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MA vs AXP

Comparison between Mastercard Incorporated - Class A (MA, Company) and American Express Company (AXP, Company).

Both MA and AXP are from the Financial Services sector.

5-Year PerformanceAXP has outperformed MA, delivering a return of +14.9% compared to +6.7%

MA vs AXP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
MA
$441B
AXP
$213B
Max Drawdown
Winner
MA
62.76%
AXP
84.35%
Sharpe Ratio
MA
-0.81
Winner
AXP
0.22
5Y Beta
Winner
MA
0.67
AXP
1.24
Industry
MA
Credit Services
AXP
Credit Services
P/E Ratio
MA
30.25
Winner
AXP
19.17
Forward P/E
MA
24.57
Winner
AXP
17.73
PEG Ratio
Winner
MA
1.53
AXP
1.62
Dividend Yield
MA
0.68%
Winner
AXP
1.09%
5Y Dividends CAGR
Winner
MA
19.06%
AXP
14.49%
5Y EPS CAGR
MA
18.06%
Winner
AXP
21.25%
Debt to Equity
MA
282.18%
Winner
AXP
177.80%
Free Cash Flow Yield
MA
4.03%
Winner
AXP
6.72%
P/S Ratio
MA
12.89
Winner
AXP
3.10
P/B Ratio
MA
64.83
Winner
AXP
6.27

MA vs AXP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MA
-1.17%
AXP
-1.68%
3M
MA
-6.21%
Winner
AXP
+1.44%
6M
Winner
MA
-9.66%
AXP
-15.67%
1Y
MA
-15.59%
Winner
AXP
+6.07%
5Y(CAGR)
MA
+6.68%
Winner
AXP
+14.87%
10Y(CAGR)
MA
+18.36%
Winner
AXP
+18.41%
Max(CAGR)
Winner
MA
+26.89%
AXP
+9.11%

MA vs AXP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMAAXP
2026-12.48%-16.39%
2025+9.90%+25.32%
2024+25.53%+59.49%
2023+23.73%+29.24%
2022-5.71%-11.04%
2021+2.72%+40.21%
2020+18.27%-2.55%
2019+58.25%+32.03%
2018+24.87%-2.27%
2017+44.68%+33.91%
2016+9.79%+11.72%
2015+14.44%-24.20%
2014+3.89%+5.15%
2013+64.32%+55.86%
2012+33.69%+20.46%
2011+69.18%+10.39%
2010-12.52%+6.78%
2009+71.51%+116.95%
2008-33.23%-63.16%
2007+124.14%-13.16%
2006+114.37%+16.55%
2005N/A+5.99%
2004N/A+18.78%
2003N/A+32.70%
2002N/A-0.59%
2001N/A-30.79%
2000N/A+5.33%
1999N/A+11.61%

MA vs AXP Drawdown Comparison

The maximum drawdown for MA was -62.66%, occurring on Jan 20, 2009. Recovery took 781 trading sessions.

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

The current MA drawdown is -17.61%. The current AXP drawdown is -18.86%.

RankMAAXP
#1-62.66%
Jun 2, 2008 - Jul 7, 2011
-83.89%
Jul 19, 2007 - Apr 27, 2012
#2-41.00%
Feb 19, 2020 - Aug 24, 2020
-59.07%
Oct 2, 2000 - Nov 28, 2005
#3-28.25%
Feb 2, 2022 - Jul 3, 2023
-49.64%
Feb 19, 2020 - Feb 22, 2021
#4-23.96%
Jul 16, 2007 - Oct 31, 2007
-45.38%
Jul 3, 2014 - Oct 3, 2017
#5-22.40%
Apr 28, 2021 - Feb 2, 2022
-31.54%
Feb 16, 2022 - Jan 26, 2024
#6-21.86%
Oct 1, 2018 - Feb 22, 2019
-28.74%
Jan 23, 2025 - Jul 2, 2025
#7-21.71%
Dec 13, 2007 - Mar 25, 2008
-27.34%
Feb 1, 2000 - Jun 2, 2000
#8-21.07%
Aug 28, 2020 - Feb 24, 2021
-23.90%
Dec 11, 2025 - Mar 27, 2026
#9-20.91%
Aug 22, 2025 - Jun 3, 2026
-20.72%
Nov 28, 2018 - Mar 15, 2019
#10-20.38%
Nov 6, 2015 - Sep 21, 2016
-19.79%
Oct 22, 2021 - Feb 7, 2022
#11-18.46%
Jan 9, 2014 - Nov 3, 2014
-12.72%
Jan 10, 2018 - Feb 26, 2018
#12-16.73%
Feb 28, 2025 - May 12, 2025
-12.48%
May 2, 2012 - Jan 10, 2013
#13-14.38%
Apr 27, 2012 - Sep 21, 2012
-12.22%
Jul 15, 2019 - Jan 9, 2020
#14-13.74%
Aug 3, 2011 - Sep 7, 2011
-11.33%
Dec 14, 2006 - Apr 25, 2007
#15-13.09%
Feb 8, 2007 - May 1, 2007
-11.13%
Dec 10, 1999 - Feb 1, 2000

Correlation

Correlation between MA and AXP is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2000 - 2026)

MA vs AXP dividend yield comparison.

YearMAAXP
20260.35%0.57%
20250.53%0.85%
20240.50%0.91%
20230.53%1.24%
20220.56%1.35%
20210.49%1.05%
20200.45%1.42%
20190.44%1.29%
20180.53%1.51%
20170.58%1.32%
20160.74%1.61%
20150.66%1.58%
20140.51%1.05%
20130.25%0.95%
20120.21%1.36%
20110.16%1.53%
20100.27%1.68%
20090.23%1.78%
20080.42%3.88%
20070.25%1.15%
20060.09%0.89%
20050.00%14.85%
20040.00%0.57%
20030.00%0.79%
20020.00%1.13%
20010.00%0.90%
20000.00%0.48%

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