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

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.

-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
13.35%
15.77%
V
MA

Returns By Period

In the year-to-date period, V achieves a 19.95% return, which is significantly lower than MA's 22.83% return. Over the past 10 years, V has underperformed MA with an annualized return of 17.89%, while MA has yielded a comparatively higher 20.47% annualized return.


V

YTD

19.95%

1M

9.43%

6M

13.35%

1Y

23.09%

5Y (annualized)

12.36%

10Y (annualized)

17.89%

MA

YTD

22.83%

1M

1.39%

6M

15.77%

1Y

27.67%

5Y (annualized)

13.67%

10Y (annualized)

20.47%

Fundamentals


VMA
Market Cap$594.85B$476.78B
EPS$9.74$13.07
PE Ratio31.5639.22
PEG Ratio1.921.96
Total Revenue (TTM)$35.93B$27.23B
Gross Profit (TTM)$28.64B$23.36B
EBITDA (TTM)$25.81B$16.44B

Key characteristics


VMA
Sharpe Ratio1.401.76
Sortino Ratio1.902.37
Omega Ratio1.271.32
Calmar Ratio1.852.34
Martin Ratio4.715.81
Ulcer Index4.90%4.76%
Daily Std Dev16.52%15.75%
Max Drawdown-51.90%-62.67%
Current Drawdown-0.72%-1.75%

Compare stocks, funds, or ETFs

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


Correlation

-0.50.00.51.00.8

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.

Risk-Adjusted Performance

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 1.40, compared to the broader market-4.00-2.000.002.004.001.401.76
The chart of Sortino ratio for V, currently valued at 1.90, compared to the broader market-4.00-2.000.002.004.001.902.37
The chart of Omega ratio for V, currently valued at 1.27, compared to the broader market0.501.001.502.001.271.32
The chart of Calmar ratio for V, currently valued at 1.85, compared to the broader market0.002.004.006.001.852.34
The chart of Martin ratio for V, currently valued at 4.71, compared to the broader market0.0010.0020.0030.004.715.81
V
MA

The current V Sharpe Ratio is 1.40, which is comparable to the MA Sharpe Ratio of 1.76. 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 Ratio0.501.001.502.002.50JuneJulyAugustSeptemberOctoberNovember
1.40
1.76
V
MA

Dividends

V vs. MA - Dividend Comparison

V's dividend yield for the trailing twelve months is around 0.69%, more than MA's 0.51% yield.


TTM20232022202120202019201820172016201520142013
V
Visa Inc.
0.69%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%0.62%
MA
Mastercard Inc
0.51%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%0.25%

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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.72%
-1.75%
V
MA

Volatility

V vs. MA - Volatility Comparison

Visa Inc. (V) and Mastercard Inc (MA) have volatilities of 5.99% and 5.73%, 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%JuneJulyAugustSeptemberOctoberNovember
5.99%
5.73%
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