Compare Visa to Tesla, Amazon, Accenture, Microsoft, A1VY34, Costco

Comparing Visa to Tesla, Amazon, Accenture, Microsoft, A1VY34, Costco can provide valuable insights into potential diversification opportunities when combining these positions into a portfolio. By using this module, you can analyze the advantages of specified entities, assessing both technical and fundamental indicators across various peers. Please use the input box below to enter the symbols for specific investments you'd like to analyze. Check out your portfolio center.

Specify up to 10 symbols:

Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between positions in your portfolio represents the degree of relationship between the price movements of corresponding instruments. A correlation of about +1.0 implies that the prices move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated.

	VISA34	TSLA34	AMZO34	ACNB34	MSFT34	A1VY34	COWC34
VISA34		0.91	0.94	0.79	0.86	0.68	0.95	VISA34
TSLA34	0.91		0.95	0.68	0.91	0.82	0.94	TSLA34
AMZO34	0.94	0.95		0.75	0.95	0.84	0.96	AMZO34
ACNB34	0.79	0.68	0.75		0.75	0.62	0.77	ACNB34
MSFT34	0.86	0.91	0.95	0.75		0.89	0.93	MSFT34
A1VY34	0.68	0.82	0.84	0.62	0.89		0.8	A1VY34
COWC34	0.95	0.94	0.96	0.77	0.93	0.8		COWC34
	VISA34	TSLA34	AMZO34	ACNB34	MSFT34	A1VY34	COWC34

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between a company's stock performing well and the company itself doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
VISA34	1.31	0.42	0.21	(1.50)	1.35	(1.50)	2.64	(1.87)	9.26
TSLA34	3.29	1.17	0.32	(1.76)	2.72	(3.94)	9.04	(6.17)	21.38
AMZO34	1.42	0.48	0.25	(2.13)	1.31	(1.63)	3.42	(2.32)	9.12
ACNB34	1.23	0.30	0.13	(3.98)	1.20	(1.69)	3.48	(2.34)	9.86
MSFT34	1.09	0.20	0.10	(0.75)	1.39	(1.19)	2.55	(1.99)	8.17
A1VY34	0.01	(0.01)	0.00	(1.15)	0.00	0.00	0.00	0.00	0.30
COWC34	1.35	0.28	0.15	(4.89)	1.45	(1.51)	2.87	(2.64)	8.27

Unable to evaluate fundamental data of [VISA34.SA, TSLA34.SA, AMZO34.SA, ACNB34.SA, MSFT34.SA, A1VY34.SA, COWC34.SA] at this time. Please try again later

All Fundamental Data

Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	VISA34	TSLA34	AMZO34	ACNB34	MSFT34	A1VY34	COWC34
	0.64 99.98 Visa	4.19 87.00 Tesla	0.86 70.40 Amazon	0.23 2,221 Accenture	1.52 113.41 Microsoft	0.00 579.42 A1VY34	0.14 148.90 Costco
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Solid	Solid	Good	Good	OK	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued	Fairly Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Strong Sell	Hold	Strong Sell	Strong Sell	Cautious Hold	Strong Sell
Current Ratio	1.45 X	1.46 X	0.95 X	1.42 X	2.53 X	1.32 X	0.98 X
Net Asset	85.5 B	82.34 B	462.68 B	47.26 B	364.84 B	N/A	64.17 B
Profit Margin	0.50 %	0.15 %	(0.01) %	0.11 %	0.33 %	9.34 %	0.03 %
EBITDA	19.54 B	17.66 B	38.35 B	10.12 B	97.84 B	1.25 B	8 B
Operating Margin	0.67 %	0.17 %	0.02 %	0.15 %	0.41 %	13.46 %	0.03 %
Current Valuation	2.41 T	2.54 T	5.11 T	992.78 B	9.32 T	99.77 B	1.11 T
Price To Book	12.65 X	12.39 X	6.61 X	8.78 X	10.56 X	62.12 X	10.07 X
Five Year Return	0.56 %	N/A	N/A	N/A	N/A	N/A	N/A
Current Asset	N/A	N/A	N/A	11.92 B	N/A	N/A	N/A
Beta	0.96	2.11	1.22	1.23	0.92	1.01	0.78
Number Of Employees	26.5 K	127.86 K	1.54 M	738 K	221 K	31.84 K	304 K
Shares Outstanding	42.04 B	101.25 B	204.94 B	629.74 M	178.65 B	166.02 M	17.75 B
Cash Flow From Operations	18.85 B	14.72 B	46.75 B	9.54 B	89.03 B	1.04 B	7.39 B
Annual Yield	0.01 %	N/A	N/A	0.01 %	0.01 %	N/A	0.01 %
Total Debt	20.2 B	1.03 B	67.15 B	45.89 M	47.03 B	2.08 B	6.48 B
Return On Equity	0.42	0.32	-0.0192	0.32	0.39	50.41	0.29
Z Score	74.4	N/A	48.4	N/A	N/A	28.2	N/A
Return On Asset	0.15	0.12	0.0173	0.13	0.15	10.97	0.0743
Book Value Per Share	0.85 X	0.44 X	0.71 X	36.50 X	1.03 X	9.52 X	1.21 X
Current Liabilities	N/A	N/A	N/A	8.9 B	N/A	N/A	N/A
Total Asset	85.5 B	82.34 B	462.68 B	47.26 B	364.84 B	N/A	64.17 B
Debt To Equity	0.65 %	0.14 %	1.20 %	0.17 %	83.90 %	1.22 %	43.80 %
Last Dividend Paid	1.65	N/A	N/A	4.18	2.6	6.85	3.49
Shares Owned By Institutions	0.01 %	N/A	N/A	N/A	0.01 %	N/A	N/A
Market Capitalization	2.52 T	3.3 T	5.37 T	950.12 B	10.71 T	98.21 B	1.18 T
Price To Earning	30.59 X	22.81 X	0.19 X	45.70 X	105.60 X	31.77 X	31.25 X
Price To Earnings To Growth	1.62 X	1.28 X	4.95 X	3.01 X	2.17 X	N/A	3.46 X
Price To Sales	80.08 X	35.46 X	9.33 X	16.04 X	48.64 X	12.47 X	4.73 X
Net Income	14.96 B	12.58 B	(2.72 B)	6.88 B	72.74 B	735.3 M	5.84 B
Earnings Per Share	1.89 X	0.57 X	0.28 X	58.27 X	1.98 X	18.62 X	1.71 X
Revenue	29.31 B	81.46 B	513.98 B	61.59 B	198.27 B	7.87 B	226.95 B
Working Capital	N/A	N/A	N/A	3.02 B	N/A	N/A	N/A
Cash And Equivalents	18.52 B	21.11 B	60.71 B	10.01 B	133.82 B	377.9 M	8.17 B
Cash Per Share	0.45 X	0.21 X	0.04 X	15.79 X	17.51 X	2.28 X	18.57 X
Gross Profit	28.57 B	20.85 B	225.15 B	19.7 B	135.62 B	1.92 B	27.57 B
Day Typical Price	99.45	88.16	70.43	2220.0	113.06	579.42	148.17
Accumulation Distribution	372.88	101583.0	3973.18	0.85	3154.06	N/A	52.2
Market Facilitation Index	1.0E-4	0.0	0.0	0.12	0.0	N/A	6.0E-4
Daily Balance Of Power	(0.41)	1.005747	0.5085	(0.33)	1.156463	0.0	0.0959
Period Momentum Indicator	(0.64)	3.5	0.6	(5.05)	1.7	N/A	0.21
Rate Of Daily Change	0.99	1.04	1.01	1.0	1.02	1.0	1.0
Day Median Price	99.19	88.74	70.44	2219.39	112.89	579.42	147.81
Price Action Indicator	0.47	0.01	0.26	(0.69)	1.37	N/A	1.2
Coefficient Of Variation	430.0	377.11	372.32	576.97	761.36	812.4	594.95
Mean Deviation	1.31	3.29	1.42	1.23	1.09	0.009	1.35
Jensen Alpha	0.4166	1.17	0.4781	0.2961	0.1952	(0.01)	0.2758
Total Risk Alpha	0.3293	0.9603	0.3928	0.2175	0.1216	(0.01)	0.2005
Sortino Ratio	0.2111	0.3249	0.2519	0.1286	0.0952	N/A	0.1492
Downside Variance	3.11	11.79	2.99	4.05	2.54	N/A	2.57
Standard Deviation	1.79	4.38	1.79	1.75	1.5	0.0373	1.69
Kurtosis	4.67	1.16	0.8183	1.45	2.78	66.0	(0.02)
Potential Upside	2.64	9.04	3.42	3.48	2.55	N/A	2.87
Treynor Ratio	(1.50)	(1.76)	(2.13)	(3.98)	(0.75)	(1.15)	(4.89)
Maximum Drawdown	9.26	21.38	9.12	9.86	8.17	0.3029	8.27
Variance	3.22	19.15	3.2	3.07	2.24	0.0014	2.85
Market Risk Adjusted Performance	(1.49)	(1.75)	(2.12)	(3.97)	(0.74)	(1.14)	(4.88)
Risk Adjusted Performance	0.1915	0.2202	0.2203	0.144	0.1097	(0.11)	0.1397
Skewness	(0.69)	0.6778	(0.46)	0.0747	(0.70)	8.12	(0.09)
Semi Deviation	1.35	2.72	1.31	1.2	1.39	N/A	1.45
Information Ratio	0.2076	0.255	0.2436	0.1478	0.1015	(1.08)	0.1416
Value At Risk	(1.87)	(6.17)	(2.32)	(2.34)	(1.99)	N/A	(2.64)
Expected Short fall	(1.50)	(3.94)	(1.63)	(1.69)	(1.19)	N/A	(1.51)
Downside Deviation	1.76	3.43	1.73	2.01	1.6	N/A	1.6
Semi Variance	1.83	7.39	1.72	1.44	1.95	N/A	2.11

Market Neutrality

One of the main advantages of trading using market-neutral strategies is that every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses.

Please note, the success of pairs trading depends heavily on the modeling and forecasting of the spread time series. However, in general, pair trading minimizes risk from directional movements in the market unless the strategy's equities are perfectly correlated. For example, if an entire industry or sector drops because of unexpected headlines, the first equity's short position will appreciate offsetting losses from the drop in the long position's value.

Five steps to successful analysis of competition

Competitive analysis is the process of researching and evaluating the competitive landscape of a business entity. It provides an understanding of the company's strengths, weaknesses, opportunities, and threats (SWOT) in relation to its competition. The competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors across the sector or industry, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact the competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Trending Themes

If you are a self-driven investor, you will appreciate our idea-generating investing themes. Our themes help you align your investments inspirations with your core values and are essential building blocks of your portfolios. A typical investing theme is an unweighted collection of up to 20 funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of equities with common characteristics such as industry and growth potential, volatility, or market segment.

	Investor Favorites Invested over 40 shares	Go
	Momentum Invested over 50 shares	Go
	Automobiles and Trucks Invested over 200 shares	Go
	Dividend Beast Invested over 50 shares	Go
	Business Services Invested few shares	Go
	FinTech Invested over 40 shares	Go
	Adviser Favorites Invested few shares	Go
	Impulse Invested few shares	Go
	Macroaxis Index Invested few shares	Go
	Trump Equities Invested few shares	Go
	Blockchain Invested few shares	Go

Check out your portfolio center.

Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.

Other Complementary Tools

	ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
	Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
	Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets
	USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA
	Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC