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

Correlation

The correlation between V and AXP is 0.56, 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.


-0.50.00.51.00.6

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.

-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
16.43%
32.34%
V
AXP

Key characteristics

Sharpe Ratio

V:

1.38

AXP:

2.72

Sortino Ratio

V:

1.87

AXP:

3.56

Omega Ratio

V:

1.26

AXP:

1.49

Calmar Ratio

V:

1.86

AXP:

6.11

Martin Ratio

V:

4.72

AXP:

21.85

Ulcer Index

V:

4.90%

AXP:

3.00%

Daily Std Dev

V:

16.84%

AXP:

24.04%

Max Drawdown

V:

-51.90%

AXP:

-83.91%

Current Drawdown

V:

-0.34%

AXP:

-0.69%

Fundamentals

Market Cap

V:

$616.38B

AXP:

$212.28B

EPS

V:

$9.74

AXP:

$13.60

PE Ratio

V:

32.68

AXP:

22.16

PEG Ratio

V:

2.09

AXP:

1.91

Total Revenue (TTM)

V:

$35.93B

AXP:

$68.64B

Gross Profit (TTM)

V:

$28.64B

AXP:

$40.70B

EBITDA (TTM)

V:

$25.81B

AXP:

$16.27B

Returns By Period

In the year-to-date period, V achieves a 22.78% return, which is significantly lower than AXP's 63.92% return. Over the past 10 years, V has outperformed AXP with an annualized return of 17.75%, while AXP has yielded a comparatively lower 14.09% annualized return.


V

YTD

22.78%

1M

2.36%

6M

15.26%

1Y

23.69%

5Y*

11.90%

10Y*

17.75%

AXP

YTD

63.92%

1M

0.72%

6M

32.34%

1Y

65.49%

5Y*

21.04%

10Y*

14.09%

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Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for V, currently valued at 1.41, compared to the broader market-4.00-2.000.002.001.412.72
The chart of Sortino ratio for V, currently valued at 1.91, compared to the broader market-4.00-2.000.002.004.001.913.56
The chart of Omega ratio for V, currently valued at 1.27, compared to the broader market0.501.001.502.001.271.49
The chart of Calmar ratio for V, currently valued at 1.90, compared to the broader market0.002.004.006.001.906.11
The chart of Martin ratio for V, currently valued at 4.83, compared to the broader market0.0010.0020.004.8321.85
V
AXP

The current V Sharpe Ratio is 1.38, which is lower than the AXP Sharpe Ratio of 2.72. 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 Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
1.41
2.72
V
AXP

Dividends

V vs. AXP - Dividend Comparison

V's dividend yield for the trailing twelve months is around 0.68%, less than AXP's 0.89% yield.


TTM20232022202120202019201820172016201520142013
V
Visa Inc.
0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%0.62%
AXP
American Express Company
0.89%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%1.05%0.95%

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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-0.34%
-0.69%
V
AXP

Volatility

V vs. AXP - Volatility Comparison

The current volatility for Visa Inc. (V) is 4.49%, while American Express Company (AXP) has a volatility of 6.91%. 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.


4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
4.49%
6.91%
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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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