CAVA vs. MA
CAVA (CAVA Group Inc.) and MA (Mastercard Incorporated) are both stocks. CAVA operates in Restaurants (Consumer Cyclical), while MA operates in Credit Services (Financial Services). Over the past 3 years, CAVA returned 32.88%/yr vs 9.87%/yr for MA. At a 0.26 correlation, their price movements are largely independent.
Performance
CAVA vs. MA - Performance Comparison
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Returns By Period
In the year-to-date period, CAVA achieves a 52.53% return, which is significantly higher than MA's -13.78% return.
CAVA
- 1D
- -1.62%
- 1M
- 16.46%
- YTD
- 52.53%
- 6M
- 72.42%
- 1Y
- 20.05%
- 3Y*
- 32.88%
- 5Y*
- —
- 10Y*
- —
MA
- 1D
- 0.13%
- 1M
- -0.72%
- YTD
- -13.78%
- 6M
- -13.51%
- 1Y
- -12.19%
- 3Y*
- 9.87%
- 5Y*
- 6.78%
- 10Y*
- 18.76%
CAVA vs. MA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CAVA CAVA Group Inc. | 52.53% | -47.97% | 162.45% | 2.33% |
MA Mastercard Incorporated | -13.78% | 9.04% | 24.17% | 14.14% |
Correlation
The correlation between CAVA and MA is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2023 | 0.26 |
Fundamentals
CAVA:
$0.54
MA:
$17.28
CAVA:
166.01
MA:
28.40
CAVA:
0.91
MA:
1.66
CAVA:
8.97
MA:
13.03
CAVA:
$1.18B
MA:
$33.94B
CAVA:
$216.81M
MA:
$26.70B
CAVA:
$150.65M
MA:
$21.23B
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Return for Risk
CAVA vs. MA — Risk / Return Rank
CAVA
MA
CAVA vs. MA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CAVA Group Inc. (CAVA) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CAVA | MA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +1.60 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.92 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | -0.58 | +0.97 |
| Martin ratioReturn relative to average drawdown | 0.76 | -1.18 | +1.94 |
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Drawdowns
CAVA vs. MA - Drawdown Comparison
The maximum CAVA drawdown since its inception was -71.11%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for CAVA and MA.
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Drawdown Indicators
| CAVA | MA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.11% | -62.67% | -8.44% |
Max Drawdown (1Y)Largest decline over 1 year | -52.65% | -20.91% | -31.74% |
Max Drawdown (3Y)Largest decline over 3 years | -71.11% | -20.91% | -50.20% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.25% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.00% | — |
Current DrawdownCurrent decline from peak | -40.67% | -17.71% | -22.96% |
Average DrawdownAverage peak-to-trough decline | -30.13% | -9.83% | -20.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.35% | 10.38% | +15.97% |
Volatility
CAVA vs. MA - Volatility Comparison
CAVA Group Inc. (CAVA) has a higher volatility of 14.94% compared to Mastercard Incorporated (MA) at 6.46%. This indicates that CAVA'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
| CAVA | MA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.94% | 6.46% | +8.48% |
Volatility (6M)Calculated over the trailing 6-month period | 42.61% | 16.91% | +25.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 58.15% | 21.90% | +36.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 59.32% | 24.02% | +35.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.32% | 26.93% | +32.39% |
Dividends
CAVA vs. MA - Dividend Comparison
CAVA has not paid dividends to shareholders, while MA's dividend yield for the trailing twelve months is around 0.66%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAVA CAVA Group Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
CAVA vs. MA - Financials Comparison
This section allows you to compare key financial metrics between CAVA Group 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
CAVA vs. MA - Profitability Comparison
CAVA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CAVA Group Inc. reported a gross profit of 40.95M and revenue of 274.99M. Therefore, the gross margin over that period was 14.9%.
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%.
CAVA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CAVA Group Inc. reported an operating income of 8.43M and revenue of 274.99M, resulting in an operating margin of 3.1%.
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%.
CAVA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CAVA Group Inc. reported a net income of 4.92M and revenue of 274.99M, resulting in a net margin of 1.8%.
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
CAVA and MA have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAVA has higher volatility (14.94%) compared to MA (6.46%). In terms of maximum drawdown, CAVA dropped -71.11% vs MA's -62.67%.
CAVA currently has the higher Sharpe Ratio (0.35 vs -0.56), 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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