Photo Illustration by Mateusz Slodkowski/SOPA Images/LightRocket via Getty ImagesSOPA Images/LightRocket via Getty ImagesOver the past ten years, Mastercard (MA) stock has returned an impressive $63 Bil to its shareholders in the form of cash through dividends and share repurchases. Let’s analyze some data and see how this payout capability measures up against the largest capital-return corporations in the market.It turns out that MA stock has reported the 39th highest total return to shareholders in histor ...

Key Points Robinhood has proven in recent years that it's much more than just a fast-growing business; it's also highly profitable. Uber's growth opportunities go beyond hailing cars, and it could be a leading travel company in the future. Mastercard's dominance in the global payments industry makes it probable that it will remain a top financial stock for years to come. 10 stocks we like better than Robinhood Markets › The businesses listed here have vast growth potential. Their growth could span ...

Key Points Digital payment methods still have tremendous growth potential, which will lift Mastercard’s revenue. The company’s strong position as a foundational commerce layer protects it against innovative forces. Mastercard is a world-class business, but the shares are fully priced and offer no value right now. 10 stocks we like better than Mastercard › Mastercard (NYSE: MA) is one of the leading payments platforms in the world. It has a duopoly position (outside of China) in the industry with V ...

Core Insights - Mastercard is expected to report Q2 2025 earnings on July 31, 2025, with an estimated EPS of $4.05 and revenues of $7.99 billion, reflecting year-over-year increases of 12.8% and 14.7% respectively [1][2][8] Financial Performance - The full-year 2025 revenue estimate for Mastercard is $31.96 billion, indicating a 13.5% year-over-year growth, while the EPS estimate is $16.04, suggesting a 9.9% increase [3] - Mastercard has consistently surpassed earnings estimates, achieving an average surprise of 3.7% over the last four quarters [4] Earnings Predictions - The company is projected to experience growth in switched transactions, cross-border volumes, and value-added services, contributing to its Q2 performance [8] - The Gross Dollar Volume (GDV) is expected to rise by 7.4% year-over-year, with domestic operations increasing by nearly 7% and international operations by 6% [9] - Switched transactions are anticipated to grow by 10.4% year-over-year, driven by consumer spending and contactless payment initiatives [10] - Cross-border volumes are expected to increase by 17.1%, with domestic assessments and transaction processing assessments projected to rise by 10.2% and 13.5% respectively [11] Cost and Margin Considerations - Adjusted operating expenses are expected to rise nearly 16% year-over-year, influenced by higher general and administrative costs as well as advertising and marketing expenses [14] - Payments network rebates and incentives are projected to increase by 12.6% year-over-year, which may impact margins despite strong revenue growth [14][13] Stock Performance and Valuation - Mastercard's stock has gained 8% year-to-date, outperforming the industry average of 4.7% [15] - The current forward P/E ratio for Mastercard is 32.33, above its five-year median of 31.74 and the industry average of 22.19 [17] - Competitors Visa and American Express are trading at lower forward P/E ratios of 28.31 and 18.85 respectively, indicating better value [19] Strategic Outlook - Mastercard is enhancing its competitive edge through digital capabilities, merchant engagement, and customer experience improvements [20] - The company is focusing on tokenized transactions and stablecoin infrastructure as part of its innovative strategy [20] - Value-added services are expected to remain a significant growth driver, supported by robust cash flows for dividends and strategic investments [20]