MARUY vs. AXP
MARUY (Marubeni Corp ADR) and AXP (American Express Company) are both stocks. MARUY operates in Conglomerates (Industrials), while AXP operates in Credit Services (Financial Services). Over the past 10 years, MARUY returned 22.28%/yr vs 19.88%/yr for AXP. At a 0.23 correlation, their price movements are largely independent.
Performance
MARUY vs. AXP - Performance Comparison
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Returns By Period
In the year-to-date period, MARUY achieves a 11.82% return, which is significantly higher than AXP's -11.56% return. Over the past 10 years, MARUY has outperformed AXP with an annualized return of 22.28%, while AXP has yielded a comparatively lower 19.88% annualized return.
MARUY
- 1D
- 0.05%
- 1M
- -15.33%
- YTD
- 11.82%
- 6M
- 5.70%
- 1Y
- 52.71%
- 3Y*
- 24.34%
- 5Y*
- 28.43%
- 10Y*
- 22.28%
AXP
- 1D
- 2.18%
- 1M
- 5.11%
- YTD
- -11.56%
- 6M
- -14.47%
- 1Y
- 10.36%
- 3Y*
- 24.40%
- 5Y*
- 16.02%
- 10Y*
- 19.88%
MARUY vs. AXP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MARUY Marubeni Corp ADR | 11.82% | 87.40% | -2.29% | 36.86% | 17.84% | 45.49% | -11.55% | 5.25% | 1.47% | 27.78% |
AXP American Express Company | -11.56% | 25.99% | 60.32% | 28.67% | -8.52% | 36.88% | -1.14% | 32.52% | -2.62% | 36.22% |
Correlation
The correlation between MARUY and AXP is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007 | 0.23 |
Fundamentals
MARUY:
$50.58B
AXP:
$223.25B
MARUY:
¥3.34K
AXP:
$16.23
MARUY:
14.77
AXP:
20.06
MARUY:
1.39
AXP:
1.71
MARUY:
0.97
AXP:
2.73
MARUY:
1.85
AXP:
6.57
MARUY:
¥8.38T
AXP:
$82.41B
MARUY:
¥1.20T
AXP:
$68.81B
MARUY:
¥577.73B
AXP:
$18.41B
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Return for Risk
MARUY vs. AXP — Risk / Return Rank
MARUY
AXP
MARUY vs. AXP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Marubeni Corp ADR (MARUY) 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.
| MARUY | AXP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.26 | ||
| Sortino ratioReturn per unit of downside risk | +1.56 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.09 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.93 | 0.44 | +1.49 |
| Martin ratioReturn relative to average drawdown | 6.13 | 0.93 | +5.20 |
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Drawdowns
MARUY vs. AXP - Drawdown Comparison
The maximum MARUY drawdown since its inception was -71.93%, smaller than the maximum AXP drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for MARUY and AXP.
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Drawdown Indicators
| MARUY | AXP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.93% | -83.91% | +11.98% |
Max Drawdown (1Y)Largest decline over 1 year | -27.50% | -23.90% | -3.60% |
Max Drawdown (3Y)Largest decline over 3 years | -27.86% | -28.76% | +0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -29.96% | -31.55% | +1.59% |
Max Drawdown (10Y)Largest decline over 10 years | -53.87% | -49.64% | -4.23% |
Current DrawdownCurrent decline from peak | -24.54% | -14.99% | -9.55% |
Average DrawdownAverage peak-to-trough decline | -27.48% | -22.05% | -5.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.63% | 11.15% | -2.52% |
Volatility
MARUY vs. AXP - Volatility Comparison
Marubeni Corp ADR (MARUY) has a higher volatility of 10.22% compared to American Express Company (AXP) at 6.90%. This indicates that MARUY'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
| MARUY | AXP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.22% | 6.90% | +3.32% |
Volatility (6M)Calculated over the trailing 6-month period | 27.23% | 20.01% | +7.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.01% | 26.46% | +5.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.34% | 29.50% | +0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.59% | 31.83% | -3.24% |
Dividends
MARUY vs. AXP - Dividend Comparison
MARUY has not paid dividends to shareholders, while AXP's dividend yield for the trailing twelve months is around 1.05%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.05% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
MARUY Marubeni Corp ADR | 0.00% | 1.27% | 1.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.72% | 3.22% | 0.00% |
Financials
MARUY vs. AXP - Financials Comparison
This section allows you to compare key financial metrics between Marubeni Corp ADR 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
MARUY vs. AXP - Profitability Comparison
MARUY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Marubeni Corp ADR reported a gross profit of 329.81B and revenue of 2.13T. Therefore, the gross margin over that period was 15.5%.
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Express Company reported a gross profit of 17.66B and revenue of 20.88B. Therefore, the gross margin over that period was 84.6%.
MARUY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Marubeni Corp ADR reported an operating income of 67.28B and revenue of 2.13T, resulting in an operating margin of 3.2%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Express Company reported an operating income of 6.60B and revenue of 20.88B, resulting in an operating margin of 31.6%.
MARUY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Marubeni Corp ADR reported a net income of 113.61B and revenue of 2.13T, resulting in a net margin of 5.3%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Express Company reported a net income of 2.97B and revenue of 20.88B, resulting in a net margin of 14.2%.
Frequently Asked Questions
MARUY and AXP have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MARUY has higher volatility (10.22%) compared to AXP (6.90%). In terms of maximum drawdown, MARUY dropped -71.93% vs AXP's -83.91%.
MARUY currently has the higher Sharpe Ratio (1.66 vs 0.39), 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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