Mastercard Gestione
Criteri Gestione verificati 3/4
Mastercard Il CEO è Michael Miebach, nominato in Mar2020, e ha un mandato di 6.17 anni. la retribuzione annua totale è $ 35.42M, composta da 3.9% di stipendio e 96.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.006% delle azioni della società, per un valore di $ 26.45M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3 anni e 7.7 anni.
Informazioni chiave
Michael Miebach
Amministratore delegato
US$35.4m
Compenso totale
| Percentuale dello stipendio del CEO | 3.88% |
| Mandato del CEO | 6.2yrs |
| Proprietà del CEO | 0.006% |
| Durata media del management | 3yrs |
| Durata media del Consiglio di amministrazione | 7.7yrs |
Aggiornamenti recenti sulla gestione
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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$16b |
| Dec 31 2025 | US$35m | US$1m | US$15b |
| Sep 30 2025 | n/a | n/a | US$14b |
| Jun 30 2025 | n/a | n/a | US$14b |
| Mar 31 2025 | n/a | n/a | US$13b |
| Dec 31 2024 | US$30m | US$1m | US$13b |
| Sep 30 2024 | n/a | n/a | US$12b |
| Jun 30 2024 | n/a | n/a | US$12b |
| Mar 31 2024 | n/a | n/a | US$12b |
| Dec 31 2023 | US$26m | US$1m | US$11b |
| Sep 30 2023 | n/a | n/a | US$11b |
| Jun 30 2023 | n/a | n/a | US$10b |
| Mar 31 2023 | n/a | n/a | US$10b |
| Dec 31 2022 | US$21m | US$1m | US$10b |
| Sep 30 2022 | n/a | n/a | US$10b |
| Jun 30 2022 | n/a | n/a | US$10b |
| Mar 31 2022 | n/a | n/a | US$9b |
| Dec 31 2021 | US$16m | US$1m | US$9b |
| Sep 30 2021 | n/a | n/a | US$8b |
| Jun 30 2021 | n/a | n/a | US$7b |
| Mar 31 2021 | n/a | n/a | US$7b |
| Dec 31 2020 | US$9m | US$729k | US$6b |
| Sep 30 2020 | n/a | n/a | US$7b |
| Jun 30 2020 | n/a | n/a | US$7b |
| Mar 31 2020 | n/a | n/a | US$8b |
| Dec 31 2019 | US$6m | US$584k | US$8b |
Compensazione vs Mercato: La retribuzione totale di Michael ($USD 35.42M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.80M ).
Compensazione vs guadagni: La retribuzione di Michael è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Michael Miebach (57 yo)
6.2yrs
Mandato
US$35,422,518
Compensazione
Mr. Michael Miebach serves as President of Mastercard Incorporated from March 01, 2020. He is Independent Director of International Business Machines Corporation since October 30, 2023. He has been Chief E...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 6.2yrs | US$35.42m | 0.0060% $ 26.4m | |
| Chief Financial Officer | 7.1yrs | US$13.70m | 0.0020% $ 8.7m | |
| Vice Chair | 1yr | US$10.38m | 0.00091% $ 4.0m | |
| President & CTO of Mastercard Technology | 3.1yrs | US$8.29m | 0.0027% $ 11.8m | |
| Chief Services Officer | 12.1yrs | US$12.29m | 0.0053% $ 23.1m | |
| President of the Americas | 8.3yrs | US$8.21m | 0.0019% $ 8.1m | |
| Corporate Controller & Principal Accounting Officer | 9.1yrs | Nessun dato | 0.00024% $ 1.1m | |
| Chief Administrative Officer | 1yr | Nessun dato | 0.000040% $ 176.0k | |
| Executive Vice President of Investor Relations | 3yrs | Nessun dato | Nessun dato | |
| General Counsel | 2.3yrs | Nessun dato | Nessun dato | |
| Chief Marketing & Communications Officer | less than a year | Nessun dato | Nessun dato | |
| Executive Vice President of Strategy | 1.8yrs | Nessun dato | Nessun dato |
3.0yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di MA è considerato esperto (durata media dell'incarico 3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 5.3yrs | US$35.42m | 0.0060% $ 26.4m | |
| Independent Director | 7.4yrs | US$405.35k | 0.00018% $ 792.1k | |
| Independent Director | 7.9yrs | US$406.60k | 0.00095% $ 4.2m | |
| Independent Director | 11.9yrs | US$450.35k | 0.00020% $ 880.1k | |
| Independent Director | 6.9yrs | US$395.35k | 0.00069% $ 3.0m | |
| Independent Director | 9.9yrs | US$371.60k | 0.00066% $ 2.9m | |
| Independent Director | 8.1yrs | US$400.35k | 0.00024% $ 1.1m | |
| Independent Director | 4.7yrs | US$397.85k | 0.000060% $ 264.0k | |
| Independent Non-Executive Chairman | 11.9yrs | US$615.38k | 0.00096% $ 4.2m | |
| Independent Director | 6.9yrs | US$424.10k | 0.00024% $ 1.1m | |
| Independent Director | 4.1yrs | US$392.85k | 0.000030% $ 132.0k | |
| Independent Director | 15.1yrs | US$397.85k | 0.0014% $ 6.4m |
7.7yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MA sono considerati esperti (durata media dell'incarico 7.7 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 07:35 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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.
| Analista | Istituzione |
|---|---|
| Jim Marrone | Accountability Research Corporation |
| Stephen Biggar | Argus Research Company |
| David Koning | Baird |