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MA

Mastercard Incorporated

MA

NYSE·Financial Services·Financial - Credit Services·Mkt cap $524.9B

$591.13

-1.23%

P/E

32.50

Mkt Cap

$524.9B

52-Wk Range

$464.52–$601.62

52-Week Range

$464.52 - $601.62

P/E

32.50

Fwd P/E

29.63

Beta

0.73

Div Yield

0.56%

Avg Vol

3.5M

Shares Out

883.6M

Mkt Cap

$524.9B

Price action

Price chart

Up 1.3% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Global network effects with billions of transactions creating switching costs and data moats
  • Iconic brand portfolio (Mastercard, Maestro, Cirrus) with deep merchant and issuer relationships
  • Proprietary transaction data and analytics enabling predictive insights and risk management
  • Technology infrastructure and API platforms enabling ecosystem innovation and integration
  • Recurring revenue model with high margins and minimal capital requirements

Bear Case

2 risks

  • Low volatility (beta 0.7).
  • High premium - requires strong execution

Growth

Stable outlook

Digital payment adoption and e-commerce expansion across developed and emerging markets

Value

High premium - requires strong execution

Momentum

Hot

+20.9% over 3m

Quality

Excellent

Excellent business quality

Dividend

Modest

0.56% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 29, 2026

Q3 26 RECAP

JUL 30, 2026

Reported EPS of $5.04 vs $4.77 consensus (+5.7% surprise). Revenue of $9.3B vs $9.1B expected (+2.2%). Beat on both top and bottom lines.

EPS beat +5.7%
Rev beat +2.2%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+5.7%

Revenue trend · last 8Q

+14%

+14%

+17%

+17%

+21%

+16%

+14%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$7.2B

$7.3B

$7.3B

$8.1B

$8.6B

$8.8B

$8.4B

$9.3B

Margins · last 8Q

Gross

100.0%

Operating

60.2%

Profit

47.3%

Wall Street consensus

18 analysts · 94% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

17

94%

Hold

1

6%

Sell

0%

Median Price Target

Latest: Wolfe Research · Aug 25, 2026

vs Industry

How MA stacks vs Financial - Credit Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.