Added to YB: 2026-07-30
Pitch date: 2026-07-27
MA [bullish]
Mastercard Incorporated
+0.41%
current return
Author Info
Jimmy's Journal is an investor and equity analyst sharing research every week. 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
$487.5B
Pitch Price
$561.03
Price Target
N/A
Dividend
0.63%
EV/EBITDA
23.30
P/E
31.92
EV/Sales
14.68
Sector
Financial Services
Category
value
The World’s Best Toll Booths, Now on Sale - Mastercard Incorporated
MA: Global payment duopoly w/ Visa, ~90% card volume ex-China, $20T+ volume, $35B+ combined net rev. Wide moat via 60-70yr network effects, no credit risk (banks absorb losses). ~50% ROIC, 95-97% gross margins. MA at 26x fwd P/E vs 10Y avg 32x - cheapest in decade.
Read full article (2 min)