MC vs. AXP
Compare and contrast key facts about Moelis & Company (MC) and American Express Company (AXP).
Performance
MC vs. AXP - Performance Comparison
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MC vs. AXP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MC Moelis & Company | -16.25% | -3.13% | 37.14% | 54.90% | -35.18% | 49.03% | 62.83% | 0.80% | -22.52% | 52.49% |
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
MC:
$4.54B
AXP:
$208.11B
MC:
$2.95
AXP:
$15.62
MC:
19.35
AXP:
19.36
MC:
1.11
AXP:
1.65
MC:
2.97
AXP:
2.61
MC:
7.34
AXP:
6.22
MC:
$1.52B
AXP:
$80.46B
MC:
$1.05B
AXP:
$66.97B
MC:
$295.75M
AXP:
$15.11B
Returns By Period
In the year-to-date period, MC achieves a -16.25% return, which is significantly higher than AXP's -18.06% return. Over the past 10 years, MC has underperformed AXP with an annualized return of 15.20%, while AXP has yielded a comparatively higher 19.02% annualized return.
MC
- 1D
- 3.83%
- 1M
- -3.98%
- YTD
- -16.25%
- 6M
- -18.45%
- 1Y
- 1.82%
- 3Y*
- 19.29%
- 5Y*
- 6.54%
- 10Y*
- 15.20%
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
MC vs. AXP — Risk / Return Rank
MC
AXP
MC vs. AXP - Risk-Adjusted Trends 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.
| MC | AXP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.05 | 0.42 | -0.37 |
Sortino ratioReturn per unit of downside risk | 0.34 | 0.79 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.11 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.08 | 0.63 | -0.56 |
Martin ratioReturn relative to average drawdown | 0.20 | 1.83 | -1.63 |
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
| MC | AXP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.05 | 0.42 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.59 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.60 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.29 | +0.13 |
Correlation
The correlation between MC and AXP is 0.51, 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
MC vs. AXP - Dividend Comparison
MC's dividend yield for the trailing twelve months is around 4.56%, more than AXP's 1.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MC Moelis & Company | 4.56% | 3.78% | 3.25% | 4.28% | 6.25% | 10.88% | 8.88% | 10.18% | 14.19% | 5.11% | 9.71% | 3.43% |
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
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.
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Drawdown Indicators
| MC | AXP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.26% | -83.91% | +25.65% |
Max Drawdown (1Y)Largest decline over 1 year | -33.26% | -23.90% | -9.36% |
Max Drawdown (5Y)Largest decline over 5 years | -53.06% | -31.55% | -21.51% |
Max Drawdown (10Y)Largest decline over 10 years | -58.26% | -49.64% | -8.62% |
Current DrawdownCurrent decline from peak | -26.19% | -21.24% | -4.95% |
Average DrawdownAverage peak-to-trough decline | -20.39% | -22.07% | +1.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.92% | 8.27% | +4.65% |
Volatility
MC vs. AXP - Volatility Comparison
Moelis & Company (MC) has a higher volatility of 10.96% compared to American Express Company (AXP) at 5.99%. 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.
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Volatility by Period
| MC | AXP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.96% | 5.99% | +4.97% |
Volatility (6M)Calculated over the trailing 6-month period | 26.41% | 21.10% | +5.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.77% | 32.61% | +7.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.52% | 29.37% | +7.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.82% | 31.74% | +4.08% |
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
MC vs. AXP - Profitability Comparison
MC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Moelis & Company reported a gross profit of 484.57M and revenue of 487.94M. Therefore, the gross margin over that period was 99.3%.
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%.
MC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Moelis & Company reported an operating income of 128.01M and revenue of 487.94M, resulting in an operating margin of 26.2%.
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%.
MC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Moelis & Company reported a net income of 87.87M and revenue of 487.94M, resulting in a net margin of 18.0%.
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%.