Correlation
The correlation between MA and AXP is 0.64, 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.
MA vs. AXP
Compare and contrast key facts about Mastercard Inc (MA) and American Express Company (AXP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MA or AXP.
Performance
MA vs. AXP - Performance Comparison
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Key characteristics
MA:
1.22
AXP:
0.70
MA:
1.58
AXP:
1.01
MA:
1.23
AXP:
1.14
MA:
1.40
AXP:
0.65
MA:
5.98
AXP:
2.05
MA:
3.93%
AXP:
9.12%
MA:
21.23%
AXP:
32.29%
MA:
-62.67%
AXP:
-83.91%
MA:
-3.89%
AXP:
-12.18%
Fundamentals
MA:
$511.78B
AXP:
$199.82B
MA:
$14.26
AXP:
$14.32
MA:
39.52
AXP:
19.92
MA:
2.26
AXP:
2.03
MA:
17.61
AXP:
3.22
MA:
76.72
AXP:
6.40
MA:
$29.07B
AXP:
$75.33B
MA:
$22.22B
AXP:
$62.05B
MA:
$17.36B
AXP:
$14.80B
Returns By Period
In the year-to-date period, MA achieves a 7.36% return, which is significantly higher than AXP's -3.35% return. Over the past 10 years, MA has outperformed AXP with an annualized return of 20.62%, while AXP has yielded a comparatively lower 15.20% annualized return.
MA
7.36%
5.64%
8.54%
25.65%
18.98%
14.47%
20.62%
AXP
-3.35%
7.71%
-4.80%
21.10%
24.01%
27.80%
15.20%
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Risk-Adjusted Performance
MA vs. AXP — Risk-Adjusted Performance Rank
MA
AXP
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.
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Dividends
MA vs. AXP - Dividend Comparison
MA's dividend yield for the trailing twelve months is around 0.50%, less than AXP's 1.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MA Mastercard Inc | 0.50% | 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 | 1.02% | 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.
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Volatility
MA vs. AXP - Volatility Comparison
The current volatility for Mastercard Inc (MA) is 4.79%, while American Express Company (AXP) has a volatility of 7.80%. This indicates that MA experiences smaller price fluctuations and is considered to be less risky than AXP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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 May 2025, Mastercard Inc reported a gross profit of 5.56B and revenue of 7.25B. Therefore, the gross margin over that period was 76.7%.
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American Express Company reported a gross profit of 15.82B and revenue of 18.93B. 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 May 2025, Mastercard Inc reported an operating income of 4.15B and revenue of 7.25B, resulting in an operating margin of 57.2%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American Express Company reported an operating income of 3.33B and revenue of 18.93B, resulting in an operating margin of 17.6%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Mastercard Inc reported a net income of 3.28B and revenue of 7.25B, resulting in a net margin of 45.2%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American Express Company reported a net income of 2.58B and revenue of 18.93B, resulting in a net margin of 13.7%.