Mastercard Inc. (MA-N)
166 watching
NYSE:MA
330.50
13.74
(4.34%) 1d
Financials
Technical Analysis
Buy, Sell or Hold?
Jun 24, 2022, 8:00 pm
0
BUY
Allan Tong’s Discover Picks Mastercard stocks’ EPS of $9.61 has jumped 47% in the past year. It trades at 37.23x though the street’s forward PE is only 33.94x. (Visa’s PE is 40.4x). However, the ROE is 142% while Visa’s is barely 40%, and MA pays a safe dividend of nearly 2% at a payout ratio of 19.22%. All in all, the street is confident with MA with 15 buys and one sell, at a target of $431.19. Read 3 stocks to profit from revenge travel for our full analysis.
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$361.285
Owned
PAST TOP PICK
(A Top Pick May 19/21, Down 1%) Improvement in cross-border transactions should pick up. Ukraine conflict poses a risk to European spending. Covid drag in China will also end at some point.
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PAST TOP PICK
(A Top Pick Apr 07/21, Down 1.69%) Company did not preform well during pandemic with decreased travel.
Geopolitical risk (Ukraine) also affecting consumer spending.
Revenue is recovering with increased travel after the pandemic.
Customers moving away from cash is good for business.
Good long term business to own.
Will continue to hold.
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BUY
MA vs. V In the short term, both will benefit from world travelling. A big portion of their money comes from foreign exchange. Post-Covid stocks. Long term, there's room for both plus newer technologies like PYPL. Newer tech has a tendency to replace the old. A generation from now, there may be secular change from blockchain, but that's not for a while.
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HOLD
Likes the payment companies. Hampered by lockdowns. Higher margins come from cross-border travel. Short-term, if Covid continues to recede, travel will increase. Earnings will move higher. Long-term, secular trend to digital payments.
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BUY
He likes the payment companies. He owns MA, but likes Visa just the same. Rough the past little while, due to fewer cross-border transactions and travel. These names will continue to move higher. Long-term chart is very strong. Digital only recently surpassed cash, so still lots of growth. Payment companies have more upside, as they'll benefit on a much greater scale from the economy recovering and borders reopening.
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WAIT
Last couple of years, has suffered because of the pandemic. Travel in US has gone up, but not so much in Canada. Future's a bit fuzzy with fintech. We might see more decentralization, though MA is trying to be part of that digital currency process. As transactions pick up next year, it should do well. In January, transactions tend to slow down. Hold off until at least February.
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BUY
He owns it and although it hasn't done much in the past it is now growing in the high teens which makes him bullish on it. Also 30% is generated from Asia.
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BUY
He owns MA instead of AXP, and knows Visa well. All are positioned very well for the move to a cashless society. Ramping up investments in fintech and bitcoin-type currencies. Likes them going forward.
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PAST TOP PICK
(A Top Pick Jun 22/21, Down 10%) Prolonged return to travel, plus worry that will be overtaken by fintech and crypto. Overall trend of cash to digital conversion. Partnering with fintech. Internal A2A development. Still bullish. Expects up over 20% in next 18 months.
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BUY
Payment processors under lots of pressure, due to fintech disruption. No reason for such a pullback, as the networks remain intact, which Visa and MA dominate globally. Lack of tourism has hurt. Should recover next year. Tremendous free cashflow, levered to consumer spending and travel, increased buyback program.
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BUY on WEAKNESS
It's down $95 from its $401 peak. A bear stock. It just boosted its share buyback by $8 billion and raised the dividend by 11%. Investors fear MA will get hit if Omicron disrupts international commerce. Payment stocks are hated now, and he expect this stock to fall a little more before it rises--you gotta start somewhere. Worth buying long term.
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HOLD
A lot of the payment companies suffered throughout the pandemic. Further lockdowns have made the stocks sell off again. Still a secular trend from cash to digital. Ignore the noise over the next 6 months. Not much difference between it and Visa, though MA might have a bit more growth.
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PAST TOP PICK
(A Top Pick Nov 19/20, Down 2%) Pandemic affected numbers. Cross-border spending is lucrative. Revenue for 2021 should exceed pre-pandemic levels. Long-term secular trend of cash to digital. Revenue growth expected to be 20%.
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TOP PICK
Despite pressures of competition and valuation, credit card market is still formidably placed for electronic payments. Will benefit from highly profitable cross-border traffic. Lots of other side businesses. Sees 20% annual compounded growth. Solid, long-term investment. Yield is 0.54%. (Analysts’ price target is $430.81)
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Mastercard Inc.(MA-N) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 17
Neutral - Hold Signals / Votes : 4
Bearish - Sell Signals / Votes : 3
Total Signals / Votes : 24
Mastercard Inc.(MA-N) Frequently Asked Questions
What is Mastercard Inc. stock symbol?
Mastercard Inc. is a American stock, trading under the symbol MA-N on the New York Stock Exchange (MA). It is usually referred to as NYSE:MA or MA-N
Is Mastercard Inc. a buy or a sell?
In the last year, 24 stock analysts published opinions about MA-N. 17 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Mastercard Inc..
Is Mastercard Inc. a good investment or a top pick?
Mastercard Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Mastercard Inc..
Why is Mastercard Inc. stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Mastercard Inc. worth watching?
24 stock analysts on Stockchase covered Mastercard Inc. In the last year. It is a trending stock that is worth watching.
What is Mastercard Inc. stock price?
On 2022-06-24, Mastercard Inc. (MA-N) stock closed at a price of $330.5.
