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DSCV.L vs. AXP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DSCV.L vs. AXP - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Discoverie Group plc (DSCV.L) and American Express Company (AXP). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

DSCV.L is traded in GBp, while AXP is traded in USD. To make them comparable, the AXP values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, DSCV.L achieves a 29.00% return, which is significantly higher than AXP's -14.73% return. Over the past 10 years, DSCV.L has underperformed AXP with an annualized return of 13.41%, while AXP has yielded a comparatively higher 19.45% annualized return.


DSCV.L

1D
-1.53%
1M
15.01%
YTD
29.00%
6M
27.76%
1Y
18.38%
3Y*
0.53%
5Y*
0.43%
10Y*
13.41%

AXP

1D
0.03%
1M
-1.66%
YTD
-14.73%
6M
-15.72%
1Y
7.92%
3Y*
20.38%
5Y*
16.25%
10Y*
19.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DSCV.L vs. AXP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DSCV.L
Discoverie Group plc
29.00%-14.39%-7.90%9.60%-27.58%53.98%18.84%60.30%0.16%68.42%
AXP
American Express Company
-14.73%17.02%63.12%22.24%2.36%38.18%-4.05%27.48%3.15%24.44%

Correlation

The correlation between DSCV.L and AXP is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

Correlation (5Y)
Calculated over the trailing 5-year period

0.15

Correlation (10Y)
Calculated over the trailing 10-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Jul 4, 2007

0.09

Fundamentals

Market Cap

DSCV.L:

£744.14M

AXP:

$213.11B

EPS

DSCV.L:

£0.55

AXP:

$16.23

PE Ratio

DSCV.L:

14.05

AXP:

19.15

PEG Ratio

DSCV.L:

0.93

AXP:

1.63

PS Ratio

DSCV.L:

0.87

AXP:

2.61

PB Ratio

DSCV.L:

2.26

AXP:

6.27

Total Revenue (TTM)

DSCV.L:

£866.20M

AXP:

$82.41B

Gross Profit (TTM)

DSCV.L:

£173.00M

AXP:

$68.81B

EBITDA (TTM)

DSCV.L:

£73.80M

AXP:

$18.41B

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Return for Risk

DSCV.L vs. AXP — Risk / Return Rank

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

DSCV.L
DSCV.L Risk / Return Rank: 4646
Overall Rank
DSCV.L Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
DSCV.L Sortino Ratio Rank: 4444
Sortino Ratio Rank
DSCV.L Omega Ratio Rank: 4343
Omega Ratio Rank
DSCV.L Calmar Ratio Rank: 4747
Calmar Ratio Rank
DSCV.L Martin Ratio Rank: 4747
Martin Ratio Rank

AXP
AXP Risk / Return Rank: 4646
Overall Rank
AXP Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
AXP Sortino Ratio Rank: 4242
Sortino Ratio Rank
AXP Omega Ratio Rank: 4343
Omega Ratio Rank
AXP Calmar Ratio Rank: 4747
Calmar Ratio Rank
AXP Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DSCV.L vs. AXP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Discoverie Group plc (DSCV.L) 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.


DSCV.LAXPDifference
Sharpe ratioReturn per unit of total volatility

-0.05

Sortino ratioReturn per unit of downside risk

-0.01

Omega ratioGain probability vs. loss probability

1.07

1.08

-0.01

Calmar ratioReturn relative to maximum drawdown

0.26

0.34

-0.08

Martin ratioReturn relative to average drawdown

0.49

0.72

-0.23

DSCV.L vs. AXP - Sharpe Ratio Comparison

The current DSCV.L Sharpe Ratio is 0.26, which is comparable to the AXP Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of DSCV.L and AXP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


DSCV.LAXPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.26

0.30

-0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.57

-0.56

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

0.62

-0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

0.36

-0.23

Drawdowns

DSCV.L vs. AXP - Drawdown Comparison

The maximum DSCV.L drawdown since its inception was -84.54%, which is greater than AXP's maximum drawdown of -76.60%. Use the drawdown chart below to compare losses from any high point for DSCV.L and AXP.


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Drawdown Indicators


DSCV.LAXPDifference

Max Drawdown

Largest peak-to-trough decline

-84.54%

-76.60%

-7.94%

Max Drawdown (1Y)

Largest decline over 1 year

-29.87%

-23.44%

-6.43%

Max Drawdown (3Y)

Largest decline over 3 years

-46.53%

-31.09%

-15.44%

Max Drawdown (5Y)

Largest decline over 5 years

-59.46%

-31.09%

-28.37%

Max Drawdown (10Y)

Largest decline over 10 years

-59.46%

-43.64%

-15.82%

Current Drawdown

Current decline from peak

-34.14%

-18.57%

-15.57%

Average Drawdown

Average peak-to-trough decline

-37.72%

-12.51%

-25.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.94%

11.04%

+4.90%

Volatility

DSCV.L vs. AXP - Volatility Comparison

Discoverie Group plc (DSCV.L) has a higher volatility of 8.19% compared to American Express Company (AXP) at 6.53%. This indicates that DSCV.L'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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Volatility by Period


DSCV.LAXPDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.19%

6.53%

+1.66%

Volatility (6M)

Calculated over the trailing 6-month period

22.58%

20.05%

+2.53%

Volatility (1Y)

Calculated over the trailing 1-year period

34.34%

26.31%

+8.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.52%

28.78%

+9.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.41%

31.53%

+6.88%

Dividends

DSCV.L vs. AXP - Dividend Comparison

DSCV.L's dividend yield for the trailing twelve months is around 1.63%, more than AXP's 1.10% yield.


PositionTTM20252024202320222021202020192018201720162015
AXP
American Express Company
1.10%0.85%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%
DSCV.L
Discoverie Group plc
1.63%2.11%1.70%1.47%1.50%1.01%0.47%1.71%2.52%2.35%3.62%2.78%

Financials

DSCV.L vs. AXP - Financials Comparison

This section allows you to compare key financial metrics between Discoverie Group plc 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B20222023202420252026
226.90M
20.88B
(DSCV.L) Total Revenue
(AXP) Total Revenue
Please note, different currencies. DSCV.L values in GBp, AXP values in USD

DSCV.L vs. AXP - Profitability Comparison

The chart below illustrates the profitability comparison between Discoverie Group plc and American Express Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
-21.4%
84.6%
Portfolio components
DSCV.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Discoverie Group plc reported a gross profit of -48.50M and revenue of 226.90M. Therefore, the gross margin over that period was -21.4%.

AXP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Express Company reported a gross profit of 17.66B and revenue of 20.88B. Therefore, the gross margin over that period was 84.6%.

DSCV.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Discoverie Group plc reported an operating income of -48.50M and revenue of 226.90M, resulting in an operating margin of -21.4%.

AXP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Express Company reported an operating income of 6.60B and revenue of 20.88B, resulting in an operating margin of 31.6%.

DSCV.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Discoverie Group plc reported a net income of 15.70M and revenue of 226.90M, resulting in a net margin of 6.9%.

AXP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Express Company reported a net income of 2.97B and revenue of 20.88B, resulting in a net margin of 14.2%.


Frequently Asked Questions


DSCV.L and AXP have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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