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

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.

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SLM vs. AXP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SLM
SLM Corporation
-19.12%-0.20%47.25%18.70%-13.47%60.54%40.89%8.60%-26.46%2.54%
AXP
American Express Company
-18.34%25.99%60.32%28.67%-8.52%36.88%-1.14%32.52%-2.62%36.22%

Fundamentals

Market Cap

SLM:

$4.38B

AXP:

$207.40B

EPS

SLM:

$3.60

AXP:

$15.62

PE Ratio

SLM:

6.04

AXP:

19.29

PEG Ratio

SLM:

0.92

AXP:

1.64

PS Ratio

SLM:

1.48

AXP:

2.60

PB Ratio

SLM:

2.24

AXP:

6.20

Total Revenue (TTM)

SLM:

$3.03B

AXP:

$80.46B

Gross Profit (TTM)

SLM:

$1.75B

AXP:

$66.97B

EBITDA (TTM)

SLM:

$1.11B

AXP:

$15.11B

Returns By Period

The year-to-date returns for both investments are quite close, with SLM having a -19.12% return and AXP slightly higher at -18.34%. Over the past 10 years, SLM has underperformed AXP with an annualized return of 14.42%, while AXP has yielded a comparatively higher 18.98% annualized return.


SLM

1D
1.54%
1M
15.43%
YTD
-19.12%
6M
-19.78%
1Y
-25.18%
3Y*
23.32%
5Y*
5.82%
10Y*
14.42%

AXP

1D
-0.34%
1M
-1.95%
YTD
-18.34%
6M
-7.81%
1Y
12.64%
3Y*
23.74%
5Y*
17.17%
10Y*
18.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SLM vs. AXP — Risk / Return Rank

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

SLM
SLM Risk / Return Rank: 1717
Overall Rank
SLM Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
SLM Sortino Ratio Rank: 1717
Sortino Ratio Rank
SLM Omega Ratio Rank: 1515
Omega Ratio Rank
SLM Calmar Ratio Rank: 2323
Calmar Ratio Rank
SLM Martin Ratio Rank: 1717
Martin Ratio Rank

AXP
AXP Risk / Return Rank: 5353
Overall Rank
AXP Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
AXP Sortino Ratio Rank: 4848
Sortino Ratio Rank
AXP Omega Ratio Rank: 5050
Omega Ratio Rank
AXP Calmar Ratio Rank: 5555
Calmar Ratio Rank
AXP Martin Ratio Rank: 5757
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.

SLM vs. AXP - Risk-Adjusted Trends 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.


SLMAXPDifference

Sharpe ratio

Return per unit of total volatility

-0.62

0.39

-1.01

Sortino ratio

Return per unit of downside risk

-0.62

0.75

-1.37

Omega ratio

Gain probability vs. loss probability

0.91

1.11

-0.20

Calmar ratio

Return relative to maximum drawdown

-0.54

0.55

-1.10

Martin ratio

Return relative to average drawdown

-1.23

1.58

-2.80

SLM vs. AXP - Sharpe Ratio Comparison

The current SLM Sharpe Ratio is -0.62, which is lower than the AXP Sharpe Ratio of 0.39. 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.


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Sharpe Ratios by Period


SLMAXPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.62

0.39

-1.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

0.59

-0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

0.60

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.29

-0.12

Correlation

The correlation between SLM and AXP is 0.43, 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.


Dividends

SLM vs. AXP - Dividend Comparison

SLM's dividend yield for the trailing twelve months is around 2.39%, more than AXP's 1.09% yield.


TTM20252024202320222021202020192018201720162015
SLM
SLM Corporation
2.39%1.92%1.67%2.30%2.65%1.02%0.97%1.35%0.00%0.00%0.00%0.00%
AXP
American Express Company
1.09%0.85%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%

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.


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Drawdown Indicators


SLMAXPDifference

Max Drawdown

Largest peak-to-trough decline

-94.50%

-83.91%

-10.59%

Max Drawdown (1Y)

Largest decline over 1 year

-45.06%

-23.90%

-21.16%

Max Drawdown (5Y)

Largest decline over 5 years

-45.06%

-31.55%

-13.51%

Max Drawdown (10Y)

Largest decline over 10 years

-51.79%

-49.64%

-2.15%

Current Drawdown

Current decline from peak

-53.14%

-21.50%

-31.64%

Average Drawdown

Average peak-to-trough decline

-41.40%

-22.07%

-19.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.03%

8.38%

+11.65%

Volatility

SLM vs. AXP - Volatility Comparison

SLM Corporation (SLM) has a higher volatility of 9.88% compared to American Express Company (AXP) at 5.99%. This indicates that SLM'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


SLMAXPDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.88%

5.99%

+3.89%

Volatility (6M)

Calculated over the trailing 6-month period

33.13%

20.89%

+12.24%

Volatility (1Y)

Calculated over the trailing 1-year period

40.68%

32.59%

+8.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.81%

29.36%

+6.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.91%

31.73%

+5.18%

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


0.005.00B10.00B15.00B20.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
656.82M
21.04B
(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%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
86.8%
83.5%
Portfolio components
SLM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, SLM Corporation reported a gross profit of 570.40M and revenue of 656.82M. Therefore, the gross margin over that period was 86.8%.

AXP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, American Express Company reported a gross profit of 17.57B and revenue of 21.04B. 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 Apr 2026, SLM Corporation reported an operating income of 414.31M and revenue of 656.82M, resulting in an operating margin of 63.1%.

AXP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, American Express Company reported an operating income of 3.09B and revenue of 21.04B, resulting in an operating margin of 14.7%.

SLM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, SLM Corporation reported a net income of 229.38M and revenue of 656.82M, resulting in a net margin of 34.9%.

AXP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, American Express Company reported a net income of 2.46B and revenue of 21.04B, resulting in a net margin of 11.7%.