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

Performance

LILA vs. AXP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty Latin America Ltd. (LILA) 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, LILA achieves a 83.61% return, which is significantly higher than AXP's -4.90% return. Over the past 10 years, LILA has underperformed AXP with an annualized return of -7.81%, while AXP has yielded a comparatively higher 19.84% annualized return.


LILA

1D
0.00%
1M
11.29%
6M
74.86%
YTD
83.61%
1Y
90.84%
3Y*
19.11%
5Y*
-0.76%
10Y*
-7.81%
ALL TIME*
-9.58%

AXP

1D
0.66%
1M
-1.98%
6M
-0.74%
YTD
-4.90%
1Y
18.91%
3Y*
29.76%
5Y*
16.70%
10Y*
19.84%
ALL TIME*
10.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.15B$1.06B$1.04B
$5.42M$4.63M$5.27M

LILA vs. AXP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LILA
Liberty Latin America Ltd.
83.61%16.19%-13.00%-2.92%-35.42%4.76%-38.81%33.29%-28.14%-8.24%
AXP
American Express Company
-4.90%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 0.17, 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.

0.37

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

0.38

Correlation (All Time)
Calculated using the full available price history since Jul 2, 2015

0.38

Over the past year, the correlation between LILA and AXP has dropped to 0.17 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

LILA:

$2.47B

AXP:

$235.68B

EPS

LILA:

-$0.49

AXP:

$12.15

PS Ratio

LILA:

0.34

AXP:

3.09

Total Revenue (TTM)

LILA:

$3.64B

AXP:

$77.47B

Gross Profit (TTM)

LILA:

$2.15B

AXP:

$64.38B

EBITDA (TTM)

LILA:

$972.50M

AXP:

$25.27B

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Return for Risk

LILA vs. AXP — Risk / Return Rank

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

LILA
LILA Risk / Return Rank: 9090
Overall Rank
LILA Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
LILA Sortino Ratio Rank: 9090
Sortino Ratio Rank
LILA Omega Ratio Rank: 8787
Omega Ratio Rank
LILA Calmar Ratio Rank: 9191
Calmar Ratio Rank
LILA Martin Ratio Rank: 9191
Martin Ratio Rank

AXP
AXP Risk / Return Rank: 6262
Overall Rank
AXP Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
AXP Sortino Ratio Rank: 6060
Sortino Ratio Rank
AXP Omega Ratio Rank: 6060
Omega Ratio Rank
AXP Calmar Ratio Rank: 6262
Calmar Ratio Rank
AXP Martin Ratio Rank: 6161
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.

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.

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.


LILAAXPDifference
Sharpe ratioReturn per unit of total volatility

+1.31

Sortino ratioReturn per unit of downside risk

+1.72

Omega ratioGain probability vs. loss probability

1.34

1.15

+0.19

Calmar ratioReturn relative to maximum drawdown

3.99

0.79

+3.20

Martin ratioReturn relative to average drawdown

10.28

1.65

+8.63

LILA vs. AXP - Sharpe Ratio Comparison

The current LILA Sharpe Ratio is 2.01, which is higher than the AXP Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of LILA 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

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


LILAAXPDifference

Max Drawdown

Largest 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

-83.89%

-49.64%

-34.25%

Current Drawdown

Current decline from peak

-71.21%

-8.59%

-62.62%

Average Drawdown

Average peak-to-trough decline

-68.11%

-22.02%

-46.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.87%

11.52%

-2.65%

Volatility

LILA vs. AXP - Volatility Comparison

Liberty Latin America Ltd. (LILA) has a higher volatility of 12.21% compared to American Express Company (AXP) at 9.03%. 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


LILAAXPDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.21%

9.03%

+3.18%

Volatility (6M)

Calculated over the trailing 6-month period

36.43%

20.70%

+15.73%

Volatility (1Y)

Calculated over the trailing 1-year period

45.40%

26.87%

+18.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.44%

29.53%

+15.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.29%

31.84%

+14.45%

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 1.01%.


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%
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.


Quarterly
Annual

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


Values in USD except per share items

LILA vs. AXP - Profitability Comparison

The chart below illustrates the profitability comparison between Liberty Latin America Ltd. 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

LILA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Liberty Latin America Ltd. reported a gross profit of 0.00 and revenue of 287.50M. 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 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%.

LILA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Liberty Latin America Ltd. reported an operating income of 181.20M and revenue of 287.50M, resulting in an operating margin of 63.0%.

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%.

LILA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Liberty Latin America Ltd. reported a net income of 0.00 and revenue of 287.50M, resulting in a net margin of 0.0%.

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


LILA 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.

LILA has higher volatility (12.21%) compared to AXP (9.03%). In terms of maximum drawdown, LILA dropped -90.45% vs AXP's -83.91%.

LILA currently has the higher Sharpe Ratio (2.01 vs 0.71), 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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