MA:NYE-Mastercard Incorporated (USD)

EQUITY | Credit Services | New York Stock Exchange

Last Closing

USD 456.98

Change

+1.49 (+0.33)%

Market Cap

USD 116.95B

Volume

1.73M

Analyst Target

USD 358.56
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

MasterCard Inc is a technology company in the payments industry. The Company connects consumers, financial institutions, merchants, governments and businesses, enabling them to use electronic forms of payment instead of cash and checks.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-10 )

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ETFs Containing MA

DXF:CA Dynamic Active Global Fin.. 8.59 % 0.86 %

N/A

CAD 0.01B
BCHP 6.86 % 0.00 %

N/A

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FNTC 6.84 % 0.00 %

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XUSF:CA iShares S&P U.S. Financia.. 6.69 % 0.00 %

N/A

CAD 3.65M
ZPDF:F SPDR S&P U.S. Financials .. 6.69 % 0.00 %

-0.21 (0.05%)

USD 0.36B
GXLF:LSE SPDR® S&P® U.S. Financi.. 6.69 % 0.00 %

-0.16 (0.05%)

USD 0.37B
SXLF:SW SPDR S&P U.S. Financials .. 6.69 % 0.00 %

+0.19 (+0.05%)

N/A
IUFS:SW iShares S&P 500 Financial.. 6.69 % 0.00 %

+0.08 (+0.05%)

USD 1.16B
WDFE:SW Invesco Markets II plc - .. 6.62 % 0.00 %

N/A

USD 2.43M
XUFN:F Xtrackers (IE) Public Lim.. 6.59 % 0.00 %

-0.13 (0.05%)

USD 1.16B
XUFN:SW Xtrackers MSCI USA Financ.. 6.59 % 0.00 %

N/A

USD 1.13B
XLF Financial Select Sector S.. 6.51 % 0.13 %

-0.26 (0.05%)

USD 38.71B
IUFS:LSE iShares S&P 500 Financial.. 6.49 % 0.00 %

+0.01 (+0.05%)

USD 1.12B
UIFS:LSE iShares S&P 500 USD Finan.. 6.49 % 0.00 %

-5.25 (0.05%)

USD 1.18B
QDVH:F iShares S&P 500 Financial.. 6.43 % 0.00 %

-0.04 (0.05%)

USD 1.12B
QDVH:XETRA iShares S&P 500 Financial.. 6.43 % 0.00 %

-0.03 (0.05%)

USD 1.12B
XSFN:LSE db x-trackers MSCI USA Fi.. 6.38 % 0.00 %

-11.75 (0.05%)

USD 1.13B
XUFN:LSE db x-trackers MSCI USA Fi.. 6.38 % 0.00 %

N/A

USD 1.13B
WF1E:XETRA Invesco Markets II plc - .. 6.06 % 0.00 %

+0.01 (+0.05%)

USD 2.43M
VFH Vanguard Financials Index.. 5.84 % 0.10 %

-0.65 (0.05%)

USD 9.16B
IPAY:AU BetaShares Future of Paym.. 5.79 % 0.00 %

+0.10 (+0.05%)

N/A
PFI Invesco DWA Financial Mom.. 5.42 % 0.60 %

-0.36 (0.05%)

USD 0.06B
MTAV:CA Global X Metaverse Index .. 5.15 % 0.00 %

-0.50 (0.05%)

CAD 5.62M
WBKN:XETRA WisdomTree Blockchain UCI.. 5.14 % 0.00 %

+0.44 (+0.05%)

USD 5.54M
BGU:CA Bristol Gate Concentrated.. 4.89 % 0.85 %

N/A

CAD 0.11B
SEF ProShares Short Financial.. 4.83 % 0.95 %

+0.04 (+0.05%)

USD 0.01B
SKF ProShares UltraShort Fina.. 4.83 % 0.95 %

+0.16 (+0.05%)

USD 0.01B
LCLG Advisors Series Trust - L.. 4.79 % 0.00 %

-0.15 (0.05%)

USD 0.07B
FAS Direxion Daily Financial .. 4.77 % 1.04 %

-1.94 (0.05%)

USD 2.09B
BQGE:F Ossiam Lux Barclays Quant.. 4.77 % 0.00 %

+0.40 (+0.05%)

N/A
SPHQ Invesco S&P 500® Quality.. 4.65 % 0.19 %

+0.06 (+0.05%)

USD 9.32B
CARK Castleark Large Growth ET.. 4.64 % 0.00 %

+0.23 (+0.05%)

USD 0.34B
EUPA:XETRA Ossiam Shiller Barclays C.. 4.61 % 0.00 %

+1.12 (+0.05%)

USD 0.03B
EUPB:XETRA Ossiam Shiller Barclays C.. 4.61 % 0.00 %

+0.64 (+0.05%)

USD 0.03B
5OGE:PA Ossiam Shiller Barclays C.. 4.61 % 0.00 %

+0.81 (+0.05%)

N/A
5OGE:SW Ossiam Shiller Barclays C.. 4.61 % 0.00 %

+0.08 (+0.05%)

USD 3.89M
5OGU:SW Ossiam Shiller Barclays C.. 4.61 % 0.00 %

+1.08 (+0.05%)

USD 0.03B
NUGO Nuveen Growth Opportuniti.. 4.60 % 0.00 %

+0.67 (+0.05%)

USD 3.03B
WELK:XETRA Amundi S&P Global Financi.. 4.57 % 0.00 %

+0.03 (+0.05%)

USD 0.42B
WELY:XETRA Amundi S&P Global Financi.. 4.57 % 0.00 %

+0.03 (+0.05%)

USD 0.42B
CBUT:XETRA iShares Blockchain Techno.. 4.47 % 0.00 %

+0.15 (+0.05%)

USD 0.05B
CBUT:F iShares Blockchain Techno.. 4.47 % 0.00 %

-0.10 (0.05%)

N/A
TGN 4.43 % 0.00 %

N/A

N/A
XNGI:XETRA Xtrackers MSCI Next Gener.. 4.38 % 0.00 %

+0.49 (+0.05%)

USD 0.02B
XNNS:LSE Xtrackers MSCI Innovation.. 4.38 % 0.00 %

+0.29 (+0.05%)

USD 7.78M
XNNV:LSE Xtrackers MSCI Innovation.. 4.38 % 0.00 %

+0.54 (+0.05%)

USD 7.78M
XNNV:XETRA Xtrackers MSCI Innovation.. 4.37 % 0.00 %

+0.36 (+0.05%)

USD 7.78M
FFOG 4.33 % 0.00 %

N/A

N/A
RUD:CA RBC Quant US Dividend Lea.. 4.30 % 0.43 %

+0.55 (+0.05%)

CAD 0.52B
XFNT:XETRA Xtrackers MSCI Fintech In.. 4.23 % 0.00 %

+0.24 (+0.05%)

USD 7.61M
IBLC iShares Blockchain and Te.. 4.11 % 0.00 %

+0.20 (+0.05%)

USD 0.02B
QDVB:F iShares IV Public Limited.. 4.06 % 0.00 %

+0.03 (+0.05%)

USD 2.88B
QDVB:XETRA iShares Edge MSCI USA Qua.. 4.06 % 0.00 %

+0.10 (+0.05%)

USD 2.88B
IUQA:SW iShares Edge MSCI USA Qua.. 4.06 % 0.00 %

N/A

USD 1.92B
PJFG PGIM ETF Trust - PGIM Jen.. 4.06 % 0.00 %

+0.43 (+0.05%)

USD 0.08B
XNGI:LSE Xtrackers MSCI Next Gener.. 3.99 % 0.00 %

+0.60 (+0.05%)

USD 0.02B
XNGS:LSE Xtrackers MSCI Next Gener.. 3.99 % 0.00 %

+0.32 (+0.05%)

USD 0.02B
XFNT:LSE Xtrackers MSCI Fintech In.. 3.96 % 0.00 %

+0.41 (+0.05%)

USD 7.61M
XFSN:LSE Xtrackers MSCI Fintech In.. 3.96 % 0.00 %

+0.17 (+0.05%)

USD 7.61M
MHG:AU Magellan Global Equities 3.95 % 0.00 %

+0.01 (+0.05%)

USD 0.11B
FNCW:LSE SPDR® MSCI World Financi.. 3.94 % 0.00 %

-0.03 (0.05%)

USD 0.33B
WFIN:SW SPDR MSCI World Financial.. 3.94 % 0.00 %

+0.65 (+0.05%)

N/A
HBLK:CA Blockchain Technologies E.. 3.94 % 1.49 %

+0.08 (+0.05%)

CAD 0.02B
XDWF:F Xtrackers (IE) Public Lim.. 3.94 % 0.00 %

-0.05 (0.05%)

USD 0.41B
XWFS:LSE Xtrackers MSCI World Fina.. 3.94 % 0.00 %

-0.08 (0.05%)

USD 0.62B
SIZE iShares MSCI USA Size Fac.. 3.86 % 0.15 %

-0.77 (0.05%)

USD 0.31B
BLKC:SW iShares Blockchain Techno.. 3.84 % 0.00 %

+0.36 (+0.05%)

USD 0.05B
5ESGES:SW 3.82 % 0.00 %

N/A

N/A
IUQA:LSE iShares Edge MSCI USA Qua.. 3.78 % 0.00 %

+0.16 (+0.05%)

USD 2.88B
IUQD:LSE iShares Edge MSCI USA Qua.. 3.78 % 0.00 %

+20.50 (+0.05%)

USD 2.72B
IUQF:LSE iShares Edge MSCI USA Qua.. 3.78 % 0.00 %

+7.00 (+0.05%)

USD 1.93B
AW1C:XETRA UBS (Irl) ETF plc - S&P 5.. 3.74 % 0.00 %

+0.15 (+0.05%)

USD 0.03B
SPESGE:SW UBS (Irl) ETF plc - S&P 5.. 3.74 % 0.00 %

N/A

USD 0.27B
IXG iShares Global Financials.. 3.62 % 0.46 %

-0.01 (0.05%)

USD 0.40B
GFGF Guru Favorite Stocks ETF 3.61 % 0.00 %

+0.10 (+0.05%)

USD 0.03B
S5EE:LSE UBS (Irl) ETF plc - S&P 5.. 3.58 % 0.00 %

+9.40 (+0.05%)

USD 0.26B
S5EG:LSE UBS (Irl) ETF plc - S&P 5.. 3.58 % 0.00 %

+16.00 (+0.05%)

USD 9.91M
ETHI:CA Global X Global Sustainab.. 3.57 % 0.74 %

+0.38 (+0.05%)

CAD 0.11B
ETHI:AU BetaShares Global Sustain.. 3.52 % 0.00 %

+0.21 (+0.05%)

USD 2.93B
ZUQ:CA BMO MSCI USA High Quality 3.51 % 0.32 %

+0.18 (+0.05%)

CAD 0.77B
PQVM:PA Invesco S&P 500 QVM UCITS.. 3.49 % 0.00 %

+0.41 (+0.05%)

USD 0.03B
QVMP:F PowerShares Global Funds .. 3.49 % 0.00 %

+0.42 (+0.05%)

USD 0.02B
QVMP:XETRA Invesco S&P 500 QVM UCITS.. 3.49 % 0.00 %

+0.46 (+0.05%)

USD 0.02B
IWFG IQ Winslow Focused Large .. 3.47 % 0.00 %

+0.16 (+0.05%)

USD 9.48M
USTEC:SW Credit Suisse Index Fund .. 3.40 % 0.00 %

N/A

USD 0.04B
CSYU:XETRA Credit Suisse Index Fund .. 3.30 % 0.00 %

+0.25 (+0.05%)

USD 0.04B
PQVG:LSE Invesco S&P 500 QVM UCITS.. 3.27 % 0.00 %

+28.00 (+0.05%)

USD 0.03B
PQVM:LSE Invesco S&P 500 QVM UCITS.. 3.27 % 0.00 %

+0.64 (+0.05%)

USD 0.03B
OUSA 3.25 % 0.48 %

N/A

N/A
KEMQ KraneShares Emerging Mark.. 3.15 % 0.80 %

-0.01 (0.05%)

USD 0.02B
FYLG Global X Funds - Global X.. 3.12 % 0.00 %

-0.12 (0.05%)

USD 2.64M
SSPX Janus Henderson U.S. Sust.. 3.08 % 0.00 %

-0.06 (0.05%)

USD 8.79M
USMC Principal U.S. Mega-Cap E.. 3.02 % 0.12 %

+0.09 (+0.05%)

USD 2.35B
BKUS 3.00 % 0.00 %

N/A

N/A
DUHP Dimensional ETF Trust 2.96 % 0.00 %

-0.08 (0.05%)

USD 5.51B
PLAT 2.93 % 0.00 %

N/A

N/A
UPWD 2.92 % 0.00 %

N/A

N/A
UBUT:F UBS (Irl) ETF plc - Facto.. 2.87 % 0.00 %

+0.14 (+0.05%)

USD 1.54B
UBUX:F UBS (Irl) ETF Public Limi.. 2.87 % 0.00 %

+0.25 (+0.05%)

USD 0.09B
UBUT:XETRA UBS (Irl) ETF plc - Facto.. 2.87 % 0.00 %

+0.33 (+0.05%)

USD 0.77B
UBUX:XETRA UBS (Irl) ETF plc - Facto.. 2.87 % 0.00 %

+0.41 (+0.05%)

USD 0.01B
UQLTS:SW UBS (Irl) ETF plc - Facto.. 2.87 % 0.00 %

+0.41 (+0.05%)

USD 0.03B
UQLTD:SW 2.87 % 0.00 %

N/A

N/A
UQLTE:SW UBS (Irl) ETF plc - Facto.. 2.87 % 0.00 %

+0.27 (+0.05%)

USD 0.09B
UQLTH:SW UBS (Irl) ETF plc - Facto.. 2.87 % 0.00 %

N/A

USD 0.02B
EBUY:F Lyxor Index Fund - Lyxor .. 2.80 % 0.00 %

+0.01 (+0.05%)

USD 0.21B
EBUY:PA Lyxor Index Fund - Lyxor .. 2.80 % 0.00 %

+0.08 (+0.05%)

N/A
EBUY:SW Lyxor Index Fund - Lyxor .. 2.80 % 0.00 %

+0.14 (+0.05%)

USD 0.20B
JGRO J.P. Morgan Exchange-Trad.. 2.76 % 0.00 %

+0.20 (+0.05%)

USD 1.34B
JPEF JPMorgan Equity Focus ETF 2.75 % 0.00 %

+0.03 (+0.05%)

USD 0.56B
PDP Invesco DWA Momentum ETF 2.66 % 0.62 %

-0.80 (0.05%)

USD 1.25B
IWQE:SW iShares MSCI World Qualit.. 2.63 % 0.00 %

-0.04 (0.05%)

USD 0.52B
UC99:LSE UBS (Irl) ETF plc - Facto.. 2.63 % 0.00 %

+22.00 (+0.05%)

USD 1.52B
UQLT:LSE UBS (Irl) ETF plc - Facto.. 2.63 % 0.00 %

+29.50 (+0.05%)

USD 0.02B
HAPI Harbor Corporate Culture .. 2.56 % 0.00 %

+0.05 (+0.05%)

USD 0.32B
XWEQ:XETRA Xtrackers MSCI World Qual.. 2.55 % 0.00 %

+0.16 (+0.05%)

USD 0.31B
SNPG 2.49 % 0.00 %

N/A

N/A
CGUS Capital Group Core Equity.. 2.35 % 0.00 %

-0.04 (0.05%)

USD 2.72B
QGRW WisdomTree Trust - Wisdom.. 2.30 % 0.00 %

+0.20 (+0.05%)

USD 0.32B
CATH:SW Lyxor MSCI World Catholic.. 2.28 % 0.00 %

N/A

N/A
VIG Vanguard Dividend Appreci.. 2.24 % 0.06 %

-0.77 (0.05%)

USD 78.10B
XDEQ:F Xtrackers MSCI World Qual.. 2.23 % 0.00 %

+0.54 (+0.05%)

USD 1.61B
XDEQ:SW Xtrackers MSCI World Qual.. 2.23 % 0.00 %

N/A

USD 1.62B
IS3Q:F iShares Edge MSCI World Q.. 2.22 % 0.00 %

+0.15 (+0.05%)

USD 3.67B
IS3Q:XETRA iShares MSCI World Qualit.. 2.22 % 0.00 %

+0.43 (+0.05%)

USD 3.67B
IWQU:SW iShares Edge MSCI World Q.. 2.22 % 0.00 %

+0.53 (+0.05%)

USD 3.65B
PMNT:XETRA Rize Digital Payments Eco.. 2.19 % 0.00 %

+0.01 (+0.05%)

USD 0.01B
PMNT:SW Rize Digital Payments Eco.. 2.19 % 0.00 %

-0.01 (0.05%)

USD 0.01B
H41A:XETRA HSBC World ESG Biodiversi.. 2.19 % 0.00 %

N/A

USD 4.87M
PAYG:LSE Rize Digital Payments Eco.. 2.17 % 0.00 %

-0.03 (0.05%)

USD 0.01B
PMNT:LSE Rize Digital Payments Eco.. 2.17 % 0.00 %

+0.02 (+0.05%)

USD 0.01B
CATH:LSE Lyxor Index Fund - Lyxor .. 2.14 % 0.00 %

+0.33 (+0.05%)

USD 0.18B
HBDS:LSE HSBC World ESG Biodiversi.. 2.13 % 0.00 %

+0.08 (+0.05%)

USD 4.87M
GQI Natixis ETF Trust - Natix.. 2.11 % 0.00 %

-0.29 (0.05%)

USD 0.08B
QVFD:LSE 2.10 % 0.00 %

N/A

N/A
IWFQ:LSE iShares MSCI World Qualit.. 2.08 % 0.00 %

+28.00 (+0.05%)

USD 3.65B
IWQU:LSE iShares MSCI World Qualit.. 2.08 % 0.00 %

+0.67 (+0.05%)

USD 3.65B
QVFD:XETRA 2.03 % 0.00 %

N/A

N/A
PFM Invesco Dividend Achiever.. 1.99 % 0.54 %

-0.13 (0.05%)

USD 0.65B
SADH:XETRA Amundi Index Solutions - .. 1.94 % 0.00 %

+0.81 (+0.05%)

USD 0.22B
SADU:XETRA Amundi MSCI USA ESG Leade.. 1.94 % 0.00 %

+0.56 (+0.05%)

USD 0.91B
SADU:PA Amundi Index Solutions - .. 1.91 % 0.00 %

+0.93 (+0.05%)

N/A
XZMU:LSE Xtrackers (IE) Plc - Xtra.. 1.87 % 0.00 %

+0.74 (+0.05%)

USD 8.50B
XZMU:F Xtrackers IE PLC - Xtrack.. 1.87 % 0.00 %

-0.33 (0.05%)

USD 5.20B
XZMD:LSE Xtrackers MSCI USA ESG UC.. 1.87 % 0.00 %

+0.11 (+0.05%)

USD 0.09B
XESU:LSE Xtrackers MSCI USA ESG UC.. 1.87 % 0.00 %

+0.35 (+0.05%)

USD 8.50B
XZMD:XETRA Xtrackers MSCI USA ESG UC.. 1.87 % 0.00 %

+0.08 (+0.05%)

USD 8.68B
XZME:XETRA Xtrackers MSCI USA ESG UC.. 1.87 % 0.00 %

+0.11 (+0.05%)

USD 8.68B
XZMU:SW Xtrackers MSCI USA ESG UC.. 1.87 % 0.00 %

+0.48 (+0.05%)

N/A
IUSL:F iShares Dow Jones Global .. 1.84 % 0.00 %

+0.33 (+0.05%)

USD 1.32B
IUSL:XETRA iShares Dow Jones Global .. 1.84 % 0.00 %

+0.50 (+0.05%)

USD 1.32B
QUS:CA QuantShares Enhanced Core.. 1.81 % 0.45 %

+0.48 (+0.05%)

CAD 0.16B
BALI 1.80 % 0.00 %

N/A

N/A
CDEI Morgan Stanley ETF Trust .. 1.77 % 0.00 %

-0.07 (0.05%)

USD 0.04B
USESG:SW Credit Suisse Index Fund .. 1.66 % 0.00 %

+3.10 (+0.05%)

USD 2.53B
JQUA JPMorgan U.S. Quality Fac.. 1.63 % 0.12 %

-0.07 (0.05%)

USD 4.26B
HIDV AB US High Dividend ETF 1.61 % 0.00 %

+0.27 (+0.05%)

USD 0.01B
HELO J.P. Morgan Exchange-Trad.. 1.59 % 0.00 %

+0.03 (+0.05%)

USD 0.44B
QDFD:LSE 1.58 % 0.00 %

N/A

N/A
QDFD:XETRA 1.56 % 0.00 %

N/A

N/A
SBIU:XETRA 1.54 % 0.00 %

N/A

N/A
CVSE Morgan Stanley Etf Trust .. 1.53 % 0.00 %

-0.01 (0.05%)

USD 0.03B
FUSA:F Fidelity UCITS SICAV - Fi.. 1.48 % 0.00 %

+0.05 (+0.05%)

N/A
FUSD:F Fidelity UCITS SICAV - Fi.. 1.48 % 0.00 %

+0.04 (+0.05%)

USD 0.81B
FUSU:F Fidelity UCITS SICAV - Fi.. 1.48 % 0.00 %

+0.07 (+0.05%)

N/A
FUSA:XETRA Fidelity US Quality Incom.. 1.48 % 0.00 %

+0.08 (+0.05%)

USD 0.26B
FUSD:XETRA Fidelity UCITS SICAV - Fi.. 1.48 % 0.00 %

+0.08 (+0.05%)

USD 0.81B
FUSU:XETRA Fidelity US Quality Incom.. 1.48 % 0.00 %

+0.10 (+0.05%)

USD 3.35M
FUSD:SW Fidelity UCITS SICAV - Fi.. 1.48 % 0.00 %

N/A

N/A
ESGU:SW Invesco MSCI USA ESG Univ.. 1.47 % 0.00 %

+0.74 (+0.05%)

N/A
ESGU:F Invesco MSCI USA ESG Univ.. 1.47 % 0.00 %

+0.73 (+0.05%)

N/A
ESGS:LSE Invesco MSCI USA ESG Univ.. 1.39 % 0.00 %

+30.00 (+0.05%)

USD 2.36B
ESUS:LSE Invesco MSCI USA ESG Univ.. 1.39 % 0.00 %

+32.00 (+0.05%)

USD 0.03B
ESGU:LSE Invesco MSCI USA ESG Univ.. 1.39 % 0.00 %

+0.50 (+0.05%)

USD 2.36B
ESPB:LSE Invesco MSCI USA ESG Univ.. 1.39 % 0.00 %

+76.50 (+0.05%)

USD 1.34M
ESUD:LSE Invesco MSCI USA ESG Univ.. 1.39 % 0.00 %

+0.78 (+0.05%)

USD 0.03B
XZW0:F Xtrackers MSCI World ESG .. 1.32 % 0.00 %

-0.03 (0.05%)

N/A
XZW0:XETRA Xtrackers MSCI World ESG .. 1.32 % 0.00 %

+0.35 (+0.05%)

USD 2.15B
XZWE:XETRA Xtrackers MSCI World ESG .. 1.32 % 0.00 %

+0.76 (+0.05%)

USD 0.31B
XZW0:SW Xtrackers MSCI World ESG .. 1.32 % 0.00 %

+0.34 (+0.05%)

USD 6.35B
AW1F:XETRA UBS (Irl) ETF plc MSCI US.. 1.29 % 0.00 %

+0.11 (+0.05%)

USD 7.97M
USESGA:SW UBS (Irl) ETF plc MSCI US.. 1.29 % 0.00 %

N/A

USD 7.94M
IHWL:AU iShares Core MSCI World e.. 1.25 % 0.00 %

+0.48 (+0.05%)

USD 0.43B
MWOP:XETRA Amundi MSCI World ESG Lea.. 1.25 % 0.00 %

+0.66 (+0.05%)

USD 1.30B
IWLD:AU iShares Core MSCI World E.. 1.25 % 0.00 %

+0.61 (+0.05%)

USD 0.90B
XZW0:LSE Xtrackers MSCI World ESG .. 1.24 % 0.00 %

+0.53 (+0.05%)

USD 6.35B
XESW:LSE Xtrackers (IE) Plc - Xtra.. 1.24 % 0.00 %

+0.23 (+0.05%)

USD 6.35B
WDESGC:SW Credit Suisse Index Fund .. 1.18 % 0.00 %

+2.32 (+0.05%)

USD 0.20B
WDESGE:SW Credit Suisse Index Fund .. 1.18 % 0.00 %

+1.50 (+0.05%)

USD 0.26B
SADW:XETRA 1.17 % 0.00 %

N/A

N/A
JPTC:LSE JPM Carbon Transition Glo.. 0.99 % 0.00 %

+19.50 (+0.05%)

USD 0.09B
JPCT:XETRA JPMorgan ETFs (Ireland) I.. 0.99 % 0.00 %

+0.27 (+0.05%)

USD 0.09B
JPCE:XETRA JPMorgan ETFs (Ireland) I.. 0.99 % 0.00 %

+0.33 (+0.05%)

USD 0.96B
JPCT:LSE JPM Carbon Transition Glo.. 0.99 % 0.00 %

+0.42 (+0.05%)

USD 1.39B
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Market Performance

  Market Performance vs. Industry/Classification (Credit Services) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.14% 58% F 67% D+
Dividend Return 0.31% 6% D- 15% F
Total Return 7.45% 48% F 65% D
Trailing 12 Months  
Capital Gain 19.65% 54% F 67% D+
Dividend Return 0.64% 6% D- 6% D-
Total Return 20.30% 44% F 63% D
Trailing 5 Years  
Capital Gain 84.69% 78% C+ 84% B
Dividend Return 3.87% 12% F 12% F
Total Return 88.56% 74% C 82% B
Average Annual (5 Year Horizon)  
Capital Gain 11.21% 64% D 73% C
Dividend Return 11.78% 64% D 69% C-
Total Return 0.57% 3% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 16.46% 67% D+ 65% D
Risk Adjusted Return 71.57% 92% A 90% A-
Market Capitalization 116.95B 97% N/A 100% F

Key Financial Ratios

  Ratio vs. Industry/Classification (Credit Services) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 38.46 13% 17%
Price/Book Ratio 62.66 3% 2%
Price / Cash Flow Ratio 35.46 4% 7%
Price/Free Cash Flow Ratio 29.35 7% 7%
Management Effectiveness  
Return on Equity 167.41% 100% 99%
Return on Invested Capital 56.38% 100% 98%
Return on Assets 22.40% 100% 99%
Debt to Equity Ratio 207.01% 47% 16%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.