Comparison
DBX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dropbox, Inc. reported a gross profit of 501.40M and revenue of 629.50M. Therefore, the gross margin over that period was 79.7%.
V - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported a gross profit of -8.90B and revenue of 11.23B. Therefore, the gross margin over that period was -79.3%.
DBX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dropbox, Inc. reported an operating income of 172.80M and revenue of 629.50M, resulting in an operating margin of 27.5%.
V - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported an operating income of 7.23B and revenue of 11.23B, resulting in an operating margin of 64.4%.
DBX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dropbox, Inc. reported a net income of 114.50M and revenue of 629.50M, resulting in a net margin of 18.2%.
V - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported a net income of 6.02B and revenue of 11.23B, resulting in a net margin of 53.6%.
Frequently Asked Questions
DBX and V have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DBX has higher volatility (20.61%) compared to V (5.20%). In terms of maximum drawdown, DBX dropped -62.64% vs V's -51.90%.
DBX currently has the higher Sharpe Ratio (-0.20 vs -0.63), 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.
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