MCO vs. MA
Compare and contrast key facts about Moody's Corporation (MCO) and Mastercard Inc (MA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCO or MA.
Key characteristics
| MCO | MA | |
|---|---|---|
| YTD Return | -2.34% | 4.31% |
| 1Y Return | 28.18% | 18.63% |
| 3Y Return (Ann) | 5.77% | 6.29% |
| 5Y Return (Ann) | 15.16% | 12.97% |
| 10Y Return (Ann) | 17.99% | 20.42% |
| Sharpe Ratio | 1.41 | 1.17 |
| Daily Std Dev | 19.82% | 16.25% |
| Max Drawdown | -78.72% | -62.67% |
| Current Drawdown | -5.86% | -9.10% |
Fundamentals
| MCO | MA | |
|---|---|---|
| Market Cap | $68.67B | $431.39B |
| EPS | $8.73 | $11.84 |
| PE Ratio | 43.08 | 39.06 |
| PEG Ratio | 2.25 | 1.56 |
| Revenue (TTM) | $5.92B | $25.10B |
| Gross Profit (TTM) | $3.86B | $22.24B |
| EBITDA (TTM) | $2.61B | $15.35B |
Correlation
The correlation between MCO and MA is 0.53, 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
MCO vs. MA - Performance Comparison
In the year-to-date period, MCO achieves a -2.34% return, which is significantly lower than MA's 4.31% return. Over the past 10 years, MCO has underperformed MA with an annualized return of 17.99%, while MA has yielded a comparatively higher 20.42% 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
MCO vs. MA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Moody's Corporation (MCO) 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
MCO vs. MA - Dividend Comparison
MCO's dividend yield for the trailing twelve months is around 0.83%, more than MA's 0.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCO Moody's Corporation | 0.83% | 0.79% | 1.00% | 0.63% | 0.77% | 0.84% | 1.26% | 1.03% | 1.57% | 1.36% | 1.17% | 1.15% |
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% |
Drawdowns
MCO vs. MA - Drawdown Comparison
The maximum MCO drawdown since its inception was -78.72%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for MCO and MA. For additional features, visit the drawdowns tool.
Volatility
MCO vs. MA - Volatility Comparison
Moody's Corporation (MCO) has a higher volatility of 5.35% compared to Mastercard Inc (MA) at 4.14%. This indicates that MCO'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
MCO vs. MA - Financials Comparison
This section allows you to compare key financial metrics between Moody'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