AVGO vs. MA
AVGO (Broadcom Inc.) and MA (Mastercard Incorporated) are both stocks. AVGO operates in Semiconductors (Technology), while MA operates in Credit Services (Financial Services). Over the past 10 years, AVGO returned 40.58%/yr vs 18.35%/yr for MA. At a 0.40 correlation, their price movements are largely independent.
Performance
AVGO vs. MA - Performance Comparison
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Returns By Period
In the year-to-date period, AVGO achieves a 11.68% return, which is significantly higher than MA's -13.70% return. Over the past 10 years, AVGO has outperformed MA with an annualized return of 40.58%, while MA has yielded a comparatively lower 18.35% annualized return.
AVGO
- 1D
- -7.92%
- 1M
- -9.33%
- YTD
- 11.68%
- 6M
- -0.76%
- 1Y
- 49.60%
- 3Y*
- 71.92%
- 5Y*
- 55.10%
- 10Y*
- 40.58%
MA
- 1D
- 1.93%
- 1M
- -0.16%
- YTD
- -13.70%
- 6M
- -9.69%
- 1Y
- -15.62%
- 3Y*
- 9.57%
- 5Y*
- 6.67%
- 10Y*
- 18.35%
AVGO vs. MA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 11.68% | 50.63% | 110.49% | 104.18% | -13.27% | 56.48% | 44.88% | 29.05% | 2.18% | 48.19% |
MA Mastercard Incorporated | -13.70% | 9.04% | 24.17% | 23.40% | -2.66% | 1.16% | 20.19% | 59.16% | 25.31% | 47.69% |
Correlation
The correlation between AVGO and MA is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2009 | 0.40 |
The correlation between AVGO and MA shifts across timeframes, from -0.06 (1 year) to 0.40 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AVGO:
$1.88T
MA:
$438.53B
AVGO:
$6.01
MA:
$17.28
AVGO:
64.18
MA:
28.43
AVGO:
0.80
MA:
1.66
AVGO:
24.93
MA:
13.04
AVGO:
21.45
MA:
65.24
AVGO:
$75.47B
MA:
$33.94B
AVGO:
$50.53B
MA:
$26.70B
AVGO:
$41.76B
MA:
$21.23B
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Return for Risk
AVGO vs. MA — Risk / Return Rank
AVGO
MA
AVGO vs. MA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Broadcom Inc. (AVGO) and Mastercard Incorporated (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.
| AVGO | MA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.80 | ||
| Sortino ratioReturn per unit of downside risk | +2.53 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.89 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 1.74 | -0.75 | +2.49 |
| Martin ratioReturn relative to average drawdown | 4.15 | -1.54 | +5.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVGO | MA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | -0.71 | +1.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.28 | +1.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.03 | 0.68 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 0.83 | +0.25 |
Drawdowns
AVGO vs. MA - Drawdown Comparison
The maximum AVGO drawdown since its inception was -48.30%, smaller than the maximum MA drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for AVGO and MA.
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Drawdown Indicators
| AVGO | MA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.30% | -62.67% | +14.37% |
Max Drawdown (1Y)Largest decline over 1 year | -28.67% | -20.91% | -7.76% |
Max Drawdown (3Y)Largest decline over 3 years | -41.15% | -20.91% | -20.24% |
Max Drawdown (5Y)Largest decline over 5 years | -41.15% | -28.25% | -12.90% |
Max Drawdown (10Y)Largest decline over 10 years | -48.30% | -41.00% | -7.30% |
Current DrawdownCurrent decline from peak | -19.90% | -17.64% | -2.26% |
Average DrawdownAverage peak-to-trough decline | -7.97% | -9.82% | +1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.00% | 10.19% | +1.81% |
Volatility
AVGO vs. MA - Volatility Comparison
Broadcom Inc. (AVGO) has a higher volatility of 20.03% compared to Mastercard Incorporated (MA) at 6.54%. This indicates that AVGO's price experiences larger fluctuations and is considered to be riskier than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVGO | MA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.03% | 6.54% | +13.49% |
Volatility (6M)Calculated over the trailing 6-month period | 34.58% | 17.46% | +17.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.45% | 22.23% | +23.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.29% | 23.98% | +19.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.46% | 26.92% | +12.54% |
Dividends
AVGO vs. MA - Dividend Comparison
AVGO's dividend yield for the trailing twelve months is around 0.64%, less than MA's 0.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 0.64% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
MA Mastercard Incorporated | 0.66% | 0.53% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% |
Financials
AVGO vs. MA - Financials Comparison
This section allows you to compare key financial metrics between Broadcom Inc. and Mastercard Incorporated. 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
AVGO vs. MA - Profitability Comparison
AVGO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a gross profit of 14.92B and revenue of 22.19B. Therefore, the gross margin over that period was 67.2%.
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported a gross profit of 4.91B and revenue of 8.40B. Therefore, the gross margin over that period was 58.4%.
AVGO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported an operating income of 10.87B and revenue of 22.19B, resulting in an operating margin of 49.0%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported an operating income of 4.91B and revenue of 8.40B, resulting in an operating margin of 58.4%.
AVGO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a net income of 9.31B and revenue of 22.19B, resulting in a net margin of 42.0%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported a net income of 3.88B and revenue of 8.40B, resulting in a net margin of 46.2%.
Frequently Asked Questions
AVGO and MA have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVGO has higher volatility (20.03%) compared to MA (6.54%). In terms of maximum drawdown, AVGO dropped -48.30% vs MA's -62.67%.
AVGO currently has the higher Sharpe Ratio (1.10 vs -0.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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