AV.L vs. MA
Compare and contrast key facts about Aviva plc (AV.L) and Mastercard Inc (MA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AV.L or MA.
Key characteristics
| AV.L | MA | |
|---|---|---|
| YTD Return | 21.75% | 16.19% |
| 1Y Return | 32.98% | 20.06% |
| 3Y Return (Ann) | 11.87% | 13.28% |
| 5Y Return (Ann) | 10.20% | 12.94% |
| 10Y Return (Ann) | 4.75% | 21.27% |
| Sharpe Ratio | 1.91 | 1.16 |
| Daily Std Dev | 16.79% | 16.55% |
| Max Drawdown | -79.50% | -62.67% |
| Current Drawdown | -0.29% | 0.00% |
Fundamentals
| AV.L | MA | |
|---|---|---|
| Market Cap | £13.10B | $455.78B |
| EPS | £0.46 | $13.09 |
| PE Ratio | 10.72 | 37.69 |
| PEG Ratio | 1.93 | 1.45 |
| Total Revenue (TTM) | £48.65B | $26.39B |
| Gross Profit (TTM) | £41.89B | $22.85B |
| EBITDA (TTM) | -£784.00M | $16.11B |
Correlation
The correlation between AV.L and MA is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AV.L vs. MA - Performance Comparison
In the year-to-date period, AV.L achieves a 21.75% return, which is significantly higher than MA's 16.19% return. Over the past 10 years, AV.L has underperformed MA with an annualized return of 4.75%, while MA has yielded a comparatively higher 21.27% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
AV.L vs. MA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aviva plc (AV.L) and Mastercard Inc (MA). 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.
Dividends
AV.L vs. MA - Dividend Comparison
AV.L's dividend yield for the trailing twelve months is around 6.94%, more than MA's 0.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AV.L Aviva plc | 6.94% | 7.32% | 29.18% | 3.95% | 8.04% | 5.49% | 5.72% | 3.64% | 4.41% | 5.49% | 3.15% | 5.71% |
MA Mastercard Inc | 0.52% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% | 0.25% |
Drawdowns
AV.L vs. MA - Drawdown Comparison
The maximum AV.L drawdown since its inception was -79.50%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for AV.L and MA. For additional features, visit the drawdowns tool.
Volatility
AV.L vs. MA - Volatility Comparison
Aviva plc (AV.L) and Mastercard Inc (MA) have volatilities of 3.84% and 3.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AV.L vs. MA - Financials Comparison
This section allows you to compare key financial metrics between Aviva plc and Mastercard Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities