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VISA.NEO vs. MA
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

VISA.NEO vs. MA - Performance Comparison

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

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VISA.NEO vs. MA - Yearly Performance Comparison


2026 (YTD)20252024202320222021
VISA.NEO
Visa Inc CDR
-14.42%9.26%20.90%25.24%-4.88%-3.59%
MA
Mastercard Inc
-12.16%4.04%34.84%20.69%4.28%5.33%
Different Trading Currencies

VISA.NEO is traded in CAD, while MA is traded in USD. To make them comparable, the MA values have been converted to CAD using the latest available exchange rates.

Fundamentals

Market Cap

VISA.NEO:

CA$53.59B

MA:

$443.11B

EPS

VISA.NEO:

CA$10.35

MA:

$16.56

PE Ratio

VISA.NEO:

2.68

MA:

29.80

PS Ratio

VISA.NEO:

1.34

MA:

13.60

PB Ratio

VISA.NEO:

1.41

MA:

57.20

Total Revenue (TTM)

VISA.NEO:

CA$40.00B

MA:

$32.79B

Gross Profit (TTM)

VISA.NEO:

CA$32.15B

MA:

$27.36B

Returns By Period

In the year-to-date period, VISA.NEO achieves a -14.42% return, which is significantly lower than MA's -12.16% return.


VISA.NEO

1D
-0.25%
1M
-6.22%
YTD
-14.42%
6M
-13.46%
1Y
-14.31%
3Y*
8.71%
5Y*
10Y*

MA

1D
0.73%
1M
-4.20%
YTD
-12.16%
6M
-14.55%
1Y
-11.29%
3Y*
12.40%
5Y*
9.18%
10Y*
19.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

VISA.NEO vs. MA — Risk / Return Rank

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

VISA.NEO
VISA.NEO Risk / Return Rank: 1414
Overall Rank
VISA.NEO Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
VISA.NEO Sortino Ratio Rank: 1515
Sortino Ratio Rank
VISA.NEO Omega Ratio Rank: 1414
Omega Ratio Rank
VISA.NEO Calmar Ratio Rank: 1717
Calmar Ratio Rank
VISA.NEO Martin Ratio Rank: 1010
Martin Ratio Rank

MA
MA Risk / Return Rank: 2121
Overall Rank
MA Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
MA Sortino Ratio Rank: 2121
Sortino Ratio Rank
MA Omega Ratio Rank: 2121
Omega Ratio Rank
MA Calmar Ratio Rank: 2323
Calmar Ratio Rank
MA Martin Ratio Rank: 1616
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.

VISA.NEO vs. MA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc CDR (VISA.NEO) 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.


VISA.NEOMADifference

Sharpe ratio

Return per unit of total volatility

-0.62

-0.47

-0.15

Sortino ratio

Return per unit of downside risk

-0.72

-0.49

-0.22

Omega ratio

Gain probability vs. loss probability

0.90

0.93

-0.03

Calmar ratio

Return relative to maximum drawdown

-0.67

-0.64

-0.03

Martin ratio

Return relative to average drawdown

-1.43

-1.46

+0.03

VISA.NEO vs. MA - Sharpe Ratio Comparison

The current VISA.NEO Sharpe Ratio is -0.62, which is lower than the MA Sharpe Ratio of -0.47. The chart below compares the historical Sharpe Ratios of VISA.NEO 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.


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Sharpe Ratios by Period


VISA.NEOMADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.62

-0.47

-0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.94

-0.67

Correlation

The correlation between VISA.NEO and MA is 0.75, 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.


Dividends

VISA.NEO vs. MA - Dividend Comparison

VISA.NEO's dividend yield for the trailing twelve months is around 1.16%, more than MA's 0.64% yield.


TTM20252024202320222021202020192018201720162015
VISA.NEO
Visa Inc CDR
1.16%0.98%0.93%0.98%0.99%0.22%0.00%0.00%0.00%0.00%0.00%0.00%
MA
Mastercard Inc
0.64%0.53%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%

Drawdowns

VISA.NEO vs. MA - Drawdown Comparison

The maximum VISA.NEO drawdown since its inception was -24.78%, smaller than the maximum MA drawdown of -35.47%. Use the drawdown chart below to compare losses from any high point for VISA.NEO and MA.


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Drawdown Indicators


VISA.NEOMADifference

Max Drawdown

Largest peak-to-trough decline

-24.78%

-62.67%

+37.89%

Max Drawdown (1Y)

Largest decline over 1 year

-21.55%

-18.92%

-2.63%

Max Drawdown (5Y)

Largest decline over 5 years

-28.25%

Max Drawdown (10Y)

Largest decline over 10 years

-41.00%

Current Drawdown

Current decline from peak

-20.08%

-17.38%

-2.70%

Average Drawdown

Average peak-to-trough decline

-7.02%

-9.76%

+2.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.04%

7.85%

+2.19%

Volatility

VISA.NEO vs. MA - Volatility Comparison

The current volatility for Visa Inc CDR (VISA.NEO) is 5.49%, while Mastercard Inc (MA) has a volatility of 6.93%. This indicates that VISA.NEO experiences smaller price fluctuations and is considered to be less risky 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


VISA.NEOMADifference

Volatility (1M)

Calculated over the trailing 1-month period

5.49%

6.93%

-1.44%

Volatility (6M)

Calculated over the trailing 6-month period

15.50%

16.40%

-0.90%

Volatility (1Y)

Calculated over the trailing 1-year period

23.31%

24.11%

-0.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.92%

22.61%

+0.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.92%

25.41%

-2.49%

Financials

VISA.NEO vs. MA - Financials Comparison

This section allows you to compare key financial metrics between Visa Inc CDR 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


4.00B5.00B6.00B7.00B8.00B9.00B10.00B11.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
10.72B
8.81B
(VISA.NEO) Total Revenue
(MA) Total Revenue
Please note, different currencies. VISA.NEO values in CAD, MA values in USD

VISA.NEO vs. MA - Profitability Comparison

The chart below illustrates the profitability comparison between Visa Inc CDR and Mastercard Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

75.0%80.0%85.0%90.0%95.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
81.5%
100.0%
Portfolio components
VISA.NEO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Visa Inc CDR reported a gross profit of 8.74B and revenue of 10.72B. Therefore, the gross margin over that period was 81.5%.

MA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Mastercard Inc reported a gross profit of 8.81B and revenue of 8.81B. Therefore, the gross margin over that period was 100.0%.

VISA.NEO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Visa Inc CDR reported an operating income of 7.05B and revenue of 10.72B, resulting in an operating margin of 65.8%.

MA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Mastercard Inc reported an operating income of 4.91B and revenue of 8.81B, resulting in an operating margin of 55.8%.

VISA.NEO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Visa Inc CDR reported a net income of 5.09B and revenue of 10.72B, resulting in a net margin of 47.5%.

MA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Mastercard Inc reported a net income of 4.06B and revenue of 8.81B, resulting in a net margin of 46.1%.