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NYSE:MA

Mastercard Inc. (MA)

490.94
+1.15 (0.23%)
as of Jun 18, 2026, 11:04:55 pm Market Open.
149 watching
0
WEAK BUY
MA vs. V

He prefers Visa, but both are good. MA gives more international exposure, so maybe a bit more growth. Defensive business models. Moving to the Financial sector of the S&P 500, so it will boost performance of that sector.

DON'T BUY
MA vs. V Visa has better domestic (that is, North American) exposure than MA. The NA economy is going to be stronger. Visa is a technology leader. If you use something yourself a lot, it's not a bad start for a stock choice. If you thought Europe was on the brink of a great recovery, you'd bet on MA as it's more prevalent there.
BUY
Same tailwind as Visa: spending is up. Likes it.
PAST TOP PICK
(A Top Pick Nov 23/21, Down 10%) Continues to grow the business (15-20% in the next 5 years). Likes the business and will continue to hold. Excellent long term business.
BUY ON WEAKNESS
She owns Visa, but both are attractive because of the trend to digital payments--lots of runway here. Near-term, there's some regulatory overhang in the U.S. given both stocks being so dominant. If we fall into a recession, transaction volumes may soften, but both offer attractive long-term growth. Start to build positions on pullbacks, though not all at once.
PAST TOP PICK
(A Top Pick Sep 15/21, Down 5%) Exited because of concerns over impact of rising rates on consumer. Might consider again in early stages of next economic cycle.
TOP PICK
Fantastic results. Flat, though performed a bit better than Visa and AXP. Macro concerns around consumer spending remain, but this one's well positioned for a recovery and cross-border travel. He has a 2.5% position. Yield is 0.61%. (Analysts’ price target is $424.37)
PAST TOP PICK
(A Top Pick Jun 22/21, Down 10%) Cash to card conversion will continue to benefit company. Cross border traffic post Covid-19 will help company. Expecting strong revenue and EPS growth going forward. Expecting the stock price to reach ~$450 level in the coming months.
BUY
Very similar business model to Visa. Share price has fallen, but remains expensive. Excellent long term prospects for the business (increases travel and pandemic restrictions). High quality company that expects to perform well. Alternative payment channels (Paypal etc.) with continue to use MasterCard/Visa infrastructure.
BUY
Allan Tong’s Discover Picks Mastercard stocks’ EPS of $9.61 has jumped 47% in the past year. It trades at 37.23x though the street’s forward PE is only 33.94x. (Visa’s PE is 40.4x). However, the ROE is 142% while Visa’s is barely 40%, and MA pays a safe dividend of nearly 2% at a payout ratio of 19.22%. All in all, the street is confident with MA with 15 buys and one sell, at a target of $431.19. Read 3 stocks to profit from revenge travel for our full analysis.
PAST TOP PICK
(A Top Pick May 19/21, Down 1%) Improvement in cross-border transactions should pick up. Ukraine conflict poses a risk to European spending. Covid drag in China will also end at some point.
PAST TOP PICK
(A Top Pick Apr 07/21, Down 1.69%) Company did not preform well during pandemic with decreased travel. Geopolitical risk (Ukraine) also affecting consumer spending. Revenue is recovering with increased travel after the pandemic. Customers moving away from cash is good for business. Good long term business to own. Will continue to hold.
BUY
MA vs. V In the short term, both will benefit from world travelling. A big portion of their money comes from foreign exchange. Post-Covid stocks. Long term, there's room for both plus newer technologies like PYPL. Newer tech has a tendency to replace the old. A generation from now, there may be secular change from blockchain, but that's not for a while.
HOLD
Likes the payment companies. Hampered by lockdowns. Higher margins come from cross-border travel. Short-term, if Covid continues to recede, travel will increase. Earnings will move higher. Long-term, secular trend to digital payments.
BUY
He likes the payment companies. He owns MA, but likes Visa just the same. Rough the past little while, due to fewer cross-border transactions and travel. These names will continue to move higher. Long-term chart is very strong. Digital only recently surpassed cash, so still lots of growth. Payment companies have more upside, as they'll benefit on a much greater scale from the economy recovering and borders reopening.
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