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

Correlation

The correlation between LMND and AXP is 0.65, 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

LMND vs. AXP - Performance Comparison

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

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Key characteristics

Sharpe Ratio

LMND:

1.00

AXP:

0.64

Sortino Ratio

LMND:

1.81

AXP:

1.17

Omega Ratio

LMND:

1.23

AXP:

1.16

Calmar Ratio

LMND:

0.84

AXP:

0.79

Martin Ratio

LMND:

2.89

AXP:

2.51

Ulcer Index

LMND:

26.93%

AXP:

8.99%

Daily Std Dev

LMND:

83.23%

AXP:

31.78%

Max Drawdown

LMND:

-94.23%

AXP:

-83.91%

Current Drawdown

LMND:

-83.05%

AXP:

-12.40%

Fundamentals

Market Cap

LMND:

$2.20B

AXP:

$193.96B

EPS

LMND:

-$2.85

AXP:

$14.31

PS Ratio

LMND:

4.17

AXP:

3.14

PB Ratio

LMND:

3.70

AXP:

6.22

Total Revenue (TTM)

LMND:

$558.60M

AXP:

$75.33B

Gross Profit (TTM)

LMND:

$407.40M

AXP:

$62.05B

EBITDA (TTM)

LMND:

-$143.70M

AXP:

$14.80B

Returns By Period

In the year-to-date period, LMND achieves a -15.29% return, which is significantly lower than AXP's -3.59% return.


LMND

YTD

-15.29%

1M

4.19%

6M

9.25%

1Y

82.87%

5Y*

N/A

10Y*

N/A

AXP

YTD

-3.59%

1M

8.44%

6M

-0.51%

1Y

20.32%

5Y*

27.76%

10Y*

15.37%

*Annualized

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Risk-Adjusted Performance

LMND vs. AXP — Risk-Adjusted Performance Rank

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

LMND
The Risk-Adjusted Performance Rank of LMND is 8282
Overall Rank
The Sharpe Ratio Rank of LMND is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of LMND is 8383
Sortino Ratio Rank
The Omega Ratio Rank of LMND is 8080
Omega Ratio Rank
The Calmar Ratio Rank of LMND is 8181
Calmar Ratio Rank
The Martin Ratio Rank of LMND is 7979
Martin Ratio Rank

AXP
The Risk-Adjusted Performance Rank of AXP is 7575
Overall Rank
The Sharpe Ratio Rank of AXP is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of AXP is 7070
Sortino Ratio Rank
The Omega Ratio Rank of AXP is 7171
Omega Ratio Rank
The Calmar Ratio Rank of AXP is 8080
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.

LMND vs. AXP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Lemonade, Inc. (LMND) 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 LMND Sharpe Ratio is 1.00, which is higher than the AXP Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of LMND 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

LMND vs. AXP - Dividend Comparison

LMND has not paid dividends to shareholders, while AXP's dividend yield for the trailing twelve months is around 1.03%.


TTM20242023202220212020201920182017201620152014
LMND
Lemonade, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AXP
American Express Company
1.03%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%1.05%

Drawdowns

LMND vs. AXP - Drawdown Comparison

The maximum LMND drawdown since its inception was -94.23%, which is greater than AXP's maximum drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for LMND and AXP. For additional features, visit the drawdowns tool.


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Volatility

LMND vs. AXP - Volatility Comparison


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Financials

LMND vs. AXP - Financials Comparison

This section allows you to compare key financial metrics between Lemonade, 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
151.20M
18.93B
(LMND) Total Revenue
(AXP) Total Revenue
Values in USD except per share items