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V vs. MA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between V and MA is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.8

Performance

V vs. MA - Performance Comparison

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

2,000.00%2,200.00%2,400.00%2,600.00%2,800.00%3,000.00%OctoberNovemberDecember2025FebruaryMarch
2,635.34%
2,725.29%
V
MA

Key characteristics

Sharpe Ratio

V:

1.30

MA:

0.82

Sortino Ratio

V:

1.78

MA:

1.21

Omega Ratio

V:

1.25

MA:

1.16

Calmar Ratio

V:

1.85

MA:

1.19

Martin Ratio

V:

6.30

MA:

3.18

Ulcer Index

V:

3.67%

MA:

4.41%

Daily Std Dev

V:

17.79%

MA:

17.06%

Max Drawdown

V:

-51.90%

MA:

-62.67%

Current Drawdown

V:

-5.48%

MA:

-6.19%

Fundamentals

Market Cap

V:

$661.36B

MA:

$492.88B

EPS

V:

$9.94

MA:

$13.88

PE Ratio

V:

34.49

MA:

38.95

PEG Ratio

V:

2.26

MA:

2.17

Total Revenue (TTM)

V:

$36.80B

MA:

$28.17B

Gross Profit (TTM)

V:

$29.15B

MA:

$21.49B

EBITDA (TTM)

V:

$25.99B

MA:

$16.80B

Returns By Period

In the year-to-date period, V achieves a 8.67% return, which is significantly higher than MA's 2.82% return. Over the past 10 years, V has underperformed MA with an annualized return of 18.93%, while MA has yielded a comparatively higher 20.85% annualized return.


V

YTD

8.67%

1M

-5.48%

6M

25.04%

1Y

23.77%

5Y*

17.21%

10Y*

18.93%

MA

YTD

2.82%

1M

-6.19%

6M

9.83%

1Y

12.90%

5Y*

18.22%

10Y*

20.85%

*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

V vs. MA — Risk-Adjusted Performance Rank

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

V
The Risk-Adjusted Performance Rank of V is 8686
Overall Rank
The Sharpe Ratio Rank of V is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 8181
Sortino Ratio Rank
The Omega Ratio Rank of V is 8282
Omega Ratio Rank
The Calmar Ratio Rank of V is 9292
Calmar Ratio Rank
The Martin Ratio Rank of V is 8989
Martin Ratio Rank

MA
The Risk-Adjusted Performance Rank of MA is 7777
Overall Rank
The Sharpe Ratio Rank of MA is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of MA is 7070
Sortino Ratio Rank
The Omega Ratio Rank of MA is 6969
Omega Ratio Rank
The Calmar Ratio Rank of MA is 8686
Calmar Ratio Rank
The Martin Ratio Rank of MA is 7878
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.

V vs. MA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) 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 V, currently valued at 1.30, compared to the broader market-2.00-1.000.001.002.003.001.300.82
The chart of Sortino ratio for V, currently valued at 1.78, compared to the broader market-6.00-4.00-2.000.002.004.001.781.21
The chart of Omega ratio for V, currently valued at 1.25, compared to the broader market0.501.001.502.001.251.16
The chart of Calmar ratio for V, currently valued at 1.85, compared to the broader market0.001.002.003.004.005.001.851.19
The chart of Martin ratio for V, currently valued at 6.30, compared to the broader market-5.000.005.0010.0015.0020.006.303.18
V
MA

The current V Sharpe Ratio is 1.30, which is higher than the MA Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of V 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 Ratio1.001.502.002.50OctoberNovemberDecember2025FebruaryMarch
1.30
0.82
V
MA

Dividends

V vs. MA - Dividend Comparison

V's dividend yield for the trailing twelve months is around 0.65%, more than MA's 0.51% yield.


TTM20242023202220212020201920182017201620152014
V
Visa Inc.
0.65%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%
MA
Mastercard Inc
0.51%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%

Drawdowns

V vs. MA - Drawdown Comparison

The maximum V drawdown since its inception was -51.90%, smaller than the maximum MA drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for V and MA. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%OctoberNovemberDecember2025FebruaryMarch
-5.48%
-6.19%
V
MA

Volatility

V vs. MA - Volatility Comparison

Visa Inc. (V) and Mastercard Inc (MA) have volatilities of 6.88% and 6.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%OctoberNovemberDecember2025FebruaryMarch
6.88%
6.96%
V
MA

Financials

V vs. MA - Financials Comparison

This section allows you to compare key financial metrics between Visa 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
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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.

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