Correlation
The correlation between V and AXP is 0.65, 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.
V vs. AXP
Compare and contrast key facts about Visa Inc. (V) and American Express Company (AXP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: V or AXP.
Performance
V vs. AXP - Performance Comparison
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Key characteristics
V:
1.10
AXP:
0.96
V:
1.57
AXP:
1.56
V:
1.24
AXP:
1.22
V:
1.78
AXP:
1.16
V:
6.36
AXP:
3.58
V:
4.20%
AXP:
9.32%
V:
23.09%
AXP:
32.38%
V:
-51.90%
AXP:
-83.91%
V:
-8.82%
AXP:
-8.74%
Fundamentals
V:
$680.98B
AXP:
$206.13B
V:
$10.02
AXP:
$14.32
V:
35.71
AXP:
20.45
V:
2.04
AXP:
1.94
V:
18.10
AXP:
3.32
V:
18.33
AXP:
6.46
V:
$37.62B
AXP:
$75.33B
V:
$30.13B
AXP:
$62.05B
V:
$25.84B
AXP:
$14.80B
Returns By Period
In the year-to-date period, V achieves a 8.06% return, which is significantly higher than AXP's 0.44% return. Over the past 10 years, V has outperformed AXP with an annualized return of 18.18%, while AXP has yielded a comparatively lower 15.64% annualized return.
V
8.06%
-7.48%
10.25%
25.31%
22.38%
12.91%
18.18%
AXP
0.44%
-0.96%
3.59%
30.73%
28.85%
25.68%
15.64%
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Risk-Adjusted Performance
V vs. AXP — Risk-Adjusted Performance Rank
V
AXP
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.
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Dividends
V vs. AXP - Dividend Comparison
V's dividend yield for the trailing twelve months is around 0.67%, less than AXP's 0.99% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
V Visa Inc. | 0.67% | 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 | 0.99% | 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.
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Volatility
V vs. AXP - Volatility Comparison
Visa Inc. (V) has a higher volatility of 8.23% compared to American Express Company (AXP) at 7.13%. This indicates that V'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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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.
Total Revenue: Total amount of money received from sales and other business activities
V vs. AXP - Profitability Comparison
V - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Visa Inc. reported a gross profit of 7.71B and revenue of 9.59B. Therefore, the gross margin over that period was 80.4%.
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
V - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Visa Inc. reported an operating income of 5.44B and revenue of 9.59B, resulting in an operating margin of 56.7%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, American Express Company reported an operating income of 3.33B and revenue of 18.93B, resulting in an operating margin of 17.6%.
V - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Visa Inc. reported a net income of 4.58B and revenue of 9.59B, resulting in a net margin of 47.7%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, American Express Company reported a net income of 2.58B and revenue of 18.93B, resulting in a net margin of 13.7%.