Mastercard Inc. (MA) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

Mastercard Inc. (MA)

491.08

+9.32 (1.93%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

272 watching

Investor Insights

Jun 7, 2026, 12:00 am

This summary was created by AI, based on 19 opinions in the last 12 months.

Mastercard Inc. is viewed favorably by multiple experts who highlight its strong fundamentals, durability in the payments space, and the long-term growth potential of digital transactions. Despite short-term fluctuations and fears over the impact of digital currencies and stablecoins, experts largely agree that Mastercard, alongside its counterpart Visa, remains a solid investment opportunity. The company is benefiting from the global shift away from cash and maintaining strong revenue growth, with estimates of earnings increasing by 10-15%. Though some analysts recommend waiting for a better entry point due to current valuations and recent declines, the overall consensus emphasizes that any dips present a buying opportunity, reinforcing Mastercard's position as a high-quality asset in the credit services sector. With limited competition and a robust business model, Mastercard is well-positioned for future growth.

Consensus

Positive

Valuation

Fair Value

Similar

Visa, V

BUY

Mastercard vs. Visa This sector got hit hard. MA issued a guidance warning recently, due to fewer transaction from the coronavirus. He's bought more of Visa this week, though MA is also good to add during a dip. If you add, buy in tranches, not all at once. Payments are a great space to invest. Both are good.

DON'T BUY

It's not just the coronavirus is hitting this stock. This trades at a mid-30's multiple, almost twice as expensive as 2005-6 on a valuation basis. The market sells of the high-beta stocks, which is exactly what's happening with MA as well as Visa (which he sold at $181). When do they bounce back, he doesn't know. Look elsewhere.

BUY ON WEAKNESS

Mastercard is a great company that is very similar to Visa. The move towards digital payments is continuing. They both have a great global reach, both for credit and debit business. You can keep buying in on dips.

BUY

He would purchase Mastercard here. At the most recent investor presentation, their potential for payment is unreal. The valuation is not cheap but he doesn't expect it to ever be cheap. He would hold until it becomes unreasonably expensive.

BUY

Visa vs. Mastercard Mastercard. Visa stumbled in the last quarter and has a high valuation.

BUY ON WEAKNESS

S&P target? He likes financials and infotech long term. 3,700 is his S&P target. We're in year two of a four-year cycle. This should be a good year for the TSX, too. $300 level is support, then $290. After a move up, we're now in a distribution phase, and next should be a slight pullback to mirror the firrt nine months of 2019. Given the coronavirus, expect weakness to come. That's when you buy.

COMMENT

It is difficult to have a view of a 12 months period but this is a core holding of his. It is relatively expensive and relatively extended. It has an extremely high return on equity, no net debt and they are buying back shares.

BUY ON WEAKNESS

Safe to buy at this level? He owns both Visa and Mastercard. They both score well on ROE. Trading at 25 times earnings, they are getting expensive. He would be leery of buying them here. He would wait for a pullback to buy.

PAST TOP PICK

(A Top Pick Feb 07/19, Up 48%) They are growing earnings at about 20% last year and next. The dividend has grown 20% per year over the last 5 years. These are the kind of companies to own in this kind of environment. He would own V-N and MA-N both.

DON'T BUY

Risk? He can't comment on the risks they may have in their business. However, he feels it is not a material factor. They are a transaction driven company and they will be dominant in our financial lives. However, there is a price that makes it too expensive on the multiples of earnings. He thinks at 30 times earnings the risk-reward is in proper balance.

BUY ON WEAKNESS

non-FANG suggestion? He likes the payment processing space -- ADP, Paychex, Visa, or Mastercard. He would like to buy on a dip.

SELL ON STRENGTH

Valuations are too high in credit card stocks, but they are well-positioned. Also, there's technology risk from e-payers; the industry is quickly changing. Banks are spending so much on fintech, for example. If you hold MA, you have a winner. Take some profits.

HOLD

Model price is $177.47, and it is 38% above that, but you can't sell this thing. Hold it if you are. He thinks it goes to $317 and holds there for a while.

BUY

Another beauty. Owns Visa instead. Not too late to buy. A lot of disruptors in the space, but Mastercard and Visa are on top of their game and will squash them out. Strong long-term hold. At the end of the day, there's no reason you can't own both MA and V.

PAST TOP PICK

(A Top Pick Dec 06/18, Up 41%) Continues to like it. Slightly more cyclical. 17% growth rate. A toll booth whether credit, debit, or mobile. Long runway. 16 consecutive quarters of positive earnings surprises. Long term shift from cash to digital.

Showing 136 to 150 of 323 entries

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

Most Recent Experts

Jim Cramer - Mad Money

CNBC

Brian Madden

First Avenue Investment Counsel

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Darren Sissons

Campbell Lee & Ross

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Mastercard Inc. (MA)