I like Visa ( NYSE: V ) and MasterCard ( NYSE: MA ) as investments because of their tollbooth nature and hard-to-replicate size-and-scale. A lawsuit from 2013 recently sprang back from the dead, causing both companies' share prices to sell off. MasterCard took a bigger hit than Visa. V data by YCharts I was initially a little puzzled by the difference in sell-off magnitude, especially because of MasterCard's higher return on equity. Going back in time a full year, the price performance discrepancy is even wider, with MA shares down a little over 7.50%. Shares of V are actually 9.15% higher from this time last year. Breaking down return on equity To gain some insight into where both firms stand in relation to ROE, I grabbed some numbers from their annual reports and created the below Dupont analysis.