VZ vs. AXP
VZ (Verizon Communications Inc.) and AXP (American Express Company) are both stocks. VZ operates in Telecom Services (Communication Services), while AXP operates in Credit Services (Financial Services). Over the past 10 years, VZ returned 4.44%/yr vs 19.88%/yr for AXP. At a 0.34 correlation, their price movements are largely independent.
Performance
VZ vs. AXP - Performance Comparison
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Returns By Period
In the year-to-date period, VZ achieves a 21.97% return, which is significantly higher than AXP's -11.56% return. Over the past 10 years, VZ has underperformed AXP with an annualized return of 4.44%, while AXP has yielded a comparatively higher 19.88% annualized return.
VZ
- 1D
- 2.49%
- 1M
- 3.75%
- YTD
- 21.97%
- 6M
- 21.50%
- 1Y
- 19.39%
- 3Y*
- 18.39%
- 5Y*
- 2.74%
- 10Y*
- 4.44%
AXP
- 1D
- 2.18%
- 1M
- 3.82%
- YTD
- -11.56%
- 6M
- -14.47%
- 1Y
- 14.27%
- 3Y*
- 24.40%
- 5Y*
- 16.02%
- 10Y*
- 19.88%
VZ vs. AXP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VZ Verizon Communications Inc. | 21.97% | 8.86% | 13.14% | 2.71% | -20.02% | -7.55% | -0.13% | 13.83% | 11.26% | 3.97% |
AXP American Express Company | -11.56% | 25.99% | 60.32% | 28.67% | -8.52% | 36.88% | -1.14% | 32.52% | -2.62% | 36.22% |
Correlation
The correlation between VZ and AXP is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jul 3, 2000 | 0.34 |
Over the past year, the correlation between VZ and AXP has dropped to 0.01 - well below their long-term average of 0.34, suggesting their price drivers have been diverging.
Fundamentals
VZ:
$202.54B
AXP:
$223.25B
VZ:
$4.10
AXP:
$16.23
VZ:
11.72
AXP:
20.06
VZ:
1.46
AXP:
2.73
VZ:
1.96
AXP:
6.57
VZ:
$139.15B
AXP:
$82.41B
VZ:
$81.89B
AXP:
$68.81B
VZ:
$48.65B
AXP:
$18.41B
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Return for Risk
VZ vs. AXP — Risk / Return Rank
VZ
AXP
VZ vs. AXP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Verizon Communications Inc. (VZ) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VZ | AXP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.45 | ||
| Sortino ratioReturn per unit of downside risk | +0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.09 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 0.44 | +1.00 |
| Martin ratioReturn relative to average drawdown | 3.06 | 0.93 | +2.13 |
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Drawdowns
VZ vs. AXP - Drawdown Comparison
The maximum VZ drawdown since its inception was -50.66%, smaller than the maximum AXP drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for VZ and AXP.
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Drawdown Indicators
| VZ | AXP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.66% | -83.91% | +33.25% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -23.90% | +10.58% |
Max Drawdown (3Y)Largest decline over 3 years | -14.93% | -28.76% | +13.83% |
Max Drawdown (5Y)Largest decline over 5 years | -38.38% | -31.55% | -6.83% |
Max Drawdown (10Y)Largest decline over 10 years | -41.21% | -49.64% | +8.43% |
Current DrawdownCurrent decline from peak | -4.96% | -14.99% | +10.03% |
Average DrawdownAverage peak-to-trough decline | -14.82% | -22.05% | +7.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.23% | 11.15% | -4.92% |
Volatility
VZ vs. AXP - Volatility Comparison
Verizon Communications Inc. (VZ) and American Express Company (AXP) have volatilities of 6.87% and 6.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VZ | AXP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 6.90% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 17.91% | 20.01% | -2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.78% | 26.46% | -3.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.66% | 29.50% | -7.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 31.83% | -11.47% |
Dividends
VZ vs. AXP - Dividend Comparison
VZ's dividend yield for the trailing twelve months is around 5.75%, more than AXP's 1.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.05% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
VZ Verizon Communications Inc. | 5.75% | 6.68% | 6.68% | 6.96% | 6.53% | 4.85% | 4.21% | 3.95% | 4.22% | 4.39% | 4.26% | 4.79% |
Financials
VZ vs. AXP - Financials Comparison
This section allows you to compare key financial metrics between Verizon Communications 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
VZ vs. AXP - Profitability Comparison
VZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Verizon Communications Inc. reported a gross profit of 20.77B and revenue of 34.44B. Therefore, the gross margin over that period was 60.3%.
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Express Company reported a gross profit of 17.66B and revenue of 20.88B. Therefore, the gross margin over that period was 84.6%.
VZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Verizon Communications Inc. reported an operating income of 8.24B and revenue of 34.44B, resulting in an operating margin of 23.9%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Express Company reported an operating income of 6.60B and revenue of 20.88B, resulting in an operating margin of 31.6%.
VZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Verizon Communications Inc. reported a net income of 5.05B and revenue of 34.44B, resulting in a net margin of 14.7%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Express Company reported a net income of 2.97B and revenue of 20.88B, resulting in a net margin of 14.2%.
Frequently Asked Questions
VZ and AXP have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AXP has higher volatility (6.90%) compared to VZ (6.87%). In terms of maximum drawdown, VZ dropped -50.66% vs AXP's -83.91%.
VZ currently has the higher Sharpe Ratio (0.84 vs 0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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