MO vs. AXP
MO (Altria Group, Inc.) and AXP (American Express Company) are both stocks. MO operates in Tobacco (Consumer Defensive), while AXP operates in Credit Services (Financial Services). Over the past 10 years, MO returned 7.93%/yr vs 19.88%/yr for AXP. At a 0.31 correlation, their price movements are largely independent.
Performance
MO vs. AXP - Performance Comparison
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Returns By Period
In the year-to-date period, MO achieves a 26.86% return, which is significantly higher than AXP's -11.56% return. Over the past 10 years, MO has underperformed AXP with an annualized return of 7.93%, while AXP has yielded a comparatively higher 19.88% annualized return.
MO
- 1D
- 0.74%
- 1M
- -1.57%
- YTD
- 26.86%
- 6M
- 26.78%
- 1Y
- 28.74%
- 3Y*
- 25.73%
- 5Y*
- 16.36%
- 10Y*
- 7.93%
AXP
- 1D
- 2.18%
- 1M
- 3.82%
- YTD
- -11.56%
- 6M
- -14.47%
- 1Y
- 14.27%
- 3Y*
- 24.40%
- 5Y*
- 16.02%
- 10Y*
- 19.88%
MO vs. AXP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MO Altria Group, Inc. | 26.86% | 18.17% | 40.76% | -3.70% | 4.37% | 24.18% | -10.21% | 7.87% | -27.14% | 9.45% |
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 MO and AXP is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 1972 | 0.31 |
The correlation between MO and AXP shifts across timeframes, from -0.15 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.
Fundamentals
MO:
$120.36B
AXP:
$223.25B
MO:
$4.79
AXP:
$16.23
MO:
15.00
AXP:
20.06
MO:
0.32
AXP:
1.71
MO:
5.54
AXP:
2.73
MO:
$21.82B
AXP:
$82.41B
MO:
$14.80B
AXP:
$68.81B
MO:
$11.70B
AXP:
$18.41B
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Return for Risk
MO vs. AXP — Risk / Return Rank
MO
AXP
MO vs. AXP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Altria Group, Inc. (MO) 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.
| MO | AXP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.09 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 0.44 | +1.31 |
| Martin ratioReturn relative to average drawdown | 4.39 | 0.93 | +3.46 |
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Drawdowns
MO vs. AXP - Drawdown Comparison
The maximum MO drawdown since its inception was -65.43%, smaller than the maximum AXP drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for MO and AXP.
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Drawdown Indicators
| MO | AXP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.43% | -83.91% | +18.48% |
Max Drawdown (1Y)Largest decline over 1 year | -16.40% | -23.90% | +7.50% |
Max Drawdown (3Y)Largest decline over 3 years | -16.40% | -28.76% | +12.36% |
Max Drawdown (5Y)Largest decline over 5 years | -25.83% | -31.55% | +5.72% |
Max Drawdown (10Y)Largest decline over 10 years | -53.69% | -49.64% | -4.05% |
Current DrawdownCurrent decline from peak | -3.50% | -14.99% | +11.49% |
Average DrawdownAverage peak-to-trough decline | -11.92% | -22.05% | +10.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.50% | 11.15% | -4.65% |
Volatility
MO vs. AXP - Volatility Comparison
Altria Group, Inc. (MO) and American Express Company (AXP) have volatilities of 6.71% and 6.90%, 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.
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Volatility by Period
| MO | AXP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 6.90% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 17.60% | 20.01% | -2.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.59% | 26.46% | -3.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.68% | 29.50% | -8.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.97% | 31.83% | -8.86% |
Dividends
MO vs. AXP - Dividend Comparison
MO's dividend yield for the trailing twelve months is around 5.84%, more than AXP's 1.05% yield.
| 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% |
MO Altria Group, Inc. | 5.84% | 7.21% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% |
Financials
MO vs. AXP - Financials Comparison
This section allows you to compare key financial metrics between Altria Group, 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
MO vs. AXP - Profitability Comparison
MO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a gross profit of 3.51B and revenue of 5.43B. Therefore, the gross margin over that period was 64.6%.
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%.
MO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported an operating income of 2.96B and revenue of 5.43B, resulting in an operating margin of 54.5%.
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%.
MO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a net income of 2.18B and revenue of 5.43B, resulting in a net margin of 40.2%.
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
MO and AXP have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AXP has higher volatility (6.90%) compared to MO (6.71%). In terms of maximum drawdown, MO dropped -65.43% vs AXP's -83.91%.
MO currently has the higher Sharpe Ratio (1.27 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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