Mastercard: Underperformance Breeds Opportunity


  • Mastercard Incorporated has underperformed the broader market since the pandemic, despite holding on to all of its financial gains.
  • The company has an unusually high profit margin, which, coupled with its strong balance sheet, helps insulate it from market down cycles.
  • The stock is offering compelling value relative to its risk profile, and I see a clear case for market-beating returns.
  • I rate Mastercard stock a buy.

Visa and MasterCard Credit Cards


Mastercard Incorporated (NYSE:MA) has proven to be a clear and sustained beneficiary of the pandemic, as that difficult period of time helped to increase credit card adoption. MA benefits both from the secular trend of cashless transactions, and taking

Analyst’s Disclosure: I/we have a beneficial long position in the shares of MA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I am long all positions in the Best of Breed Growth Stocks Portfolio.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Sign Up For My Premium Service “Best of Breed Growth Stocks”

After a historic valuation reset, the growth investing landscape has changed. Get my best research at your fingertips today. 

Get access to Best of Breed Growth Stocks:

  • My portfolio of the highest quality growth stocks.
  • My best deep-dive investment reports.
  • My investing strategy for the current market.
  • and much more

Subscribe to Best of Breed Growth Stocks Today!

Leave a Reply

Your email address will not be published. Required fields are marked *