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Mastercard Inc (MA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS57636Q1040
CUSIP57636Q104
SectorFinancial Services
IndustryCredit Services

Highlights

Market Cap$412.46B
EPS (TTM)$12.60
PE Ratio35.21
PEG Ratio1.56
Total Revenue (TTM)$19.43B
Gross Profit (TTM)$16.12B
EBITDA (TTM)$11.82B
Year Range$358.18 - $488.60
Target Price$513.72
Short %0.53%
Short Ratio1.68

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Mastercard Inc

Popular comparisons: MA vs. V, MA vs. AXP, MA vs. MSFT, MA vs. MCD, MA vs. SPY, MA vs. HD, MA vs. PG, MA vs. COST, MA vs. BRK-B, MA vs. SPG

Performance

Performance Chart

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%2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%FebruaryMarchAprilMayJuneJuly
10,439.46%
332.48%
MA (Mastercard Inc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Mastercard Inc had a return of 4.49% year-to-date (YTD) and 12.12% in the last 12 months. Over the past 10 years, Mastercard Inc had an annualized return of 19.72%, outperforming the S&P 500 benchmark which had an annualized return of 10.77%.


PeriodReturnBenchmark
Year-To-Date4.49%15.41%
1 month-1.28%0.33%
6 months1.87%13.74%
1 year12.12%21.39%
5 years (annualized)10.62%13.11%
10 years (annualized)19.72%10.77%

Monthly Returns

The table below presents the monthly returns of MA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20245.49%5.68%1.43%-6.18%-0.92%-1.32%4.49%
20236.75%-4.13%2.29%4.74%-3.95%7.75%0.39%4.66%-4.05%-4.80%9.96%3.06%23.40%
20227.67%-6.62%-0.95%1.82%-1.52%-11.85%12.32%-8.32%-12.34%15.60%8.60%-2.43%-2.66%
2021-11.28%11.88%0.62%7.43%-5.62%1.25%5.84%-10.29%0.42%-3.38%-6.14%14.10%1.16%
20205.95%-8.13%-16.78%14.01%9.43%-1.72%4.48%16.10%-5.59%-14.55%16.58%6.07%20.19%
201912.11%6.46%4.75%8.13%-1.08%5.19%3.05%3.34%-3.48%2.05%5.57%2.18%59.16%
201811.83%4.00%-0.34%1.92%6.65%3.37%0.88%8.87%3.27%-11.10%1.72%-6.18%25.31%
20173.20%3.88%1.82%3.63%5.64%-1.16%5.42%4.30%5.93%5.52%1.14%0.59%47.69%
2016-8.37%-2.37%8.72%2.84%-1.12%-8.18%8.39%1.46%5.32%5.36%-4.50%1.03%6.91%
2015-4.61%9.87%-4.15%4.61%2.27%1.32%4.37%-5.16%-2.44%10.03%-1.08%-0.57%13.81%
2014-9.29%2.70%-3.89%-1.39%3.94%-3.90%1.07%2.24%-2.49%13.47%4.23%-1.29%3.73%
20135.58%-0.11%4.50%2.30%3.13%0.75%6.39%-0.74%11.01%6.68%6.10%9.81%70.68%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MA is 71, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of MA is 7171
MA (Mastercard Inc)
The Sharpe Ratio Rank of MA is 7373Sharpe Ratio Rank
The Sortino Ratio Rank of MA is 6363Sortino Ratio Rank
The Omega Ratio Rank of MA is 6565Omega Ratio Rank
The Calmar Ratio Rank of MA is 8181Calmar Ratio Rank
The Martin Ratio Rank of MA is 7171Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Mastercard Inc (MA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


MA
Sharpe ratio
The chart of Sharpe ratio for MA, currently valued at 0.79, compared to the broader market-2.00-1.000.001.002.003.000.79
Sortino ratio
The chart of Sortino ratio for MA, currently valued at 1.10, compared to the broader market-4.00-2.000.002.004.001.10
Omega ratio
The chart of Omega ratio for MA, currently valued at 1.15, compared to the broader market0.501.001.502.001.15
Calmar ratio
The chart of Calmar ratio for MA, currently valued at 0.96, compared to the broader market0.001.002.003.004.005.006.000.96
Martin ratio
The chart of Martin ratio for MA, currently valued at 2.43, compared to the broader market-30.00-20.00-10.000.0010.0020.002.43
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.82, compared to the broader market-2.00-1.000.001.002.003.001.82
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.59, compared to the broader market-4.00-2.000.002.004.002.59
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.32, compared to the broader market0.501.001.502.001.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.45, compared to the broader market0.001.002.003.004.005.006.001.45
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.82, compared to the broader market-30.00-20.00-10.000.0010.0020.006.82

Sharpe Ratio

The current Mastercard Inc Sharpe ratio is 0.79. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Mastercard Inc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00FebruaryMarchAprilMayJuneJuly
0.79
1.82
MA (Mastercard Inc)
Benchmark (^GSPC)

Dividends

Dividend History

Mastercard Inc granted a 0.57% dividend yield in the last twelve months. The annual payout for that period amounted to $2.55 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.55$2.28$1.96$1.76$1.60$1.32$1.00$0.88$0.76$0.64$0.44$0.21

Dividend yield

0.57%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%0.25%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.66$0.00$0.00$0.66$0.00$0.00$0.66$1.98
2023$0.57$0.00$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.57$0.00$0.00$2.28
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$1.96
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$1.76
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$1.60
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$1.32
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$1.00
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$0.88
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$0.76
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$0.64
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$0.44
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$0.21

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.6%
Mastercard Inc has a dividend yield of 0.57%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%20.0%
Mastercard Inc has a payout ratio of 19.97%, which is below the market average. This means Mastercard Inc returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

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


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%FebruaryMarchAprilMayJuneJuly
-8.94%
-2.86%
MA (Mastercard Inc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Mastercard Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Mastercard Inc was 62.67%, occurring on Jan 20, 2009. Recovery took 621 trading sessions.

The current Mastercard Inc drawdown is 8.94%.


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

Volatility Chart

The current Mastercard Inc volatility is 4.94%, 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%FebruaryMarchAprilMayJuneJuly
4.94%
2.76%
MA (Mastercard Inc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Mastercard Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

P/E Ratio

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Mastercard Inc.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items