(MA) Mastercard - Overview

Sector: Financial Services | Industry: Credit Services | Exchange: NYSE (USA) | Market Cap: 441.456m USD | Total Return: -12.7% in 12m

Payment Processing, Credit Cards, Debit Cards, Data Analytics, Security Services
Total Rating 68
Safety 69
Buy Signal -0.44
Credit Services
Industry Rotation: -11.4
Market Cap: 441B
Avg Turnover: 1.97B
Risk 3d forecast
Volatility19.9%
VaR 5th Pctl3.55%
VaR vs Median8.01%
Reward TTM
Sharpe Ratio-0.66
Rel. Str. IBD20.3
Rel. Str. Peer Group63.9
Character TTM
Beta0.522
Beta Downside0.637
Hurst Exponent0.413
Drawdowns 3y
Max DD18.92%
CAGR/Max DD0.60
CAGR/Mean DD2.33
EPS (Earnings per Share) EPS (Earnings per Share) of MA over the last years for every Quarter: "2021-03": 1.74, "2021-06": 1.95, "2021-09": 2.37, "2021-12": 2.35, "2022-03": 2.76, "2022-06": 2.56, "2022-09": 2.68, "2022-12": 2.65, "2023-03": 2.8, "2023-06": 2.89, "2023-09": 3.39, "2023-12": 3.18, "2024-03": 3.31, "2024-06": 3.59, "2024-09": 3.89, "2024-12": 3.82, "2025-03": 3.73, "2025-06": 4.15, "2025-09": 4.38, "2025-12": 4.76, "2026-03": 4.6,
EPS CAGR: 18.19%
EPS Trend: 99.8%
Last SUE: 1.28
Qual. Beats: 8
Revenue Revenue of MA over the last years for every Quarter: 2021-03: 4155, 2021-06: 4528, 2021-09: 4985, 2021-12: 5216, 2022-03: 5167, 2022-06: 5497, 2022-09: 5756, 2022-12: 5817, 2023-03: 5748, 2023-06: 6269, 2023-09: 6533, 2023-12: 6548, 2024-03: 6348, 2024-06: 6961, 2024-09: 7369, 2024-12: 7489, 2025-03: 7250, 2025-06: 8133, 2025-09: 8602, 2025-12: 8806, 2026-03: 8398,
Rev. CAGR: 14.04%
Rev. Trend: 99.7%
Last SUE: 3.39
Qual. Beats: 2

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: MA Mastercard

Mastercard Incorporated is a global technology company specializing in transaction processing and payment-related services. It operates a multi-rail network that facilitates credit, debit, and prepaid payments for consumers, businesses, and government entities worldwide. The company’s core business model functions as an open-loop payments network, acting as an intermediary between financial institutions rather than issuing cards or extending credit directly.

Beyond traditional point-of-sale transactions, Mastercard provides cross-border payment flows through Mastercard Move and dynamic solutions like Virtual Card Numbers for commercial use. The payment processing sector is characterized by high barriers to entry due to the extensive infrastructure and security protocols required to manage global financial data. Mastercard further diversifies its revenue through value-added services, including cybersecurity, data analytics, artificial intelligence, and loyalty program management.

Investors can further evaluate these operational segments and historical performance trends by exploring the data on ValueRay. Founded in 1966 and headquartered in Purchase, New York, the company maintains a significant presence in the global digital economy under the MasterCard, Maestro, and Cirrus brands.

Headlines to Watch Out For
  • Cross-border volume growth drives high-margin international transaction revenue
  • Global consumer spending levels dictate total switched transaction processing volume
  • Expansion of value-added services and data analytics diversifies revenue streams
  • Regulatory scrutiny of interchange fees threatens core domestic payment margins
  • Adoption of digital payment infrastructure in emerging markets increases market share
Piotroski VR-10 (Strict) 9.0
Net Income: 15.6b TTM > 0 and > 6% of Revenue
FCF/TA: 0.34 > 0.02 and ΔFCF/TA 3.52 > 1.0
NWC/Revenue: -1.28% < 20% (prev 6.80%; Δ -8.08% < -1%)
CFO/TA 0.35 > 3% & CFO 18.2b > Net Income 15.6b
Net Debt (10.7b) to EBITDA (21.2b): 0.51 < 3
Current Ratio: 0.98 > 1.5 & < 3
Outstanding Shares: last quarter (893.0m) vs 12m ago -2.30% < -2%
Gross Margin: 77.61% > 18% (prev 0.76%; Δ 7.68k% > 0.5%)
Asset Turnover: 67.26% > 50% (prev 59.97%; Δ 7.29% > 0%)
Interest Coverage Ratio: 27.23 > 6 (EBITDA TTM 21.2b / Interest Expense TTM 725.0m)
Altman Z'' 10.00
A: -0.01 (Total Current Assets 22.5b - Total Current Liabilities 22.9b) / Total Assets 52.4b
B: 1.68 (Retained Earnings 88.1b / Total Assets 52.4b)
C: 0.39 (EBIT TTM 19.7b / Avg Total Assets 50.5b)
D: 1.91 (Book Value of Equity 87.2b / Total Liabilities 45.7b)
Altman-Z'' = 10.06 = AAA
Beneish M -2.98
DSRI: 1.02 (Receivables 4.72b/3.96b, Revenue 33.9b/29.1b)
GMI: 0.99 (GM 77.61% / 76.45%)
AQI: 0.96 (AQ_t 0.53 / AQ_t-1 0.55)
SGI: 1.17 (Revenue 33.9b / 29.1b)
TATA: -0.05 (NI 15.6b - CFO 18.2b) / TA 52.4b)
Beneish M = -2.98 (Cap -4..+1) = A
What is the price of MA shares?

As of May 25, 2026, the stock is trading at USD 499.62 with a total of 2,442,271 shares traded.
Over the past week, the price has changed by +0.88%, over one month by -1.12%, over three months by +0.28% and over the past year by -12.72%.

Is MA a buy, sell or hold?

Mastercard has received a consensus analysts rating of 4.19. Therefore, it is recommended to buy MA.

  • StrongBuy: 21
  • Buy: 9
  • Hold: 11
  • Sell: 1
  • StrongSell: 0

What are the forecasts/targets for the MA price?
Analysts Target Price 647 29.5%
Mastercard (MA) - Fundamental Data Overview as of 23 May 2026
P/E Trailing = 28.8965
P/E Forward = 25.5102
P/S = 13.0073
P/B = 65.7027
P/EG = 1.5946
Revenue TTM = 33.9b USD
EBIT TTM = 19.7b USD
EBITDA TTM = 21.2b USD
Long Term Debt = 17.2b USD (from longTermDebt, last quarter)
Short Term Debt = 1.75b USD (from shortTermDebt, last quarter)
Debt = 19.0b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 10.7b USD (calculated: Debt 19.0b - CCE 8.22b)
Enterprise Value = 452b USD (441b + Debt 19.0b - CCE 8.22b)
Interest Coverage Ratio = 27.23 (Ebit TTM 19.7b / Interest Expense TTM 725.0m)
EV/FCF = 25.52x (Enterprise Value 452b / FCF TTM 17.7b)
FCF Yield = 3.92% (FCF TTM 17.7b / Enterprise Value 452b)
FCF Margin = 52.20% (FCF TTM 17.7b / Revenue TTM 33.9b)
Net Margin = 45.88% (Net Income TTM 15.6b / Revenue TTM 33.9b)
Gross Margin = 77.61% ((Revenue TTM 33.9b - Cost of Revenue TTM 7.60b) / Revenue TTM)
Gross Margin QoQ = 75.74% (prev 79.35%)
Tobins Q-Ratio = 8.62 (Enterprise Value 452b / Total Assets 52.4b)
Interest Expense / Debt = 3.82% (Interest Expense 725.0m / Debt 19.0b)
Taxrate = 19.33% (930.0m / 4.81b)
NOPAT = 15.9b (EBIT 19.7b * (1 - 19.33%))
Current Ratio = 0.98 (Total Current Assets 22.5b / Total Current Liabilities 22.9b)
Debt / Equity = 2.82 (Debt 19.0b / totalStockholderEquity, last quarter 6.72b)
Debt / EBITDA = 0.51 (Net Debt 10.7b / EBITDA 21.2b)
Debt / FCF = 0.61 (Net Debt 10.7b / FCF TTM 17.7b)
Total Stockholder Equity = 7.55b (last 4 quarters mean from totalStockholderEquity)
RoA = 30.86% (Net Income 15.6b / Total Assets 52.4b)
RoE = 206.1% (Net Income TTM 15.6b / Total Stockholder Equity 7.55b)
RoCE = 79.73% (EBIT 19.7b / Capital Employed (Equity 7.55b + L.T.Debt 17.2b))
RoIC = 52.86% (NOPAT 15.9b / Invested Capital 30.1b)
WACC = 7.63% (E(441b)/V(460b) * Re(7.82%) + D(19.0b)/V(460b) * Rd(3.82%) * (1-Tc(0.19)))
Discount Rate = 7.82% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -100.00 | Cagr: -2.21%
[DCF] Terminal Value 77.97% ; FCFF base≈16.5b ; Y1≈18.9b ; Y5≈27.8b
[DCF] Fair Price = 465.3 (EV 419b - Net Debt 10.7b = Equity 408b / Shares 877.0m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 99.76 | EPS CAGR: 18.19% | SUE: 1.28 | # QB: 8
Revenue Correlation: 99.69 | Revenue CAGR: 14.04% | SUE: 3.39 | # QB: 2
EPS current Quarter (2026-06-30): EPS=4.76 | Chg30d=-1.81% | Revisions=-85% | Analysts=28
EPS next Quarter (2026-09-30): EPS=5.11 | Chg30d=-0.49% | Revisions=-54% | Analysts=27
EPS current Year (2026-12-31): EPS=19.65 | Chg30d=+0.31% | Revisions=+29% | GrowthEPS=+15.5% | GrowthRev=+13.0%
EPS next Year (2027-12-31): EPS=22.76 | Chg30d=+0.45% | Revisions=+41% | GrowthEPS=+15.9% | GrowthRev=+12.5%
[Analyst] Revisions Ratio: -85%