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Mastercard (MA) Value Investing Data

🇺🇸MA

As of 2026-07-31 · Last updated: 2026-08-01 · Source: SEC EDGAR (10-K), stockanalysis (price, consensus, TTM metrics), 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 241.2% · Operating Margin 59.9% · Net Margin 46.3%
Will the company survive?
Heavy debt burden
Debt exceeds twice its equity, so financial risk warrants a closer look.
Metrics · D/E ~440% · Current Ratio 1.06
Is the price expensive now?
On the expensive side
Even accounting for growth expectations, the price is set high.
Metrics · P/E 31.5 · P/B 89.6

The #2 payment network at 60% operating, 46% net margin. Buybacks push ROE to 241% and P/B to 90x. Compounds at +18% EPS CAGR, but the premium is steep.

Compiled from public financial data. Not a recommendation to buy or sell any security. · Source: stockanalysis (margins, debt, liquidity, P/B are TTM) · P/E on the July 31 close, as of 2026-07-31

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 $35.1B with a 59.9% operating margin.
Current Price
$573.10
-0.74% -$4.25 · Close 2026-07-31
Analyst Consensus Target (external reference)
$659.16
Avg. of 41 external analysts · stockanalysis (41-analyst consensus, Strong Buy · high $735 / low $550)
P/E (TTM)
31.5x
TTM · forward 27.0x
Operating Margin
59.9%
TTM
Net Margin
46.3%
TTM
ROE
241.2%
TTM · buyback effect
Revenue Growth
+16.0%
TTM YoY
Market Cap
$502.0B
As of 2026-07-31

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 59.9% TTM operating margin. Value-added services (VAS) like cybersecurity and data analytics are a new growth engine (source: company IR, stockanalysis).

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). Q2 2026 (ended Jun 30) brought revenue of $9.28B (+14.1% YoY), operating income of $5.59B (60.2% quarterly margin) and diluted EPS of $4.97 (+22.1%), with earnings outgrowing revenue. VAS and B2B payments are the 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

— = no data for that year/metric (P/E omitted before EPS turned positive)

Revenue Growth Trend

Revenue YoY growth:

2021 +24%2022 +18%2023 +13%2024 +12%2025 +16%Q2 26 +14%

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 59.9% operating margin is below Visa's (67.2%), but its revenue growth (+16.0% TTM) stays in double digits. Its model differs from American Express, which takes on credit risk (source: stockanalysis, company filings).

Metric★ MAVAXP
Operating Margin59.9%67.2%~25%
P/E (TTM)31.529.6~18
Revenue YoY Growth+16.0%+14.4%~15%

P/E and operating margin = TTM · Source: stockanalysis, company filings. Mastercard as of 2026-07-31; peers as of 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 90x, P/E 31.5x) assumes continued growth; a slowdown risks a quick re-rating. The P/B is unusually high largely because buybacks have shrunk book equity.Source: stockanalysis
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 $573.1 -0.74% · as of 2026-07-31
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Value Investing FAQ (MA)

Q. What are Mastercard's (MA) key value-investing metrics?P/E (TTM) 31.5, operating margin 59.9%, net margin 46.3%, ROE 241.2% (buyback effect), TTM revenue +16.0%, and a 9-year EPS CAGR of +18.1% (source: stockanalysis, company IR, as of 2026-07-31).
Q. ROE is an unusually high 241%—is that okay?Steady buybacks shrink equity, pushing ROE and P/B very high. It reflects strong underlying profitability (59.9% 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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