Added to YB: 2026-05-01
Pitch date: 2026-04-30
MA [neutral]
Mastercard Incorporated
Author Info
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Company Info
Mastercard Incorporated, a technology company, provides transaction processing and other payment-related products and services in the United States and internationally.
Market Cap
$464.5B
Pitch Price
N/A
Price Target
652.66 (+30%)
Dividend
N/A
EV/EBITDA
22.44
P/E
30.38
EV/Sales
14.00
Sector
Financial Services
Category
growth
Earnings Edge for None: Setups for Mastercard Incorporated
MA (earnings): VAS growing 21%+ YoY (consulting, marketing, cybersecurity) driving higher-margin diversification beyond payments. Cross-border +14.4% on travel recovery & e-commerce. Proactive in stablecoins/AI commerce via BVNK ($1.8B), Ripple, AgentPay. But at 25x fwd P/E vs 15% EPS growth, trades rich to Visa (22.4x) & AMX (17.3x). Risks: interchange regulation, real-time rails/stablecoins disrupting moat.
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