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NTB vs. AXP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NTB 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

NTB vs. AXP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Bank of N.T. Butterfield & Son Limited (NTB) and American Express Company (AXP). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

NTB:

1.20

AXP:

0.79

Sortino Ratio

NTB:

1.75

AXP:

1.27

Omega Ratio

NTB:

1.23

AXP:

1.18

Calmar Ratio

NTB:

2.04

AXP:

0.88

Martin Ratio

NTB:

5.04

AXP:

2.76

Ulcer Index

NTB:

6.06%

AXP:

9.19%

Daily Std Dev

NTB:

26.06%

AXP:

32.34%

Max Drawdown

NTB:

-69.74%

AXP:

-83.91%

Current Drawdown

NTB:

-1.84%

AXP:

-9.47%

Fundamentals

Market Cap

NTB:

$1.81B

AXP:

$206.94B

EPS

NTB:

$4.81

AXP:

$14.26

PE Ratio

NTB:

8.77

AXP:

20.62

PEG Ratio

NTB:

1.96

AXP:

2.09

PS Ratio

NTB:

3.09

AXP:

3.34

PB Ratio

NTB:

1.71

AXP:

6.60

Total Revenue (TTM)

NTB:

$648.74M

AXP:

$75.33B

Gross Profit (TTM)

NTB:

$496.84M

AXP:

$62.05B

EBITDA (TTM)

NTB:

$273.82M

AXP:

$14.80B

Returns By Period

In the year-to-date period, NTB achieves a 17.95% return, which is significantly higher than AXP's -0.36% return.


NTB

YTD

17.95%

1M

4.92%

6M

13.66%

1Y

29.67%

3Y*

16.29%

5Y*

17.69%

10Y*

N/A

AXP

YTD

-0.36%

1M

9.50%

6M

-2.94%

1Y

23.91%

3Y*

21.93%

5Y*

26.99%

10Y*

15.58%

*Annualized

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American Express Company

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

NTB vs. AXP — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NTB
The Risk-Adjusted Performance Rank of NTB is 8585
Overall Rank
The Sharpe Ratio Rank of NTB is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of NTB is 8181
Sortino Ratio Rank
The Omega Ratio Rank of NTB is 7979
Omega Ratio Rank
The Calmar Ratio Rank of NTB is 9393
Calmar Ratio Rank
The Martin Ratio Rank of NTB is 8686
Martin Ratio Rank

AXP
The Risk-Adjusted Performance Rank of AXP is 7676
Overall Rank
The Sharpe Ratio Rank of AXP is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of AXP is 7171
Sortino Ratio Rank
The Omega Ratio Rank of AXP is 7272
Omega Ratio Rank
The Calmar Ratio Rank of AXP is 8181
Calmar Ratio Rank
The Martin Ratio Rank of AXP is 7777
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NTB vs. AXP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Bank of N.T. Butterfield & Son Limited (NTB) 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.


The current NTB Sharpe Ratio is 1.20, which is higher than the AXP Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of NTB and AXP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

NTB vs. AXP - Dividend Comparison

NTB's dividend yield for the trailing twelve months is around 4.17%, more than AXP's 0.99% yield.


TTM20242023202220212020201920182017201620152014
NTB
The Bank of N.T. Butterfield & Son Limited
4.17%4.82%5.50%5.90%4.62%5.65%4.75%4.85%3.53%0.32%0.00%0.00%
AXP
American Express Company
0.99%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%1.05%

Drawdowns

NTB vs. AXP - Drawdown Comparison

The maximum NTB drawdown since its inception was -69.74%, smaller than the maximum AXP drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for NTB and AXP.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

NTB vs. AXP - Volatility Comparison

The current volatility for The Bank of N.T. Butterfield & Son Limited (NTB) is 4.71%, while American Express Company (AXP) has a volatility of 8.15%. This indicates that NTB 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

NTB vs. AXP - Financials Comparison

This section allows you to compare key financial metrics between The Bank of N.T. Butterfield & Son Limited 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B20212022202320242025
147.78M
18.93B
(NTB) Total Revenue
(AXP) Total Revenue
Values in USD except per share items

NTB vs. AXP - Profitability Comparison

The chart below illustrates the profitability comparison between The Bank of N.T. Butterfield & Son Limited and American Express Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
100.0%
83.5%
(NTB) Gross Margin
(AXP) Gross Margin
NTB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, The Bank of N.T. Butterfield & Son Limited reported a gross profit of 147.78M and revenue of 147.78M. Therefore, the gross margin over that period was 100.0%.

AXP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.

NTB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, The Bank of N.T. Butterfield & Son Limited reported an operating income of 54.94M and revenue of 147.78M, resulting in an operating margin of 37.2%.

AXP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, American Express Company reported an operating income of 3.33B and revenue of 18.93B, resulting in an operating margin of 17.6%.

NTB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, The Bank of N.T. Butterfield & Son Limited reported a net income of 53.76M and revenue of 147.78M, resulting in a net margin of 36.4%.

AXP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, American Express Company reported a net income of 2.58B and revenue of 18.93B, resulting in a net margin of 13.7%.