RR.L vs. MA
RR.L (Rolls-Royce Holdings PLC) and MA (Mastercard Incorporated) are both stocks. RR.L operates in Aerospace & Defense (Industrials), while MA operates in Credit Services (Financial Services). Over the past 10 years, RR.L returned 20.98%/yr vs 19.25%/yr for MA. At a 0.21 correlation, their price movements are largely independent.
Performance
RR.L vs. MA - Performance Comparison
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Different Trading Currencies
RR.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, RR.L achieves a 14.24% return, which is significantly higher than MA's -13.45% return. Over the past 10 years, RR.L has outperformed MA with an annualized return of 20.98%, while MA has yielded a comparatively lower 19.25% annualized return.
RR.L
- 1D
- 4.41%
- 1M
- 8.55%
- YTD
- 14.24%
- 6M
- 19.81%
- 1Y
- 48.66%
- 3Y*
- 106.71%
- 5Y*
- 64.05%
- 10Y*
- 20.98%
MA
- 1D
- 0.80%
- 1M
- 0.74%
- YTD
- -13.45%
- 6M
- -14.27%
- 1Y
- -15.03%
- 3Y*
- 8.10%
- 5Y*
- 7.76%
- 10Y*
- 19.25%
RR.L vs. MA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RR.L Rolls-Royce Holdings PLC | 14.24% | 104.79% | 89.72% | 221.57% | -24.15% | 10.45% | -52.55% | -16.52% | -0.63% | 27.42% |
MA Mastercard Incorporated | -13.45% | 1.27% | 26.34% | 17.24% | 8.92% | 2.12% | 16.66% | 53.10% | 32.74% | 34.91% |
Correlation
The correlation between RR.L and MA is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jul 11, 2007 | 0.21 |
The correlation between RR.L and MA shifts across timeframes, from -0.05 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
Fundamentals
RR.L:
£109.90B
MA:
$437.55B
RR.L:
£0.99
MA:
$17.28
RR.L:
13.19
MA:
28.36
RR.L:
0.03
MA:
1.65
RR.L:
2.75
MA:
13.01
RR.L:
40.32
MA:
65.09
RR.L:
£40.12B
MA:
$33.94B
RR.L:
£10.12B
MA:
$26.70B
RR.L:
£9.20B
MA:
$21.23B
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Return for Risk
RR.L vs. MA — Risk / Return Rank
RR.L
MA
RR.L vs. MA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rolls-Royce Holdings PLC (RR.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RR.L | MA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.99 | ||
| Sortino ratioReturn per unit of downside risk | +2.80 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 0.90 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | -0.74 | +3.28 |
| Martin ratioReturn relative to average drawdown | 7.03 | -1.52 | +8.54 |
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Drawdowns
RR.L vs. MA - Drawdown Comparison
The maximum RR.L drawdown since its inception was -90.25%, which is greater than MA's maximum drawdown of -50.00%. Use the drawdown chart below to compare losses from any high point for RR.L and MA.
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Drawdown Indicators
| RR.L | MA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.25% | -50.00% | -40.25% |
Max Drawdown (1Y)Largest decline over 1 year | -19.04% | -20.39% | +1.35% |
Max Drawdown (3Y)Largest decline over 3 years | -21.78% | -22.74% | +0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -55.09% | -22.74% | -32.35% |
Max Drawdown (10Y)Largest decline over 10 years | -89.41% | -34.11% | -55.30% |
Current DrawdownCurrent decline from peak | -3.61% | -19.64% | +16.03% |
Average DrawdownAverage peak-to-trough decline | -28.29% | -7.75% | -20.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.91% | 10.02% | -3.11% |
Volatility
RR.L vs. MA - Volatility Comparison
Rolls-Royce Holdings PLC (RR.L) has a higher volatility of 11.80% compared to Mastercard Incorporated (MA) at 6.57%. This indicates that RR.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
| RR.L | MA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.80% | 6.57% | +5.23% |
Volatility (6M)Calculated over the trailing 6-month period | 31.08% | 18.41% | +12.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.24% | 23.07% | +13.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.06% | 23.47% | +18.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.60% | 26.87% | +21.73% |
Dividends
RR.L vs. MA - Dividend Comparison
RR.L's dividend yield for the trailing twelve months is around 0.73%, more than MA's 0.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
RR.L Rolls-Royce Holdings PLC | 0.73% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.71% | 1.41% | 0.54% | 1.75% | 4.06% |
Financials
RR.L vs. MA - Financials Comparison
This section allows you to compare key financial metrics between Rolls-Royce Holdings 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.
Total Revenue: Total amount of money received from sales and other business activities
RR.L vs. MA - Profitability Comparison
RR.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings PLC reported a gross profit of 3.21B and revenue of 11.72B. Therefore, the gross margin over that period was 27.4%.
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%.
RR.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings PLC reported an operating income of 3.25B and revenue of 11.72B, resulting in an operating margin of 27.7%.
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%.
RR.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings PLC reported a net income of 1.43B and revenue of 11.72B, resulting in a net margin of 12.2%.
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
RR.L and MA have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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