Correlation
The correlation between PTLO and MA is 0.66, 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.
PTLO vs. MA
Compare and contrast key facts about Portillo's Inc (PTLO) and Mastercard Inc (MA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTLO or MA.
Performance
PTLO vs. MA - Performance Comparison
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Key characteristics
PTLO:
0.39
MA:
1.58
PTLO:
0.94
MA:
2.07
PTLO:
1.11
MA:
1.30
PTLO:
0.22
MA:
1.93
PTLO:
1.10
MA:
8.31
PTLO:
16.97%
MA:
3.89%
PTLO:
52.15%
MA:
21.25%
PTLO:
-84.03%
MA:
-62.67%
PTLO:
-77.87%
MA:
-0.14%
Fundamentals
PTLO:
$768.99M
MA:
$527.78B
PTLO:
$0.43
MA:
$14.46
PTLO:
27.91
MA:
40.50
PTLO:
1.07
MA:
18.16
PTLO:
1.89
MA:
78.65
PTLO:
$721.16M
MA:
$29.07B
PTLO:
$308.37M
MA:
$22.22B
PTLO:
$93.72M
MA:
$17.36B
Returns By Period
In the year-to-date period, PTLO achieves a 27.66% return, which is significantly higher than MA's 11.55% return.
PTLO
27.66%
15.50%
3.90%
19.76%
-13.55%
N/A
N/A
MA
11.55%
7.13%
10.22%
31.76%
18.55%
14.89%
20.91%
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Risk-Adjusted Performance
PTLO vs. MA — Risk-Adjusted Performance Rank
PTLO
MA
PTLO vs. MA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Portillo's Inc (PTLO) 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.
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Dividends
PTLO vs. MA - Dividend Comparison
PTLO has not paid dividends to shareholders, while MA's dividend yield for the trailing twelve months is around 0.48%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTLO Portillo's Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MA Mastercard Inc | 0.48% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% |
Drawdowns
PTLO vs. MA - Drawdown Comparison
The maximum PTLO drawdown since its inception was -84.03%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for PTLO and MA.
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Volatility
PTLO vs. MA - Volatility Comparison
Portillo's Inc (PTLO) has a higher volatility of 16.02% compared to Mastercard Inc (MA) at 4.93%. This indicates that PTLO'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.
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Financials
PTLO vs. MA - Financials Comparison
This section allows you to compare key financial metrics between Portillo's Inc 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
PTLO vs. MA - Profitability Comparison
PTLO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Portillo's Inc reported a gross profit of 68.47M and revenue of 176.44M. Therefore, the gross margin over that period was 38.8%.
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
PTLO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Portillo's Inc reported an operating income of 10.38M and revenue of 176.44M, resulting in an operating margin of 5.9%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Mastercard Inc reported an operating income of 4.15B and revenue of 7.25B, resulting in an operating margin of 57.2%.
PTLO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Portillo's Inc reported a net income of 3.31M and revenue of 176.44M, resulting in a net margin of 1.9%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Mastercard Inc reported a net income of 3.28B and revenue of 7.25B, resulting in a net margin of 45.2%.