Mastercard Stock Performance

MA
 Stock
  

USD 357.36  2.03  0.57%   

Mastercard has a performance score of 2 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 1.2249, which conveys a somewhat significant risk relative to the market. Let's try to break down what Mastercard's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Mastercard will likely underperform. Although it is important to respect Mastercard price patterns, it is better to be realistic regarding the information on the equity's historical price patterns. The philosophy towards estimating future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Mastercard technical indicators, you can presently evaluate if the expected return of 0.0594% will be sustainable into the future. Mastercard right now secures a risk of 1.76%. Please verify Mastercard maximum drawdown, skewness, day typical price, as well as the relationship between the downside variance and daily balance of power to decide if Mastercard will be following its current price movements.
  
Mastercard Performance
2 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Mastercard are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Mastercard is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0054
Payout Ratio
0.19
Last Split Factor
10:1
Forward Annual Dividend Rate
1.96
Dividend Date
2022-08-09
Ex Dividend Date
2022-07-07

Mastercard Price Channel

Quick Ratio0.79
Fifty Two Week Low303.65
Target High Price472.00
Fifty Two Week High399.92
Payout Ratio23.81%
Trailing Annual Dividend Yield0.50%
Target Low Price303.00

Mastercard Relative Risk vs. Return Landscape

If you would invest  34,790  in Mastercard on May 21, 2022 and sell it today you would earn a total of  946.00  from holding Mastercard or generate 2.72% return on investment over 90 days. Mastercard is generating 0.0594% of daily returns and assumes 1.764% volatility on return distribution over the 90 days horizon. Put differently, 15% of stocks are less risky than Mastercard on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Allowing for the 90-day total investment horizon Mastercard is expected to generate 1.89 times less return on investment than the market. In addition to that, the company is 1.53 times more volatile than its market benchmark. It trades about 0.03 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.1 per unit of volatility.

Mastercard Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Mastercard's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Mastercard, and traders can use it to determine the average amount a Mastercard's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0337

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Estimated Market Risk
 1.76
  actual daily
 
 15 %
of total potential
 
1515
Expected Return
 0.06
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.03
  actual daily
 
 2 %
of total potential
 
22
Based on monthly moving average Mastercard is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Mastercard by adding it to a well-diversified portfolio.

About Mastercard Performance

To evaluate Mastercard Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Mastercard generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Mastercard Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Mastercard market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Mastercard's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash-153 M-157 M
Return on Investment 50.06  60.77 
Return on Average Assets 0.24  0.26 
Return on Average Equity 1.30  1.14 
Return on Invested Capital 0.59  0.93 
Return on Sales 0.57  0.60 

Things to note about Mastercard

Checking the ongoing alerts about Mastercard for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Mastercard help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Mastercard Alerts

Equity Alerts and Improvement Suggestions

Mastercard is unlikely to experience financial distress in the next 2 years
Over 79.0% of the company shares are owned by institutional investors
On 9th of August 2022 Mastercard paid $ 0.49 per share dividend to its current shareholders
Latest headline from investorplace.com: 7 Stocks That Win When the Fed Hikes Interest Rates - InvestorPlace
Additionally, see Stocks Correlation. Note that the Mastercard information on this page should be used as a complementary analysis to other Mastercard's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

Complementary Tools for Mastercard Stock analysis

When running Mastercard price analysis, check to measure Mastercard's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Mastercard is operating at the current time. Most of Mastercard's value examination focuses on studying past and present price action to predict the probability of Mastercard's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Mastercard's price. Additionally, you may evaluate how the addition of Mastercard to your portfolios can decrease your overall portfolio volatility.
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Is Mastercard's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Mastercard. If investors know Mastercard will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Mastercard listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.13
Market Capitalization
347.2 B
Quarterly Revenue Growth YOY
0.21
Return On Assets
0.21
Return On Equity
1.51
The market value of Mastercard is measured differently than its book value, which is the value of Mastercard that is recorded on the company's balance sheet. Investors also form their own opinion of Mastercard's value that differs from its market value or its book value, called intrinsic value, which is Mastercard's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Mastercard's market value can be influenced by many factors that don't directly affect Mastercard's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Mastercard's value and its price as these two are different measures arrived at by different means. Investors typically determine Mastercard value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Mastercard's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.