SFIX vs. MA
SFIX (Stitch Fix, Inc.) and MA (Mastercard Inc) are both stocks. SFIX operates in Specialty Retail (Consumer Cyclical), while MA operates in Credit Services (Financial Services). Over the past 5 years, SFIX returned -42.70%/yr vs 5.81%/yr for MA. At a 0.26 correlation, their price movements are largely independent.
Performance
SFIX vs. MA - Performance Comparison
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Returns By Period
In the year-to-date period, SFIX achieves a -34.67% return, which is significantly lower than MA's -17.13% return.
SFIX
- 1D
- -2.56%
- 1M
- -4.99%
- YTD
- -34.67%
- 6M
- -24.78%
- 1Y
- -28.24%
- 3Y*
- -4.43%
- 5Y*
- -42.70%
- 10Y*
- —
MA
- 1D
- -1.28%
- 1M
- -6.58%
- YTD
- -17.13%
- 6M
- -14.57%
- 1Y
- -18.49%
- 3Y*
- 8.69%
- 5Y*
- 5.81%
- 10Y*
- 17.95%
SFIX vs. MA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFIX Stitch Fix, Inc. | -34.67% | 21.81% | 20.73% | 14.79% | -83.56% | -67.78% | 128.84% | 50.15% | -33.84% | 70.50% |
MA Mastercard Inc | -17.13% | 9.04% | 24.17% | 23.40% | -2.66% | 1.16% | 20.19% | 59.16% | 25.31% | 1.57% |
Correlation
The correlation between SFIX and MA is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2017 | 0.26 |
Fundamentals
SFIX:
$460.82M
MA:
$421.09B
SFIX:
-$0.19
MA:
$17.28
SFIX:
0.35
MA:
12.52
SFIX:
2.20
MA:
62.64
SFIX:
$1.32B
MA:
$33.94B
SFIX:
$577.54M
MA:
$26.70B
SFIX:
-$6.28M
MA:
$21.23B
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Return for Risk
SFIX vs. MA — Risk / Return Rank
SFIX
MA
SFIX vs. MA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Stitch Fix, Inc. (SFIX) 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.
| SFIX | MA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.37 | ||
| Sortino ratioReturn per unit of downside risk | +0.73 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 0.87 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | -0.60 | -0.89 | +0.29 |
| Martin ratioReturn relative to average drawdown | -1.04 | -1.84 | +0.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SFIX | MA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.47 | -0.84 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.50 | 0.24 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.19 | 0.83 | -1.02 |
Drawdowns
SFIX vs. MA - Drawdown Comparison
The maximum SFIX drawdown since its inception was -98.03%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for SFIX and MA.
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Drawdown Indicators
| SFIX | MA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.03% | -62.67% | -35.36% |
Max Drawdown (1Y)Largest decline over 1 year | -47.51% | -20.91% | -26.60% |
Max Drawdown (3Y)Largest decline over 3 years | -58.90% | -20.91% | -37.99% |
Max Drawdown (5Y)Largest decline over 5 years | -96.82% | -28.25% | -68.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.00% | — |
Current DrawdownCurrent decline from peak | -96.78% | -20.91% | -75.87% |
Average DrawdownAverage peak-to-trough decline | -70.45% | -9.82% | -60.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.30% | 10.06% | +17.24% |
Volatility
SFIX vs. MA - Volatility Comparison
Stitch Fix, Inc. (SFIX) has a higher volatility of 14.67% compared to Mastercard Inc (MA) at 5.95%. This indicates that SFIX'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
| SFIX | MA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.67% | 5.95% | +8.72% |
Volatility (6M)Calculated over the trailing 6-month period | 42.32% | 17.27% | +25.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 60.54% | 22.03% | +38.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 86.05% | 23.96% | +62.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 83.34% | 26.91% | +56.43% |
Dividends
SFIX vs. MA - Dividend Comparison
SFIX has not paid dividends to shareholders, while MA's dividend yield for the trailing twelve months is around 0.69%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MA Mastercard Inc | 0.69% | 0.53% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% |
SFIX Stitch Fix, 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% |
Financials
SFIX vs. MA - Financials Comparison
This section allows you to compare key financial metrics between Stitch Fix, 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
SFIX vs. MA - Profitability Comparison
SFIX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Stitch Fix, Inc. reported a gross profit of 148.95M and revenue of 341.30M. Therefore, the gross margin over that period was 43.6%.
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mastercard Inc reported a gross profit of 4.91B and revenue of 8.40B. Therefore, the gross margin over that period was 58.4%.
SFIX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Stitch Fix, Inc. reported an operating income of -441.00K and revenue of 341.30M, resulting in an operating margin of -0.1%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mastercard Inc reported an operating income of 4.91B and revenue of 8.40B, resulting in an operating margin of 58.4%.
SFIX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Stitch Fix, Inc. reported a net income of -2.65M and revenue of 341.30M, resulting in a net margin of -0.8%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mastercard Inc reported a net income of 3.88B and revenue of 8.40B, resulting in a net margin of 46.2%.
Frequently Asked Questions
SFIX and MA have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SFIX has higher volatility (14.67%) compared to MA (5.95%). In terms of maximum drawdown, SFIX dropped -98.03% vs MA's -62.67%.
SFIX currently has the higher Sharpe Ratio (-0.47 vs -0.84), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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