Added to YB: 2026-06-03
Pitch date: 2026-05-31
MA [bullish]
Mastercard Incorporated
-3.35%
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
$437.6B
Pitch Price
$494.25
Price Target
N/A
Dividend
0.70%
EV/EBITDA
20.97
P/E
28.65
EV/Sales
13.21
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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