Mastercard Inc. (MA) Buy, Sell or Hold

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Mastercard Inc. (MA)

585.71

-2.43 (0.41%)

as of Sep 3, 2026, 8:00:00 pm Market Open.

274 watching

Investor Insights

Sep 3, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

Mastercard Inc. has been navigating a challenging year, largely overshadowed by the focus on AI investments. However, experts acknowledge that both Mastercard and its competitor Visa boast impressive business models and significant competitive advantages. While growth through traditional cash-to-card conversion may have plateaued, advancements in value-added services and digital commerce position these companies well for future growth. Many analysts argue that fears surrounding digital currencies and stablecoins as threats are overstated, as Mastercard remains entrenched within the payments ecosystem. Overall, Mastercard is viewed as a strong buy, with solid fundamentals, a promising growth trajectory, and an ability to adapt to technological changes in the payments landscape.

Consensus

Positive

Valuation

Fair Value

Similar

V, Visa

BUY

V-N vs. MA-N. They are great companies and there is nothing to compare with them. They have tremendous runways of growth ahead of them. They are down because retail spending is down. It is a wonderful buying opportunity.

BUY

Today, this crossed its 200-day moving average briefly. But long-term this still looks positive, still has a positive trend. Sept. 9- Feb. 5 and the summer are seasonality.

PARTIAL SELL

MA vs. Visa Both have done very well. They're bridge-keepers who collect a toll, basically. They've run up though, so take some profits. They trade around a pricey 32x earnings. Also, we have no idea when the coronavirus will peter out.

WAIT

MA vs. LMT Both have done well recently. MA is warning it's being affected by coronavirus. Both really good businesses. LMT can be affected by the election. If Trump gets back in, LMT will probably do pretty well. Buy LMT on weakness. For MA, it's been on a rocket for the last 5 years, and it's breaking a bit here with the warning and technical selling. So he'd wait on it, but long-term it's a good business.

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.

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Mastercard Inc. (MA)