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AXP vs PEP

Comparison between American Express Company (AXP, Company) and PepsiCo Inc (PEP, Company).

AXP is from the Financial Services sector, while PEP is from the Consumer Defensive sector.

5-Year PerformanceAXP has outperformed PEP, delivering a return of +16.1% compared to +4.4%

AXP vs PEP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AXP
$220B
PEP
$213B
Max Drawdown
AXP
84.35%
Winner
PEP
42.43%
Sharpe Ratio
AXP
0.54
Winner
PEP
0.87
5Y Beta
AXP
1.25
Winner
PEP
0.09
Industry
AXP
Credit Services
PEP
Beverages - Non-alcoholic
P/E Ratio
Winner
AXP
19.75
PEP
26.61
Forward P/E
Winner
AXP
17.99
PEP
18.15
PEG Ratio
AXP
1.66
Winner
PEP
1.66
Dividend Yield
AXP
1.07%
Winner
PEP
3.64%
5Y Dividends CAGR
Winner
AXP
14.49%
PEP
11.49%
5Y EPS CAGR
Winner
AXP
21.25%
PEP
1.25%
Debt to Equity
AXP
177.80%
Winner
PEP
7.48%
Free Cash Flow Yield
Winner
AXP
6.52%
PEP
6.15%
P/S Ratio
AXP
3.19
Winner
PEP
2.23
P/B Ratio
Winner
AXP
6.34
PEP
9.88

AXP vs PEP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AXP
-0.11%
PEP
-0.12%
3M
AXP
-11.87%
Winner
PEP
-6.29%
6M
AXP
-13.80%
Winner
PEP
+10.20%
1Y
AXP
+12.56%
Winner
PEP
+22.35%
5Y(CAGR)
Winner
AXP
+16.12%
PEP
+4.39%
10Y(CAGR)
Winner
AXP
+18.97%
PEP
+7.12%
Max(CAGR)
Winner
AXP
+9.21%
PEP
+8.66%

AXP vs PEP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAXPPEP
2026-14.96%+9.68%
2025+25.32%-0.65%
2024+59.49%-9.23%
2023+29.24%-2.64%
2022-11.04%+7.22%
2021+40.21%+23.91%
2020-2.55%+12.41%
2019+32.03%+28.77%
2018-2.27%-3.31%
2017+33.91%+17.79%
2016+11.72%+9.05%
2015-24.20%+8.89%
2014+5.15%+18.46%
2013+55.86%+23.03%
2012+20.46%+6.32%
2011+10.39%+4.08%
2010+6.78%+9.84%
2009+116.95%+12.18%
2008-63.16%-25.37%
2007-13.16%+23.55%
2006+16.55%+6.63%
2005+5.99%+15.82%
2004+18.78%+14.21%
2003+32.70%+9.75%
2002-0.59%-12.96%
2001-30.79%-0.18%
2000+5.33%+36.31%
1999+11.61%+5.42%

AXP vs PEP Drawdown Comparison

The maximum drawdown for AXP was -83.89%, occurring on Mar 6, 2009. Recovery took 1204 trading sessions.

The maximum drawdown for PEP was -40.41%, occurring on Mar 9, 2009. Recovery took 1125 trading sessions.

The current AXP drawdown is -17.46%. The current PEP drawdown is -12.77%.

RankAXPPEP
#1-83.89%
Jul 19, 2007 - Apr 27, 2012
-40.41%
Jan 10, 2008 - Jun 27, 2012
#2-59.07%
Oct 2, 2000 - Nov 28, 2005
-32.98%
Apr 19, 2002 - Feb 23, 2004
#3-49.64%
Feb 19, 2020 - Feb 22, 2021
-30.32%
May 12, 2023 - May 14, 2025
#4-45.38%
Jul 3, 2014 - Oct 3, 2017
-28.81%
Feb 14, 2020 - Nov 11, 2020
#5-31.54%
Feb 16, 2022 - Jan 26, 2024
-20.44%
Jan 26, 2018 - Nov 19, 2018
#6-28.74%
Jan 23, 2025 - Jul 2, 2025
-18.60%
Jan 7, 2000 - Apr 24, 2000
#7-27.34%
Feb 1, 2000 - Jun 2, 2000
-16.81%
Dec 14, 2000 - Sep 18, 2001
#8-23.90%
Dec 11, 2025 - Mar 27, 2026
-13.74%
Oct 30, 2000 - Dec 14, 2000
#9-20.72%
Nov 28, 2018 - Mar 15, 2019
-13.46%
Jun 22, 2004 - Feb 4, 2005
#10-19.79%
Oct 22, 2021 - Feb 7, 2022
-12.92%
Dec 31, 2020 - May 20, 2021
#11-12.72%
Jan 10, 2018 - Feb 26, 2018
-12.36%
Nov 30, 2018 - Mar 22, 2019
#12-12.48%
May 2, 2012 - Jan 10, 2013
-11.90%
Jan 14, 2022 - Apr 20, 2022
#13-12.22%
Jul 15, 2019 - Jan 9, 2020
-11.44%
Apr 28, 2022 - Aug 1, 2022
#14-11.33%
Dec 14, 2006 - Apr 25, 2007
-11.13%
Aug 14, 2000 - Oct 2, 2000
#15-11.13%
Dec 10, 1999 - Feb 1, 2000
-10.55%
Jun 30, 2000 - Jul 28, 2000

Correlation

Correlation between AXP and PEP is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

AXP vs PEP dividend yield comparison.

YearAXPPEP
20260.56%0.92%
20250.85%3.92%
20240.91%3.51%
20231.24%2.91%
20221.35%2.50%
20211.05%2.45%
20201.42%2.71%
20191.29%2.77%
20181.51%3.25%
20171.32%2.64%
20161.61%2.83%
20151.58%2.76%
20141.05%2.68%
20130.95%2.70%
20121.36%3.11%
20111.53%3.05%
20101.68%2.89%
20091.78%2.92%
20083.88%3.01%
20071.15%1.88%
20060.89%1.85%
200514.85%1.71%
20040.57%1.63%
20030.79%1.35%
20021.13%1.41%
20010.90%1.18%
20000.48%1.12%
19990.00%0.38%

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