Mastercard Inc. (MA)$498.54
Research Snapshot
Static fundamentals, valuation context, and investor signals for Mastercard Inc. (MA).
Valuation
29.1x
EV/FCF, 3.4% FCF yield
Quality
193.5%
ROIC, 52.3% FCF margin
Growth
6.8%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, 1.0x current ratio
Superinvestors
19
Top: Valley Forge Capital Management (22.0%)
Strengths to research
- Free cash flow compounded at 20.0% over five years.
- Return on equity is strong at 193.5%.
- Free cash flow margin is healthy at 52.3%.
- Debt/equity looks manageable at 0.0x.
Watchouts
No major valuation, balance sheet, or growth watchouts were detected by the static screen.
Quality Scorecard
Build-time composite score for MA.
Peer Comparison
Target stock against 8 market-cap comparable peers.
| MA Target | Mastercard Inc. | $509.6B | 30.2x | 29.1x | 193.5% | 6.8% | 52.3% | N/A | -0.5x | N/A |
| V | Visa Inc. | $668.2B | N/A | 30.2x | 52.9% | 12.9% | 53.9% | N/A | -0.7x | N/A |
| JPM | JPMorgan Chase & Co. | $701.9B | 15.3x | -2.4x | 15.7% | 8.7% | -81.0% | N/A | N/A | N/A |
| BAC | Bank of America Corp. | $309.7B | 13.6x | 31.4x | 4.9% | 5.7% | 11.2% | N/A | N/A | N/A |
| AXP | American Express | $194.8B | 20.3x | 12.7x | 12.1% | 13.5% | 38.7% | N/A | N/A | N/A |
| MS | Morgan Stanley | $192.2B | 19.7x | -23.6x | 3.7% | N/A | N/A | N/A | N/A | N/A |
| HDB | HDFC Bank Ltd. | $187.8B | 23.8x | 17.6x | 5.0% | 23.4% | 51.6% | N/A | N/A | N/A |
| GS | Goldman Sachs Group | $173.9B | 19.4x | -0.2x | 13.7% | N/A | N/A | N/A | N/A | N/A |
| BX | Blackstone Group | $166.3B | 30.6x | 38.7x | 14.2% | 18.8% | 31.5% | N/A | N/A | N/A |
Financial Charts
No financial data available for MA (annual).
19 superinvestors own MA
Current quarter ownership and quarter-over-quarter share changes.
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Chuck Akre Akre Capital Management | 2,281,106 | $1.1B | 18.64% | 0.0% |
| Thomas Russo Gardner Russo & Quinn | 1,555,141 | $777M | 9.15% | 0.0% |
| Polen Capital Management Polen Capital Management | 1,541,388 | $770M | 5.33% | 0.0% |
| Valley Forge Capital Management Valley Forge Capital Management | 1,487,496 | $743M | 22.02% | ▲ +7.3% |
| AltaRock Partners AltaRock Partners | 522,836 | $261M | 6.33% | ▼ -0.4% |
| Jensen Investment Management Jensen Investment Management | 490,929 | $245M | 4.84% | 0.0% |
| John Armitage Egerton Capital | 459,652 | $230M | 2.55% | 0.0% |
| Thomas Gayner Markel Group | 207,540 | $104M | 0.87% | 0.0% |
| Triple Frond Partners Triple Frond Partners | 175,472 | $88M | 9.11% | 0.0% |
| Nicolai Tangen AKO Capital | 155,592 | $78M | 1.52% | 0.0% |
| Wallace Weitz Weitz Large Cap Equity Fund | 147,000 | $73M | 5.13% | 0.0% |
| Bill Nygren Oakmark Select Fund | 118,615 | $59M | 0.08% | 0.0% |
| Stephen Mandel Lone Pine Capital | 57,201 | $29M | 0.23% | 0.0% |
| Guy Spier Aquamarine Capital | 40,000 | $20M | 14.77% | 0.0% |
| Francois Rochon Giverny Capital | 28,066 | $14M | 0.51% | 0.0% |
| Yacktman Asset Management Yacktman Asset Management | 11,670 | $6M | 0.08% | 0.0% |
| Christopher Bloomstran Semper Augustus | 658 | $329,000 | 0.04% | 0.0% |
| Mairs & Power Growth Fund Mairs & Power Growth Fund | 520 | $260,000 | 0.00% | 0.0% |
| Glenn Greenberg Brave Warrior Advisors | 422 | $211,000 | 0.01% | 0.0% |