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IDCC vs. AXP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between IDCC and AXP is 0.41, 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

IDCC vs. AXP - Performance Comparison

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

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Key characteristics

Sharpe Ratio

IDCC:

2.95

AXP:

0.77

Sortino Ratio

IDCC:

4.28

AXP:

1.27

Omega Ratio

IDCC:

1.57

AXP:

1.18

Calmar Ratio

IDCC:

5.51

AXP:

0.88

Martin Ratio

IDCC:

18.18

AXP:

2.78

Ulcer Index

IDCC:

5.61%

AXP:

9.07%

Daily Std Dev

IDCC:

34.60%

AXP:

32.16%

Max Drawdown

IDCC:

-94.15%

AXP:

-83.91%

Current Drawdown

IDCC:

-3.40%

AXP:

-7.85%

Fundamentals

Market Cap

IDCC:

$5.67B

AXP:

$209.98B

EPS

IDCC:

$12.64

AXP:

$14.33

PE Ratio

IDCC:

17.30

AXP:

20.92

PEG Ratio

IDCC:

1.27

AXP:

2.13

PS Ratio

IDCC:

6.96

AXP:

3.38

PB Ratio

IDCC:

6.05

AXP:

6.73

Total Revenue (TTM)

IDCC:

$815.48M

AXP:

$75.33B

Gross Profit (TTM)

IDCC:

$742.83M

AXP:

$62.05B

EBITDA (TTM)

IDCC:

$546.36M

AXP:

$14.80B

Returns By Period

In the year-to-date period, IDCC achieves a 12.83% return, which is significantly higher than AXP's 1.42% return. Over the past 10 years, IDCC has outperformed AXP with an annualized return of 16.44%, while AXP has yielded a comparatively lower 15.60% annualized return.


IDCC

YTD

12.83%

1M

14.84%

6M

19.25%

1Y

101.07%

3Y*

56.24%

5Y*

33.69%

10Y*

16.44%

AXP

YTD

1.42%

1M

19.10%

6M

5.41%

1Y

24.65%

3Y*

26.67%

5Y*

28.63%

10Y*

15.60%

*Annualized

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InterDigital, Inc.

American Express Company

Risk-Adjusted Performance

IDCC vs. AXP — Risk-Adjusted Performance Rank

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

IDCC
The Risk-Adjusted Performance Rank of IDCC is 9898
Overall Rank
The Sharpe Ratio Rank of IDCC is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of IDCC is 9898
Sortino Ratio Rank
The Omega Ratio Rank of IDCC is 9797
Omega Ratio Rank
The Calmar Ratio Rank of IDCC is 9999
Calmar Ratio Rank
The Martin Ratio Rank of IDCC is 9898
Martin Ratio Rank

AXP
The Risk-Adjusted Performance Rank of AXP is 7676
Overall Rank
The Sharpe Ratio Rank of AXP is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of AXP is 7272
Sortino Ratio Rank
The Omega Ratio Rank of AXP is 7373
Omega Ratio Rank
The Calmar Ratio Rank of AXP is 8181
Calmar Ratio Rank
The Martin Ratio Rank of AXP is 7777
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IDCC vs. AXP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for InterDigital, Inc. (IDCC) 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.


The current IDCC Sharpe Ratio is 2.95, which is higher than the AXP Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of IDCC and AXP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

IDCC vs. AXP - Dividend Comparison

IDCC's dividend yield for the trailing twelve months is around 0.87%, less than AXP's 0.98% yield.


TTM20242023202220212020201920182017201620152014
IDCC
InterDigital, Inc.
0.87%0.85%1.34%2.83%1.95%2.31%2.57%2.11%1.64%0.99%1.63%1.13%
AXP
American Express Company
0.98%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%1.05%

Drawdowns

IDCC vs. AXP - Drawdown Comparison

The maximum IDCC drawdown since its inception was -94.15%, which is greater than AXP's maximum drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for IDCC and AXP. For additional features, visit the drawdowns tool.


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Volatility

IDCC vs. AXP - Volatility Comparison

The current volatility for InterDigital, Inc. (IDCC) is 8.06%, while American Express Company (AXP) has a volatility of 8.98%. This indicates that IDCC 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.


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Financials

IDCC vs. AXP - Financials Comparison

This section allows you to compare key financial metrics between InterDigital, Inc. 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


0.005.00B10.00B15.00B20.00B20212022202320242025
210.51M
18.93B
(IDCC) Total Revenue
(AXP) Total Revenue
Values in USD except per share items

IDCC vs. AXP - Profitability Comparison

The chart below illustrates the profitability comparison between InterDigital, Inc. 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%20212022202320242025
100.0%
83.5%
(IDCC) Gross Margin
(AXP) Gross Margin
IDCC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, InterDigital, Inc. reported a gross profit of 210.51M and revenue of 210.51M. Therefore, the gross margin over that period was 100.0%.

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%.

IDCC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, InterDigital, Inc. reported an operating income of 131.83M and revenue of 210.51M, resulting in an operating margin of 62.6%.

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%.

IDCC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, InterDigital, Inc. reported a net income of 115.60M and revenue of 210.51M, resulting in a net margin of 54.9%.

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%.