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

Correlation

The correlation between WGO and MA is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

WGO vs. MA - Performance Comparison

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

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Key characteristics

Sharpe Ratio

WGO:

-0.89

MA:

1.33

Sortino Ratio

WGO:

-1.36

MA:

1.84

Omega Ratio

WGO:

0.84

MA:

1.27

Calmar Ratio

WGO:

-0.65

MA:

1.67

Martin Ratio

WGO:

-1.61

MA:

6.97

Ulcer Index

WGO:

26.20%

MA:

4.01%

Daily Std Dev

WGO:

45.91%

MA:

21.08%

Max Drawdown

WGO:

-91.48%

MA:

-62.67%

Current Drawdown

WGO:

-55.20%

MA:

0.00%

Fundamentals

Market Cap

WGO:

$1.02B

MA:

$523.59B

EPS

WGO:

-$0.21

MA:

$14.16

PEG Ratio

WGO:

0.12

MA:

2.31

PS Ratio

WGO:

0.37

MA:

18.01

PB Ratio

WGO:

0.86

MA:

78.49

Total Revenue (TTM)

WGO:

$2.75B

MA:

$29.07B

Gross Profit (TTM)

WGO:

$366.70M

MA:

$22.22B

EBITDA (TTM)

WGO:

$72.50M

MA:

$17.36B

Returns By Period

In the year-to-date period, WGO achieves a -22.58% return, which is significantly lower than MA's 10.91% return. Over the past 10 years, WGO has underperformed MA with an annualized return of 6.73%, while MA has yielded a comparatively higher 20.91% annualized return.


WGO

YTD

-22.58%

1M

22.42%

6M

-39.20%

1Y

-40.72%

5Y*

-4.87%

10Y*

6.73%

MA

YTD

10.91%

1M

12.53%

6M

12.22%

1Y

27.87%

5Y*

16.57%

10Y*

20.91%

*Annualized

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Risk-Adjusted Performance

WGO vs. MA — Risk-Adjusted Performance Rank

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

WGO
The Risk-Adjusted Performance Rank of WGO is 77
Overall Rank
The Sharpe Ratio Rank of WGO is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of WGO is 77
Sortino Ratio Rank
The Omega Ratio Rank of WGO is 99
Omega Ratio Rank
The Calmar Ratio Rank of WGO is 1111
Calmar Ratio Rank
The Martin Ratio Rank of WGO is 44
Martin Ratio Rank

MA
The Risk-Adjusted Performance Rank of MA is 8888
Overall Rank
The Sharpe Ratio Rank of MA is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of MA is 8484
Sortino Ratio Rank
The Omega Ratio Rank of MA is 8585
Omega Ratio Rank
The Calmar Ratio Rank of MA is 9191
Calmar Ratio Rank
The Martin Ratio Rank of MA is 9191
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.

WGO vs. MA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Winnebago Industries, Inc. (WGO) 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.


The current WGO Sharpe Ratio is -0.89, which is lower than the MA Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of WGO 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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Dividends

WGO vs. MA - Dividend Comparison

WGO's dividend yield for the trailing twelve months is around 3.66%, more than MA's 0.49% yield.


TTM20242023202220212020201920182017201620152014
WGO
Winnebago Industries, Inc.
3.66%2.66%1.54%1.54%0.72%0.75%0.83%1.65%0.72%1.26%1.86%0.41%
MA
Mastercard Inc
0.49%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%

Drawdowns

WGO vs. MA - Drawdown Comparison

The maximum WGO drawdown since its inception was -91.48%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for WGO and MA. For additional features, visit the drawdowns tool.


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Volatility

WGO vs. MA - Volatility Comparison

Winnebago Industries, Inc. (WGO) has a higher volatility of 10.90% compared to Mastercard Inc (MA) at 5.31%. This indicates that WGO'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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Financials

WGO vs. MA - Financials Comparison

This section allows you to compare key financial metrics between Winnebago Industries, 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


0.002.00B4.00B6.00B8.00B20212022202320242025
620.20M
7.25B
(WGO) Total Revenue
(MA) Total Revenue
Values in USD except per share items

WGO vs. MA - Profitability Comparison

The chart below illustrates the profitability comparison between Winnebago Industries, Inc. 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

0.0%20.0%40.0%60.0%80.0%20212022202320242025
13.4%
76.7%
(WGO) Gross Margin
(MA) Gross Margin
WGO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Winnebago Industries, Inc. reported a gross profit of 83.10M and revenue of 620.20M. Therefore, the gross margin over that period was 13.4%.

MA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Mastercard Inc reported a gross profit of 5.56B and revenue of 7.25B. Therefore, the gross margin over that period was 76.7%.

WGO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Winnebago Industries, Inc. reported an operating income of 7.80M and revenue of 620.20M, resulting in an operating margin of 1.3%.

MA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Mastercard Inc reported an operating income of 4.15B and revenue of 7.25B, resulting in an operating margin of 57.2%.

WGO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Winnebago Industries, Inc. reported a net income of -400.00K and revenue of 620.20M, resulting in a net margin of -0.1%.

MA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Mastercard Inc reported a net income of 3.28B and revenue of 7.25B, resulting in a net margin of 45.2%.