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

Company Info

ISIN

US57636Q1040

CUSIP

57636Q104

IPO Date

May 25, 2006

Highlights

Market Cap

$508.02B

EPS (TTM)

$14.26

PE Ratio

39.23

PEG Ratio

2.24

Total Revenue (TTM)

$29.07B

Gross Profit (TTM)

$22.22B

EBITDA (TTM)

$17.36B

Year Range

$426.97 - $581.31

Target Price

$614.79

Short %

0.60%

Short Ratio

1.56

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.


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%14,000.00%December2025FebruaryMarchAprilMay
13,412.36%
342.40%
MA (Mastercard Inc)
Benchmark (^GSPC)

Returns By Period

Mastercard Inc (MA) returned 7.88% year-to-date (YTD) and 25.74% over the past 12 months. Over the past 10 years, MA delivered an annualized return of 20.52%, outperforming the S&P 500 benchmark at 10.31%.


MA

YTD

7.88%

1M

16.83%

6M

9.01%

1Y

25.74%

5Y*

15.64%

10Y*

20.52%

^GSPC (Benchmark)

YTD

-4.26%

1M

11.24%

6M

-5.02%

1Y

8.55%

5Y*

14.02%

10Y*

10.31%

*Annualized

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
20255.64%3.76%-4.89%0.15%3.33%7.88%
20245.49%5.68%1.43%-6.18%-0.92%-1.32%5.27%4.23%2.16%1.31%6.68%-1.20%24.17%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 88, MA is among the top 12% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MA is 8888
Overall Rank
The Sharpe Ratio Rank of MA is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of MA is 8484
Sortino Ratio Rank
The Omega Ratio Rank of MA is 8585
Omega Ratio Rank
The Calmar Ratio Rank of MA is 9191
Calmar Ratio Rank
The Martin Ratio Rank of MA is 9191
Martin 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.


The current Mastercard Inc Sharpe ratio is 1.35. 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 Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
1.24
0.44
MA (Mastercard Inc)
Benchmark (^GSPC)

Dividends

Dividend History

Mastercard Inc provided a 0.50% dividend yield over the last twelve months, with an annual payout of $2.84 per share. The company has been increasing its dividends for 18 consecutive years.


0.45%0.50%0.55%0.60%0.65%0.70%$0.00$0.50$1.00$1.50$2.00$2.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.84$2.64$2.28$1.96$1.76$1.60$1.32$1.00$0.88$0.76$0.64$0.44

Dividend yield

0.50%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%

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
2025$0.76$0.00$0.00$0.76$0.00$1.52
2024$0.66$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$2.64
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

Dividend Yield & Payout


Dividend Yield

Mastercard Inc has a dividend yield of 0.50%, 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

Mastercard Inc has a payout ratio of 18.90%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-1.58%
-8.35%
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 1.58%.


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 9.52%, 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%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
9.52%
11.43%
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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Mastercard Inc, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 4.8% positive surprise.


1.001.502.002.503.003.504.0020212022202320242025
3.73
3.56
Actual
Estimate

Valuation

The Valuation section provides an overview of how Mastercard Inc is priced in the market compared to other companies in the Credit Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for MA, comparing it with other companies in the Credit Services industry. Currently, MA has a P/E ratio of 39.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for MA compared to other companies in the Credit Services industry. MA currently has a PEG ratio of 2.2. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for MA relative to other companies in the Credit Services industry. Currently, MA has a P/S ratio of 17.5. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for MA in comparison with other companies in the Credit Services industry. Currently, MA has a P/B value of 76.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



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