OTCM vs. MA
OTCM (Otc Markets Group) and MA (Mastercard Incorporated) are both stocks. Both are in the Financial Services sector — OTCM in Financial Data & Stock Exchanges, MA in Credit Services. Over the past 10 years, OTCM returned 16.80%/yr vs 18.64%/yr for MA. At a 0.08 correlation, their price movements are largely independent.
Performance
OTCM vs. MA - Performance Comparison
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Returns By Period
In the year-to-date period, OTCM achieves a 1.93% return, which is significantly higher than MA's -13.89% return. Over the past 10 years, OTCM has underperformed MA with an annualized return of 16.80%, while MA has yielded a comparatively higher 18.64% annualized return.
OTCM
- 1D
- 0.72%
- 1M
- -2.00%
- YTD
- 1.93%
- 6M
- 3.13%
- 1Y
- 6.75%
- 3Y*
- 1.73%
- 5Y*
- 4.73%
- 10Y*
- 16.80%
MA
- 1D
- 0.71%
- 1M
- -0.13%
- YTD
- -13.89%
- 6M
- -14.05%
- 1Y
- -16.36%
- 3Y*
- 10.32%
- 5Y*
- 6.66%
- 10Y*
- 18.64%
OTCM vs. MA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCM Otc Markets Group | 1.93% | 5.08% | -4.43% | 2.06% | -0.01% | 85.79% | 0.99% | 25.17% | 4.17% | 32.32% |
MA Mastercard Incorporated | -13.89% | 9.04% | 24.17% | 23.40% | -2.66% | 1.16% | 20.19% | 59.16% | 25.31% | 47.69% |
Correlation
The correlation between OTCM and MA is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Jan 21, 2011 | 0.08 |
Fundamentals
OTCM:
$613.29M
MA:
$437.55B
OTCM:
$2.71
MA:
$17.28
OTCM:
19.06
MA:
28.36
OTCM:
53.52
MA:
1.65
OTCM:
4.93
MA:
13.01
OTCM:
14.48
MA:
65.09
OTCM:
$124.27M
MA:
$33.94B
OTCM:
$60.59M
MA:
$26.70B
OTCM:
$42.09M
MA:
$21.23B
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Return for Risk
OTCM vs. MA — Risk / Return Rank
OTCM
MA
OTCM vs. MA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Otc Markets Group (OTCM) and Mastercard Incorporated (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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OTCM | MA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.95 | ||
| Sortino ratioReturn per unit of downside risk | +1.47 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 0.89 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.39 | -0.79 | +1.18 |
| Martin ratioReturn relative to average drawdown | 0.68 | -1.59 | +2.27 |
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Drawdowns
OTCM vs. MA - Drawdown Comparison
The maximum OTCM drawdown since its inception was -39.87%, smaller than the maximum MA drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for OTCM and MA.
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Drawdown Indicators
| OTCM | MA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.87% | -62.67% | +22.80% |
Max Drawdown (1Y)Largest decline over 1 year | -17.26% | -20.91% | +3.65% |
Max Drawdown (3Y)Largest decline over 3 years | -24.48% | -20.91% | -3.57% |
Max Drawdown (5Y)Largest decline over 5 years | -25.80% | -28.25% | +2.45% |
Max Drawdown (10Y)Largest decline over 10 years | -39.87% | -41.00% | +1.13% |
Current DrawdownCurrent decline from peak | -10.01% | -17.82% | +7.81% |
Average DrawdownAverage peak-to-trough decline | -8.57% | -9.82% | +1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.96% | 10.48% | -0.52% |
Volatility
OTCM vs. MA - Volatility Comparison
The current volatility for Otc Markets Group (OTCM) is 5.46%, while Mastercard Incorporated (MA) has a volatility of 6.46%. This indicates that OTCM experiences smaller price fluctuations and is considered to be less risky than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCM | MA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 6.46% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 17.68% | 17.51% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.89% | 22.34% | +8.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.68% | 24.01% | +5.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.05% | 26.92% | +6.13% |
Dividends
OTCM vs. MA - Dividend Comparison
OTCM's dividend yield for the trailing twelve months is around 5.24%, more than MA's 0.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MA Mastercard Incorporated | 0.67% | 0.53% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% |
OTCM Otc Markets Group | 5.24% | 4.81% | 4.33% | 3.97% | 3.90% | 6.19% | 3.68% | 3.57% | 4.24% | 3.99% | 2.43% | 6.63% |
Financials
OTCM vs. MA - Financials Comparison
This section allows you to compare key financial metrics between Otc Markets Group and Mastercard Incorporated. 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
OTCM vs. MA - Profitability Comparison
OTCM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Otc Markets Group reported a gross profit of 12.61M and revenue of 30.40M. Therefore, the gross margin over that period was 41.5%.
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported a gross profit of 4.91B and revenue of 8.40B. Therefore, the gross margin over that period was 58.4%.
OTCM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Otc Markets Group reported an operating income of 8.62M and revenue of 30.40M, resulting in an operating margin of 28.4%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported an operating income of 4.91B and revenue of 8.40B, resulting in an operating margin of 58.4%.
OTCM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Otc Markets Group reported a net income of 7.08M and revenue of 30.40M, resulting in a net margin of 23.3%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported a net income of 3.88B and revenue of 8.40B, resulting in a net margin of 46.2%.
Frequently Asked Questions
OTCM and MA have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MA has higher volatility (6.46%) compared to OTCM (5.46%). In terms of maximum drawdown, OTCM dropped -39.87% vs MA's -62.67%.
OTCM currently has the higher Sharpe Ratio (0.22 vs -0.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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