Mastercard Inc. (MA)
Mastercard: Becoming A Data Analytics Business
Mastercard has underperformed the S&P 500 and Magnificent 7 YTD; yet, its forward price-to-earnings multiple has contracted 10–15%. Value Added Services segment is growing at 25% YoY, outpacing the Payment Network's 12% YoY growth. VAS revenue nearly doubled from $1.77B (Q1/22) to $3.42B (Q3/25), with growth accelerating from recent acquisitions.
Mastercard: Premium Payments Business, But Returns Likely To Mirror The Market
Mastercard continues to deliver strong double-digit top- and bottom-line growth, posting its 20th consecutive double-beat quarter with rising margins. Despite strong fundamentals, the stock trades at a significant valuation premium (33x forward P/E), limiting near-term upside and supporting a consolidation outlook. GDV and revenue growth remain solid, especially in value-added services, but US growth has slowed, raising questions about whether current performance justifies further multiple expansion.
Mastercard: A Premium Compounder You Don't Want To Underweight
Mastercard remains a high-quality compounder, delivering double-digit growth, ~60% operating margins, and robust free cash flow conversion above net income. MA's recent Q3 results highlight 17% revenue growth, strong cross-border and VAS momentum, and continued business diversification beyond the core card network. Despite premium valuation (FWD P/E ~33x), I maintain a Buy rating with a 12-month price target of $570, supported by resilient cash generation and disciplined capital returns.
Mastercard: Immaculate Execution, Though Not Cheap Enough To Fully Back Up The Truck
Mastercard is rated Buy, supported by steady legacy business growth and rapid expansion in value-added services. MA's value-added services now comprise 38% of revenue, offering high-margin, fast-growing upsell opportunities. DCF analysis suggests MA's current $490B market cap reflects aggressive but warranted growth assumptions.
Mastercard: Rock Solid Amid Macro Jitters
Mastercard demonstrates robust fundamentals, with resilient volumes, strong revenue growth, and expanding margins despite macroeconomic headwinds. MA's Q3 revenue grew 17% YoY to $8.6B, with broad-based strength across payment network and value-added services & solutions. Operating efficiency remains high; adjusted operating margin expanded 50 bps YoY, and cash flows hit all-time highs.
Mastercard: 4 Reasons Why The Stock Is A Strong Buy
Mastercard Incorporated (MA) has vastly outperformed the S&P 500 since its 2006 IPO, but has underperformed of late. MA benefits from a wide moat, strong competitive advantages, and sustained high profit margins due to network effects and limited competition. Concerns over stablecoin threats are overstated, the proposed merchant settlement is a positive, and MA's current valuation is attractive.
Mastercard Incorporated (MA) Presents at UBS Global Technology and AI Conference 2025 Transcript
Mastercard Incorporated (MA) Presents at UBS Global Technology and AI Conference 2025 Transcript
Mastercard's Stability Vs. Affirm's Velocity: Which Has More Upside?
AFRM's BNPL-driven surge puts it ahead, while MA's global scale reach keeps it firmly in the race as flexible credit rapidly reshapes spending.
Is Most-Watched Stock Mastercard Incorporated (MA) Worth Betting on Now?
MasterCard (MA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Is MA Using Beauty Commerce to Unlock Its Next SME Growth Wave?
Mastercard's beauty-commerce push targets 350,000 salons by digitizing payments, easing credit access and supporting entrepreneurs across the region.
Mastercard Launches Global Coalition to Promote Digital Tools for Financial Health
Mastercard has launched a coalition that aims to help consumers and small businesses around the world use digital tools to enhance their financial health and resilience. The new Global Financial Health Coalition includes financial institutions, nongovernmental organizations, telcos, wallet providers and others, Mastercard said in a Monday (Nov. 24) press release.
Can MA's Cyber Bet Pay Off as Exabeam-Recorded Future Tie-Up Deepens?
Mastercard strengthens its cybersecurity edge as Recorded Future expands its Exabeam partnership for smarter, faster threat defense.
