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.
Performance
WSM vs. AXP - Performance Comparison
Returns By Period
In the year-to-date period, WSM achieves a 31.62% return, which is significantly lower than AXP's 54.96% return. Over the past 10 years, WSM has outperformed AXP with an annualized return of 17.00%, while AXP has yielded a comparatively lower 13.91% annualized return.
WSM
31.62%
-13.09%
-14.91%
54.91%
31.94%
17.00%
AXP
54.96%
3.64%
18.80%
78.58%
20.76%
13.91%
Fundamentals
WSM | AXP | |
---|---|---|
Market Cap | $16.31B | $206.38B |
EPS | $8.32 | $13.39 |
PE Ratio | 15.52 | 21.55 |
PEG Ratio | 1.94 | 1.82 |
Total Revenue (TTM) | $5.73B | $68.64B |
Gross Profit (TTM) | $2.68B | $40.70B |
EBITDA (TTM) | $1.25B | $17.11B |
Key characteristics
WSM | AXP | |
---|---|---|
Sharpe Ratio | 1.49 | 3.44 |
Sortino Ratio | 2.09 | 4.33 |
Omega Ratio | 1.29 | 1.60 |
Calmar Ratio | 3.09 | 4.61 |
Martin Ratio | 6.95 | 27.74 |
Ulcer Index | 9.29% | 2.96% |
Daily Std Dev | 43.37% | 23.88% |
Max Drawdown | -89.01% | -83.91% |
Current Drawdown | -19.21% | -2.81% |
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Correlation
The correlation between WSM and AXP is 0.32, 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.
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 1.65%, more than AXP's 0.94% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Williams-Sonoma, Inc. | 1.65% | 1.72% | 2.65% | 1.43% | 1.93% | 2.55% | 3.33% | 2.98% | 3.02% | 2.36% | 1.72% | 1.97% |
American Express Company | 0.94% | 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
The current volatility for Williams-Sonoma, Inc. (WSM) is 8.24%, while American Express Company (AXP) has a volatility of 9.68%. This indicates that WSM 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.
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