Added to YB: 2026-06-03
Pitch date: 2026-05-31
MA [bullish]
Mastercard Incorporated
+19.47%
current return
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
$525.5B
Pitch Price
$493.26
Price Target
N/A
Dividend
0.58%
EV/EBITDA
24.25
P/E
32.99
EV/Sales
15.35
Sector
Financial Services
Category
growth
New seeds planted - Mastercard Incorporated
MA (new position): Bought at 4% FCF yield as market fears disruption from stablecoins, AI agents & A2A payments. Bull case: latest quarters show no disruption signs; mgmt added crypto/stablecoins/agents to rails. Agentic-driven spend = new digital tx wave. EM digital payment penetration tailwind. Monitoring A2A & national payment system risk.
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