Added to YB: 2024-07-15
Pitch date: 2024-07-12
MA [neutral]
Mastercard Incorporated
+14.87%
current return
Author Info
FluentInValue is looking for quality, compounders, cash machines, and value. 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
$440.1B
Pitch Price
$436.58
Price Target
472.38 (-6%)
Dividend
0.71%
EV/EBITDA
21.85
P/E
29.87
EV/Sales
13.69
Sector
Financial Services
Category
growth
Mastercard Incorporated - $MA
MA: Global payment leader w/ 63% rev from network, 37% value-added services. Strong financials: 13.68% rev CAGR, 44% FCF margin. Duopoly w/ Visa, high barriers. Risks: regulation, tech changes. 15% projected growth. Solid balance sheet, high ROIC/ROCE. Avg valuation $410.33, current $432.82. Slight premium justified by growth & quality.
Read full article (16 min)