DFS vs. AXP
Compare and contrast key facts about Discover Financial Services (DFS) and American Express Company (AXP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFS or AXP.
Correlation
The correlation between DFS and AXP is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DFS vs. AXP - Performance Comparison
Key characteristics
DFS:
1.55
AXP:
2.46
DFS:
2.55
AXP:
3.27
DFS:
1.33
AXP:
1.45
DFS:
2.43
AXP:
5.57
DFS:
11.37
AXP:
19.95
DFS:
5.15%
AXP:
2.99%
DFS:
37.81%
AXP:
24.22%
DFS:
-81.74%
AXP:
-83.91%
DFS:
-7.34%
AXP:
-4.09%
Fundamentals
DFS:
$43.66B
AXP:
$212.28B
DFS:
$12.42
AXP:
$13.60
DFS:
14.00
AXP:
22.16
DFS:
4.41
AXP:
1.91
DFS:
$23.16B
AXP:
$68.64B
DFS:
$23.16B
AXP:
$40.70B
DFS:
$4.04B
AXP:
$16.27B
Returns By Period
In the year-to-date period, DFS achieves a 53.73% return, which is significantly lower than AXP's 58.32% return. Over the past 10 years, DFS has underperformed AXP with an annualized return of 12.41%, while AXP has yielded a comparatively higher 13.78% annualized return.
DFS
53.73%
-1.47%
33.71%
60.55%
17.09%
12.41%
AXP
58.32%
2.64%
28.02%
64.18%
20.13%
13.78%
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
DFS vs. AXP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Discover Financial Services (DFS) and American Express Company (AXP). 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.
Dividends
DFS vs. AXP - Dividend Comparison
DFS's dividend yield for the trailing twelve months is around 1.65%, more than AXP's 0.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFS Discover Financial Services | 1.65% | 2.40% | 2.35% | 1.63% | 1.94% | 1.98% | 2.54% | 1.69% | 1.61% | 2.01% | 1.40% | 1.07% |
AXP American Express Company | 0.92% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% | 1.05% | 0.95% |
Drawdowns
DFS vs. AXP - Drawdown Comparison
The maximum DFS drawdown since its inception was -81.74%, roughly equal to the maximum AXP drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for DFS and AXP. For additional features, visit the drawdowns tool.
Volatility
DFS vs. AXP - Volatility Comparison
The current volatility for Discover Financial Services (DFS) is 6.28%, while American Express Company (AXP) has a volatility of 7.31%. This indicates that DFS experiences smaller price fluctuations and is considered to be less risky than AXP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
DFS vs. AXP - Financials Comparison
This section allows you to compare key financial metrics between Discover Financial Services and American Express Company. 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