MA.NEO vs. VISA.NEO
MA.NEO (Mastercard Inc CDR) and VISA.NEO (Visa Inc CDR) are both stocks. Both operate in the Credit Services industry within the Financial Services sector. Over the past 3 years, MA.NEO returned 7.01%/yr vs 10.24%/yr for VISA.NEO. Their correlation of 0.80 suggests significant overlap in exposure.
Performance
MA.NEO vs. VISA.NEO - Performance Comparison
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Returns By Period
In the year-to-date period, MA.NEO achieves a -17.48% return, which is significantly lower than VISA.NEO's -10.86% return.
MA.NEO
- 1D
- -1.10%
- 1M
- -6.48%
- YTD
- -17.48%
- 6M
- -15.13%
- 1Y
- -19.99%
- 3Y*
- 7.01%
- 5Y*
- —
- 10Y*
- —
VISA.NEO
- 1D
- -1.20%
- 1M
- -3.79%
- YTD
- -10.86%
- 6M
- -5.29%
- 1Y
- -15.35%
- 3Y*
- 10.24%
- 5Y*
- —
- 10Y*
- —
MA.NEO vs. VISA.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
MA.NEO Mastercard Inc CDR | -17.48% | 6.43% | 22.59% | 22.17% | -4.59% | 17.36% |
VISA.NEO Visa Inc CDR | -10.86% | 9.26% | 20.90% | 25.24% | -4.88% | 13.82% |
Correlation
The correlation between MA.NEO and VISA.NEO is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Dec 2, 2021 | 0.80 |
The correlation between MA.NEO and VISA.NEO has been stable across timeframes, ranging from 0.77 to 0.81 - a consistent structural relationship.
Fundamentals
MA.NEO:
CA$25.86B
VISA.NEO:
CA$55.66B
MA.NEO:
CA$15.78
VISA.NEO:
CA$10.35
MA.NEO:
1.82
VISA.NEO:
2.78
MA.NEO:
0.82
VISA.NEO:
1.40
MA.NEO:
3.27
VISA.NEO:
1.47
MA.NEO:
CA$31.47B
VISA.NEO:
CA$40.00B
MA.NEO:
CA$24.39B
VISA.NEO:
CA$32.15B
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Return for Risk
MA.NEO vs. VISA.NEO — Risk / Return Rank
MA.NEO
VISA.NEO
MA.NEO vs. VISA.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mastercard Inc CDR (MA.NEO) and Visa Inc CDR (VISA.NEO). 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.
| MA.NEO | VISA.NEO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 0.89 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.92 | -0.72 | -0.20 |
| Martin ratioReturn relative to average drawdown | -1.86 | -1.30 | -0.55 |
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
| MA.NEO | VISA.NEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.90 | -0.70 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.29 | +0.09 |
Drawdowns
MA.NEO vs. VISA.NEO - Drawdown Comparison
The maximum MA.NEO drawdown since its inception was -28.75%, which is greater than VISA.NEO's maximum drawdown of -24.78%. Use the drawdown chart below to compare losses from any high point for MA.NEO and VISA.NEO.
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Drawdown Indicators
| MA.NEO | VISA.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.75% | -24.78% | -3.97% |
Max Drawdown (1Y)Largest decline over 1 year | -21.91% | -21.55% | -0.36% |
Max Drawdown (3Y)Largest decline over 3 years | -21.91% | -21.55% | -0.36% |
Current DrawdownCurrent decline from peak | -21.91% | -16.76% | -5.15% |
Average DrawdownAverage peak-to-trough decline | -7.57% | -7.32% | -0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.78% | 11.80% | -1.02% |
Volatility
MA.NEO vs. VISA.NEO - Volatility Comparison
Mastercard Inc CDR (MA.NEO) has a higher volatility of 5.65% compared to Visa Inc CDR (VISA.NEO) at 5.11%. This indicates that MA.NEO's price experiences larger fluctuations and is considered to be riskier than VISA.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MA.NEO | VISA.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 5.11% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 17.34% | 17.28% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.33% | 21.99% | +0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.37% | 23.02% | +0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 23.02% | +0.35% |
Dividends
MA.NEO vs. VISA.NEO - Dividend Comparison
MA.NEO's dividend yield for the trailing twelve months is around 0.96%, less than VISA.NEO's 1.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
MA.NEO Mastercard Inc CDR | 0.96% | 0.76% | 0.69% | 0.72% | 0.74% | 0.00% |
VISA.NEO Visa Inc CDR | 1.15% | 0.98% | 0.93% | 0.98% | 0.99% | 0.22% |
Financials
MA.NEO vs. VISA.NEO - Financials Comparison
This section allows you to compare key financial metrics between Mastercard Inc CDR and Visa Inc CDR. 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
MA.NEO vs. VISA.NEO - Profitability Comparison
MA.NEO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mastercard Inc CDR reported a gross profit of 6.71B and revenue of 8.60B. Therefore, the gross margin over that period was 78.0%.
VISA.NEO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Visa Inc CDR reported a gross profit of 8.74B and revenue of 10.72B. Therefore, the gross margin over that period was 81.5%.
MA.NEO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mastercard Inc CDR reported an operating income of 5.17B and revenue of 8.60B, resulting in an operating margin of 60.1%.
VISA.NEO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Visa Inc CDR reported an operating income of 7.05B and revenue of 10.72B, resulting in an operating margin of 65.8%.
MA.NEO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mastercard Inc CDR reported a net income of 3.93B and revenue of 8.60B, resulting in a net margin of 45.7%.
VISA.NEO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Visa Inc CDR reported a net income of 5.09B and revenue of 10.72B, resulting in a net margin of 47.5%.
Frequently Asked Questions
MA.NEO and VISA.NEO have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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