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BYDDF vs. MA
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

BYDDF vs. MA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BYD Company Limited (BYDDF) and Mastercard Inc (MA). The values are adjusted to include any dividend payments, if applicable.

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BYDDF vs. MA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BYDDF
BYD Company Limited
12.29%11.38%24.71%13.22%-27.71%28.77%432.27%-21.10%-27.99%72.50%
MA
Mastercard Inc
-12.34%9.04%24.17%23.40%-2.66%1.16%20.19%59.16%25.31%47.69%

Fundamentals

Market Cap

BYDDF:

$123.61B

MA:

$448.69B

EPS

BYDDF:

$4.99

MA:

$16.56

PE Ratio

BYDDF:

2.75

MA:

30.18

PEG Ratio

BYDDF:

0.02

MA:

1.39

PS Ratio

BYDDF:

0.11

MA:

13.77

PB Ratio

BYDDF:

0.54

MA:

57.93

Total Revenue (TTM)

BYDDF:

$773.53B

MA:

$32.79B

Gross Profit (TTM)

BYDDF:

$116.36B

MA:

$27.36B

EBITDA (TTM)

BYDDF:

$100.35B

MA:

$20.19B

Returns By Period

In the year-to-date period, BYDDF achieves a 12.29% return, which is significantly higher than MA's -12.34% return. Over the past 10 years, BYDDF has outperformed MA with an annualized return of 23.13%, while MA has yielded a comparatively lower 18.66% annualized return.


BYDDF

1D
3.20%
1M
13.55%
YTD
12.29%
6M
-3.09%
1Y
-16.45%
3Y*
13.85%
5Y*
13.79%
10Y*
23.13%

MA

1D
1.15%
1M
-3.39%
YTD
-12.34%
6M
-11.91%
1Y
-8.31%
3Y*
11.85%
5Y*
7.19%
10Y*
18.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BYDDF vs. MA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BYDDF
BYDDF Risk / Return Rank: 2626
Overall Rank
BYDDF Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
BYDDF Sortino Ratio Rank: 2323
Sortino Ratio Rank
BYDDF Omega Ratio Rank: 2424
Omega Ratio Rank
BYDDF Calmar Ratio Rank: 2828
Calmar Ratio Rank
BYDDF Martin Ratio Rank: 3131
Martin Ratio Rank

MA
MA Risk / Return Rank: 2626
Overall Rank
MA Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
MA Sortino Ratio Rank: 2323
Sortino Ratio Rank
MA Omega Ratio Rank: 2323
Omega Ratio Rank
MA Calmar Ratio Rank: 3131
Calmar Ratio Rank
MA Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BYDDF vs. MA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BYD Company Limited (BYDDF) 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.


BYDDFMADifference

Sharpe ratio

Return per unit of total volatility

-0.40

-0.35

-0.05

Sortino ratio

Return per unit of downside risk

-0.31

-0.32

+0.01

Omega ratio

Gain probability vs. loss probability

0.96

0.96

+0.01

Calmar ratio

Return relative to maximum drawdown

-0.44

-0.37

-0.06

Martin ratio

Return relative to average drawdown

-0.66

-0.91

+0.25

BYDDF vs. MA - Sharpe Ratio Comparison

The current BYDDF Sharpe Ratio is -0.40, which is comparable to the MA Sharpe Ratio of -0.35. The chart below compares the historical Sharpe Ratios of BYDDF and MA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BYDDFMADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.40

-0.35

-0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.30

0.30

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.70

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.84

-0.64

Correlation

The correlation between BYDDF and MA is 0.24, 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.


Dividends

BYDDF vs. MA - Dividend Comparison

BYDDF's dividend yield for the trailing twelve months is around 5.38%, more than MA's 0.63% yield.


TTM20252024202320222021202020192018201720162015
BYDDF
BYD Company Limited
5.38%6.04%1.28%0.58%0.07%0.07%0.03%0.58%0.00%2.03%0.00%0.00%
MA
Mastercard Inc
0.63%0.53%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%

Drawdowns

BYDDF vs. MA - Drawdown Comparison

The maximum BYDDF drawdown since its inception was -86.78%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for BYDDF and MA.


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Drawdown Indicators


BYDDFMADifference

Max Drawdown

Largest peak-to-trough decline

-86.78%

-62.67%

-24.11%

Max Drawdown (1Y)

Largest decline over 1 year

-41.23%

-18.92%

-22.31%

Max Drawdown (5Y)

Largest decline over 5 years

-48.35%

-28.25%

-20.10%

Max Drawdown (10Y)

Largest decline over 10 years

-58.45%

-41.00%

-17.45%

Current Drawdown

Current decline from peak

-28.53%

-16.34%

-12.19%

Average Drawdown

Average peak-to-trough decline

-41.05%

-9.76%

-31.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

27.03%

7.71%

+19.32%

Volatility

BYDDF vs. MA - Volatility Comparison

BYD Company Limited (BYDDF) has a higher volatility of 14.62% compared to Mastercard Inc (MA) at 6.83%. This indicates that BYDDF'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


BYDDFMADifference

Volatility (1M)

Calculated over the trailing 1-month period

14.62%

6.83%

+7.79%

Volatility (6M)

Calculated over the trailing 6-month period

25.78%

16.10%

+9.68%

Volatility (1Y)

Calculated over the trailing 1-year period

41.84%

24.21%

+17.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.01%

23.87%

+22.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

47.07%

26.79%

+20.28%

Financials

BYDDF vs. MA - Financials Comparison

This section allows you to compare key financial metrics between BYD Company Limited 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00B100.00B150.00B200.00B250.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
207.40B
8.81B
(BYDDF) Total Revenue
(MA) Total Revenue
Values in USD except per share items

BYDDF vs. MA - Profitability Comparison

The chart below illustrates the profitability comparison between BYD Company Limited and Mastercard Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
7.3%
100.0%
Portfolio components
BYDDF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BYD Company Limited reported a gross profit of 15.18B and revenue of 207.40B. Therefore, the gross margin over that period was 7.3%.

MA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Mastercard Inc reported a gross profit of 8.81B and revenue of 8.81B. Therefore, the gross margin over that period was 100.0%.

BYDDF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BYD Company Limited reported an operating income of -2.54B and revenue of 207.40B, resulting in an operating margin of -1.2%.

MA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Mastercard Inc reported an operating income of 4.91B and revenue of 8.81B, resulting in an operating margin of 55.8%.

BYDDF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BYD Company Limited reported a net income of 8.45B and revenue of 207.40B, resulting in a net margin of 4.1%.

MA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Mastercard Inc reported a net income of 4.06B and revenue of 8.81B, resulting in a net margin of 46.1%.