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

Correlation

The correlation between YORW 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.


Performance

YORW vs. MA - Performance Comparison

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

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Key characteristics

Sharpe Ratio

YORW:

-0.54

MA:

1.23

Sortino Ratio

YORW:

-0.40

MA:

1.75

Omega Ratio

YORW:

0.95

MA:

1.26

Calmar Ratio

YORW:

-0.22

MA:

1.57

Martin Ratio

YORW:

-0.66

MA:

6.55

Ulcer Index

YORW:

13.48%

MA:

4.01%

Daily Std Dev

YORW:

22.94%

MA:

20.98%

Max Drawdown

YORW:

-46.68%

MA:

-62.67%

Current Drawdown

YORW:

-33.62%

MA:

-1.17%

Fundamentals

Market Cap

YORW:

$472.19M

MA:

$516.37B

EPS

YORW:

$1.37

MA:

$14.27

PE Ratio

YORW:

23.93

MA:

39.85

PEG Ratio

YORW:

7.71

MA:

2.28

PS Ratio

YORW:

6.23

MA:

17.76

PB Ratio

YORW:

2.03

MA:

77.41

Total Revenue (TTM)

YORW:

$75.79M

MA:

$29.07B

Gross Profit (TTM)

YORW:

$52.45M

MA:

$22.22B

EBITDA (TTM)

YORW:

$33.48M

MA:

$17.36B

Returns By Period

In the year-to-date period, YORW achieves a 0.90% return, which is significantly lower than MA's 8.32% return. Over the past 10 years, YORW has underperformed MA with an annualized return of 5.66%, while MA has yielded a comparatively higher 20.54% annualized return.


YORW

YTD

0.90%

1M

-4.32%

6M

-11.35%

1Y

-12.59%

5Y*

-2.75%

10Y*

5.66%

MA

YTD

8.32%

1M

11.55%

6M

8.70%

1Y

25.17%

5Y*

16.61%

10Y*

20.54%

*Annualized

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Risk-Adjusted Performance

YORW vs. MA — Risk-Adjusted Performance Rank

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

YORW
The Risk-Adjusted Performance Rank of YORW is 2828
Overall Rank
The Sharpe Ratio Rank of YORW is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of YORW is 2525
Sortino Ratio Rank
The Omega Ratio Rank of YORW is 2727
Omega Ratio Rank
The Calmar Ratio Rank of YORW is 3232
Calmar Ratio Rank
The Martin Ratio Rank of YORW is 3333
Martin Ratio Rank

MA
The Risk-Adjusted Performance Rank of MA is 8787
Overall Rank
The Sharpe Ratio Rank of MA is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of MA is 8383
Sortino Ratio Rank
The Omega Ratio Rank of MA is 8484
Omega Ratio Rank
The Calmar Ratio Rank of MA is 8989
Calmar Ratio Rank
The Martin Ratio Rank of MA is 9090
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.

YORW vs. MA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The York Water Company (YORW) 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 YORW Sharpe Ratio is -0.54, which is lower than the MA Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of YORW 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

YORW vs. MA - Dividend Comparison

YORW's dividend yield for the trailing twelve months is around 2.62%, more than MA's 0.50% yield.


TTM20242023202220212020201920182017201620152014
YORW
The York Water Company
2.62%2.60%2.12%1.75%1.52%1.56%1.52%2.10%1.91%1.64%2.42%2.49%
MA
Mastercard Inc
0.50%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%

Drawdowns

YORW vs. MA - Drawdown Comparison

The maximum YORW drawdown since its inception was -46.68%, smaller than the maximum MA drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for YORW and MA. For additional features, visit the drawdowns tool.


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Volatility

YORW vs. MA - Volatility Comparison

The York Water Company (YORW) has a higher volatility of 8.37% compared to Mastercard Inc (MA) at 6.38%. This indicates that YORW'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

YORW vs. MA - Financials Comparison

This section allows you to compare key financial metrics between The York Water Company 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
18.46M
7.25B
(YORW) Total Revenue
(MA) Total Revenue
Values in USD except per share items

YORW vs. MA - Profitability Comparison

The chart below illustrates the profitability comparison between The York Water Company 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

60.0%65.0%70.0%75.0%80.0%20212022202320242025
71.8%
76.7%
(YORW) Gross Margin
(MA) Gross Margin
YORW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The York Water Company reported a gross profit of 13.25M and revenue of 18.46M. Therefore, the gross margin over that period was 71.8%.

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%.

YORW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The York Water Company reported an operating income of 6.28M and revenue of 18.46M, resulting in an operating margin of 34.0%.

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%.

YORW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The York Water Company reported a net income of 3.64M and revenue of 18.46M, resulting in a net margin of 19.7%.

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%.