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

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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Returns By Period

In the year-to-date period, IDCC achieves a -3.59% return, which is significantly higher than AXP's -8.37% return. Both investments have delivered pretty close results over the past 10 years, with IDCC having a 19.88% annualized return and AXP not far behind at 19.78%.


IDCC

1D
0.49%
1M
8.60%
6M
-6.18%
YTD
-3.59%
1Y
21.68%
3Y*
50.69%
5Y*
38.04%
10Y*
19.88%
ALL TIME*
12.24%

AXP

1D
-0.38%
1M
-4.46%
6M
-3.96%
YTD
-8.37%
1Y
15.49%
3Y*
27.08%
5Y*
15.94%
10Y*
19.78%
ALL TIME*
10.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.14B$1.09B$1.04B
$77.97M$73.83M$99.53M

IDCC vs. AXP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IDCC
InterDigital, Inc.
-3.59%66.05%81.06%123.67%-29.25%20.49%14.28%-16.11%-11.23%-15.34%
AXP
American Express Company
-8.37%25.99%60.32%28.67%-8.52%36.88%-1.14%32.52%-2.62%36.22%

Correlation

The correlation between IDCC and AXP is 0.17, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.17

Correlation (3Y)
Balances recent behavior with more history.

0.27

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.36

Correlation (10Y)
Provides a long-term view across more market conditions.

0.39

Correlation (All Time)
Calculated using the full available price history since Mar 26, 1990

0.27

The correlation between IDCC and AXP shifts across timeframes, from 0.17 (1 year) to 0.39 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

IDCC:

$7.88B

AXP:

$227.07B

EPS

IDCC:

$8.62

AXP:

$12.15

PE Ratio

IDCC:

35.36

AXP:

27.67

PEG Ratio

IDCC:

0.44

AXP:

2.36

PS Ratio

IDCC:

13.55

AXP:

2.98

PB Ratio

IDCC:

8.69

AXP:

0.74

Total Revenue (TTM)

IDCC:

$788.50M

AXP:

$77.47B

Gross Profit (TTM)

IDCC:

$674.42M

AXP:

$64.38B

EBITDA (TTM)

IDCC:

$433.16M

AXP:

$25.27B

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Return for Risk

IDCC vs. AXP — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IDCC
IDCC Risk / Return Rank: 5858
Overall Rank
IDCC Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
IDCC Sortino Ratio Rank: 5757
Sortino Ratio Rank
IDCC Omega Ratio Rank: 5757
Omega Ratio Rank
IDCC Calmar Ratio Rank: 5858
Calmar Ratio Rank
IDCC Martin Ratio Rank: 5757
Martin Ratio Rank

AXP
AXP Risk / Return Rank: 5858
Overall Rank
AXP Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
AXP Sortino Ratio Rank: 5555
Sortino Ratio Rank
AXP Omega Ratio Rank: 5656
Omega Ratio Rank
AXP Calmar Ratio Rank: 5959
Calmar Ratio Rank
AXP Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IDCC vs. AXP - Risk-Adjusted Trends 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.

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.


IDCCAXPDifference
Sharpe ratioReturn per unit of total volatility

-0.11

Sortino ratioReturn per unit of downside risk

+0.07

Omega ratioGain probability vs. loss probability

1.12

1.11

+0.01

Calmar ratioReturn relative to maximum drawdown

0.53

0.57

-0.04

Martin ratioReturn relative to average drawdown

1.02

1.18

-0.16

IDCC vs. AXP - Sharpe Ratio Comparison

The current IDCC Sharpe Ratio is 0.39, which is comparable to the AXP Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of IDCC 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

IDCC vs. AXP - Drawdown Comparison

The maximum IDCC drawdown since its inception was -93.83%, 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.


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Drawdown Indicators


IDCCAXPDifference

Max Drawdown

Largest peak-to-trough decline

-93.83%

-83.91%

-9.92%

Max Drawdown (1Y)

Largest decline over 1 year

-36.48%

-23.90%

-12.58%

Max Drawdown (3Y)

Largest decline over 3 years

-36.48%

-28.76%

-7.72%

Max Drawdown (5Y)

Largest decline over 5 years

-44.99%

-31.55%

-13.44%

Max Drawdown (10Y)

Largest decline over 10 years

-64.94%

-49.64%

-15.30%

Current Drawdown

Current decline from peak

-22.59%

-11.93%

-10.66%

Average Drawdown

Average peak-to-trough decline

-45.22%

-22.02%

-23.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.74%

11.48%

+7.26%

Volatility

IDCC vs. AXP - Volatility Comparison

InterDigital, Inc. (IDCC) has a higher volatility of 16.62% compared to American Express Company (AXP) at 8.98%. This indicates that IDCC'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


IDCCAXPDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.62%

8.98%

+7.64%

Volatility (6M)

Calculated over the trailing 6-month period

38.73%

20.63%

+18.10%

Volatility (1Y)

Calculated over the trailing 1-year period

49.19%

26.87%

+22.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.62%

29.50%

+7.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.98%

31.83%

+4.15%

Dividends

IDCC vs. AXP - Dividend Comparison

IDCC's dividend yield for the trailing twelve months is around 0.92%, less than AXP's 1.05% yield.


PositionTTM20252024202320222021202020192018201720162015
AXP
American Express Company
1.05%0.85%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%
IDCC
InterDigital, Inc.
0.92%0.74%0.85%1.34%2.83%1.95%2.31%2.57%2.11%1.64%0.99%1.63%

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


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

IDCC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, InterDigital, Inc. reported a gross profit of 260.17M and revenue of 260.17M. 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 Aug 2026, American Express Company reported a gross profit of 12.02B and revenue of 14.99B. Therefore, the gross margin over that period was 80.2%.

IDCC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, InterDigital, Inc. reported an operating income of 139.24M and revenue of 260.17M, resulting in an operating margin of 53.5%.

AXP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, American Express Company reported an operating income of 10.37B and revenue of 14.99B, resulting in an operating margin of 69.2%.

IDCC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, InterDigital, Inc. reported a net income of 116.37M and revenue of 260.17M, resulting in a net margin of 44.7%.

AXP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, American Express Company reported a net income of 4.53M and revenue of 14.99B, resulting in a net margin of 0.0%.


Frequently Asked Questions


IDCC and AXP have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IDCC has higher volatility (16.62%) compared to AXP (8.98%). In terms of maximum drawdown, IDCC dropped -93.83% vs AXP's -83.91%.

AXP currently has the higher Sharpe Ratio (0.51 vs 0.39), 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 IDCC and AXP

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