Mastercard Incorporated

Report azionario NYSE:MA

Capitalizzazione di mercato: US$432.9b

Mastercard Crescita futura

Criteri Future verificati 2/6

Mastercard prevede che gli utili e i ricavi cresceranno rispettivamente di 10.9% e 10.5% all'anno. Si prevede che l'EPS crescerà di 13% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 208% in 3 anni.

Informazioni chiave

10.9%

Tasso di crescita degli utili

13.02%

Tasso di crescita dell'EPS

Diversified Financial crescita degli utili8.0%
Tasso di crescita dei ricavi10.5%
Rendimento futuro del capitale proprio208.02%
Copertura analitica

Good

Ultimo aggiornamento13 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha May 14

Mastercard: The Dip Below $500 Is A Gift For Long-Term Investors (Rating Upgrade)

Summary Mastercard remains a premier business, recently impacted by macro headwinds and geopolitical tensions, leading to a 13% stock decline over the past year. MA delivered double-digit top- and bottom-line growth in Q1, with revenue of $8.4B and EPS of $4.60, despite sequential declines and slower card/transaction growth. Management anticipates headwinds to persist in Q2 but expects a recovery in the back half of 2026, maintaining guidance for low double-digit topline growth. Accelerated buybacks and expanded strategic partnerships reinforce MA’s long-term upside, making the current dip a compelling opportunity for dividend growth investors. Read the full article on Seeking Alpha
Aggiornamento della narrazione 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.
Nuova narrazione 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.
Aggiornamento della narrazione Apr 07

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

The analyst price target for Mastercard edges slightly lower to reflect a modest trim in fair value to about $657. This is largely tied to a more cautious sector tone and a mix of recent target cuts and raises, even as analysts highlight ongoing benefits from payment volume trends, cross border activity, and product initiatives like the BVNK and stablecoin partnerships.
Aggiornamento della narrazione Mar 24

MA: Crypto Partnerships And BVNK Deal Will Support Future Upside

The analyst price target for Mastercard is now effectively unchanged at about $663. Analysts point to recent upgrades, higher targets clustered around $668 to $735, and support for the BVNK acquisition and stablecoin partnerships as key reasons for maintaining a constructive view.
Aggiornamento della narrazione Mar 09

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

The analyst price target for Mastercard edges up by about $1 to reflect slightly higher fair value and margin assumptions, as analysts point to broadly constructive payment sector views, recent Buy initiations and upgrades, and new partnerships such as SoFi's stablecoin tie up as support for the updated outlook. Analyst Commentary Recent research on Mastercard reflects an active debate on valuation, but with a clear tilt toward constructive views on the business model and its role in global payments.
Aggiornamento della narrazione Feb 23

MA: Partnerships And Crypto Capabilities Will Drive Future Upside

Our updated fair value estimate for Mastercard edges higher by about $1 to $662 per share, reflecting analysts' slightly adjusted assumptions for revenue growth, profit margins, discount rate, and forward P/E following a mix of recent price target raises and cuts across the Street. Analyst Commentary Recent Street research on Mastercard reflects a mixed but engaged view, with several firms adjusting price targets and ratings in both directions.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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

Previsioni di crescita degli utili e dei ricavi

NYSE:MA - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202846,74021,85322,90724,53320
12/31/202741,69419,50820,37722,20036
12/31/202637,06717,11117,50219,40036
3/31/202633,93915,57017,07418,267N/A
12/31/202532,79114,96816,43317,648N/A
9/30/202531,47414,25016,30517,480N/A
6/30/202530,24113,58615,86716,953N/A
3/31/202529,06913,14314,31515,488N/A
12/31/202428,16712,87413,58614,780N/A
9/30/202427,22612,32312,86314,076N/A
6/30/202426,39012,25810,99612,173N/A
3/31/202425,69811,84510,61911,733N/A
12/31/202325,09811,19510,89211,980N/A
9/30/202324,36710,9299,79210,950N/A
6/30/202323,59010,23010,37211,573N/A
3/31/202322,8189,66010,17711,332N/A
12/31/202222,2379,93010,09811,195N/A
9/30/202221,6369,78410,29811,284N/A
6/30/202220,8659,6999,0139,971N/A
3/31/202219,8969,4908,8189,782N/A
12/31/202118,8848,6878,6499,463N/A
9/30/202117,7888,0937,7908,527N/A
6/30/202116,6407,1926,9857,638N/A
3/31/202115,4476,5466,1856,828N/A
12/31/202015,3016,4116,5167,224N/A
9/30/202015,5956,7267,2097,951N/A
6/30/202016,2257,3217,8568,652N/A
3/31/202017,0037,9497,9358,730N/A
12/31/201916,8838,118N/A8,183N/A
9/30/201916,2766,917N/A6,535N/A
6/30/201915,7076,708N/A6,547N/A
3/31/201915,2596,229N/A6,500N/A
12/31/201814,9505,859N/A6,223N/A
9/30/201814,4555,187N/A6,714N/A
6/30/201813,9554,718N/A6,136N/A
3/31/201813,3434,326N/A5,972N/A
12/31/201712,4973,915N/A5,664N/A
9/30/201711,9414,621N/A4,833N/A
6/30/201711,4234,375N/A4,468N/A
3/31/201711,0644,181N/A4,204N/A
12/31/201610,7764,059N/A4,637N/A
9/30/201610,5374,016N/A4,582N/A
6/30/201610,1873,809N/A4,430N/A
3/31/20169,8833,747N/A4,190N/A
12/31/20159,6673,808N/A4,101N/A
9/30/20159,5613,719N/A3,729N/A
6/30/20159,5213,757N/A3,842N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di MA ( 10.9% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di MA ( 10.9% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di MA cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di MA ( 10.5% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di MA ( 10.5% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di MA sarà molto alto tra 3 anni ( 208 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/15 15:36
Prezzo dell'azione a fine giornata2026/05/15 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Mastercard Incorporated è coperta da 61 analisti. 36 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jim MarroneAccountability Research Corporation
Stephen BiggarArgus Research Company
David KoningBaird