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Mastercard Inc (MA)

Equity · Currency in USD · Last updated Sep 21, 2023

Mastercard is a multinational financial services corporation that facilitates electronic fund transfers, including debit and credit card transactions. The company's products and services are used by consumers, merchants, and financial institutions in many countries worldwide.

Summary

Company Info

ISINUS57636Q1040
CUSIP57636Q104
SectorFinancial Services
IndustryCredit Services

Highlights

Market Cap$365.61B
EPS$10.01
PE Ratio38.43
PEG Ratio1.33
Revenue (TTM)$22.82B
Gross Profit (TTM)$22.24B
EBITDA (TTM)$13.74B
Year Range$275.99 - $389.39
Target Price$432.36
Short %0.59%
Short Ratio1.67

Share Price Chart


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Performance

The chart shows the growth of an initial investment of $10,000 in Mastercard Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%AprilMayJuneJulyAugustSeptember
17.10%
10.86%
MA (Mastercard Inc)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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Mastercard Inc

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Return

Mastercard Inc had a return of 18.61% year-to-date (YTD) and 31.86% in the last 12 months. Over the past 10 years, Mastercard Inc had an annualized return of 20.36%, outperforming the S&P 500 benchmark which had an annualized return of 9.93%.


PeriodReturnBenchmark
1 month4.40%0.06%
6 months17.30%11.82%
Year-To-Date18.61%14.66%
1 year31.86%14.17%
5 years (annualized)13.76%8.51%
10 years (annualized)20.36%9.93%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-4.13%2.29%4.74%-3.95%7.75%0.39%4.66%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Mastercard Inc (MA) and S&P 500 (^GSPC). 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
MA
Mastercard Inc
1.45
^GSPC
S&P 500
0.74

Sharpe Ratio

The current Mastercard Inc Sharpe ratio is 1.45. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50AprilMayJuneJulyAugustSeptember
1.45
0.74
MA (Mastercard Inc)
Benchmark (^GSPC)

Dividend History

Mastercard Inc granted a 0.54% dividend yield in the last twelve months. The annual payout for that period amounted to $2.20 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$2.20$1.96$1.76$1.60$1.32$1.00$0.88$0.76$0.64$0.44$0.21$0.11

Dividend yield

0.54%0.57%0.49%0.46%0.45%0.54%0.60%0.77%0.69%0.54%0.27%0.23%

Monthly Dividends

The table displays the monthly dividend distributions for Mastercard Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.57$0.00$0.00$0.57$0.00$0.00$0.57$0.00
2022$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00
2021$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00
2020$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00
2019$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00
2018$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00
2017$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00
2016$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00
2015$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00
2014$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00
2013$0.03$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00
2012$0.02$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugustSeptember
-1.58%
-8.22%
MA (Mastercard Inc)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Mastercard Inc. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Mastercard Inc is 62.67%, recorded on Jan 20, 2009. It took 621 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.67%Jun 3, 2008160Jan 20, 2009621Jul 7, 2011781
-41%Feb 20, 202023Mar 23, 2020107Aug 24, 2020130
-28.25%Feb 3, 2022174Oct 12, 2022180Jul 3, 2023354
-23.96%Jul 17, 200722Aug 15, 200754Oct 31, 200776
-22.4%Apr 29, 2021151Dec 1, 202143Feb 2, 2022194

Volatility Chart

The current Mastercard Inc volatility is 3.25%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%AprilMayJuneJulyAugustSeptember
3.25%
3.47%
MA (Mastercard Inc)
Benchmark (^GSPC)