Mastercard（MA）株式概要
テクノロジー企業であるMastercard Incorporatedは、米国内外でトランザクション処理およびその他の決済関連商品・サービスを提供している。 詳細
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Mastercard Incorporated 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$539.39 |
| 52週高値 | US$601.77 |
| 52週安値 | US$464.52 |
| ベータ | 0.73 |
| 1ヶ月の変化 | 9.84% |
| 3ヶ月変化 | 7.56% |
| 1年変化 | -5.24% |
| 3年間の変化 | 38.77% |
| 5年間の変化 | 44.63% |
| IPOからの変化 | 11,625.87% |
最新ニュース
Recent updates
Seeking Alpha • Jun 20
Mastercard's Opportunity In Cross-Border Payments Signals Path To Upside
Summary Mastercard is rated a Strong Buy, with current valuation multiples near 10-year lows despite robust revenue and free cash flow growth. Cross-border payments, especially via the Mastercard Move platform, represent a significant, underappreciated growth opportunity that could materially expand MA’s revenue base. Even conservative assumptions project 13–18% CAGR through 2032; if Mastercard Move scales, potential CAGR rises to 17–23%, offering asymmetric upside. Regulatory, real-time payment, and stablecoin risks exist, but MA’s global network effects and strategic integrations position it to navigate these challenges successfully. Read the full article on Seeking Alpha
新しいナラティブ • Jun 18
Mastercard: The Best Dividend Stock You're Ignoring
What Does Mastercard Do? Most people should already be familiar with this company, but for those who aren't: Mastercard runs the rails connecting banks, merchants, and the billions of cards carrying its brand.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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 Alpha株主還元
| MA | US Diversified Financial | US 市場 | |
|---|---|---|---|
| 7D | 8.1% | 4.8% | 1.6% |
| 1Y | -5.2% | -3.7% | 18.6% |
業界別リターン: MA過去 1 年間で-3.7 % の収益を上げたUS Diversified Financial業界を下回りました。
リターン対市場: MAは、過去 1 年間で18.6 % のリターンを上げたUS市場を下回りました。
価格変動
| MA volatility | |
|---|---|
| MA Average Weekly Movement | 3.4% |
| Diversified Financial Industry Average Movement | 5.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: MA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MAの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1966 | 39,800 | Michael Miebach | www.mastercard.com |
マスターカード・インコーポレイテッドはテクノロジー企業であり、米国内外でトランザクション処理およびその他の決済関連商品・サービスを提供している。同社は、口座保有者、加盟店、金融機関、デジタル・パートナー、企業、政府、その他の組織向けに、発行会社が消費者に支払いを繰り延べるためのクレジットを提供できるプログラム、顧客が預金口座やその他の口座の資金にアクセスできるようにする決済商品およびソリューション、プリペイド・プログラム・サービス、消費者請求書支払いサービス、商業クレジット、デビット、プリペイド決済商品およびソリューションなどの商品およびサービスを提供しています。また、既存の口座から動的に生成され、資金提供口座の与信枠を活用するバーチャルカードナンバーや、金融機関向けのサプライヤー決済可能キャンペーンを最適化するプラットフォームなど、企業や政府による企業への支払いを可能にするソリューションも提供している。さらに、デジタルメッセージングや決済プラットフォームと提携し、消費者がアプリケーション内で他の消費者に直接送金できるようにするマスターカード・ムーブや、中央銀行、フィンテック、金融機関と提携し、さまざまなクロスボーダー決済フローを可能にするマスターカード・ムーブも提供している。さらに、セキュリティ・ソリューション、マーケティング、パーソナライゼーション、発行者および加盟店のロイヤルティ・サービス、ビジネスおよびオペレーション・インテリジェンス、高度な分析およびAI、コンサルティングおよびエージェント・ソリューション、決済およびポートフォリオの最適化、デジタルおよび認証、プロセッシングおよびゲートウェイ・ソリューション、その他のソリューションを提供している。マスターカード、マエストロ、シーラスの名称で決済ソリューションとサービスを提供している。マスターカード・インコーポレーテッドは1966年に設立され、ニューヨーク州パーチェスに本社を置いている。
Mastercard Incorporated 基礎のまとめ
| MA 基礎統計学 | |
|---|---|
| 時価総額 | US$476.60b |
| 収益（TTM） | US$15.57b |
| 売上高(TTM) | US$33.94b |
30.6x
PER（株価収益率14.0x
P/SレシオMA は割高か？
公正価値と評価分析を参照収益と収入
| MA 損益計算書（TTM） | |
|---|---|
| 収益 | US$33.94b |
| 売上原価 | US$0 |
| 売上総利益 | US$33.94b |
| その他の費用 | US$18.37b |
| 収益 | US$15.57b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 17.62 |
| グロス・マージン | 100.00% |
| 純利益率 | 45.88% |
| 有利子負債／自己資本比率 | 282.1% |
MA の長期的なパフォーマンスは？
過去の実績と比較を見る| Mastercard 配当日 | |
|---|---|
| 配当落ち日 | Jul 09 2026 |
| 配当支払日 | Aug 07 2026 |
| 配当落ちまでの日数 | 4 days |
| 配当支払日までの日数 | 33 days |
MA 配当は確実ですか？
MA 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/05 02:59 |
| 終値 | 2026/07/02 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Mastercard Incorporated 37 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。59
| アナリスト | 機関 |
|---|---|
| Jim Marrone | Accountability Research Corporation |
| Stephen Biggar | Argus Research Company |
| David Koning | Baird |