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

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.


-0.50.00.51.00.5

Performance

MA vs. AXP - Performance Comparison

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

0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2025February
19.86%
18.13%
MA
AXP

Key characteristics

Sharpe Ratio

MA:

1.48

AXP:

1.70

Sortino Ratio

MA:

2.09

AXP:

2.34

Omega Ratio

MA:

1.27

AXP:

1.31

Calmar Ratio

MA:

2.04

AXP:

3.78

Martin Ratio

MA:

4.99

AXP:

12.69

Ulcer Index

MA:

4.83%

AXP:

3.20%

Daily Std Dev

MA:

16.24%

AXP:

23.95%

Max Drawdown

MA:

-62.67%

AXP:

-83.91%

Current Drawdown

MA:

-1.95%

AXP:

-9.35%

Fundamentals

Market Cap

MA:

$508.29B

AXP:

$207.53B

EPS

MA:

$13.91

AXP:

$14.00

PE Ratio

MA:

40.08

AXP:

21.10

PEG Ratio

MA:

2.20

AXP:

1.86

Total Revenue (TTM)

MA:

$28.17B

AXP:

$70.03B

Gross Profit (TTM)

MA:

$25.83B

AXP:

$48.81B

EBITDA (TTM)

MA:

$16.86B

AXP:

$12.77B

Returns By Period

In the year-to-date period, MA achieves a 6.04% return, which is significantly higher than AXP's -0.23% return. Over the past 10 years, MA has outperformed AXP with an annualized return of 20.62%, while AXP has yielded a comparatively lower 15.55% annualized return.


MA

YTD

6.04%

1M

5.75%

6M

19.86%

1Y

18.90%

5Y*

11.07%

10Y*

20.62%

AXP

YTD

-0.23%

1M

-8.33%

6M

18.13%

1Y

39.57%

5Y*

18.61%

10Y*

15.55%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

MA vs. AXP — Risk-Adjusted Performance Rank

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

MA
The Risk-Adjusted Performance Rank of MA is 8484
Overall Rank
The Sharpe Ratio Rank of MA is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of MA is 8282
Sortino Ratio Rank
The Omega Ratio Rank of MA is 8080
Omega Ratio Rank
The Calmar Ratio Rank of MA is 9191
Calmar Ratio Rank
The Martin Ratio Rank of MA is 8181
Martin Ratio Rank

AXP
The Risk-Adjusted Performance Rank of AXP is 9090
Overall Rank
The Sharpe Ratio Rank of AXP is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of AXP is 8585
Sortino Ratio Rank
The Omega Ratio Rank of AXP is 8484
Omega Ratio Rank
The Calmar Ratio Rank of AXP is 9696
Calmar Ratio Rank
The Martin Ratio Rank of AXP is 9494
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.

MA vs. AXP - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for MA, currently valued at 1.48, compared to the broader market-2.000.002.001.481.70
The chart of Sortino ratio for MA, currently valued at 2.09, compared to the broader market-4.00-2.000.002.004.006.002.092.34
The chart of Omega ratio for MA, currently valued at 1.27, compared to the broader market0.501.001.502.001.271.31
The chart of Calmar ratio for MA, currently valued at 2.04, compared to the broader market0.002.004.006.002.043.78
The chart of Martin ratio for MA, currently valued at 4.99, compared to the broader market-10.000.0010.0020.0030.004.9912.69
MA
AXP

The current MA Sharpe Ratio is 1.48, which is comparable to the AXP Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of MA 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.


Rolling 12-month Sharpe Ratio1.002.003.004.00SeptemberOctoberNovemberDecember2025February
1.48
1.70
MA
AXP

Dividends

MA vs. AXP - Dividend Comparison

MA's dividend yield for the trailing twelve months is around 0.49%, less than AXP's 0.95% yield.


TTM20242023202220212020201920182017201620152014
MA
Mastercard Inc
0.49%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%
AXP
American Express Company
0.95%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%1.05%

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. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.95%
-9.35%
MA
AXP

Volatility

MA vs. AXP - Volatility Comparison

Mastercard Inc (MA) and American Express Company (AXP) have volatilities of 5.46% and 5.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
5.46%
5.36%
MA
AXP

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.


Quarterly
Annual

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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