Mastercard Croissance future

Future contrôle des critères 2/6

Mastercard devrait augmenter ses bénéfices et son chiffre d'affaires de 10.9% et de 10.5% par an respectivement. Le BPA devrait croître de de 13% par an. Le rendement des capitaux propres devrait être 208% dans 3 ans.

Informations clés

10.9%

Taux de croissance des bénéfices

13.00%

Taux de croissance du BPA

Diversified Financial croissance des bénéfices	8.0%
Taux de croissance des recettes	10.5%
Rendement futur des capitaux propres	208.02%
Couverture par les analystes	Good
Dernière mise à jour	11 May 2026

Mises à jour récentes de la croissance future

Article d'analyse • Feb 15

The Mastercard Incorporated (NYSE:MA) Yearly Results Are Out And Analysts Have Published New Forecasts

Shareholders might have noticed that Mastercard Incorporated ( NYSE:MA ) filed its annual result this time last week...

Recent updates

Seeking Alpha • May 04

Mastercard And Its Real Value

Summary Mastercard (MA) demonstrates robust fundamentals, consistent earnings growth, and a strong company rating of 87/100, outperforming the S&P 500 over the past decade. MA is transforming beyond payment processing, emphasizing high-margin value-added services like cybersecurity, fraud detection, and data analytics for future resilience. Despite recent market concerns over cross-border travel and geopolitics, MA's financial health, high ROE (169%), and stable margins (76.5% GMP) remain intact. MA appears fairly valued to undervalued, with price targets suggesting up to 31% upside and a forward earnings growth rate of 16.33%. Read the full article on Seeking Alpha

Mise à jour de l'analyse • Apr 24

MA: Crypto Efforts And BVNK Acquisition Will Support Future Network Relevance

Mastercard's analyst fair value estimate has edged down by about $4 to $653. Analysts are generally maintaining constructive views on long term payments trends while adjusting price targets to reflect modestly higher discount rates and updated P/E assumptions.

Nouvelle analyse • Apr 11

Mastercard Inc. (MA): The "Agentic Rails" and the 2026 Shift to Autonomous Commerce

Mastercard Inc. (MA) closed the April 10, 2026, session at $498.66 USD on the NYSE, experiencing a minor pullback of 0.98% as investors balanced record cross-border travel data against the "higher-for-longer" inflationary pressures in the U.S. market.

Mise à jour de l'analyse • Apr 07

The Mastercard Incorporated (NYSE:MA) Yearly Results Are Out And Analysts Have Published New Forecasts

Shareholders might have noticed that Mastercard Incorporated ( NYSE:MA ) filed its annual result this time last week...

Mise à jour de l'analyse • Feb 08

MA: Crypto And Stablecoin Expansion Will Drive Future Upside

Analysts trimmed their fair value estimate for Mastercard by about US$4, to roughly US$661, reflecting slightly lower assumed future P/E multiples, even as they highlight resilient revenue growth, strong profit margins, and a series of recent rating upgrades that see the shares as relatively inexpensive. Analyst Commentary Recent research on Mastercard has been active, with a mix of price target trims and increases alongside several rating upgrades.

Mise à jour de l'analyse • Jan 24

MA: Digital And Crypto Payment Expansion Will Drive Future Upside

Analysts have inched their fair value estimate for Mastercard higher to about $665 per share, reflecting slightly stronger assumptions on revenue growth, profit margins and future P/E. This view is supported by a series of recent price target raises that highlight steady fundamentals, benefits from digital payment trends and an improved view of the card networks heading into 2026.

Mise à jour de l'analyse • Jan 10

MA: Digital And Cross-Border Payment Shifts Will Drive Future Upside

Analysts have nudged their fair value estimate for Mastercard higher to about $661, reflecting modest tweaks to discount rate, revenue growth, and future P/E assumptions as they respond to a series of higher Street price targets grounded in solid results and ongoing benefits from the shift toward digital payments. Analyst Commentary Recent research updates on Mastercard point to a generally constructive tone, with several firms lifting price targets and initiating coverage at favorable ratings.

Mise à jour de l'analyse • Dec 19

MA: Expanding Digital And Cross-Border Payments Will Drive Future Upside

Analysts have nudged our fair value estimate for Mastercard modestly higher to approximately $657 from about $656, citing a wave of rising Street price targets grounded in solid quarterly results, resilient spending trends, and the companys expanding role in high growth digital and cross border payments. Analyst Commentary Bullish analysts have highlighted Mastercard's strong execution and durable growth profile as key reasons for revising price targets higher, reinforcing the view that the company can sustain premium valuation multiples.

Mise à jour de l'analyse • Dec 05

MA: Digital And Cross-Border Payment Momentum Will Drive Future Upside

Analysts have nudged their price targets on Mastercard higher, with recent increases of roughly $45 to $70 per share into the high $600s and low $700s. They cite strong quarterly results, Mastercard's role in accelerating digital and cross border payments, and a clean execution backdrop that supports only minor tweaks to key valuation inputs.

Mise à jour de l'analyse • Nov 21

MA: Digital Payment Momentum Will Drive Gains As Blockchain Expansion Accelerates

Mastercard's analyst price target has increased modestly to approximately $656.51. This reflects analysts' optimism following strong recent results, consistent digital payment growth, and ongoing positive trends highlighted in recent research updates.

Mise à jour de l'analyse • Nov 20

What Exactly Is Mastercard’s VAS Business?

Mastercard’s VAS (sometimes called “Services & Solutions”) includes a broad set of products and services beyond its core payments network. According to its 2023 annual report, the main components are: Cyber & Intelligence : Fraud prevention, threat intelligence, security, identity services.

Mise à jour de l'analyse • Nov 07

MA: Digital Payment Expansion Will Drive Outperformance Amid Blockchain Developments

Mastercard's analyst price target has been revised upward by $4 to $654.98. Analysts cite strong quarterly results and the company's continued leadership in digital payments as key drivers behind the increased valuation.

Mise à jour de l'analyse • Oct 23

Analysts Boost Mastercard Valuation Amid Strong Results and New Strategic Partnerships

Analysts have slightly increased their fair value estimate for Mastercard by approximately $2.55 to $650.98, citing continued innovation, strong cross-border transaction trends, and positive revisions to earnings forecasts by the Street. Analyst Commentary Recent Street research reflects continued attention on Mastercard's operational performance, growth outlook, and valuation.

Mise à jour de l'analyse • Oct 08

Digital Payments And Mobile Commerce Will Expand Global Markets

Analysts have modestly raised their price target for Mastercard to approximately $648. They cite robust Q2 results, increased revenue growth estimates, and ongoing expectations for strong earnings compounding along with resilient consumer spending trends.

Seeking Alpha • Apr 28

Mastercard Earnings Preview: Watch Out For Value-Added Services And Commercial Growth

Summary Mastercard benefits from the global shift to digital payments. With Q1 earnings upcoming, the author outlines some keys to look out for. VAS and Commercial payments are key growth drivers, outpacing consumer payments and strengthening Mastercard's competitive moat. Despite recent downward EPS revisions, Mastercard's long-term growth outlook remains robust, supported by strong revenue and free cash flow trends. Given macroeconomic uncertainties, I rate Mastercard a hold but consider it a strong candidate for dollar-cost averaging for long-term gains. Read the full article on Seeking Alpha

Seeking Alpha • Apr 18

Mastercard: Another Wonderful Business With A Price Tag To Match

Summary Mastercard is definitely a wonderful business, both when assessed qualitatively and quantitatively. The future risks for the company are tolerable, and definitely preferrable in relation to most other businesses. The company’s future prospects are excellent. All of this good news seems to be currently priced into the stock. Read the full article on Seeking Alpha

Seeking Alpha • Mar 05

Mastercard: A Core Holding For The Long Term

Summary Mastercard serves as a hedge against inflation without even raising prices, and keeps expanding its operating margins and returns on capital. The company generates recurring revenues by charging fees based on transaction volume, without taking on credit risk, ensuring stable income. Recent acquisitions enhance Mastercard's cybersecurity and fraud prevention capabilities, supporting long-term growth and innovation. Mastercard's international expansion, particularly in China, and increasing acceptance of card payments globally drive future growth opportunities. I expect a 10.5% investment rate of return from MA stock over the next 5 years if valuation decreases, but a 14.1% CAGR in a positive scenario. Read the full article on Seeking Alpha

Seeking Alpha • Feb 27

Mastercard: After Visa's Investor Day, The Case For The Valuation Premium Is Weaker

Summary Mastercard is a long-term compounder with strong growth potential, wide moat, and high profitability. Mastercard's Q4 revenue grew 15% to $7.5 billion, outpacing Visa's 10% growth, consistent with recent reports and justifying a certain premium. Mastercard's faster growth comes at the expense of margins, with aggressive client incentives, and also due to its smaller scale, which might be a weakness compared to Visa. I maintain a 'Buy' rating for Mastercard due to its growth trajectory, but slightly prefer Visa for its lower valuation. Read the full article on Seeking Alpha

Seeking Alpha • Feb 02

Mastercard: A Great Year Under The Regulator's Scrutiny

Summary Mastercard has shown robust growth, outperforming the S&P 500 with a 44% return, driven by strong business fundamentals and operational leverage. Despite accusations of forming a duopoly with Visa, the high barriers to entry and lack of viable alternatives solidify their market dominance. 2024 results highlight a reacceleration in Q4, with significant increases in gross dollar volume, cross-border transactions, and processed transactions, showcasing economic resilience. Current valuation suggests holding Mastercard shares, with a fair value around $500; market optimism has pushed prices higher, making it neither a buy nor sell moment. Read the full article on Seeking Alpha

Seeking Alpha • Jan 25

Mastercard: Don't Miss Out On This Dividend Growth Machine

Summary Just a few weeks ago, Mastercard upped its dividend for the 13th consecutive year. Mastercard has the necessary catalysts to deliver mid-teens annual adjusted diluted EPS growth. The payment processor's interest coverage ratio through the first nine months of 2024 clocked in at above 50. Shares of Mastercard appear to be 2% undervalued. The stock could be set up for 40% cumulative total returns by the end of 2027. Read the full article on Seeking Alpha

Seeking Alpha • Dec 25

Mastercard Is A Buy Here Only For Long Term Investors

Summary Mastercard has outperformed the SP500 since 2018, offering a 20% CAGR, making it ideal for long-term investors, despite its high PE ratio. The company's strong market position, global reach, and high-quality growth initiatives ensure sustained revenue and EPS growth with low margin volatility. Mastercard's management excels in leveraging its payment network for new business lines and expanding in developing regions, boosting long-term growth prospects. Despite potential risks like economic downturns or geopolitical events, Mastercard's robust financials and strategic execution make it a solid investment for a diversified portfolio. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:MA - Estimations futures des analystes et données financières antérieures (USD Millions )
Date	Recettes	Les revenus	Flux de trésorerie disponible	Cash from Op	Moy. Nombre d'analystes
12/31/2028	46,744	21,857	22,907	24,533	20
12/31/2027	41,692	19,503	20,377	22,200	36
12/31/2026	37,085	17,118	17,502	19,400	35
3/31/2026	33,939	15,570	17,074	18,267	N/A
12/31/2025	32,791	14,968	16,433	17,648	N/A
9/30/2025	31,474	14,250	16,305	17,480	N/A
6/30/2025	30,241	13,586	15,867	16,953	N/A
3/31/2025	29,069	13,143	14,315	15,488	N/A
12/31/2024	28,167	12,874	13,586	14,780	N/A
9/30/2024	27,226	12,323	12,863	14,076	N/A
6/30/2024	26,390	12,258	10,996	12,173	N/A
3/31/2024	25,698	11,845	10,619	11,733	N/A
12/31/2023	25,098	11,195	10,892	11,980	N/A
9/30/2023	24,367	10,929	9,792	10,950	N/A
6/30/2023	23,590	10,230	10,372	11,573	N/A
3/31/2023	22,818	9,660	10,177	11,332	N/A
12/31/2022	22,237	9,930	10,098	11,195	N/A
9/30/2022	21,636	9,784	10,298	11,284	N/A
6/30/2022	20,865	9,699	9,013	9,971	N/A
3/31/2022	19,896	9,490	8,818	9,782	N/A
12/31/2021	18,884	8,687	8,649	9,463	N/A
9/30/2021	17,788	8,093	7,790	8,527	N/A
6/30/2021	16,640	7,192	6,985	7,638	N/A
3/31/2021	15,447	6,546	6,185	6,828	N/A
12/31/2020	15,301	6,411	6,516	7,224	N/A
9/30/2020	15,595	6,726	7,209	7,951	N/A
6/30/2020	16,225	7,321	7,856	8,652	N/A
3/31/2020	17,003	7,949	7,935	8,730	N/A
12/31/2019	16,883	8,118	N/A	8,183	N/A
9/30/2019	16,276	6,917	N/A	6,535	N/A
6/30/2019	15,707	6,708	N/A	6,547	N/A
3/31/2019	15,259	6,229	N/A	6,500	N/A
12/31/2018	14,950	5,859	N/A	6,223	N/A
9/30/2018	14,455	5,187	N/A	6,714	N/A
6/30/2018	13,955	4,718	N/A	6,136	N/A
3/31/2018	13,343	4,326	N/A	5,972	N/A
12/31/2017	12,497	3,915	N/A	5,664	N/A
9/30/2017	11,941	4,621	N/A	4,833	N/A
6/30/2017	11,423	4,375	N/A	4,468	N/A
3/31/2017	11,064	4,181	N/A	4,204	N/A
12/31/2016	10,776	4,059	N/A	4,637	N/A
9/30/2016	10,537	4,016	N/A	4,582	N/A
6/30/2016	10,187	3,809	N/A	4,430	N/A
3/31/2016	9,883	3,747	N/A	4,190	N/A
12/31/2015	9,667	3,808	N/A	4,101	N/A
9/30/2015	9,561	3,719	N/A	3,729	N/A
6/30/2015	9,521	3,757	N/A	3,842	N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de MA ( 10.9% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de MA ( 10.9% par an) devraient croître plus lentement que le marché US ( 16.7% par an).

Croissance élevée des bénéfices: Les bénéfices de MA devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de MA ( 10.5% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de MA ( 10.5% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de MA devrait être très élevé dans 3 ans ( 208 %).

Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

Données	Dernière mise à jour (heure UTC)
Analyse de l'entreprise	2026/05/11 00:02
Cours de l'action en fin de journée	2026/05/11 00:00
Les revenus	2026/03/31
Revenus annuels	2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

Paquet	Données	Cadre temporel	Exemple de source américaine ^*
Finances de l'entreprise	10 ans	Compte de résultat Tableau des flux de trésorerie Bilan	Formulaire 10-K de la SEC Formulaire 10-Q de la SEC
Estimations consensuelles des analystes	+3 ans	Prévisions financières Objectifs de prix des analystes	Rapports de recherche des analystes Blue Matrix
Prix du marché	30 ans	Cours des actions Dividendes, scissions et actions	Données de marché ICE Formulaire S-1 de la SEC
Propriété	10 ans	Actionnaires principaux Délits d'initiés	Formulaire 4 de la SEC Formulaire 13D de la SEC
Gestion	10 ans	L'équipe dirigeante Conseil d'administration	Formulaire 10-K de la SEC Formulaire SEC DEF 14A
Principaux développements	10 ans	Annonces de l'entreprise	Formulaire 8-K de la SEC

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés^.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Mastercard Incorporated est couverte par 61 analystes. 36 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

Analyste	Institution
Jim Marrone	Accountability Research Corporation
Stephen Biggar	Argus Research Company
David Koning	Baird

Mastercard Croissance future

Future contrôle des critères 2/6

Informations clés

Mises à jour récentes de la croissance future

The Mastercard Incorporated (NYSE:MA) Yearly Results Are Out And Analysts Have Published New Forecasts

Recent updates

Mastercard Surpasses Q1 Estimates With New Stablecoin and Cyberthreat Intelligence Ventures

Mastercard And Its Real Value

First quarter 2026 earnings: EPS and revenues exceed analyst expectations

MA: Crypto Efforts And BVNK Acquisition Will Support Future Network Relevance

Now 21% undervalued after recent price drop

Mastercard Incorporated to Report Q1, 2026 Results on Apr 30, 2026

Mastercard Inc. (MA): The "Agentic Rails" and the 2026 Shift to Autonomous Commerce

MA: Crypto Partnerships And BVNK Deal Will Support Future Payment Upside

Upcoming dividend of US$0.87 per share

Mastercard Reportedly Considers Payments Unit Sale

MA: Crypto Partnerships And BVNK Deal Will Support Future Upside

Mastercard Incorporated (NYSE:MA) announced a definitive agreement to acquire BVNK Holdings Limited for $1.8 billion.

Now 21% undervalued after recent price drop

MA: New Digital Partnerships And Crypto Rails Will Support Future Upside

Capillary PTE. Ltd entered into a definitive agreement to acquire SessionM, Inc. from Mastercard Incorporated (NYSE:MA) for $20 million.

MA: Partnerships And Crypto Capabilities Will Drive Future Upside

Now 20% undervalued after recent price drop

The Mastercard Incorporated (NYSE:MA) Yearly Results Are Out And Analysts Have Published New Forecasts

Fourth quarter dividend of US$0.87 announced

Mastercard Incorporated, Annual General Meeting, Jun 16, 2026

MA: Crypto And Stablecoin Expansion Will Drive Future Upside

Full year 2025 earnings: EPS exceeds analyst expectations

Mastercard Launches Agent Suite to Ready Enterprises for A New Era

MA: Digital And Crypto Payment Expansion Will Drive Future Upside

Mastercard Incorporated to Report Q4, 2025 Results on Jan 29, 2026

MA: Digital And Cross-Border Payment Shifts Will Drive Future Upside

Upcoming dividend of US$0.87 per share

MA: Expanding Digital And Cross-Border Payments Will Drive Future Upside

Third quarter dividend increased to US$0.87

Mastercard Incorporated (NYSE:MA) announces an Equity Buyback for $14,000 million worth of its shares.

MA: Digital And Cross-Border Payment Momentum Will Drive Future Upside

MA: Digital Payment Momentum Will Drive Gains As Blockchain Expansion Accelerates

What Exactly Is Mastercard’s VAS Business?

Visa Inc., MasterCard International Incorporated, Visa U.S.A. Inc., Visa International Service Association and Mastercard Proposes Settlement Resolves Payment Card Interchange Fee Litigation

MA: Digital Payment Expansion Will Drive Outperformance Amid Blockchain Developments

Third quarter 2025 earnings: Revenues and EPS in line with analyst expectations

Mastercard Reportedly in Late-Stage Talks to Acquire Zero Hash for Up to $2 Billion in Stablecoin Push

Mastercard Introduces First-Ever Threat Intelligence Solution to Combat Payment Fraud At Scale

Analysts Boost Mastercard Valuation Amid Strong Results and New Strategic Partnerships

Mastercard Incorporated Announces Management Changes

Mastercard Incorporated to Report Q3, 2025 Results on Oct 30, 2025

Coinbase, Mastercard Reportedly Held Advanced Talks to Buy BVNK

Digital Payments And Mobile Commerce Will Expand Global Markets

Upcoming dividend of US$0.76 per share

Mastercard Unveils Mastercard Commerce Media

Second quarter dividend of US$0.76 announced

Mastercard Incorporated Announces Quarterly Dividend, Payable on November 7, 2025

Mastercard Unveils New Tools and Collaborations to Power Smarter, Safer Agentic Commerce

Mastercard Unveils Customizable Decisioning Solution for Financial Institutions

Chief Financial Officer notifies of intention to sell stock

Chief Financial Officer recently sold US$3.5m worth of stock

Chief Financial Officer notifies of intention to sell stock

Now 20% undervalued

Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beat

JPMorgan Reportedly Nears Potential Deal to Run Apple Card

Mastercard Unveils New Suite of Dining, Entertainment and Travel Benefits Across Its World, World Elite and Newly Created World Legend Mastercard Cards

Mastercard Incorporated to Report Q2, 2025 Results on Jul 31, 2025

First quarter dividend of US$0.76 announced

Mastercard Expands Technology to New Markets

Mastercard Incorporated Declares Quarterly Cash Dividend on Class A Common Stock and Class B Common Stock, Payable on August 8, 2025

Mastercard Appoints Hendrik Bourgeois as Head of Europe Government Affairs

Chief Services Officer notifies of intention to sell stock

Mastercard Introduces Touch Card by Mastercard™ in Canada

Vice Chair notifies of intention to sell stock

First quarter 2025 earnings: EPS in line with analyst expectations despite revenue beat

Mastercard Unveils Agent Pay, Pioneering Agentic Payments Technology to Power Commerce in the Age of AI

Mastercard Earnings Preview: Watch Out For Value-Added Services And Commercial Growth

Mastercard: Another Wonderful Business With A Price Tag To Match

Mastercard Incorporated to Report Q1, 2025 Results on May 01, 2025

Now 26% undervalued after recent price drop

Upcoming dividend of US$0.76 per share

Insider exercised options and sold US$2.6m worth of stock

Now 20% undervalued after recent price drop

Mastercard: A Core Holding For The Long Term