MCD vs. MA
Compare and contrast key facts about McDonald's Corporation (MCD) and Mastercard Inc (MA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCD or MA.
Performance
MCD vs. MA - Performance Comparison
Returns By Period
In the year-to-date period, MCD achieves a -0.04% return, which is significantly lower than MA's 23.01% return. Over the past 10 years, MCD has underperformed MA with an annualized return of 14.61%, while MA has yielded a comparatively higher 20.74% annualized return.
MCD
-0.04%
-8.04%
10.02%
8.13%
11.03%
14.61%
MA
23.01%
1.02%
13.80%
31.06%
13.50%
20.74%
Fundamentals
| MCD | MA | |
|---|---|---|
| Market Cap | $216.08B | $486.56B |
| EPS | $11.29 | $13.23 |
| PE Ratio | 26.45 | 40.00 |
| PEG Ratio | 2.72 | 1.96 |
| Total Revenue (TTM) | $25.94B | $27.23B |
| Gross Profit (TTM) | $14.42B | $25.03B |
| EBITDA (TTM) | $13.04B | $15.99B |
Key characteristics
| MCD | MA | |
|---|---|---|
| Sharpe Ratio | 0.45 | 2.04 |
| Sortino Ratio | 0.73 | 2.71 |
| Omega Ratio | 1.09 | 1.38 |
| Calmar Ratio | 0.46 | 2.72 |
| Martin Ratio | 1.03 | 6.76 |
| Ulcer Index | 7.78% | 4.75% |
| Daily Std Dev | 17.82% | 15.73% |
| Max Drawdown | -73.62% | -62.67% |
| Current Drawdown | -8.04% | -1.60% |
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Correlation
The correlation between MCD and MA is 0.39, 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.
Risk-Adjusted Performance
MCD vs. MA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for McDonald's Corporation (MCD) 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.
Dividends
MCD vs. MA - Dividend Comparison
MCD's dividend yield for the trailing twelve months is around 2.29%, more than MA's 0.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCD McDonald's Corporation | 2.29% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% | 3.50% | 3.22% |
MA Mastercard Inc | 0.51% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% | 0.25% |
Drawdowns
MCD vs. MA - Drawdown Comparison
The maximum MCD drawdown since its inception was -73.62%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for MCD and MA. For additional features, visit the drawdowns tool.
Volatility
MCD vs. MA - Volatility Comparison
McDonald's Corporation (MCD) has a higher volatility of 7.41% compared to Mastercard Inc (MA) at 5.48%. This indicates that MCD'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.
Financials
MCD vs. MA - Financials Comparison
This section allows you to compare key financial metrics between McDonald's Corporation and Mastercard 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