Added to YB: 2026-05-15
Pitch date: 2026-05-13
MA [neutral]
Mastercard Incorporated
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. 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
$433.5B
Pitch Price
N/A
Price Target
N/A
Dividend
0.71%
EV/EBITDA
20.78
P/E
28.38
EV/Sales
13.09
Sector
Financial Services
Category
value
Payments and FinTech Earnings Recap: Q1 2026 - Mastercard Incorporated
MA (earnings): Q1 organic rev +12% (down 2pts vs Q4), global PV +9% FXN, switched txns +9%, cross-border vol +13% FXN. VAS rev growth high-teens. Maintained FY guide despite solid vol growth & FX volatility—assumes Middle East conflict ends this Q, travel normalizes H2 (optimistic). Trades 1.5pt NTM P/E premium to V vs 10yr avg 4pt—potential re-rating opportunity.
Read full article (1 min)