PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
RELY vs. MA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between RELY and MA is 0.34, 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.


-0.50.00.51.00.3

Performance

RELY vs. MA - Performance Comparison

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

0.00%20.00%40.00%60.00%80.00%100.00%SeptemberOctoberNovemberDecember2025February
73.17%
19.86%
RELY
MA

Key characteristics

Sharpe Ratio

RELY:

0.77

MA:

1.48

Sortino Ratio

RELY:

1.54

MA:

2.09

Omega Ratio

RELY:

1.18

MA:

1.27

Calmar Ratio

RELY:

0.43

MA:

2.04

Martin Ratio

RELY:

1.23

MA:

4.99

Ulcer Index

RELY:

26.42%

MA:

4.83%

Daily Std Dev

RELY:

42.14%

MA:

16.24%

Max Drawdown

RELY:

-85.80%

MA:

-62.67%

Current Drawdown

RELY:

-50.75%

MA:

-1.95%

Fundamentals

Market Cap

RELY:

$5.13B

MA:

$518.31B

EPS

RELY:

-$0.35

MA:

$13.87

Total Revenue (TTM)

RELY:

$912.07M

MA:

$28.17B

Gross Profit (TTM)

RELY:

$554.19M

MA:

$25.83B

EBITDA (TTM)

RELY:

-$15.44M

MA:

$16.86B

Returns By Period

In the year-to-date period, RELY achieves a 5.72% return, which is significantly lower than MA's 6.04% return.


RELY

YTD

5.72%

1M

3.20%

6M

73.15%

1Y

14.33%

5Y*

N/A

10Y*

N/A

MA

YTD

6.04%

1M

5.75%

6M

19.86%

1Y

18.90%

5Y*

11.07%

10Y*

20.62%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

RELY vs. MA — Risk-Adjusted Performance Rank

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

RELY
The Risk-Adjusted Performance Rank of RELY is 6767
Overall Rank
The Sharpe Ratio Rank of RELY is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of RELY is 7272
Sortino Ratio Rank
The Omega Ratio Rank of RELY is 6868
Omega Ratio Rank
The Calmar Ratio Rank of RELY is 6565
Calmar Ratio Rank
The Martin Ratio Rank of RELY is 6060
Martin Ratio Rank

MA
The Risk-Adjusted Performance Rank of MA is 8484
Overall Rank
The Sharpe Ratio Rank of MA is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of MA is 8282
Sortino Ratio Rank
The Omega Ratio Rank of MA is 8080
Omega Ratio Rank
The Calmar Ratio Rank of MA is 9191
Calmar Ratio Rank
The Martin Ratio Rank of MA is 8181
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.

RELY vs. MA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Remitly Global, Inc. (RELY) 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.


Sharpe ratio
The chart of Sharpe ratio for RELY, currently valued at 0.77, compared to the broader market-2.000.002.000.771.48
The chart of Sortino ratio for RELY, currently valued at 1.54, compared to the broader market-4.00-2.000.002.004.006.001.542.09
The chart of Omega ratio for RELY, currently valued at 1.18, compared to the broader market0.501.001.502.001.181.27
The chart of Calmar ratio for RELY, currently valued at 0.43, compared to the broader market0.002.004.006.000.432.04
The chart of Martin ratio for RELY, currently valued at 1.23, compared to the broader market-10.000.0010.0020.0030.001.234.99
RELY
MA

The current RELY Sharpe Ratio is 0.77, which is lower than the MA Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of RELY 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-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.77
1.48
RELY
MA

Dividends

RELY vs. MA - Dividend Comparison

RELY has not paid dividends to shareholders, while MA's dividend yield for the trailing twelve months is around 0.49%.


TTM20242023202220212020201920182017201620152014
RELY
Remitly Global, 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
0.49%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%

Drawdowns

RELY vs. MA - Drawdown Comparison

The maximum RELY drawdown since its inception was -85.80%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for RELY and MA. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-50.75%
-1.95%
RELY
MA

Volatility

RELY vs. MA - Volatility Comparison

Remitly Global, Inc. (RELY) has a higher volatility of 12.58% compared to Mastercard Inc (MA) at 5.46%. This indicates that RELY'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.


5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
12.58%
5.46%
RELY
MA

Financials

RELY vs. MA - Financials Comparison

This section allows you to compare key financial metrics between Remitly Global, 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.


Quarterly
Annual

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


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab