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Mastercard (MA) Value Investing Data

🇺🇸 USMA

As of 2026-06-26 · Last updated: 2026-07-07 · Source: SEC EDGAR (10-K), TradingView (price, financials, consensus), stockanalysis (P/E, ROE 5-year), Company IR · Prices & financials updated periodically (not real-time) · Information tool (not investment advice)

Mastercard (MA) Financial Health Check
In short: There are some financial points to watch
Does it earn well?
Yes, very strongly
It earns very efficiently on invested capital and keeps a large slice of each sale as profit.
Metrics · ROE 232.6% · Operating Margin 59.5% · Net Margin 45.8%
Will the company survive?
Heavy debt burden
Debt exceeds twice its equity, so financial risk warrants a closer look.
Metrics · D/E ~282% · Current Ratio 0.98
Is the price expensive now?
Not cheap (fair to slightly pricey)
Because it is a good, popular company, those expectations are already priced in.
Metrics · P/E 28.9 · P/B 57.7

The #2 payment network—a toll-road model at 59% operating, 46% net margin. Buybacks push ROE to 233%. Compounds at +18% EPS CAGR, but P/B 58x premium is steep.

Compiled from public financial data. Not a recommendation to buy or sell any security. · Source: TradingView (margins, debt, liquidity, P/B are TTM), as of 2026-06-26

Business Summary · Key Value Metrics
The #2 global payment network, linking 3B+ cards and 100M+ merchants in an oligopoly with Visa. It earns transaction fees plus value-added services (VAS) like data and cybersecurity. TTM revenue $34.0B with a 59.5% operating margin.
Current Price
$499.02
+2.07% +$10.10 · Close 2026-06-26
Analyst Consensus Target (external reference)
$646.41
Avg. of 40 external analysts · TradingView (40-analyst consensus, Strong Buy)
P/E (TTM)
28.9x
TTM · reasonable vs. growth
Operating Margin
59.5%
TTM
Net Margin
45.8%
TTM
ROE
232.6%
TTM · buyback effect
Revenue Growth
+17.1%
TTM YoY
Market Cap
$440.9B
As of 2026-06-26

Economic Moat · Key Business Segments

Mastercard runs a two-sided network linking 3B+ cards and 100M+ merchants, forming a global oligopoly with Visa (90%+ combined share). Its pure software-and-services model has near-zero marginal cost per transaction, a gross margin around 100%, and a 59.5% TTM operating margin. Value-added services (VAS) like cybersecurity and data analytics are a new growth engine (source: company IR, TradingView).

Network EffectsA two-sided network of 3B+ cards and 100M+ merchants whose value grows exponentially as it scales.
Switching CostsReplacing bank and merchant payment infrastructure takes years of contracts and system migration.
Intangible AssetsBrand, payment-processing technology, cybersecurity, and data-analytics capabilities.
Cost AdvantageNear-zero marginal cost per transaction, with a gross margin around 100%.

10-Year Financial Trends

Revenue grew at a 9-year CAGR of +13.2%, operating income +14.1%, and diluted EPS +18.1%—EPS outpaced revenue thanks to buybacks. In 2025, revenue was $32.8B and operating income $18.9B (about a 58% operating margin). Quarterly growth is actually accelerating (revenue +15–17%, operating income around +24%), with VAS and B2B payments as new growth engines (source: SEC EDGAR 10-K, company IR).

10-Year Growth

Revenue$32.8B · CAGR +13.1%
$32.8B$0.0B20162025
Operating Income$18.9B · CAGR +14.0%
$18.9B$0.0B20162025
EPS$16.52 · CAGR +18.1%
$16.52$0.0020162025

10-Year Valuation

P/E (year-end)34.6x · avg 36.7x
41.4x33.6x20212025
ROE209.9% · avg 167.7%
214.1%121.1%20212025
Operating Margin57.6% · avg 54.3%
58.0%48.3%20162025
📊 Annual Data Table (MA) — expand/collapse
YearRevenue (B$)Op. Income (B$)EPS ($)P/E (x)ROE (%)Op. Margin (%)
201610.85.83.6953.7
201712.56.63.6552.8
2018157.35.648.7
201916.99.77.9457.4
202015.38.16.3752.9
202118.910.18.7641125.353.4
202222.212.310.2234144.655.4
202325.11411.8336.116855.8
202428.215.613.8937.9190.955.3
202532.818.916.5234.6209.957.6

Recent Quarterly Operating Income

Quarterly operating income YoY growth:

2021 +24%2022 +18%2023 +13%2024 +12%2025 +16%

9-Year CAGR: Revenue +13.2% · Operating Income +14.1% · Net Income Limited data · EPS +18.1%

Source: SEC EDGAR 10-K, stockanalysis, company IR. Fiscal year (December) GAAP basis; EPS is diluted. 2018–2021 revenue corrects source-data errors to SEC net revenue. P/E and ROE cover the last 5 years (stockanalysis); the rest cover 10 years.

Mega-Cap Value Metric Comparison

Mastercard and Visa split the global payment network in an oligopoly. Its 59.5% operating margin is below Visa's (67.2%), but its revenue growth (+17.1% TTM) is accelerating. Its model differs from American Express, which takes on credit risk (source: TradingView, company filings).

Metric★ MAVAXP
Operating Margin59.5%67.2%~25%
P/E (TTM)28.929.6~18
Revenue YoY Growth+17.1%+14.4%~15%

P/E and operating margin = TTM · Source: TradingView, company filings, 2026-06-26.

Key Risk Factors (from 10-K)

Regulation and Fees EU and U.S. interchange-fee regulation and antitrust probes; new laws could erode the revenue model.Source: Regulators
Valuation A high valuation (P/B 58x) assumes continued growth; a slowdown risks a quick re-rating.Source: TradingView
CBDCs and Fintech Central bank digital currencies could bypass the network long term (5–10 years); fintech competes, though much of it runs on Mastercard's rails.Source: Company 10-K
✦ ValueCrab Dashboard PreviewMA $499.02 +2.07% · as of 2026-06-26
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Value Investing FAQ (MA)

Q. What are Mastercard's (MA) key value-investing metrics?P/E (TTM) 28.9, operating margin 59.5%, net margin 45.8%, ROE 232.6% (buyback effect), TTM revenue +17.1%, and a 9-year EPS CAGR of +18.1% (source: TradingView, company IR, as of 2026-06-26).
Q. ROE is an unusually high 232%—is that okay?Steady buybacks shrink equity, pushing ROE and P/B very high. It reflects strong underlying profitability (59.5% operating margin), not a financial-risk signal.
Q. How does it differ from Visa?Both are pure payment-network oligopolists. Visa leads slightly on operating margin and share, while Mastercard's strengths are faster revenue growth and a rising VAS (value-added services) mix.

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