Is American Express the Credit Stock For a K-Shaped Economy?

Mastercard: On Oct. 30, Mastercard also posted a top- and bottom-line beat for Q3 2025, including impressive revenue growth of 15% YOY. However, the Capital One migration remains a 2026 revenue headwind, and the company has a pricier valuation than its peers in the sector.Visa: A small EPS beat and massive revenue beat were the highlights of Visa’s fiscal Q4 2025 earnings call on Oct. 28, with net revenue up 11% YOY and EPS up 14% YOY. However, the company guided to lower-than-expected revenue growth and an ...