MA vs. SPG
Compare and contrast key facts about Mastercard Inc (MA) and Simon Property Group, Inc. (SPG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MA or SPG.
Key characteristics
| MA | SPG | |
|---|---|---|
| YTD Return | 4.31% | 1.50% |
| 1Y Return | 18.63% | 40.79% |
| 3Y Return (Ann) | 6.29% | 11.71% |
| 5Y Return (Ann) | 12.97% | 1.22% |
| 10Y Return (Ann) | 20.42% | 3.53% |
| Sharpe Ratio | 1.17 | 1.83 |
| Daily Std Dev | 16.25% | 22.47% |
| Max Drawdown | -62.67% | -77.00% |
| Current Drawdown | -9.10% | -8.67% |
Fundamentals
| MA | SPG | |
|---|---|---|
| Market Cap | $431.39B | $53.33B |
| EPS | $11.84 | $6.98 |
| PE Ratio | 39.06 | 20.40 |
| PEG Ratio | 1.56 | 7.60 |
| Revenue (TTM) | $25.10B | $5.66B |
| Gross Profit (TTM) | $22.24B | $4.29B |
| EBITDA (TTM) | $15.35B | $4.11B |
Correlation
The correlation between MA and SPG is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MA vs. SPG - Performance Comparison
In the year-to-date period, MA achieves a 4.31% return, which is significantly higher than SPG's 1.50% return. Over the past 10 years, MA has outperformed SPG with an annualized return of 20.42%, while SPG has yielded a comparatively lower 3.53% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MA vs. SPG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mastercard Inc (MA) and Simon Property Group, Inc. (SPG). 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.
Dividends
MA vs. SPG - Dividend Comparison
MA's dividend yield for the trailing twelve months is around 0.55%, less than SPG's 5.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MA Mastercard Inc | 0.55% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% | 0.25% |
SPG Simon Property Group, Inc. | 5.32% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% | 3.06% |
Drawdowns
MA vs. SPG - Drawdown Comparison
The maximum MA drawdown since its inception was -62.67%, smaller than the maximum SPG drawdown of -77.00%. Use the drawdown chart below to compare losses from any high point for MA and SPG. For additional features, visit the drawdowns tool.
Volatility
MA vs. SPG - Volatility Comparison
The current volatility for Mastercard Inc (MA) is 4.14%, while Simon Property Group, Inc. (SPG) has a volatility of 6.23%. This indicates that MA experiences smaller price fluctuations and is considered to be less risky than SPG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MA vs. SPG - Financials Comparison
This section allows you to compare key financial metrics between Mastercard Inc and Simon Property Group, 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.
Total Revenue: Total amount of money received from sales and other business activities