Comprehensive Stock Comparison

Compare Yiren Digital Ltd. (YRD) vs Mastercard Incorporated (MA) Stock

Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.

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Quick Verdict

CategoryWinnerWhy
GrowthYRD18.6% revenue growth vs MA's 16.4%
ValueYRDLower P/E (0.7x vs 26.4x), PEG 0.09 vs 1.26
Quality / MarginsMA45.6% net margin vs YRD's 27.3%
Stability / SafetyMABeta 0.78 vs YRD's 0.95
DividendsYRD10.5% yield, 1-year raise streak, vs MA's 0.6%
Momentum (1Y)MA-9.7% vs YRD's -36.9%
Efficiency (ROA)MA27.6% ROA vs YRD's 8.1%, ROIC 56.5% vs 14.0%
Bottom line: MA leads in 4 of 7 categories, making it the stronger pick for investors who prioritize profitability and margin quality and capital preservation and lower volatility. Yiren Digital Ltd. is the better choice for growth and revenue expansion and valuation and capital efficiency. As direct sector peers, they can serve as alternatives in the same portfolio allocation.

Who Each Stock Is For

Income & stability

Growth exposure

Long-term compounding (10Y)

Sleep-well-at-night portfolio

Valuation efficiency (growth/$)

Defensive / Recession hedge

Business Model

What each company does and how it makes money

YRDYiren Digital Ltd.
Financial Services

Yiren Digital operates an online consumer finance marketplace in China that connects borrowers with investors. It generates revenue primarily through loan facilitation fees and post-origination services — including collection and cash processing — while also earning commissions from distributing financial products like insurance and mutual funds. The company's competitive advantage lies in its established digital platform and regulatory compliance within China's complex financial services landscape.

MAMastercard Incorporated
Financial Services

Mastercard is a global payment technology company that operates a network connecting consumers, merchants, financial institutions, and governments. It generates revenue primarily from transaction processing fees—charging a small percentage of each payment volume—and from service fees for its data analytics, consulting, and security solutions. The company's moat lies in its massive two-sided network effect—the more merchants accept Mastercard, the more valuable it becomes to cardholders, and vice versa—creating a powerful ecosystem that's difficult to replicate.

Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

YRDYiren Digital Ltd.
FY 2024
Referral Services
91.7%$205M
Technical Support
6.8%$15M
Post-origination services
1.5%$3M
MAMastercard Incorporated
FY 2024
Payment Network
61.5%$17.3B
Value-Added Services And Solutions
38.5%$10.8B

Financial Metrics Comparison

Side-by-side fundamentals across 2 stocks. BestLagging

Financial Scorecard

MA 3YRD 1
Financial MetricsMA4/5 metrics
Valuation MetricsYRD6/6 metrics
Profitability & EfficiencyMA5/8 metrics
Total ReturnsTie3/6 metrics
Risk & VolatilityMA2/2 metrics
Analyst OutlookTie1/2 metrics

MA leads in 3 of 6 categories (Financial Metrics, Profitability & Efficiency). YRD leads in 1 (Valuation Metrics). 2 tied.

Financial Metrics (TTM)

MA is the larger business by revenue, generating $32.8B annually — 5.6x YRD's $5.8B. MA is the more profitable business, keeping 45.6% of every revenue dollar as net income compared to YRD's 27.3%.

MetricYRDYiren Digital Ltd.MAMastercard Incorp…
RevenueTrailing 12 months$5.8B$32.8B
EBITDAEarnings before interest/tax$1.6B$20.5B
Net IncomeAfter-tax profit$1.3B$15.0B
Free Cash FlowCash after capex$884M$17.1B
Gross MarginGross profit ÷ Revenue+84.8%+83.4%
Operating MarginEBIT ÷ Revenue+28.4%+59.2%
Net MarginNet income ÷ Revenue+27.3%+45.6%
FCF MarginFCF ÷ Revenue+24.4%+52.3%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-10.1%+24.2%
MA leads this category, winning 4 of 5 comparable metrics.

Valuation Metrics

At 0.7x trailing earnings, YRD trades at a 98% valuation discount to MA's 31.3x P/E. Adjusting for growth (PEG ratio), YRD offers better value at 0.09x vs MA's 1.49x — a lower PEG means you pay less per unit of expected earnings growth.

MetricYRDYiren Digital Ltd.MAMastercard Incorp…
Market CapShares × price$673M$457.8B
Enterprise ValueMkt cap + debt − cash$119M$465.7B
Trailing P/EPrice ÷ TTM EPS0.74x31.31x
Forward P/EPrice ÷ next-FY EPS est.26.43x
PEG RatioP/E ÷ EPS growth rate0.09x1.49x
EV / EBITDAEnterprise value multiple0.49x22.67x
Price / SalesMarket cap ÷ Revenue0.80x13.96x
Price / BookPrice ÷ Book value/share0.12x59.96x
Price / FCFMarket cap ÷ FCF3.26x26.68x
YRD leads this category, winning 6 of 6 comparable metrics.

Profitability & Efficiency

MA delivers a 193.0% return on equity — every $100 of shareholder capital generates $193 in annual profit, vs $12 for YRD. YRD carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to MA's 2.45x. On the Piotroski fundamental quality scale (0–9), MA scores 9/9 vs YRD's 4/9, reflecting strong financial health.

MetricYRDYiren Digital Ltd.MAMastercard Incorp…
ROE (TTM)Return on equity+12.1%+193.0%
ROA (TTM)Return on assets+8.1%+27.6%
ROICReturn on invested capital+14.0%+56.5%
ROCEReturn on capital employed+16.7%+64.4%
Piotroski ScoreFundamental quality 0–949
Debt / EquityFinancial leverage0.00x2.45x
Net DebtTotal debt minus cash-$3.8B$7.9B
Cash & Equiv.Liquid assets$3.8B$11.1B
Total DebtShort + long-term debt$41M$19.0B
Interest CoverageEBIT ÷ Interest expense26.39x
MA leads this category, winning 5 of 8 comparable metrics.

Total Returns (with DRIP)

A $10,000 investment in MA five years ago would be worth $14,586 today (with dividends reinvested), compared to $8,602 for YRD. Over the past 12 months, MA leads with a -9.7% total return vs YRD's -36.9%. The 3-year compound annual growth rate (CAGR) favors YRD at 18.9% vs MA's 13.9% — a key indicator of consistent wealth creation.

MetricYRDYiren Digital Ltd.MAMastercard Incorp…
YTD ReturnYear-to-date+1.8%-8.0%
1-Year ReturnPast 12 months-36.9%-9.7%
3-Year ReturnCumulative with dividends+68.2%+47.9%
5-Year ReturnCumulative with dividends-14.0%+45.9%
10-Year ReturnCumulative with dividends+5.0%+515.7%
CAGR (3Y)Annualised 3-year return+18.9%+13.9%
Evenly matched — YRD and MA each lead in 3 of 6 comparable metrics.

Risk & Volatility

MA is the less volatile stock with a 0.78 beta — it tends to amplify market swings less than YRD's 0.95 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MA currently trades 85.9% from its 52-week high vs YRD's 44.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricYRDYiren Digital Ltd.MAMastercard Incorp…
Beta (5Y)Sensitivity to S&P 5000.95x0.78x
52-Week HighHighest price in past year$8.74$601.77
52-Week LowLowest price in past year$3.58$465.59
% of 52W HighCurrent price vs 52-week peak+44.6%+85.9%
RSI (14)Momentum oscillator 0–10053.642.8
Avg Volume (50D)Average daily shares traded59K3.2M
MA leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Wall Street rates YRD as "Sell" and MA as "Buy". For income investors, YRD offers the higher dividend yield at 10.47% vs MA's 0.59%.

MetricYRDYiren Digital Ltd.MAMastercard Incorp…
Analyst RatingConsensus buy/hold/sellSellBuy
Price TargetConsensus 12-month target$667.00
# AnalystsCovering analysts863
Dividend YieldAnnual dividend ÷ price+10.5%+0.6%
Dividend StreakConsecutive years of raises114
Dividend / ShareAnnual DPS$2.80$3.07
Buyback YieldShare repurchases ÷ mkt cap+1.6%+2.6%
Evenly matched — YRD and MA each lead in 1 of 2 comparable metrics.

Historical Charts

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Chart 1Total Return — 5 Years (Rebased to 100)

StockMar 20Feb 26Change
Yiren Digital Ltd. (YRD)10095.61-4.4%
Mastercard Incorpor… (MA)100181.06+81.1%

Mastercard Incorpor… (MA) returned +46% over 5 years vs Yiren Digital Ltd. (YRD)'s -14%. A $10,000 investment in MA 5 years ago would be worth $14,586 today (including dividends reinvested).

Chart 2Revenue Growth — 10 Years

Stock20162025Change
Yiren Digital Ltd. (YRD)$3.2B$5.8B+79.3%
Mastercard Incorpor… (MA)$10.8B$32.8B+204.3%

Mastercard Incorporated's revenue grew from $10.8B (2016) to $32.8B (2025) — a 13.2% CAGR.

Chart 3Net Margin Trend — 10 Years

Stock20162025Change
Yiren Digital Ltd. (YRD)34.5%27.3%-21.0%
Mastercard Incorpor… (MA)37.7%45.6%+21.2%

Mastercard Incorporated's net margin went from 38% (2016) to 46% (2025).

Chart 4P/E Ratio History — 9 Years

Stock20172025Change
Yiren Digital Ltd. (YRD)10.1-90.0%
Mastercard Incorpor… (MA)41.534.6-16.6%

Yiren Digital Ltd. has traded in a 0x–1x P/E range over 7 years; current trailing P/E is ~1x. Mastercard Incorporated has traded in a 34x–56x P/E range over 9 years; current trailing P/E is ~31x.

Chart 5EPS Growth — 10 Years

Stock20162025Change
Yiren Digital Ltd. (YRD)37.5436.22-3.5%
Mastercard Incorpor… (MA)3.6916.52+347.7%

Mastercard Incorporated's EPS grew from $3.69 (2016) to $16.52 (2025) — a 18% CAGR.

Chart 6Free Cash Flow — 5 Years

2021
$149M
$9B
2022
$2B
$10B
2023
$2B
$12B
2024
$1B
$14B
2025
$17B
Yiren Digital Ltd. (YRD)Mastercard Incorpor… (MA)

Yiren Digital Ltd. generated $1B FCF in 2024 (+851% vs 2021). Mastercard Incorporated generated $17B FCF in 2025 (+98% vs 2021).

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YRD vs MA: Frequently Asked Questions

8 questions · data-driven answers · updated daily

01

Is YRD or MA a better buy right now?

Yiren Digital Ltd. (YRD) offers the better valuation at 0.7x trailing P/E, making it the more compelling value choice. Analysts rate Mastercard Incorporated (MA) a "Buy" — based on 63 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — YRD or MA?

On trailing P/E, Yiren Digital Ltd. (YRD) is the cheapest at 0.7x versus Mastercard Incorporated at 31.3x.

03

Which is the better long-term investment — YRD or MA?

Over the past 5 years, Mastercard Incorporated (MA) delivered a total return of +45.9%, compared to -14.0% for Yiren Digital Ltd. (YRD). A $10,000 investment in MA five years ago would be worth approximately $15K today (assuming dividends reinvested). Over 10 years, the gap is even starker: MA returned +515.7% versus YRD's +5.0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — YRD or MA?

By beta (market sensitivity over 5 years), Mastercard Incorporated (MA) is the lower-risk stock at 0.78β versus Yiren Digital Ltd.'s 0.95β — meaning YRD is approximately 22% more volatile than MA relative to the S&P 500. On balance sheet safety, Yiren Digital Ltd. (YRD) carries a lower debt/equity ratio of 0% versus 2% for Mastercard Incorporated — giving it more financial flexibility in a downturn.

05

Which has better profit margins — YRD or MA?

Mastercard Incorporated (MA) is the more profitable company, earning 45.6% net margin versus 27.3% for Yiren Digital Ltd. — meaning it keeps 45.6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MA leads at 59.2% versus 28.4% for YRD. At the gross margin level — before operating expenses — YRD leads at 84.8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

06

Which pays a better dividend — YRD or MA?

All stocks in this comparison pay dividends. Yiren Digital Ltd. (YRD) offers the highest yield at 10.5%, versus 0.6% for Mastercard Incorporated (MA).

07

Is YRD or MA better for a retirement portfolio?

For long-horizon retirement investors, Mastercard Incorporated (MA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.78), 0.6% yield, +515.7% 10Y return). Both have compounded well over 10 years (MA: +515.7%, YRD: +5.0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

08

What are the main differences between YRD and MA?

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: YRD is a small-cap deep-value stock; MA is a large-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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YRD

High-Growth Quality Leader

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 9%
  • Net Margin > 16%
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MA

High-Growth Quality Leader

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 8%
  • Net Margin > 27%
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Better Than Both

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Net Margin>
%
(YRD: 27.3% · MA: 45.6%)
P/E Ratio<
x
(YRD: 0.7x · MA: 31.3x)