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 0.65, 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
DFS vs. AXP - Performance Comparison
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Key characteristics
DFS:
1.37
AXP:
0.79
DFS:
2.26
AXP:
1.34
DFS:
1.29
AXP:
1.19
DFS:
2.35
AXP:
0.94
DFS:
7.41
AXP:
2.98
DFS:
8.70%
AXP:
9.04%
DFS:
45.10%
AXP:
32.09%
DFS:
-81.74%
AXP:
-83.91%
DFS:
-1.76%
AXP:
-7.77%
Fundamentals
DFS:
$50.36B
AXP:
$211.79B
DFS:
$18.71
AXP:
$14.22
DFS:
10.70
AXP:
21.10
DFS:
3.69
AXP:
2.15
DFS:
3.77
AXP:
3.41
DFS:
2.87
AXP:
6.79
DFS:
$20.00B
AXP:
$75.33B
DFS:
$17.55B
AXP:
$62.05B
DFS:
$7.84B
AXP:
$14.80B
Returns By Period
In the year-to-date period, DFS achieves a 16.13% return, which is significantly higher than AXP's 1.50% return. Both investments have delivered pretty close results over the past 10 years, with DFS having a 15.35% annualized return and AXP not far ahead at 15.81%.
DFS
16.13%
25.19%
16.20%
61.13%
42.88%
15.35%
AXP
1.50%
16.17%
4.49%
25.34%
31.33%
15.81%
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Risk-Adjusted Performance
DFS vs. AXP — Risk-Adjusted Performance Rank
DFS
AXP
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.
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Dividends
DFS vs. AXP - Dividend Comparison
DFS's dividend yield for the trailing twelve months is around 1.40%, more than AXP's 0.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFS Discover Financial Services | 1.40% | 1.62% | 2.40% | 2.35% | 1.63% | 1.94% | 1.98% | 2.54% | 1.69% | 1.61% | 2.01% | 1.40% |
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% |
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.
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Volatility
DFS vs. AXP - Volatility Comparison
Discover Financial Services (DFS) has a higher volatility of 11.35% compared to American Express Company (AXP) at 9.43%. 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.
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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
DFS vs. AXP - Profitability Comparison
DFS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Discover Financial Services reported a gross profit of 4.25B and revenue of 5.49B. Therefore, the gross margin over that period was 77.4%.
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%.
DFS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Discover Financial Services reported an operating income of 2.69B and revenue of 5.49B, resulting in an operating margin of 48.9%.
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%.
DFS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Discover Financial Services reported a net income of 1.10B and revenue of 5.49B, resulting in a net margin of 20.1%.
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%.