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.
Performance
DFS vs. AXP - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with DFS having a 56.68% return and AXP slightly lower at 54.24%. Over the past 10 years, DFS has underperformed AXP with an annualized return of 12.87%, while AXP has yielded a comparatively higher 13.89% annualized return.
DFS
56.68%
16.51%
40.53%
105.53%
18.62%
12.87%
AXP
54.24%
3.16%
18.51%
77.76%
20.79%
13.89%
Fundamentals
| DFS | AXP | |
|---|---|---|
| Market Cap | $44.21B | $202.08B |
| EPS | $12.41 | $13.60 |
| PE Ratio | 13.96 | 21.00 |
| PEG Ratio | 4.47 | 1.82 |
| Total Revenue (TTM) | $23.16B | $68.64B |
| Gross Profit (TTM) | $23.16B | $40.70B |
| EBITDA (TTM) | $4.04B | $16.27B |
Key characteristics
| DFS | AXP | |
|---|---|---|
| Sharpe Ratio | 2.89 | 3.42 |
| Sortino Ratio | 4.00 | 4.31 |
| Omega Ratio | 1.54 | 1.59 |
| Calmar Ratio | 3.34 | 5.07 |
| Martin Ratio | 22.03 | 27.54 |
| Ulcer Index | 5.03% | 2.97% |
| Daily Std Dev | 38.37% | 23.86% |
| Max Drawdown | -81.74% | -83.91% |
| Current Drawdown | -5.11% | -3.26% |
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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.
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 1.62%, more than AXP's 0.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFS Discover Financial Services | 1.62% | 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 | 0.95% | 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
Discover Financial Services (DFS) has a higher volatility of 21.25% compared to American Express Company (AXP) at 9.10%. This indicates that DFS's price experiences larger fluctuations and is considered to be riskier 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