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

Correlation

The correlation between V and AXP is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.0
Correlation: 0.7

Performance

V vs. AXP - Performance Comparison

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

1,000.00%1,500.00%2,000.00%2,500.00%NovemberDecember2025FebruaryMarchApril
2,592.73%
727.73%
V
AXP

Key characteristics

Sharpe Ratio

V:

1.08

AXP:

0.38

Sortino Ratio

V:

1.54

AXP:

0.75

Omega Ratio

V:

1.23

AXP:

1.10

Calmar Ratio

V:

1.58

AXP:

0.42

Martin Ratio

V:

5.35

AXP:

1.42

Ulcer Index

V:

4.42%

AXP:

8.52%

Daily Std Dev

V:

21.94%

AXP:

31.73%

Max Drawdown

V:

-51.90%

AXP:

-83.91%

Current Drawdown

V:

-6.95%

AXP:

-18.42%

Fundamentals

Market Cap

V:

$647.59B

AXP:

$187.28B

EPS

V:

$9.92

AXP:

$14.33

PE Ratio

V:

33.79

AXP:

18.48

PEG Ratio

V:

2.20

AXP:

1.89

PS Ratio

V:

17.60

AXP:

3.02

PB Ratio

V:

17.29

AXP:

5.95

Total Revenue (TTM)

V:

$28.03B

AXP:

$67.89B

Gross Profit (TTM)

V:

$22.42B

AXP:

$53.43B

EBITDA (TTM)

V:

$19.94B

AXP:

$8.65B

Returns By Period

In the year-to-date period, V achieves a 6.97% return, which is significantly higher than AXP's -10.22% return. Over the past 10 years, V has outperformed AXP with an annualized return of 18.66%, while AXP has yielded a comparatively lower 14.77% annualized return.


V

YTD

6.97%

1M

-1.56%

6M

19.19%

1Y

23.87%

5Y*

14.04%

10Y*

18.66%

AXP

YTD

-10.22%

1M

0.13%

6M

-1.85%

1Y

13.71%

5Y*

24.20%

10Y*

14.77%

*Annualized

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Risk-Adjusted Performance

V vs. AXP — Risk-Adjusted Performance Rank

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

V
The Risk-Adjusted Performance Rank of V is 8585
Overall Rank
The Sharpe Ratio Rank of V is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 7979
Sortino Ratio Rank
The Omega Ratio Rank of V is 8181
Omega Ratio Rank
The Calmar Ratio Rank of V is 9191
Calmar Ratio Rank
The Martin Ratio Rank of V is 8888
Martin Ratio Rank

AXP
The Risk-Adjusted Performance Rank of AXP is 6565
Overall Rank
The Sharpe Ratio Rank of AXP is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of AXP is 6060
Sortino Ratio Rank
The Omega Ratio Rank of AXP is 6060
Omega Ratio Rank
The Calmar Ratio Rank of AXP is 7171
Calmar Ratio Rank
The Martin Ratio Rank of AXP is 6969
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.

V vs. AXP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) 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 chart of Sharpe ratio for V, currently valued at 1.08, compared to the broader market-2.00-1.000.001.002.003.00
V: 1.08
AXP: 0.38
The chart of Sortino ratio for V, currently valued at 1.54, compared to the broader market-6.00-4.00-2.000.002.004.00
V: 1.54
AXP: 0.75
The chart of Omega ratio for V, currently valued at 1.23, compared to the broader market0.501.001.502.00
V: 1.23
AXP: 1.10
The chart of Calmar ratio for V, currently valued at 1.57, compared to the broader market0.001.002.003.004.005.00
V: 1.58
AXP: 0.42
The chart of Martin ratio for V, currently valued at 5.35, compared to the broader market-5.000.005.0010.0015.0020.00
V: 5.35
AXP: 1.42

The current V Sharpe Ratio is 1.08, which is higher than the AXP Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of V 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.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
1.08
0.38
V
AXP

Dividends

V vs. AXP - Dividend Comparison

V's dividend yield for the trailing twelve months is around 0.66%, less than AXP's 1.10% yield.


TTM20242023202220212020201920182017201620152014
V
Visa Inc.
0.66%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%
AXP
American Express Company
1.10%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%1.05%

Drawdowns

V vs. AXP - Drawdown Comparison

The maximum V drawdown since its inception was -51.90%, smaller than the maximum AXP drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for V and AXP. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-6.95%
-18.42%
V
AXP

Volatility

V vs. AXP - Volatility Comparison

The current volatility for Visa Inc. (V) is 13.54%, while American Express Company (AXP) has a volatility of 20.62%. This indicates that V 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.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
13.54%
20.62%
V
AXP

Financials

V vs. AXP - Financials Comparison

This section allows you to compare key financial metrics between Visa 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


Values in USD except per share items