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RKT.L vs. MA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RKT.L vs. MA - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Reckitt Benckiser Group plc (RKT.L) and Mastercard Incorporated (MA). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

RKT.L is traded in GBp, while MA is traded in USD. To make them comparable, the MA values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, RKT.L achieves a -25.78% return, which is significantly lower than MA's -12.83% return. Over the past 10 years, RKT.L has underperformed MA with an annualized return of -1.40%, while MA has yielded a comparatively higher 19.32% annualized return.


RKT.L

1D
-0.29%
1M
-2.89%
YTD
-25.78%
6M
-24.52%
1Y
-11.49%
3Y*
-6.65%
5Y*
-4.27%
10Y*
-1.40%

MA

1D
0.00%
1M
1.29%
YTD
-12.83%
6M
-8.96%
1Y
-15.12%
3Y*
8.47%
5Y*
8.04%
10Y*
19.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RKT.L vs. MA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RKT.L
Reckitt Benckiser Group plc
-25.78%29.18%-6.74%-2.96%-6.86%-0.34%9.42%4.81%-10.86%2.60%
MA
Mastercard Incorporated
-13.82%1.27%26.34%17.24%8.92%2.12%16.66%53.10%32.74%34.91%

Correlation

The correlation between RKT.L and MA is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.17

Correlation (3Y)
Calculated over the trailing 3-year period

0.10

Correlation (5Y)
Calculated over the trailing 5-year period

0.09

Correlation (10Y)
Calculated over the trailing 10-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Jul 6, 2007

0.18

Fundamentals

Market Cap

RKT.L:

£29.59B

MA:

$433.70B

EPS

RKT.L:

£6.17

MA:

$17.28

PE Ratio

RKT.L:

7.35

MA:

28.11

PEG Ratio

RKT.L:

0.15

MA:

1.64

PS Ratio

RKT.L:

1.22

MA:

12.90

PB Ratio

RKT.L:

3.82

MA:

64.52

Total Revenue (TTM)

RKT.L:

£24.88B

MA:

$33.94B

Gross Profit (TTM)

RKT.L:

£15.10B

MA:

$26.70B

EBITDA (TTM)

RKT.L:

£6.67B

MA:

$21.23B

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Return for Risk

RKT.L vs. MA — Risk / Return Rank

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

RKT.L
RKT.L Risk / Return Rank: 2121
Overall Rank
RKT.L Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
RKT.L Sortino Ratio Rank: 1717
Sortino Ratio Rank
RKT.L Omega Ratio Rank: 1818
Omega Ratio Rank
RKT.L Calmar Ratio Rank: 3030
Calmar Ratio Rank
RKT.L Martin Ratio Rank: 2323
Martin Ratio Rank

MA
MA Risk / Return Rank: 99
Overall Rank
MA Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
MA Sortino Ratio Rank: 1212
Sortino Ratio Rank
MA Omega Ratio Rank: 1313
Omega Ratio Rank
MA Calmar Ratio Rank: 1010
Calmar Ratio Rank
MA Martin Ratio Rank: 33
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RKT.L vs. MA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Reckitt Benckiser Group plc (RKT.L) and Mastercard Incorporated (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.


RKT.LMADifference
Sharpe ratioReturn per unit of total volatility

+0.14

Sortino ratioReturn per unit of downside risk

+0.12

Omega ratioGain probability vs. loss probability

0.92

0.90

+0.02

Calmar ratioReturn relative to maximum drawdown

-0.38

-0.74

+0.36

Martin ratioReturn relative to average drawdown

-0.95

-1.54

+0.58

RKT.L vs. MA - Sharpe Ratio Comparison

The current RKT.L Sharpe Ratio is -0.53, which is comparable to the MA Sharpe Ratio of -0.66. The chart below compares the historical Sharpe Ratios of RKT.L and MA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RKT.LMADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.53

-0.66

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.19

0.34

-0.53

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.06

0.72

-0.78

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.73

-0.43

Drawdowns

RKT.L vs. MA - Drawdown Comparison

The maximum RKT.L drawdown since its inception was -42.08%, smaller than the maximum MA drawdown of -50.00%. Use the drawdown chart below to compare losses from any high point for RKT.L and MA.


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Drawdown Indicators


RKT.LMADifference

Max Drawdown

Largest peak-to-trough decline

-42.08%

-50.00%

+7.92%

Max Drawdown (1Y)

Largest decline over 1 year

-30.10%

-20.39%

-9.71%

Max Drawdown (3Y)

Largest decline over 3 years

-30.10%

-22.74%

-7.36%

Max Drawdown (5Y)

Largest decline over 5 years

-35.84%

-22.74%

-13.10%

Max Drawdown (10Y)

Largest decline over 10 years

-42.08%

-34.11%

-7.97%

Current Drawdown

Current decline from peak

-33.20%

-19.06%

-14.14%

Average Drawdown

Average peak-to-trough decline

-11.71%

-7.73%

-3.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.02%

9.84%

+2.18%

Volatility

RKT.L vs. MA - Volatility Comparison

Reckitt Benckiser Group plc (RKT.L) has a higher volatility of 7.09% compared to Mastercard Incorporated (MA) at 6.57%. This indicates that RKT.L'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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Volatility by Period


RKT.LMADifference

Volatility (1M)

Calculated over the trailing 1-month period

7.09%

6.57%

+0.52%

Volatility (6M)

Calculated over the trailing 6-month period

16.98%

18.25%

-1.27%

Volatility (1Y)

Calculated over the trailing 1-year period

21.85%

23.02%

-1.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.51%

23.45%

-0.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.37%

26.87%

-4.50%

Dividends

RKT.L vs. MA - Dividend Comparison

RKT.L's dividend yield for the trailing twelve months is around 10.15%, more than MA's 0.67% yield.


PositionTTM20252024202320222021202020192018201720162015
MA
Mastercard Incorporated
0.67%0.53%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%
RKT.L
Reckitt Benckiser Group plc
10.15%3.30%3.90%3.31%2.91%2.64%2.56%2.71%2.69%2.24%2.05%1.98%

Financials

RKT.L vs. MA - Financials Comparison

This section allows you to compare key financial metrics between Reckitt Benckiser Group plc and Mastercard Incorporated. 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


3.00B4.00B5.00B6.00B7.00B8.00B9.00B202120222023202420252026
7.22B
8.40B
(RKT.L) Total Revenue
(MA) Total Revenue
Please note, different currencies. RKT.L values in GBp, MA values in USD

RKT.L vs. MA - Profitability Comparison

The chart below illustrates the profitability comparison between Reckitt Benckiser Group plc and Mastercard Incorporated over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%70.0%80.0%90.0%100.0%202120222023202420252026
60.6%
58.4%
Portfolio components
RKT.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Reckitt Benckiser Group plc reported a gross profit of 4.37B and revenue of 7.22B. Therefore, the gross margin over that period was 60.6%.

MA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported a gross profit of 4.91B and revenue of 8.40B. Therefore, the gross margin over that period was 58.4%.

RKT.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Reckitt Benckiser Group plc reported an operating income of 2.72B and revenue of 7.22B, resulting in an operating margin of 37.6%.

MA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported an operating income of 4.91B and revenue of 8.40B, resulting in an operating margin of 58.4%.

RKT.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Reckitt Benckiser Group plc reported a net income of 2.22B and revenue of 7.22B, resulting in a net margin of 30.8%.

MA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported a net income of 3.88B and revenue of 8.40B, resulting in a net margin of 46.2%.


Frequently Asked Questions


RKT.L and MA have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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