IMBBY vs. MA

Last updated Apr 1, 2026

Compare and contrast key facts about Imperial Brands PLC (IMBBY) and Mastercard Inc (MA).

Performance

IMBBY vs. MA - Performance Comparison

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

IMBBY vs. MA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IMBBY Imperial Brands PLC	-1.50%	38.90%	47.56%	0.53%	22.09%	14.14%	-6.19%	-10.65%	-23.41%	2.89%
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 IMBBY : $33.70B MA : $448.69B
EPS IMBBY : $6.20 MA : $16.56
PE Ratio IMBBY : 6.59 MA : 30.18
PEG Ratio IMBBY : 0.74 MA : 1.39
PS Ratio IMBBY : 0.61 MA : 13.77
PB Ratio IMBBY : 5.19 MA : 57.93
Total Revenue (TTM) IMBBY : $54.93B MA : $32.79B
Gross Profit (TTM) IMBBY : $14.68B MA : $27.36B
EBITDA (TTM) IMBBY : $8.51B MA : $20.19B

Returns By Period

In the year-to-date period, IMBBY achieves a -1.50% return, which is significantly higher than MA's -12.34% return. Over the past 10 years, IMBBY has underperformed MA with an annualized return of 4.40%, while MA has yielded a comparatively higher 18.66% annualized return.

IMBBY

• 1D: 0.15%
• 1M: -8.83%
• YTD: -1.50%
• 6M: -1.67%
• 1Y: 15.90%
• 3Y*: 28.99%
• 5Y*: 22.61%
• 10Y*: 4.40%

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)

Return for Risk

IMBBY vs. MA — Risk / Return Rank

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

IMBBY

IMBBY Risk / Return Rank: 64
IMBBY Sharpe Ratio Rank: 67
IMBBY Sortino Ratio Rank: 58
IMBBY Omega Ratio Rank: 58
IMBBY Calmar Ratio Rank: 66
IMBBY Martin Ratio Rank: 69

MA

MA Risk / Return Rank: 26
MA Sharpe Ratio Rank: 26
MA Sortino Ratio Rank: 23
MA Omega Ratio Rank: 23
MA Calmar Ratio Rank: 31
MA Martin Ratio Rank: 27

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.

IMBBY vs. MA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Imperial Brands PLC (IMBBY) 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.

	IMBBY	MA	Difference
Sharpe ratio Return per unit of total volatility	0.72	-0.35	+1.06
Sortino ratio Return per unit of downside risk	1.06	-0.32	+1.38
Omega ratio Gain probability vs. loss probability	1.14	0.96	+0.19
Calmar ratio Return relative to maximum drawdown	1.12	-0.37	+1.50
Martin ratio Return relative to average drawdown	3.27	-0.91	+4.19
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IMBBY vs. MA - Sharpe Ratio Comparison

The current IMBBY Sharpe Ratio is 0.72, which is higher than the MA Sharpe Ratio of -0.35. The chart below compares the historical Sharpe Ratios of IMBBY 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.

Sharpe Ratios by Period

	IMBBY	MA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.72	-0.35	+1.06
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.09	0.30	+0.79
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.18	0.70	-0.52
Sharpe Ratio (All Time) Calculated using the full available price history	0.20	0.84	-0.64

Correlation

The correlation between IMBBY and MA is 0.23, 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

IMBBY vs. MA - Dividend Comparison

IMBBY's dividend yield for the trailing twelve months is around 5.18%, more than MA's 0.63% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IMBBY Imperial Brands PLC	5.18%	5.37%	6.04%	7.62%	7.03%	8.58%	9.92%	10.41%	7.93%	5.03%	4.54%	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

IMBBY vs. MA - Drawdown Comparison

The maximum IMBBY drawdown since its inception was -65.19%, roughly equal to the maximum MA drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for IMBBY and MA.

Drawdown Indicators

	IMBBY	MA	Difference
Max Drawdown Largest peak-to-trough decline	-65.19%	-62.67%	-2.52%
Max Drawdown (1Y) Largest decline over 1 year	-15.65%	-18.92%	+3.27%
Max Drawdown (5Y) Largest decline over 5 years	-21.66%	-28.25%	+6.59%
Max Drawdown (10Y) Largest decline over 10 years	-65.19%	-41.00%	-24.19%
Current Drawdown Current decline from peak	-9.16%	-16.34%	+7.18%
Average Drawdown Average peak-to-trough decline	-26.42%	-9.76%	-16.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.37%	7.71%	-2.34%

Volatility

IMBBY vs. MA - Volatility Comparison

Imperial Brands PLC (IMBBY) has a higher volatility of 7.89% compared to Mastercard Inc (MA) at 6.83%. This indicates that IMBBY'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

	IMBBY	MA	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.89%	6.83%	+1.06%
Volatility (6M) Calculated over the trailing 6-month period	14.60%	16.10%	-1.50%
Volatility (1Y) Calculated over the trailing 1-year period	22.30%	24.21%	-1.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.83%	23.87%	-3.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.22%	26.79%	-2.57%

Financials

IMBBY vs. MA - Profitability Comparison

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

IMBBY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Imperial Brands PLC reported a gross profit of 4.94B and revenue of 13.85B. Therefore, the gross margin over that period was 35.7%.

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%.

IMBBY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Imperial Brands PLC reported an operating income of 3.02B and revenue of 13.85B, resulting in an operating margin of 21.8%.

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%.

IMBBY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Imperial Brands PLC reported a net income of 1.70B and revenue of 13.85B, resulting in a net margin of 12.2%.

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%.