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

Correlation

The correlation between WGO and MA is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

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.

0.00%2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%JulyAugustSeptemberOctoberNovemberDecember
115.39%
12,267.63%
WGO
MA

Key characteristics

Sharpe Ratio

WGO:

-0.78

MA:

1.47

Sortino Ratio

WGO:

-0.99

MA:

2.02

Omega Ratio

WGO:

0.88

MA:

1.27

Calmar Ratio

WGO:

-0.69

MA:

1.96

Martin Ratio

WGO:

-1.50

MA:

4.87

Ulcer Index

WGO:

18.53%

MA:

4.76%

Daily Std Dev

WGO:

35.66%

MA:

15.82%

Max Drawdown

WGO:

-91.48%

MA:

-62.67%

Current Drawdown

WGO:

-37.38%

MA:

-2.71%

Fundamentals

Market Cap

WGO:

$1.58B

MA:

$487.38B

EPS

WGO:

$0.44

MA:

$13.20

PE Ratio

WGO:

124.41

MA:

40.23

PEG Ratio

WGO:

0.65

MA:

2.03

Total Revenue (TTM)

WGO:

$2.21B

MA:

$27.23B

Gross Profit (TTM)

WGO:

$306.40M

MA:

$23.36B

EBITDA (TTM)

WGO:

$65.90M

MA:

$16.44B

Returns By Period

In the year-to-date period, WGO achieves a -27.59% return, which is significantly lower than MA's 22.62% return. Over the past 10 years, WGO has underperformed MA with an annualized return of 10.88%, while MA has yielded a comparatively higher 20.44% annualized return.


WGO

YTD

-27.59%

1M

-11.90%

6M

-8.25%

1Y

-29.77%

5Y*

1.33%

10Y*

10.88%

MA

YTD

22.62%

1M

-0.32%

6M

15.84%

1Y

22.92%

5Y*

12.40%

10Y*

20.44%

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Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for WGO, currently valued at -0.78, compared to the broader market-4.00-2.000.002.00-0.781.47
The chart of Sortino ratio for WGO, currently valued at -0.99, compared to the broader market-4.00-2.000.002.004.00-0.992.02
The chart of Omega ratio for WGO, currently valued at 0.88, compared to the broader market0.501.001.502.000.881.27
The chart of Calmar ratio for WGO, currently valued at -0.69, compared to the broader market0.002.004.006.00-0.691.96
The chart of Martin ratio for WGO, currently valued at -1.50, compared to the broader market0.0010.0020.00-1.504.87
WGO
MA

The current WGO Sharpe Ratio is -0.78, which is lower than the MA Sharpe Ratio of 1.47. 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.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.78
1.47
WGO
MA

Dividends

WGO vs. MA - Dividend Comparison

WGO's dividend yield for the trailing twelve months is around 2.46%, more than MA's 0.51% yield.


TTM20232022202120202019201820172016201520142013
WGO
Winnebago Industries, Inc.
2.46%1.54%1.54%0.72%0.75%0.83%1.65%0.72%1.26%1.86%0.41%0.00%
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

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.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-37.38%
-2.71%
WGO
MA

Volatility

WGO vs. MA - Volatility Comparison

Winnebago Industries, Inc. (WGO) has a higher volatility of 8.95% compared to Mastercard Inc (MA) at 4.22%. 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.


5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
8.95%
4.22%
WGO
MA

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


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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