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Mastercard vs. PayPal: Which Payments Innovator is the Better Buy Now?
ZACKS· 2025-07-24 16:46
Core Insights - Mastercard and PayPal are leading companies in the digital payments sector, each with distinct business models and growth strategies [1][2] - Both companies are capitalizing on the digital payments trend, with Mastercard focusing on B2B infrastructure and PayPal on direct-to-consumer services [2] Mastercard Overview - Mastercard has a market valuation of $509.4 billion and reported Q1 2025 net revenues of $7.3 billion, a 14% year-over-year increase [3][9] - The company benefits from strong cross-border volume and travel-related spending, which remains high due to global reopening [3][4] - Mastercard's competitive advantage lies in its secure payments infrastructure and proactive innovation in areas like open banking and AI fraud prevention [4] - However, its revenue model is heavily reliant on transaction fees, which may be vulnerable during economic downturns [5][6] PayPal Overview - PayPal has a market cap of $73.9 billion and reported Q1 2025 revenues of $7.79 billion, with total payment volume increasing by 4% to $417.2 billion [7][9] - The company operates a direct-to-consumer model, allowing for greater control over user experience and data extraction [8] - PayPal's active accounts exceed 436 million, and it is focusing on cost efficiencies and product innovations to enhance its business [9][10] - Compared to Mastercard, PayPal is earlier in its turnaround phase, presenting a steeper potential upside [11] Financial Performance Comparison - Over the past three months, PayPal's stock surged by 17.4%, while Mastercard's increased by 5.4%, indicating stronger investor sentiment towards PayPal [12] - PayPal trades at a forward P/E of 14.14X, significantly lower than Mastercard's 32.05X, suggesting more upside potential for PayPal [15] - Zacks estimates project Mastercard's 2025 sales at $31.96 billion and PayPal's at $32.72 billion, with both companies showing positive growth trends [17] Conclusion - Mastercard is recognized for its consistent performance in the payments industry, while PayPal is seen as a turnaround opportunity with greater upside potential due to improving fundamentals and lower valuation [18]
金十图示:2025年07月24日(周四)美股热门股票行情一览(美股盘中)





news flash· 2025-07-24 16:39
Market Overview - The market capitalization of major US stocks shows varied performance, with Oracle at 762.30 billion, Mastercard at 321.36 billion, and Visa at 770.15 billion, reflecting increases of +0.66%, +0.86%, and +0.68% respectively [3] - Exxon Mobil's market cap is 679.53 billion, with a slight decrease of -0.98%, while Johnson & Johnson and Netflix show minor changes of -0.08% and -0.05% respectively [3] - Companies like Wells Fargo and Cisco have market caps of 270.15 billion and 279.59 billion, with respective increases of +0.98% and -0.58% [3] Notable Stock Movements - T-Mobile US Inc experienced a significant increase of +6.20%, reaching a market cap of 272.19 billion [3] - General Electric and Coca-Cola saw market caps of 285.05 billion and 298.76 billion, with increases of +0.37% and +0.91% respectively [3] - Companies like Disney and Goldman Sachs have market caps of 229.06 billion and 221.80 billion, with slight changes of +0.01% and -0.60% [3] Sector Performance - The technology sector shows mixed results, with Intel at 991.05 billion, down -3.28%, while AMD increased by +2.46% to 254.92 billion [5] - The consumer goods sector is represented by companies like Procter & Gamble and Coca-Cola, with market caps of 371.68 billion and 298.76 billion, showing slight increases [3][4] - The energy sector, represented by Exxon Mobil and Chevron, shows varied performance, with Exxon down -0.98% and Chevron up +0.66% [3] Summary of Key Companies - Oracle's market cap stands at 762.30 billion, reflecting a positive trend [3] - Mastercard and Visa show strong performance with market caps of 321.36 billion and 770.15 billion, both increasing [3] - Companies like Pfizer and Comcast have market caps of 1579.81 billion and 1332.00 billion, with Pfizer showing minimal change and Comcast down -3.16% [4][5]
Mastercard: The Rally Has Come To An End, Time To Trim
Seeking Alpha· 2025-07-24 15:59
Core Viewpoint - Mastercard has been a favored investment for a long time, with its stock price increasing from approximately $100 to around $560 per share over the last decade, indicating strong growth potential [1]. Company Insights - The company has demonstrated dynamic stock price growth, reflecting its strong market position and investor confidence [1]. - Mastercard's focus on dividend investing is highlighted as a key strategy for achieving financial freedom, appealing to a broad range of investors [1]. Industry Context - The financial sector, particularly companies like Mastercard, is characterized by significant growth opportunities, especially in the context of evolving payment technologies and consumer behavior [1]. - The emphasis on dividend investing within the financial industry suggests a trend towards stable income generation for investors, which is increasingly relevant in today's market [1].
MasterCard (MA) Earnings Expected to Grow: Should You Buy?
ZACKS· 2025-07-24 15:01
The market expects MasterCard (MA) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on J ...
昨夜,大涨!特朗普最新宣布





Zheng Quan Shi Bao· 2025-07-24 00:22
Market Performance - The US stock market saw significant gains on July 23, with the Dow Jones Industrial Average rising by 507.85 points, or 1.14%, closing at 45010.29 points. The Nasdaq Composite increased by 127.33 points, or 0.61%, closing at 21020.02 points, marking its first close above the 21000-point threshold. The S&P 500 index rose by 49.29 points, or 0.78%, closing at 6358.91 points [1][3][4]. Trade Agreements - President Trump announced a trade agreement between the US and Japan, which has heightened market expectations for further trade agreements before the August 1 tariff deadline. The agreement includes a reduction of the reciprocal tariff rate from 25% to 15% and Japan's commitment to invest $550 billion in the US [2][6][7]. Sector Performance - In the S&P 500, nine out of eleven sectors experienced gains, with the healthcare and industrial sectors leading with increases of 2.03% and 1.75%, respectively. The utilities and consumer staples sectors saw declines of 0.79% and 0.07% [8]. - Major technology stocks mostly rose, with AMD increasing over 3%, and other companies like NVIDIA, Boeing, and TSMC rising over 2%. Financial stocks also saw gains, with Mizuho Financial up over 6% and UBS Group up over 3% [8]. Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 0.75%, with notable increases in stocks such as iQIYI, which rose over 4%, and Tiger Brokers, which increased over 3%. However, some stocks like NIO and Li Auto saw declines of over 1% [9].
Will Mastercard Stock Gain On Approaching Earnings?
Forbes· 2025-07-22 14:15
分组1 - Mastercard is expected to announce second-quarter earnings on July 31, 2025, with earnings anticipated at approximately $4.02 per share, reflecting an increase of nearly 11% year-over-year, and revenues projected to rise by 14% to $7.95 billion [1] - The growth is likely driven by strong cross-border transaction volume and value-added services, including security, fraud protection, and digital solutions [1] - The company currently has a market capitalization of $507 billion, with a revenue of $29 billion over the past twelve months, operating profits of $17 billion, and a net income of $13 billion [1] 分组2 - Historical data shows that over the past five years, Mastercard has recorded 20 earnings data points, with 9 positive and 11 negative one-day returns, resulting in a positive return occurrence of approximately 45% [4] - The median of the 9 positive returns is 2.7%, while the median of the 11 negative returns is -1.7% [4] - The correlation between short-term and medium-term returns following earnings can be utilized to inform trading strategies, particularly if a high correlation is identified between 1D and 5D returns [5]
US Cards and Payments Market Opportunities and Risks Analysis Report 2025 | Amazon and TikTok Boost Ecommerce with New Platforms in the US
GlobeNewswire News Room· 2025-07-22 08:03
Core Insights - The report titled "US Cards and Payments: Opportunities and Risks to 2029" provides a comprehensive analysis of the US cards and payments industry, focusing on market trends, performance indicators, and competitive landscape [1][5]. Market Overview - The US cards and payments industry is characterized by a highly developed ecommerce market, second only to China, with significant growth opportunities driven by innovations such as mobile-only ecommerce platforms and livestream ecommerce [7]. - As of 2023, 33% of Americans used digital wallets, an increase from 25% in 2022, indicating a growing acceptance and usage of digital payment methods [7]. Payment Instruments - The report includes detailed insights into various payment instruments such as debit, credit, and charge cards, as well as alternative payment methods [5][7]. - It highlights the increasing use of banking mobile apps, with 40% of consumers utilizing them in the last 12 months, up from 37% in 2022 [7]. Competitive Landscape - The report analyzes the competitive landscape of the US cards and payments industry, detailing market shares of issuers and schemes, and strategies adopted by banks and institutions to market their card products [2][3][5]. Regulatory Environment - The report covers regulatory policies and recent changes in the regulatory structure affecting the US cards and payments industry, which are crucial for understanding market dynamics [3][5]. Consumer Behavior - Insights into consumer attitudes and buying preferences for cards are provided, with a notable trend among Generation Z and millennials favoring mobile payments [7]. Payment Innovations - The report discusses innovations in payment technologies, including Mastercard's open banking tool, Connect Plus, which is expected to enhance secure financial data sharing [7]. Ecommerce Payments - The analysis includes a focus on ecommerce payments, reflecting the growing trend of online shopping and the integration of payment solutions within ecommerce platforms [5][7]. Future Projections - The report provides current and forecast values for each market segment within the US cards and payments industry, indicating a positive growth trajectory [5][7].
X @Watcher.Guru
Watcher.Guru· 2025-07-18 17:37
JUST IN: Mastercard says crypto stablecoins are "enabling faster, lower-cost cross-border payments." https://t.co/hy1zsu3Hsu ...
Small Biz, Big Roadblocks: Mastercard to Smoothen Cross-Border Ride
ZACKS· 2025-07-17 18:06
Core Insights - Mastercard has released a report highlighting the inadequacies of existing international payment systems for small and medium-sized enterprises (SMEs) in Latin America [1][9] - The report indicates that a significant number of SMEs are engaged in global commerce, with 60% working with international suppliers, and 75% of SMEs in Mexico and Brazil planning to expand global partnerships [2][3] Group 1: Challenges Faced by SMEs - SMEs represent 98% of the business ecosystem in Latin America and contribute approximately 60% of employment [3] - Major obstacles for SMEs include high fees, unfavorable currency conversion rates, and significant payment delays [2] Group 2: Mastercard's Solutions - Mastercard is addressing these challenges through its Mastercard Move platform, which aims to enhance cross-border payments by reducing costs, increasing transparency, and enabling faster settlements [4][9] - The adoption of Mastercard Move is expected to increase the SME client base and boost cross-border transaction volumes, which rose by 15% in Q1 2025 [5][9] Group 3: Competitive Landscape - Competitors such as PayPal and Visa are also active in the Latin American market, with PayPal's cross-border payment volume growing by 3% year-over-year in Q1 2025, and Visa's improving by 13% year-over-year in Q2 2025 [6][7] Group 4: Financial Performance and Estimates - Mastercard's shares have increased by 23.8% over the past year, outperforming the industry average growth of 22.4% [8] - The Zacks Consensus Estimate predicts a 9.7% rise in Mastercard's earnings for 2025, with revenue growth expected at 13.3% year-over-year [12]