NTRS vs. AXP
Compare and contrast key facts about Northern Trust Corporation (NTRS) and American Express Company (AXP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NTRS or AXP.
Correlation
The correlation between NTRS and AXP is 0.60, 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
NTRS vs. AXP - Performance Comparison
Key characteristics
NTRS:
0.76
AXP:
0.68
NTRS:
1.25
AXP:
1.16
NTRS:
1.17
AXP:
1.16
NTRS:
0.63
AXP:
0.78
NTRS:
2.81
AXP:
2.50
NTRS:
7.81%
AXP:
8.96%
NTRS:
28.09%
AXP:
31.79%
NTRS:
-67.67%
AXP:
-83.91%
NTRS:
-16.27%
AXP:
-12.66%
Fundamentals
NTRS:
$18.90B
AXP:
$193.96B
NTRS:
$10.71
AXP:
$14.31
NTRS:
9.07
AXP:
19.35
NTRS:
60.80
AXP:
1.97
NTRS:
2.21
AXP:
3.14
NTRS:
1.58
AXP:
6.22
NTRS:
$11.49B
AXP:
$75.33B
NTRS:
$10.00B
AXP:
$62.05B
NTRS:
$2.97B
AXP:
$14.80B
Returns By Period
In the year-to-date period, NTRS achieves a -1.26% return, which is significantly higher than AXP's -3.88% return. Over the past 10 years, NTRS has underperformed AXP with an annualized return of 5.75%, while AXP has yielded a comparatively higher 15.25% annualized return.
NTRS
-1.26%
18.91%
-3.18%
21.12%
9.14%
5.75%
AXP
-3.88%
22.59%
-0.54%
21.43%
27.71%
15.25%
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Risk-Adjusted Performance
NTRS vs. AXP — Risk-Adjusted Performance Rank
NTRS
AXP
NTRS vs. AXP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Trust Corporation (NTRS) 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
NTRS vs. AXP - Dividend Comparison
NTRS's dividend yield for the trailing twelve months is around 2.99%, more than AXP's 1.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NTRS Northern Trust Corporation | 2.99% | 2.93% | 3.56% | 3.28% | 2.34% | 3.01% | 2.45% | 2.32% | 1.60% | 1.66% | 1.96% | 1.93% |
AXP American Express Company | 1.03% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% | 1.05% |
Drawdowns
NTRS vs. AXP - Drawdown Comparison
The maximum NTRS drawdown since its inception was -67.67%, smaller than the maximum AXP drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for NTRS and AXP. For additional features, visit the drawdowns tool.
Volatility
NTRS vs. AXP - Volatility Comparison
The current volatility for Northern Trust Corporation (NTRS) is 13.18%, while American Express Company (AXP) has a volatility of 16.22%. This indicates that NTRS 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.
Financials
NTRS vs. AXP - Financials Comparison
This section allows you to compare key financial metrics between Northern Trust Corporation 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
NTRS vs. AXP - Profitability Comparison
NTRS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Northern Trust Corporation reported a gross profit of 1.94B and revenue of 3.51B. Therefore, the gross margin over that period was 55.2%.
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 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%.
NTRS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Northern Trust Corporation reported an operating income of 521.40M and revenue of 3.51B, resulting in an operating margin of 14.8%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American Express Company reported an operating income of 3.33B and revenue of 18.93B, resulting in an operating margin of 17.6%.
NTRS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Northern Trust Corporation reported a net income of 392.00M and revenue of 3.51B, resulting in a net margin of 11.2%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American Express Company reported a net income of 2.58B and revenue of 18.93B, resulting in a net margin of 13.7%.