LILA vs. AXP
LILA (Liberty Latin America Ltd.) and AXP (American Express Company) are both stocks. LILA operates in Telecom Services (Communication Services), while AXP operates in Credit Services (Financial Services). Over the past 10 years, LILA returned -13.12%/yr vs 18.10%/yr for AXP. At a 0.38 correlation, their price movements are largely independent.
Performance
LILA vs. AXP - Performance Comparison
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Returns By Period
In the year-to-date period, LILA achieves a 15.81% return, which is significantly higher than AXP's -18.32% return. Over the past 10 years, LILA has underperformed AXP with an annualized return of -13.12%, while AXP has yielded a comparatively higher 18.10% annualized return.
LILA
- 1D
- -1.89%
- 1M
- 8.47%
- YTD
- 15.81%
- 6M
- -1.41%
- 1Y
- 69.13%
- 3Y*
- 3.54%
- 5Y*
- -9.95%
- 10Y*
- -13.12%
AXP
- 1D
- -3.34%
- 1M
- -5.84%
- YTD
- -18.32%
- 6M
- -17.91%
- 1Y
- 2.13%
- 3Y*
- 22.71%
- 5Y*
- 14.12%
- 10Y*
- 18.10%
LILA vs. AXP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LILA Liberty Latin America Ltd. | 15.81% | 16.19% | -13.00% | -2.92% | -35.42% | 4.76% | -38.81% | 33.29% | -28.14% | -8.24% |
AXP American Express Company | -18.32% | 25.99% | 60.32% | 28.67% | -8.52% | 36.88% | -1.14% | 32.52% | -2.62% | 36.22% |
Correlation
The correlation between LILA and AXP is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jul 6, 2015 | 0.38 |
The correlation between LILA and AXP shifts across timeframes, from 0.27 (1 year) to 0.39 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
LILA:
-$3.32
AXP:
$16.23
LILA:
0.26
AXP:
2.52
LILA:
$4.44B
AXP:
$82.41B
LILA:
$2.25B
AXP:
$68.81B
LILA:
$650.40M
AXP:
$18.41B
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Return for Risk
LILA vs. AXP — Risk / Return Rank
LILA
AXP
LILA vs. AXP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty Latin America Ltd. (LILA) 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.
| LILA | AXP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.71 | ||
| Sortino ratioReturn per unit of downside risk | +2.22 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.04 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 3.04 | 0.09 | +2.95 |
| Martin ratioReturn relative to average drawdown | 8.01 | 0.20 | +7.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LILA | AXP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.79 | 0.08 | +1.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.48 | -0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.29 | 0.57 | -0.86 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.32 | 0.28 | -0.60 |
Drawdowns
LILA vs. AXP - Drawdown Comparison
The maximum LILA drawdown since its inception was -90.45%, which is greater than AXP's maximum drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for LILA and AXP.
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Drawdown Indicators
| LILA | AXP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.45% | -83.91% | -6.54% |
Max Drawdown (1Y)Largest decline over 1 year | -22.89% | -23.90% | +1.01% |
Max Drawdown (3Y)Largest decline over 3 years | -57.06% | -28.76% | -28.30% |
Max Drawdown (5Y)Largest decline over 5 years | -69.01% | -31.55% | -37.46% |
Max Drawdown (10Y)Largest decline over 10 years | -87.27% | -49.64% | -37.63% |
Current DrawdownCurrent decline from peak | -81.84% | -21.49% | -60.35% |
Average DrawdownAverage peak-to-trough decline | -68.01% | -22.05% | -45.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.66% | 10.77% | -2.11% |
Volatility
LILA vs. AXP - Volatility Comparison
Liberty Latin America Ltd. (LILA) has a higher volatility of 17.06% compared to American Express Company (AXP) at 5.19%. This indicates that LILA'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
| LILA | AXP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.06% | 5.19% | +11.87% |
Volatility (6M)Calculated over the trailing 6-month period | 27.56% | 19.75% | +7.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.98% | 26.01% | +12.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.26% | 29.44% | +14.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.64% | 31.81% | +13.83% |
Dividends
LILA vs. AXP - Dividend Comparison
LILA has not paid dividends to shareholders, while AXP's dividend yield for the trailing twelve months is around 1.13%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.13% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
LILA Liberty Latin America Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
LILA vs. AXP - Financials Comparison
This section allows you to compare key financial metrics between Liberty Latin America Ltd. 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
LILA vs. AXP - Profitability Comparison
LILA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Liberty Latin America Ltd. reported a gross profit of 0.00 and revenue of 1.08B. 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%.
LILA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Liberty Latin America Ltd. reported an operating income of 145.20M and revenue of 1.08B, resulting in an operating margin of 13.4%.
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%.
LILA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Liberty Latin America Ltd. reported a net income of -22.70M and revenue of 1.08B, resulting in a net margin of -2.1%.
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
LILA and AXP have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LILA has higher volatility (17.06%) compared to AXP (5.19%). In terms of maximum drawdown, LILA dropped -90.45% vs AXP's -83.91%.
LILA currently has the higher Sharpe Ratio (1.79 vs 0.08), 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.
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