Advertising
Showing 1 to 15 of 221 entries
DON'T BUY
They do not take any credit risk. They are a transaction company, and with the move away from cash, MA will benefit. However, the valuation compared to their historic multiple is high. They used to trade at a market multiple. Now, it is at 2x the market multiple. It has been rerated. However, thinks it is stretched and any economic dislocation can see a big correction.
other services
TOP PICK
More leverage to the international markets than Visa, and it's performed better than V over the last 3-5 years. Return to a more normal environment will spur consumer spending, especially in the lucrative travel and cross-border segment. Online sales are thriving. Extensive runway for growth. Lots of room still in move from cash to digital. (Analysts’ price target is $437.33)
other services
BUY

Will benefit from today's FDA granting full approval to Pfizer's Covid drug, which will encourage cross-border travel. He's long liked this. This and Visa have been beaten up despite reporting strong quarters.

other services
DON'T BUY
Admires MA and Visa very much, as they've executed extremely well. And that's the problem, as the multiples are now priced for perfection. Trading at almost 2x the market multiple. Will benefit from the reopening, but still too pricey for him. Better opportunities elsewhere. Loves the companies, but not the stocks.
other services
BUY
They report Thursday. He expects them to tell a good story. It would benefit from cross-border travel.
other services
DON'T BUY

Re-rated to too high a multiple. Both it and Visa are currently at north of 40x current earnings, too high for potential growth even if that growth is exciting. He thinks fintech is very highly priced, many at 10-12x revenue. This includes PayPal, Square. Great companies and management. Future of financial industry will be not a competition between banks and fintech, but a partnership.

other services
PAST TOP PICK
(A Top Pick Jul 14/20, Up 25%) It has been held back a little by the international travel reduction. It is a nice business model. The shares will go to a new level when international travel comes back. It should continue to do well.
other services
TOP PICK

Will benefit from cross-border travel, and B2B penetration with value-added services they're layering on. Travel will add 6-7% EPS growth and new initiatives in C2B will add 11% volume growth through 2024. Value-added services include fraud authentication and analytics. He prefers this to Visa because of better exposure to developing markets and higher growth. MA will be 15% higher in 12-18 months. (Analysts’ price target is $429.84)

other services
STRONG BUY
How to play the U.S. reopening in a short-term trade. She prefers longer-term names in tech--data infrastructure (driven by the infrastructure bill). Or to participate in air travel, cruise ships, etc. buy MA. MA is one ofher favourite reopening trades. This long weekend, 38 million Americans will be on the roads, using credit cards to pay for everything to travel, fly, see concerts or movies in theatres.
other services
TOP PICK

Smaller than Visa, more leveraged on an international scale, especially with travel and cross-border transactions. 18B in expected 2021 revenue. Faster than expected vaccine rollout will fuel consumer spending in a return to a more normal economic environment. Expects 18% annualized growth. Long-term, secular trend away from cash. Yield is 0.49%. (Analysts’ price target is $428.66)

other services
TOP PICK
Second largest global payments system after Visa. Taps into a more normal economic backdrop and especially lucrative travel transactions. Long growth runway of moving from cash to digital. Annualized revenue growth should grow to 17%. Yield is 0.47%. (Analysts’ price target is $392.65)
other services
BUY

He owns MA instead of Visa, but both stocks will have similar performance. MA has higher exposure to Europe and growth geographies. Both are high quality compounders. Both will benefit as we go to a cashless society and from the recovery of cross-border travel. Sees topline growth at 18%, and EPS growth up to 20%.

other services
DON'T BUY

Paypal earns $3.50-$4.00 per share, which is around 80x earnings. People pay for expectation of flow of cashflow. There is hype in fintech. You must marry the opportunity for the price of it. Fintech presents a big opportunity. However, is the price worth it? Would pass on Paypal, and also on Mastercard even. Too expensive right now.

other services
BUY

$1.9 trillion stimulus relief passes into law. Never underestimate U.S. consumers wanting to spend. Look at HOW they spend, namely Mastercard, which made a new all-time high today; Visa came within a whisper of a new high; and even American Express has been on fire. Stay with all of these.

other services
BUY

MA vs. V vs. AXP Likes the story of both V and MA. They take no credit risk, just a tollbooth. American Express is very different, as they do take on risk. We're going to a cashless society. Great growth businesses, little capital expenditure. V has lots of growth yet in Asia. Once travel starts up again, V numbers should pick up.

other services
Showing 1 to 15 of 221 entries

Mastercard Inc.(MA-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 10

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 4

Total Signals / Votes : 15

Stockchase rating for Mastercard Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

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, 15 stock analysts published opinions about MA-N. 10 analysts recommended to BUY the stock. 4 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?

15 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 2021-09-24, Mastercard Inc. (MA-N) stock closed at a price of $358.16.