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GATX vs. AXP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GATX vs. AXP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GATX Corporation (GATX) and American Express Company (AXP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GATX achieves a 6.77% return, which is significantly higher than AXP's -8.12% return. Over the past 10 years, GATX has underperformed AXP with an annualized return of 17.46%, while AXP has yielded a comparatively higher 20.54% annualized return.


GATX

1D
1.46%
1M
6.34%
YTD
6.77%
6M
3.99%
1Y
19.34%
3Y*
15.55%
5Y*
17.00%
10Y*
17.46%

AXP

1D
0.02%
1M
8.43%
YTD
-8.12%
6M
-10.75%
1Y
14.41%
3Y*
27.74%
5Y*
16.69%
10Y*
20.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GATX vs. AXP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GATX
GATX Corporation
6.77%11.09%31.10%15.22%4.17%27.88%3.24%19.76%16.65%3.78%
AXP
American Express Company
-8.12%25.99%60.32%28.67%-8.52%36.88%-1.14%32.52%-2.62%36.22%

Correlation

The correlation between GATX and AXP is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.41

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

0.44

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

0.48

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

0.50

Correlation (All Time)
Calculated using the full available price history since Nov 5, 1987

0.40

The correlation between GATX and AXP has been stable across timeframes, ranging from 0.40 to 0.50 - a consistent structural relationship.

Fundamentals

Market Cap

GATX:

$6.42B

AXP:

$231.92B

EPS

GATX:

$9.50

AXP:

$16.23

PE Ratio

GATX:

18.93

AXP:

20.84

PEG Ratio

GATX:

0.78

AXP:

1.77

PS Ratio

GATX:

3.38

AXP:

2.84

PB Ratio

GATX:

2.31

AXP:

6.82

Total Revenue (TTM)

GATX:

$1.90B

AXP:

$82.41B

Gross Profit (TTM)

GATX:

$638.60M

AXP:

$68.81B

EBITDA (TTM)

GATX:

$892.00M

AXP:

$18.41B

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Return for Risk

GATX vs. AXP — Risk / Return Rank

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

GATX
GATX Risk / Return Rank: 6464
Overall Rank
GATX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
GATX Sortino Ratio Rank: 6161
Sortino Ratio Rank
GATX Omega Ratio Rank: 6161
Omega Ratio Rank
GATX Calmar Ratio Rank: 6565
Calmar Ratio Rank
GATX Martin Ratio Rank: 6565
Martin Ratio Rank

AXP
AXP Risk / Return Rank: 5656
Overall Rank
AXP Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
AXP Sortino Ratio Rank: 5353
Sortino Ratio Rank
AXP Omega Ratio Rank: 5353
Omega Ratio Rank
AXP Calmar Ratio Rank: 5656
Calmar Ratio Rank
AXP Martin Ratio Rank: 5656
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.

GATX vs. AXP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GATX Corporation (GATX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GATXAXPDifference
Sharpe ratioReturn per unit of total volatility

+0.28

Sortino ratioReturn per unit of downside risk

+0.34

Omega ratioGain probability vs. loss probability

1.16

1.12

+0.04

Calmar ratioReturn relative to maximum drawdown

1.08

0.61

+0.47

Martin ratioReturn relative to average drawdown

2.51

1.28

+1.23

GATX vs. AXP - Sharpe Ratio Comparison

The current GATX Sharpe Ratio is 0.83, which is higher than the AXP Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of GATX 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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Drawdowns

GATX vs. AXP - Drawdown Comparison

The maximum GATX drawdown since its inception was -72.08%, smaller than the maximum AXP drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for GATX and AXP.


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Drawdown Indicators


GATXAXPDifference

Max Drawdown

Largest peak-to-trough decline

-72.08%

-83.91%

+11.83%

Max Drawdown (1Y)

Largest decline over 1 year

-18.05%

-23.90%

+5.85%

Max Drawdown (3Y)

Largest decline over 3 years

-23.00%

-28.76%

+5.76%

Max Drawdown (5Y)

Largest decline over 5 years

-31.92%

-31.55%

-0.37%

Max Drawdown (10Y)

Largest decline over 10 years

-38.32%

-49.64%

+11.32%

Current Drawdown

Current decline from peak

-10.13%

-11.69%

+1.56%

Average Drawdown

Average peak-to-trough decline

-16.57%

-22.05%

+5.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.72%

11.27%

-3.55%

Volatility

GATX vs. AXP - Volatility Comparison

GATX Corporation (GATX) and American Express Company (AXP) have volatilities of 7.80% and 7.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GATXAXPDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.80%

7.45%

+0.35%

Volatility (6M)

Calculated over the trailing 6-month period

18.51%

20.12%

-1.61%

Volatility (1Y)

Calculated over the trailing 1-year period

23.53%

26.37%

-2.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.42%

29.47%

-4.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.89%

31.83%

-1.94%

Dividends

GATX vs. AXP - Dividend Comparison

GATX's dividend yield for the trailing twelve months is around 1.41%, more than AXP's 1.01% yield.


PositionTTM20252024202320222021202020192018201720162015
AXP
American Express Company
1.01%0.85%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%
GATX
GATX Corporation
1.41%1.44%1.50%1.83%1.96%1.92%2.31%2.22%2.49%2.70%2.60%3.57%

Financials

GATX vs. AXP - Financials Comparison

This section allows you to compare key financial metrics between GATX Corporation 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
583.70M
20.88B
(GATX) Total Revenue
(AXP) Total Revenue
Values in USD except per share items

GATX vs. AXP - Profitability Comparison

The chart below illustrates the profitability comparison between GATX Corporation 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

0.0%20.0%40.0%60.0%80.0%100.0%202220232024202520260
84.6%
Portfolio components
GATX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, GATX Corporation reported a gross profit of 0.00 and revenue of 583.70M. Therefore, the gross margin over that period was 0.0%.

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%.

GATX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, GATX Corporation reported an operating income of 79.50M and revenue of 583.70M, resulting in an operating margin of 13.6%.

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%.

GATX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, GATX Corporation reported a net income of 85.50M and revenue of 583.70M, resulting in a net margin of 14.7%.

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


GATX and AXP have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GATX has higher volatility (7.80%) compared to AXP (7.45%). In terms of maximum drawdown, GATX dropped -72.08% vs AXP's -83.91%.

GATX currently has the higher Sharpe Ratio (0.83 vs 0.55), 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.

Portfolio Optimizer

Find the right allocation for GATX and AXP

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