MA vs. AXP
Compare and contrast key facts about Mastercard Inc (MA) and American Express Company (AXP).
Performance
MA vs. AXP - Performance Comparison
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MA vs. AXP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MA Mastercard Inc | -12.34% | 9.04% | 24.17% | 23.40% | -2.66% | 1.16% | 20.19% | 59.16% | 25.31% | 47.69% |
AXP American Express Company | -18.06% | 25.99% | 60.32% | 28.67% | -8.52% | 36.88% | -1.14% | 32.52% | -2.62% | 36.22% |
Fundamentals
MA:
$448.69B
AXP:
$208.11B
MA:
$16.56
AXP:
$15.62
MA:
30.18
AXP:
19.36
MA:
1.39
AXP:
1.65
MA:
13.77
AXP:
2.61
MA:
57.93
AXP:
6.22
MA:
$32.79B
AXP:
$80.46B
MA:
$27.36B
AXP:
$66.97B
MA:
$20.19B
AXP:
$15.11B
Returns By Period
In the year-to-date period, MA achieves a -12.34% return, which is significantly higher than AXP's -18.06% return. Both investments have delivered pretty close results over the past 10 years, with MA having a 18.66% annualized return and AXP not far ahead at 19.02%.
MA
- 1D
- 1.15%
- 1M
- -3.39%
- YTD
- -12.34%
- 6M
- -11.91%
- 1Y
- -8.31%
- 3Y*
- 11.85%
- 5Y*
- 7.19%
- 10Y*
- 18.66%
AXP
- 1D
- 1.68%
- 1M
- -2.08%
- YTD
- -18.06%
- 6M
- -8.50%
- 1Y
- 13.62%
- 3Y*
- 23.88%
- 5Y*
- 17.25%
- 10Y*
- 19.02%
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Return for Risk
MA vs. AXP — Risk / Return Rank
MA
AXP
MA vs. AXP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mastercard Inc (MA) 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.
| MA | AXP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.35 | 0.42 | -0.77 |
Sortino ratioReturn per unit of downside risk | -0.32 | 0.79 | -1.11 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.11 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.37 | 0.63 | -1.01 |
Martin ratioReturn relative to average drawdown | -0.91 | 1.83 | -2.75 |
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
| MA | AXP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.35 | 0.42 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.59 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.60 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.29 | +0.56 |
Correlation
The correlation between MA and AXP is 0.55, 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.
Dividends
MA vs. AXP - Dividend Comparison
MA's dividend yield for the trailing twelve months is around 0.63%, less than AXP's 1.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MA Mastercard Inc | 0.63% | 0.53% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% |
AXP American Express Company | 1.08% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
Drawdowns
MA vs. AXP - Drawdown Comparison
The maximum MA drawdown since its inception was -62.67%, smaller than the maximum AXP drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for MA and AXP.
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Drawdown Indicators
| MA | AXP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.67% | -83.91% | +21.24% |
Max Drawdown (1Y)Largest decline over 1 year | -18.92% | -23.90% | +4.98% |
Max Drawdown (5Y)Largest decline over 5 years | -28.25% | -31.55% | +3.30% |
Max Drawdown (10Y)Largest decline over 10 years | -41.00% | -49.64% | +8.64% |
Current DrawdownCurrent decline from peak | -16.34% | -21.24% | +4.90% |
Average DrawdownAverage peak-to-trough decline | -9.76% | -22.07% | +12.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.71% | 8.27% | -0.56% |
Volatility
MA vs. AXP - Volatility Comparison
Mastercard Inc (MA) has a higher volatility of 6.83% compared to American Express Company (AXP) at 5.99%. This indicates that MA'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
| MA | AXP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.83% | 5.99% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 16.10% | 21.10% | -5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.21% | 32.61% | -8.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.87% | 29.37% | -5.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.79% | 31.74% | -4.95% |
Financials
MA vs. AXP - Financials Comparison
This section allows you to compare key financial metrics between Mastercard 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.
Total Revenue: Total amount of money received from sales and other business activities
MA vs. AXP - Profitability Comparison
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Mastercard Inc reported a gross profit of 8.81B and revenue of 8.81B. 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 Apr 2026, American Express Company reported a gross profit of 17.57B and revenue of 21.04B. Therefore, the gross margin over that period was 83.5%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Mastercard Inc reported an operating income of 4.91B and revenue of 8.81B, resulting in an operating margin of 55.8%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, American Express Company reported an operating income of 3.09B and revenue of 21.04B, resulting in an operating margin of 14.7%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Mastercard Inc reported a net income of 4.06B and revenue of 8.81B, resulting in a net margin of 46.1%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, American Express Company reported a net income of 2.46B and revenue of 21.04B, resulting in a net margin of 11.7%.