MSFT vs. MA
Compare and contrast key facts about Microsoft Corporation (MSFT) and Mastercard Inc (MA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSFT or MA.
Key characteristics
| MSFT | MA | |
|---|---|---|
| YTD Return | 9.72% | 8.21% |
| 1Y Return | 43.99% | 24.32% |
| 3Y Return (Ann) | 17.50% | 6.64% |
| 5Y Return (Ann) | 28.60% | 14.49% |
| 10Y Return (Ann) | 28.43% | 20.81% |
| Sharpe Ratio | 2.00 | 1.49 |
| Daily Std Dev | 21.90% | 16.23% |
| Max Drawdown | -69.41% | -62.67% |
| Current Drawdown | -4.08% | -5.70% |
Fundamentals
| MSFT | MA | |
|---|---|---|
| Market Cap | $3.13T | $449.25B |
| EPS | $11.06 | $11.85 |
| PE Ratio | 38.04 | 40.64 |
| PEG Ratio | 2.13 | 1.61 |
| Revenue (TTM) | $227.58B | $25.10B |
| Gross Profit (TTM) | $135.62B | $22.24B |
| EBITDA (TTM) | $118.43B | $15.35B |
Correlation
The correlation between MSFT and MA is 0.50, 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
MSFT vs. MA - Performance Comparison
In the year-to-date period, MSFT achieves a 9.72% return, which is significantly higher than MA's 8.21% return. Over the past 10 years, MSFT has outperformed MA with an annualized return of 28.43%, while MA has yielded a comparatively lower 20.81% 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
MSFT vs. MA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Microsoft Corporation (MSFT) 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
MSFT vs. MA - Dividend Comparison
MSFT's dividend yield for the trailing twelve months is around 0.69%, more than MA's 0.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT Microsoft Corporation | 0.69% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
MA Mastercard Inc | 0.53% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% | 0.25% |
Drawdowns
MSFT vs. MA - Drawdown Comparison
The maximum MSFT drawdown since its inception was -69.41%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for MSFT and MA. For additional features, visit the drawdowns tool.
Volatility
MSFT vs. MA - Volatility Comparison
Microsoft Corporation (MSFT) has a higher volatility of 4.36% compared to Mastercard Inc (MA) at 4.03%. This indicates that MSFT'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.