Added to YB: 2025-08-13
Pitch date: 2025-08-11
MA [neutral]
Mastercard Incorporated
+0.37%
current return
Author Info
Cosmic Capital is a former equity analyst at billion dollar long-only funds which outperformed their benchmarks by 4-5% annually who shares research on the world's best companies. Sign up for the newsletter.
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
$496.7B
Pitch Price
$571.73
Price Target
N/A
Dividend
0.61%
EV/EBITDA
22.95
P/E
31.18
EV/Sales
14.53
Sector
Financial Services
Category
growth
Mastercard 2Q25 Results - Stock Analysis
MA (earnings update): Mastercard posted Q4 Net Rev +17% to $8.1b, Op Inc +18% to $4.8b, EPS +16% to $4.07. Decade track record: 20% annual return, 17% EPS CAGR. Growth runway: cash still dominates transactions; avg 5 card uses/mo vs 54/mo in mature markets. Innovations reducing friction. Trades 32x fwd P/E vs Visa 27x; mid-teens EPS growth + 0.5% yield = attractive return.
Read full article (5 min)