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POOL vs. MA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between POOL and MA is 0.57, 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.


-0.50.00.51.0
Correlation: 0.6

Performance

POOL vs. MA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pool Corporation (POOL) and Mastercard Inc (MA). The values are adjusted to include any dividend payments, if applicable.

0.00%2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%NovemberDecember2025FebruaryMarchApril
793.12%
12,628.57%
POOL
MA

Key characteristics

Sharpe Ratio

POOL:

-0.66

MA:

0.76

Sortino Ratio

POOL:

-0.83

MA:

1.15

Omega Ratio

POOL:

0.90

MA:

1.17

Calmar Ratio

POOL:

-0.44

MA:

0.95

Martin Ratio

POOL:

-1.87

MA:

3.94

Ulcer Index

POOL:

11.33%

MA:

4.04%

Daily Std Dev

POOL:

32.31%

MA:

20.99%

Max Drawdown

POOL:

-75.71%

MA:

-62.67%

Current Drawdown

POOL:

-47.54%

MA:

-7.28%

Fundamentals

Market Cap

POOL:

$10.89B

MA:

$488.18B

EPS

POOL:

$11.29

MA:

$13.89

PE Ratio

POOL:

25.57

MA:

38.55

PEG Ratio

POOL:

1.81

MA:

2.14

PS Ratio

POOL:

2.05

MA:

17.33

PB Ratio

POOL:

9.16

MA:

75.28

Total Revenue (TTM)

POOL:

$4.19B

MA:

$21.82B

Gross Profit (TTM)

POOL:

$1.24B

MA:

$16.66B

EBITDA (TTM)

POOL:

$543.22M

MA:

$12.87B

Returns By Period

In the year-to-date period, POOL achieves a -14.17% return, which is significantly lower than MA's 1.63% return. Over the past 10 years, POOL has underperformed MA with an annualized return of 17.13%, while MA has yielded a comparatively higher 20.23% annualized return.


POOL

YTD

-14.17%

1M

-10.81%

6M

-19.78%

1Y

-20.12%

5Y*

7.56%

10Y*

17.13%

MA

YTD

1.63%

1M

-2.69%

6M

5.47%

1Y

16.13%

5Y*

16.26%

10Y*

20.23%

*Annualized

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Risk-Adjusted Performance

POOL vs. MA — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

POOL
The Risk-Adjusted Performance Rank of POOL is 1515
Overall Rank
The Sharpe Ratio Rank of POOL is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of POOL is 1616
Sortino Ratio Rank
The Omega Ratio Rank of POOL is 1818
Omega Ratio Rank
The Calmar Ratio Rank of POOL is 2323
Calmar Ratio Rank
The Martin Ratio Rank of POOL is 22
Martin Ratio Rank

MA
The Risk-Adjusted Performance Rank of MA is 7777
Overall Rank
The Sharpe Ratio Rank of MA is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of MA is 7070
Sortino Ratio Rank
The Omega Ratio Rank of MA is 7171
Omega Ratio Rank
The Calmar Ratio Rank of MA is 8484
Calmar Ratio Rank
The Martin Ratio Rank of MA is 8383
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

POOL vs. MA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pool Corporation (POOL) 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.


The chart of Sharpe ratio for POOL, currently valued at -0.66, compared to the broader market-2.00-1.000.001.002.003.00
POOL: -0.66
MA: 0.76
The chart of Sortino ratio for POOL, currently valued at -0.83, compared to the broader market-6.00-4.00-2.000.002.004.00
POOL: -0.83
MA: 1.15
The chart of Omega ratio for POOL, currently valued at 0.90, compared to the broader market0.501.001.502.00
POOL: 0.90
MA: 1.17
The chart of Calmar ratio for POOL, currently valued at -0.44, compared to the broader market0.001.002.003.004.005.00
POOL: -0.44
MA: 0.95
The chart of Martin ratio for POOL, currently valued at -1.87, compared to the broader market-5.000.005.0010.0015.0020.00
POOL: -1.87
MA: 3.94

The current POOL Sharpe Ratio is -0.66, which is lower than the MA Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of POOL and MA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.66
0.76
POOL
MA

Dividends

POOL vs. MA - Dividend Comparison

POOL's dividend yield for the trailing twelve months is around 1.65%, more than MA's 0.53% yield.


TTM20242023202220212020201920182017201620152014
POOL
Pool Corporation
1.65%1.38%1.08%1.26%0.53%0.61%0.99%1.16%1.10%1.14%1.24%1.34%
MA
Mastercard Inc
0.53%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%

Drawdowns

POOL vs. MA - Drawdown Comparison

The maximum POOL drawdown since its inception was -75.71%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for POOL and MA. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-47.54%
-7.28%
POOL
MA

Volatility

POOL vs. MA - Volatility Comparison

Pool Corporation (POOL) has a higher volatility of 14.52% compared to Mastercard Inc (MA) at 13.56%. This indicates that POOL'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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
14.52%
13.56%
POOL
MA

Financials

POOL vs. MA - Financials Comparison

This section allows you to compare key financial metrics between Pool 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items