PBT vs. MA
Compare and contrast key facts about Permian Basin Royalty Trust (PBT) and Mastercard Inc (MA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBT or MA.
Correlation
The correlation between PBT and MA is 0.28, 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.
Performance
PBT vs. MA - Performance Comparison
Key characteristics
PBT:
-0.36
MA:
1.35
PBT:
-0.25
MA:
1.87
PBT:
0.97
MA:
1.28
PBT:
-0.22
MA:
1.70
PBT:
-0.79
MA:
7.10
PBT:
17.90%
MA:
4.01%
PBT:
39.68%
MA:
20.99%
PBT:
-83.08%
MA:
-62.67%
PBT:
-61.53%
MA:
-1.58%
Fundamentals
PBT:
$467.95M
MA:
$508.02B
PBT:
$0.55
MA:
$14.26
PBT:
18.25
MA:
39.23
PBT:
0.00
MA:
2.24
PBT:
16.28
MA:
17.53
PBT:
2.85K
MA:
76.15
PBT:
$21.07M
MA:
$29.07B
PBT:
$21.07M
MA:
$22.22B
PBT:
$19.92M
MA:
$17.36B
Returns By Period
In the year-to-date period, PBT achieves a -12.00% return, which is significantly lower than MA's 7.88% return. Over the past 10 years, PBT has underperformed MA with an annualized return of 6.68%, while MA has yielded a comparatively higher 20.52% annualized return.
PBT
-12.00%
10.10%
-10.30%
-17.46%
31.81%
6.68%
MA
7.88%
16.83%
9.01%
25.74%
15.64%
20.52%
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Risk-Adjusted Performance
PBT vs. MA — Risk-Adjusted Performance Rank
PBT
MA
PBT vs. MA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Permian Basin Royalty Trust (PBT) 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
PBT vs. MA - Dividend Comparison
PBT's dividend yield for the trailing twelve months is around 4.30%, more than MA's 0.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBT Permian Basin Royalty Trust | 4.30% | 4.92% | 4.30% | 4.56% | 2.28% | 7.10% | 10.83% | 11.20% | 7.09% | 5.40% | 6.82% | 10.73% |
MA Mastercard Inc | 0.50% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% |
Drawdowns
PBT vs. MA - Drawdown Comparison
The maximum PBT drawdown since its inception was -83.08%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for PBT and MA. For additional features, visit the drawdowns tool.
Volatility
PBT vs. MA - Volatility Comparison
Permian Basin Royalty Trust (PBT) has a higher volatility of 11.49% compared to Mastercard Inc (MA) at 9.52%. This indicates that PBT'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
PBT vs. MA - Financials Comparison
This section allows you to compare key financial metrics between Permian Basin Royalty Trust 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
PBT vs. MA - Profitability Comparison
PBT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Permian Basin Royalty Trust reported a gross profit of 3.82M and revenue of 3.82M. Therefore, the gross margin over that period was 100.0%.
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Mastercard Inc reported a gross profit of 5.56B and revenue of 7.25B. Therefore, the gross margin over that period was 76.7%.
PBT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Permian Basin Royalty Trust reported an operating income of 3.43M and revenue of 3.82M, resulting in an operating margin of 90.0%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Mastercard Inc reported an operating income of 4.15B and revenue of 7.25B, resulting in an operating margin of 57.2%.
PBT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Permian Basin Royalty Trust reported a net income of 3.43M and revenue of 3.82M, resulting in a net margin of 90.0%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Mastercard Inc reported a net income of 3.28B and revenue of 7.25B, resulting in a net margin of 45.2%.