WSM vs. AXP
Compare and contrast key facts about Williams-Sonoma, Inc. (WSM) and American Express Company (AXP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSM or AXP.
Key characteristics
| WSM | AXP | |
|---|---|---|
| YTD Return | 30.88% | 31.49% |
| 1Y Return | 84.44% | 57.77% |
| 3Y Return (Ann) | 17.22% | 16.75% |
| 5Y Return (Ann) | 34.92% | 16.87% |
| 10Y Return (Ann) | 17.82% | 12.42% |
| Sharpe Ratio | 2.00 | 2.48 |
| Daily Std Dev | 44.30% | 22.83% |
| Max Drawdown | -89.01% | -83.91% |
| Current Drawdown | -19.67% | -6.07% |
Fundamentals
| WSM | AXP | |
|---|---|---|
| Market Cap | $16.48B | $179.04B |
| EPS | $8.45 | $13.40 |
| PE Ratio | 15.44 | 18.21 |
| PEG Ratio | 1.83 | 1.90 |
| Total Revenue (TTM) | $7.58B | $67.35B |
| Gross Profit (TTM) | $3.50B | $40.15B |
| EBITDA (TTM) | $1.62B | $17.00B |
Correlation
The correlation between WSM and AXP is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WSM vs. AXP - Performance Comparison
The year-to-date returns for both investments are quite close, with WSM having a 30.88% return and AXP slightly higher at 31.49%. Over the past 10 years, WSM has outperformed AXP with an annualized return of 17.82%, while AXP has yielded a comparatively lower 12.42% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
WSM vs. AXP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Williams-Sonoma, Inc. (WSM) 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.
Dividends
WSM vs. AXP - Dividend Comparison
WSM's dividend yield for the trailing twelve months is around 1.56%, more than AXP's 1.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSM Williams-Sonoma, Inc. | 1.56% | 1.72% | 2.65% | 1.43% | 1.93% | 2.55% | 3.33% | 2.98% | 3.02% | 2.36% | 1.72% | 1.97% |
AXP American Express Company | 1.07% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% | 1.05% | 0.95% |
Drawdowns
WSM vs. AXP - Drawdown Comparison
The maximum WSM drawdown since its inception was -89.01%, which is greater than AXP's maximum drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for WSM and AXP. For additional features, visit the drawdowns tool.
Volatility
WSM vs. AXP - Volatility Comparison
Williams-Sonoma, Inc. (WSM) has a higher volatility of 15.33% compared to American Express Company (AXP) at 6.81%. This indicates that WSM'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.
Financials
WSM vs. AXP - Financials Comparison
This section allows you to compare key financial metrics between Williams-Sonoma, 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