PortfoliosLab logo
SLM vs. AXP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SLM and AXP is 0.46, 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

SLM vs. AXP - Performance Comparison

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

Loading data...

Key characteristics

Sharpe Ratio

SLM:

1.77

AXP:

0.80

Sortino Ratio

SLM:

2.42

AXP:

1.28

Omega Ratio

SLM:

1.31

AXP:

1.18

Calmar Ratio

SLM:

2.62

AXP:

0.89

Martin Ratio

SLM:

7.94

AXP:

2.82

Ulcer Index

SLM:

7.70%

AXP:

9.06%

Daily Std Dev

SLM:

35.96%

AXP:

32.09%

Max Drawdown

SLM:

-94.50%

AXP:

-83.91%

Current Drawdown

SLM:

-0.03%

AXP:

-7.72%

Fundamentals

Market Cap

SLM:

$7.01B

AXP:

$210.25B

EPS

SLM:

$2.86

AXP:

$14.29

PE Ratio

SLM:

11.68

AXP:

20.96

PEG Ratio

SLM:

0.58

AXP:

2.13

PS Ratio

SLM:

4.84

AXP:

3.39

PB Ratio

SLM:

3.26

AXP:

6.74

Total Revenue (TTM)

SLM:

$2.15B

AXP:

$75.33B

Gross Profit (TTM)

SLM:

$1.78B

AXP:

$62.05B

EBITDA (TTM)

SLM:

$1.14B

AXP:

$14.80B

Returns By Period

In the year-to-date period, SLM achieves a 22.70% return, which is significantly higher than AXP's 1.56% return. Over the past 10 years, SLM has underperformed AXP with an annualized return of 13.62%, while AXP has yielded a comparatively higher 15.65% annualized return.


SLM

YTD

22.70%

1M

28.20%

6M

38.97%

1Y

63.09%

5Y*

38.19%

10Y*

13.62%

AXP

YTD

1.56%

1M

18.50%

6M

5.07%

1Y

25.60%

5Y*

31.31%

10Y*

15.65%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

SLM vs. AXP — Risk-Adjusted Performance Rank

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

SLM
The Risk-Adjusted Performance Rank of SLM is 9292
Overall Rank
The Sharpe Ratio Rank of SLM is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of SLM is 9191
Sortino Ratio Rank
The Omega Ratio Rank of SLM is 8888
Omega Ratio Rank
The Calmar Ratio Rank of SLM is 9696
Calmar Ratio Rank
The Martin Ratio Rank of SLM is 9393
Martin Ratio Rank

AXP
The Risk-Adjusted Performance Rank of AXP is 7777
Overall Rank
The Sharpe Ratio Rank of AXP is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of AXP is 7272
Sortino Ratio Rank
The Omega Ratio Rank of AXP is 7373
Omega Ratio Rank
The Calmar Ratio Rank of AXP is 8181
Calmar Ratio Rank
The Martin Ratio Rank of AXP is 7878
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.

SLM vs. AXP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for SLM Corporation (SLM) 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 SLM Sharpe Ratio is 1.77, which is higher than the AXP Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of SLM 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.


Loading data...

Dividends

SLM vs. AXP - Dividend Comparison

SLM's dividend yield for the trailing twelve months is around 1.42%, more than AXP's 0.97% yield.


TTM20242023202220212020201920182017201620152014
SLM
SLM Corporation
1.42%1.67%2.30%2.65%1.02%0.97%1.35%0.00%0.00%0.00%0.00%0.53%
AXP
American Express Company
0.97%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%1.05%

Drawdowns

SLM vs. AXP - Drawdown Comparison

The maximum SLM drawdown since its inception was -94.50%, which is greater than AXP's maximum drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for SLM and AXP. For additional features, visit the drawdowns tool.


Loading data...

Volatility

SLM vs. AXP - Volatility Comparison

The current volatility for SLM Corporation (SLM) is 8.11%, while American Express Company (AXP) has a volatility of 9.05%. This indicates that SLM 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.


Loading data...

Financials

SLM vs. AXP - Financials Comparison

This section allows you to compare key financial metrics between SLM 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.


Quarterly
Annual

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


0.005.00B10.00B15.00B20.00B20212022202320242025
581.01M
18.93B
(SLM) Total Revenue
(AXP) Total Revenue
Values in USD except per share items

SLM vs. AXP - Profitability Comparison

The chart below illustrates the profitability comparison between SLM Corporation 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%
(SLM) Gross Margin
(AXP) Gross Margin
SLM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, SLM Corporation reported a gross profit of 581.01M and revenue of 581.01M. 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 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%.

SLM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, SLM Corporation reported an operating income of 486.03M and revenue of 581.01M, resulting in an operating margin of 83.7%.

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%.

SLM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, SLM Corporation reported a net income of 304.54M and revenue of 581.01M, resulting in a net margin of 52.4%.

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%.