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POST vs. AXP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

POST vs. AXP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Post Holdings, Inc. (POST) and American Express Company (AXP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, POST achieves a -8.13% return, which is significantly higher than AXP's -18.32% return. Over the past 10 years, POST has underperformed AXP with an annualized return of 6.23%, while AXP has yielded a comparatively higher 18.10% annualized return.


POST

1D
0.42%
1M
-12.37%
YTD
-8.13%
6M
-8.74%
1Y
-16.67%
3Y*
1.74%
5Y*
3.70%
10Y*
6.23%

AXP

1D
-3.34%
1M
-5.84%
YTD
-18.32%
6M
-17.91%
1Y
2.13%
3Y*
22.71%
5Y*
14.12%
10Y*
18.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

POST vs. AXP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
POST
Post Holdings, Inc.
-8.13%-13.46%29.98%-2.44%22.34%11.60%-7.42%22.41%12.50%-1.44%
AXP
American Express Company
-18.32%25.99%60.32%28.67%-8.52%36.88%-1.14%32.52%-2.62%36.22%

Correlation

The correlation between POST and AXP is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.20

Correlation (3Y)
Calculated over the trailing 3-year period

0.19

Correlation (5Y)
Calculated over the trailing 5-year period

0.27

Correlation (10Y)
Calculated over the trailing 10-year period

0.31

Correlation (All Time)
Calculated using the full available price history since Jan 30, 2012

0.31

The correlation between POST and AXP shifts across timeframes, from 0.19 (3 years) to 0.31 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

POST:

$4.92B

AXP:

$206.19B

EPS

POST:

$5.75

AXP:

$16.23

PE Ratio

POST:

15.84

AXP:

18.52

PEG Ratio

POST:

0.19

AXP:

1.58

PS Ratio

POST:

0.63

AXP:

2.52

PB Ratio

POST:

1.54

AXP:

6.07

Total Revenue (TTM)

POST:

$8.45B

AXP:

$82.41B

Gross Profit (TTM)

POST:

$2.31B

AXP:

$68.81B

EBITDA (TTM)

POST:

$1.28B

AXP:

$18.41B

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Return for Risk

POST vs. AXP — Risk / Return Rank

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

POST
POST Risk / Return Rank: 1111
Overall Rank
POST Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
POST Sortino Ratio Rank: 1414
Sortino Ratio Rank
POST Omega Ratio Rank: 1515
Omega Ratio Rank
POST Calmar Ratio Rank: 1313
Calmar Ratio Rank
POST Martin Ratio Rank: 33
Martin Ratio Rank

AXP
AXP Risk / Return Rank: 4040
Overall Rank
AXP Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
AXP Sortino Ratio Rank: 3636
Sortino Ratio Rank
AXP Omega Ratio Rank: 3636
Omega Ratio Rank
AXP Calmar Ratio Rank: 4242
Calmar Ratio Rank
AXP Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

POST vs. AXP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Post Holdings, Inc. (POST) 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.


POSTAXPDifference
Sharpe ratioReturn per unit of total volatility

-0.73

Sortino ratioReturn per unit of downside risk

-1.11

Omega ratioGain probability vs. loss probability

0.90

1.04

-0.13

Calmar ratioReturn relative to maximum drawdown

-0.75

0.09

-0.84

Martin ratioReturn relative to average drawdown

-1.69

0.20

-1.89

POST vs. AXP - Sharpe Ratio Comparison

The current POST Sharpe Ratio is -0.65, which is lower than the AXP Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of POST and AXP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


POSTAXPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.65

0.08

-0.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.17

0.48

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.57

-0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.28

+0.16

Drawdowns

POST vs. AXP - Drawdown Comparison

The maximum POST drawdown since its inception was -47.37%, smaller than the maximum AXP drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for POST and AXP.


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Drawdown Indicators


POSTAXPDifference

Max Drawdown

Largest peak-to-trough decline

-47.37%

-83.91%

+36.54%

Max Drawdown (1Y)

Largest decline over 1 year

-22.23%

-23.90%

+1.67%

Max Drawdown (3Y)

Largest decline over 3 years

-26.17%

-28.76%

+2.59%

Max Drawdown (5Y)

Largest decline over 5 years

-26.17%

-31.55%

+5.38%

Max Drawdown (10Y)

Largest decline over 10 years

-36.56%

-49.64%

+13.08%

Current Drawdown

Current decline from peak

-24.62%

-21.49%

-3.13%

Average Drawdown

Average peak-to-trough decline

-9.43%

-22.05%

+12.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.88%

10.77%

-0.89%

Volatility

POST vs. AXP - Volatility Comparison

Post Holdings, Inc. (POST) has a higher volatility of 7.34% compared to American Express Company (AXP) at 5.19%. This indicates that POST'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


POSTAXPDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.34%

5.19%

+2.15%

Volatility (6M)

Calculated over the trailing 6-month period

18.86%

19.75%

-0.89%

Volatility (1Y)

Calculated over the trailing 1-year period

25.78%

26.01%

-0.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.42%

29.44%

-7.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.08%

31.81%

-7.73%

Dividends

POST vs. AXP - Dividend Comparison

POST has not paid dividends to shareholders, while AXP's dividend yield for the trailing twelve months is around 1.13%.


PositionTTM20252024202320222021202020192018201720162015
AXP
American Express Company
1.13%0.85%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%
POST
Post Holdings, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

POST vs. AXP - Financials Comparison

This section allows you to compare key financial metrics between Post Holdings, 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.


Quarterly
Annual

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


0.005.00B10.00B15.00B20.00B20222023202420252026
2.04B
20.88B
(POST) Total Revenue
(AXP) Total Revenue
Values in USD except per share items

POST vs. AXP - Profitability Comparison

The chart below illustrates the profitability comparison between Post Holdings, Inc. 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

20.0%40.0%60.0%80.0%100.0%20222023202420252026
30.2%
84.6%
Portfolio components
POST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Post Holdings, Inc. reported a gross profit of 617.60M and revenue of 2.04B. Therefore, the gross margin over that period was 30.2%.

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%.

POST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Post Holdings, Inc. reported an operating income of 211.90M and revenue of 2.04B, resulting in an operating margin of 10.4%.

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%.

POST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Post Holdings, Inc. reported a net income of 81.80M and revenue of 2.04B, resulting in a net margin of 4.0%.

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


POST and AXP have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

POST has higher volatility (7.34%) compared to AXP (5.19%). In terms of maximum drawdown, POST dropped -47.37% vs AXP's -83.91%.

AXP currently has the higher Sharpe Ratio (0.08 vs -0.65), 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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