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Recent

v0.1
MA$495.85+0.38%
Fair $495.85+0.0%

MA

Mastercard Incorporated

Financial Services / Credit ServicesNYSE

$495.85

+1.87 (+0.38%)

Fairly Valued+0.0%Fair Value $495.85Fund rank 32/100 · Data gapFallback financials|
SA 36/D
F-Score: 8/9
High DebtLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

36/100

D

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 2unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 2.46, above the 2.0 threshold ROE is 1.9%, below the 5% threshold
Thesis & Journal · MALocal privado en este navegador · Mastercard Incorporated
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$438.1B

P/E

28.7x

↑

EV/EBITDA

22.4x

↑

ROE

193.5%

↑

Gross Margin

77.9%

↑

Debt/Equity

2.46

↑
52-Week Range$496
$481$602

TradingView lightweight chart

MA price, volumen y niveles de valoración

Último $495.85Periodo +10679.3%
Fair value: $495.85

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+12.3%

FCF CAGR

+19.3%

FCF margin

50.1%

FCF / Net income

1.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $32.79B · net income $14.97B · FCF $16.43B

2007-FY → 2025-FY

Gross margin

77.9%— pts

Operating margin

59.5%+32.3% pts

Net margin

45.6%+19.0% pts

FCF margin

50.1%+33.2% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$32.79B$32.79B$28.17B$25.10B$22.24B$29.84B$23.62B$24.98B$21.83B$12.50B$10.78B$9.67B$9.44B$8.35B$7.39B$6.71B$5.54B$5.10B$4.99B$4.07B
Net Income$14.97B$14.97B$12.87B$11.20B$9.93B$8.69B$6.41B$8.12B$5.86B$3.92B$4.06B$3.81B$3.62B$3.12B$2.76B$1.91B$1.85B$1.46B$-254.0M$1.09B
EBITDA$20.44B$20.44B$16.80B$15.01B$12.95B$10.81B$8.66B$10.19B$7.74B$7.06B$6.13B$5.44B$5.43B$4.76B$4.17B$2.91B$2.90B$2.40B$-422.0M$1.21B
EPS16.5216.5213.8911.8310.228.766.377.945.603.653.693.353.102.562.191.481.411.12-0.190.80
Gross Margin77.9%77.9%76.3%76.0%76.3%———————————————
Operating Margin59.5%59.5%58.0%58.3%57.2%33.8%34.2%38.7%33.4%53.0%53.5%52.5%54.1%54.0%53.3%40.4%49.7%44.3%-10.7%27.2%
Net Margin45.6%45.6%45.7%44.6%44.7%29.1%27.1%32.5%26.8%31.3%37.7%39.4%38.3%37.3%37.3%28.4%33.3%28.7%-5.1%26.7%
Balance Sheet
Debt/Equity2.462.462.812.262.231.791.881.451.08—0.920.540.220.00———0.010.01—
Current Ratio0.980.98——————————————————
Cash Flow
Free Cash Flow$16.43B$16.43B$13.59B$10.89B$10.10B$9.06B$6.88B$7.76B$5.89B$5.36B$4.27B$3.87B$3.23B$3.98B$2.85B$2.61B$1.64B$1.32B$337.0M$688.3M
Returns
ROE193.5%193.5%198.5%161.6%157.7%118.8%100.3%137.8%108.6%—71.8%63.2%53.3%41.6%39.9%32.5%35.5%41.8%-13.2%—
Valuation
P/E28.6828.6837.5335.4535.98———————————————
EV/EBITDA22.3922.3929.3626.9028.10———————————————
P/B58.0658.0674.5357.2656.69———————————————
Growth & Yield
Revenue Growth16.4%16.4%12.2%12.9%—26.4%-5.5%14.4%74.7%16.0%11.5%2.4%13.1%12.9%10.1%21.2%8.6%2.1%22.7%—
EPS Growth18.9%18.9%17.4%15.8%—37.5%-19.8%41.8%53.4%-1.1%10.1%8.1%21.1%16.9%48.0%5.3%25.9%675.3%-124.4%—
Dividend Yield0.7%0.7%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

38.6%

muy exigente

EPS terminal req.

$44.00

Spread vs growth

-19.7%

5Y implied EPS CAGR

26.4%

muy exigente

EPS terminal req.

$53.24

Spread vs growth

-7.4%

10Y implied EPS CAGR

17.9%

exigente

EPS terminal req.

$85.74

Spread vs growth

1.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -14.6%

Total return

-14.6%

Start / end P/E

42.2x → 30.0x

EPS bridge

13.89 → 16.52

Residual

-5.5%

EPS growth+18.9%
Multiple rerating-28.8%
Dividend+0.7%
Residual / FX / buybacks / cross-term-5.5%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.