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.
Key characteristics
| PBT | MA | |
|---|---|---|
| YTD Return | -8.92% | 25.01% |
| 1Y Return | -25.62% | 35.20% |
| 3Y Return (Ann) | 19.16% | 14.15% |
| 5Y Return (Ann) | 32.35% | 14.46% |
| 10Y Return (Ann) | 5.93% | 21.03% |
| Sharpe Ratio | -0.45 | 2.38 |
| Sortino Ratio | -0.39 | 3.10 |
| Omega Ratio | 0.95 | 1.44 |
| Calmar Ratio | -0.33 | 3.16 |
| Martin Ratio | -0.62 | 7.89 |
| Ulcer Index | 31.62% | 4.74% |
| Daily Std Dev | 43.12% | 15.69% |
| Max Drawdown | -83.08% | -62.67% |
| Current Drawdown | -52.08% | 0.00% |
Fundamentals
| PBT | MA | |
|---|---|---|
| Market Cap | $568.16M | $486.56B |
| EPS | $0.67 | $13.22 |
| PE Ratio | 18.19 | 40.10 |
| PEG Ratio | 0.00 | 1.96 |
| Total Revenue (TTM) | $29.31M | $27.23B |
| Gross Profit (TTM) | $29.31M | $25.03B |
| EBITDA (TTM) | $28.22M | $15.99B |
Correlation
The correlation between PBT and MA is 0.18, 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
In the year-to-date period, PBT achieves a -8.92% return, which is significantly lower than MA's 25.01% return. Over the past 10 years, PBT has underperformed MA with an annualized return of 5.93%, while MA has yielded a comparatively higher 21.03% 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
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 6.27%, more than MA's 0.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBT Permian Basin Royalty Trust | 6.27% | 4.30% | 4.56% | 2.28% | 7.10% | 10.83% | 11.20% | 7.09% | 5.40% | 6.82% | 10.73% | 6.75% |
MA Mastercard Inc | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% | 0.25% |
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 12.67% compared to Mastercard Inc (MA) at 5.42%. 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