FANUY vs. MA

Last updated Jun 3, 2026

FANUY (Fanuc Corporation) and MA (Mastercard Inc) are both stocks. FANUY operates in Specialty Industrial Machinery (Industrials), while MA operates in Credit Services (Financial Services). Over the past 10 years, FANUY returned 0.03%/yr vs 18.10%/yr for MA. At a 0.29 correlation, their price movements are largely independent.

Performance

FANUY vs. MA - Performance Comparison

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

Returns By Period

In the year-to-date period, FANUY achieves a 23.99% return, which is significantly higher than MA's -16.06% return. Over the past 10 years, FANUY has underperformed MA with an annualized return of 0.03%, while MA has yielded a comparatively higher 18.10% annualized return.

FANUY

• 1D: -4.70%
• 1M: 11.55%
• YTD: 23.99%
• 6M: 39.94%
• 1Y: 79.55%
• 3Y*: 12.26%
• 5Y*: 0.66%
• 10Y*: 0.03%

MA

• 1D: -3.55%
• 1M: -3.59%
• YTD: -16.06%
• 6M: -12.22%
• 1Y: -17.33%
• 3Y*: 9.16%
• 5Y*: 6.33%
• 10Y*: 18.10%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FANUY vs. MA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FANUY Fanuc Corporation	23.99%	51.15%	-9.96%	-1.61%	-30.16%	-13.77%	34.04%	22.31%	-37.35%	44.38%
MA Mastercard Inc	-16.06%	9.04%	24.17%	23.40%	-2.66%	1.16%	20.19%	59.16%	25.31%	47.69%

Correlation

The correlation between FANUY and MA is 0.08, 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	0.08
Correlation (3Y) Calculated over the trailing 3-year period	0.15
Correlation (5Y) Calculated over the trailing 5-year period	0.27
Correlation (10Y) Calculated over the trailing 10-year period	0.29
Correlation (All Time) Calculated using the full available price history since Nov 5, 2008	0.29

Over the past year, the correlation between FANUY and MA has dropped to 0.08 - well below their long-term average of 0.29, suggesting their price drivers have been diverging.

Fundamentals

Market Cap FANUY : $45.04B MA : $426.57B
EPS FANUY : $90.48 MA : $17.28
PE Ratio FANUY : 0.27 MA : 27.65
PEG Ratio FANUY : 0.05 MA : 1.61
PS Ratio FANUY : 0.05 MA : 12.68
PB Ratio FANUY : 0.02 MA : 63.46
Total Revenue (TTM) FANUY : $869.72B MA : $33.94B
Gross Profit (TTM) FANUY : $332.99B MA : $26.70B
EBITDA (TTM) FANUY : $258.17B MA : $21.23B

Return for Risk

FANUY vs. MA — Risk / Return Rank

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

FANUY

FANUY Risk / Return Rank: 84
FANUY Sharpe Ratio Rank: 85
FANUY Sortino Ratio Rank: 84
FANUY Omega Ratio Rank: 80
FANUY Calmar Ratio Rank: 84
FANUY Martin Ratio Rank: 87

MA

MA Risk / Return Rank: 8
MA Sharpe Ratio Rank: 8
MA Sortino Ratio Rank: 11
MA Omega Ratio Rank: 11
MA Calmar Ratio Rank: 5
MA Martin Ratio Rank: 2

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.

FANUY vs. MA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fanuc Corporation (FANUY) 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.

	FANUY	MA	Difference
Sharpe ratio Return per unit of total volatility	1.81	-0.79	+2.60
Sortino ratio Return per unit of downside risk	2.71	-0.98	+3.69
Omega ratio Gain probability vs. loss probability	1.31	0.88	+0.44
Calmar ratio Return relative to maximum drawdown	3.23	-0.90	+4.13
Martin ratio Return relative to average drawdown	10.01	-1.80	+11.81
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FANUY vs. MA - Sharpe Ratio Comparison

The current FANUY Sharpe Ratio is 1.81, which is higher than the MA Sharpe Ratio of -0.79. The chart below compares the historical Sharpe Ratios of FANUY and MA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	FANUY	MA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.81	-0.79	+2.60
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.02	0.27	-0.25
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.00	0.67	-0.67
Sharpe Ratio (All Time) Calculated using the full available price history	-0.05	0.83	-0.88

Drawdowns

FANUY vs. MA - Drawdown Comparison

The maximum FANUY drawdown since its inception was -79.98%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for FANUY and MA.

Drawdown Indicators

	FANUY	MA	Difference
Max Drawdown Largest peak-to-trough decline	-79.98%	-62.67%	-17.31%
Max Drawdown (1Y) Largest decline over 1 year	-24.99%	-19.89%	-5.10%
Max Drawdown (3Y) Largest decline over 3 years	-40.05%	-19.89%	-20.16%
Max Drawdown (5Y) Largest decline over 5 years	-55.55%	-28.25%	-27.30%
Max Drawdown (10Y) Largest decline over 10 years	-64.73%	-41.00%	-23.73%
Current Drawdown Current decline from peak	-55.69%	-19.89%	-35.80%
Average Drawdown Average peak-to-trough decline	-53.57%	-9.81%	-43.76%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.06%	9.97%	-1.91%

Volatility

FANUY vs. MA - Volatility Comparison

Fanuc Corporation (FANUY) has a higher volatility of 17.61% compared to Mastercard Inc (MA) at 6.24%. This indicates that FANUY'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.

Volatility by Period

	FANUY	MA	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.61%	6.24%	+11.37%
Volatility (6M) Calculated over the trailing 6-month period	35.57%	17.26%	+18.31%
Volatility (1Y) Calculated over the trailing 1-year period	44.15%	22.01%	+22.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.80%	23.96%	+8.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.71%	26.91%	+6.80%

Dividends

FANUY vs. MA - Dividend Comparison

FANUY has not paid dividends to shareholders, while MA's dividend yield for the trailing twelve months is around 0.68%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FANUY Fanuc Corporation	0.00%	0.89%	1.14%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	3.66%	0.00%
MA Mastercard Inc	0.68%	0.53%	0.50%	0.53%	0.56%	0.49%	0.45%	0.44%	0.53%	0.58%	0.74%	0.66%

Financials

FANUY vs. MA - Profitability Comparison

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

FANUY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fanuc Corporation reported a gross profit of 95.97B and revenue of 238.83B. Therefore, the gross margin over that period was 40.2%.

MA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mastercard Inc reported a gross profit of 4.91B and revenue of 8.40B. Therefore, the gross margin over that period was 58.4%.

FANUY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fanuc Corporation reported an operating income of 57.09B and revenue of 238.83B, resulting in an operating margin of 23.9%.

MA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mastercard Inc reported an operating income of 4.91B and revenue of 8.40B, resulting in an operating margin of 58.4%.

FANUY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fanuc Corporation reported a net income of 50.59B and revenue of 238.83B, resulting in a net margin of 21.2%.

MA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mastercard Inc reported a net income of 3.88B and revenue of 8.40B, resulting in a net margin of 46.2%.

Frequently Asked Questions

Can I hold both FANUY and MA in my portfolio?

FANUY and MA have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FANUY or MA?

FANUY has higher volatility (17.61%) compared to MA (6.24%). In terms of maximum drawdown, FANUY dropped -79.98% vs MA's -62.67%.

Which has better risk-adjusted returns?

FANUY currently has the higher Sharpe Ratio (1.81 vs -0.79), 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.