MC vs. AXP
Compare and contrast key facts about Moelis & Company (MC) and American Express Company (AXP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MC or AXP.
Key characteristics
| MC | AXP | |
|---|---|---|
| YTD Return | 27.45% | 42.99% |
| 1Y Return | 51.11% | 68.50% |
| 3Y Return (Ann) | 10.43% | 19.06% |
| 5Y Return (Ann) | 24.11% | 19.37% |
| 10Y Return (Ann) | 15.75% | 13.14% |
| Sharpe Ratio | 1.53 | 2.75 |
| Daily Std Dev | 32.69% | 23.35% |
| Max Drawdown | -58.26% | -83.91% |
| Current Drawdown | 0.00% | 0.00% |
Fundamentals
| MC | AXP | |
|---|---|---|
| Market Cap | $4.87B | $188.68B |
| EPS | $0.15 | $13.40 |
| PE Ratio | 461.87 | 19.81 |
| PEG Ratio | 1.97 | 2.01 |
| Total Revenue (TTM) | $969.13M | $67.35B |
| Gross Profit (TTM) | $178.88M | $40.15B |
| EBITDA (TTM) | $16.19M | $17.00B |
Correlation
The correlation between MC and AXP is 0.49, 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
MC vs. AXP - Performance Comparison
In the year-to-date period, MC achieves a 27.45% return, which is significantly lower than AXP's 42.99% return. Over the past 10 years, MC has outperformed AXP with an annualized return of 15.75%, while AXP has yielded a comparatively lower 13.14% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MC vs. AXP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Moelis & Company (MC) 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.
Dividends
MC vs. AXP - Dividend Comparison
MC's dividend yield for the trailing twelve months is around 3.46%, more than AXP's 0.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MC Moelis & Company | 3.46% | 4.28% | 6.25% | 10.88% | 8.88% | 10.18% | 14.19% | 5.11% | 9.71% | 3.43% | 4.01% | 0.00% |
AXP American Express Company | 0.98% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% | 1.05% | 0.95% |
Drawdowns
MC vs. AXP - Drawdown Comparison
The maximum MC drawdown since its inception was -58.26%, smaller than the maximum AXP drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for MC and AXP. For additional features, visit the drawdowns tool.
Volatility
MC vs. AXP - Volatility Comparison
Moelis & Company (MC) has a higher volatility of 9.56% compared to American Express Company (AXP) at 7.74%. This indicates that MC'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.
Financials
MC vs. AXP - Financials Comparison
This section allows you to compare key financial metrics between Moelis & Company 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