Fundamentals · 2026-09-09S&P 500ANNUAL BASIS

Mastercard

MA stock analysis · Financials · Transaction & Payment Processing Services

FY 2025-12-31ANNUAL FILINGSMULTIPLE SHARE CLASSES
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These are research estimates based on annual filings. Valuation uses a cash-flow proxy and explicit assumptions; prices are not live. Published valuations use annual periods first filed by the price date, with later restatements retained. Issuer-level values span share classes. Reviewed equivalent shares are used when available; the price panel explains the capital basis.
Reference share price · USD
$513.60HISTORICAL SNAPSHOT

As of · fund-implied per-share value

Fund holding value ÷ shares held. Not a live quote; not adjusted for later stock splits.

View SEC fund filing ↗
Estimated issuer market cap
$450.5B

Reviewed economically equivalent common shares; unlisted/other class priced at the displayed class price (proxy). Shares measured 2026-06-30. Approximate; share and price dates can differ.

View share-count filing ↗ · Share-class review ↗
Momentum data and stock-split review

The current issuer stock-split history identifies the January 2014 ten-for-one action. Its dividend history, current through the August 2026 payment, lists regular cash distributions in the interval. The matched Class A ISIN and reviewed schedules support multiplier 1. This does not imply that Class B and Class A are interchangeable. Fund values divided by held shares are indicative price-return proxies, not exchange closes or total returns.

Issuer action history 1 ↗ · Issuer action history 2 ↗

Fund valuation at 2025-06-30 ↗ · Fund valuation at 2026-05-31 ↗

Reviewed cash-flow model

Reviewed payment-network exception for this annual period. Mastercard describes a technology network that does not issue cards or extend credit. The general cash-flow and operating-capital proxies can be shown, while settlement balances and restricted funds still require interpretation. This exception does not extend to banks, insurers or the entire payments industry. Business description ↗

Valuation

DCF value

$297.10

Equity cash-flow scenario · Reviewed issuer-equivalent shares at 2026-06-30 · -42.2% versus input cap

How this is calculated ↗
Valuation

Reverse DCF

18.6%

Annual basis · read assumptions below

How this is calculated ↗
Valuation

Relative valuation

-30.4%

8 industry peers · median 21.0×

How this is calculated ↗
Valuation

Historical multiples

40.2×

3 annual observations · snapshot P/E 30.1× · -25.0% versus history

How this is calculated ↗
Valuation

Free cash flow yield

3.8%

Annual basis · read assumptions below

How this is calculated ↗
Quality

ROIC / quality

91.9%

Normalized tax · financing-capital proxy · short-term borrowing coverage incomplete

How this is calculated ↗
Valuation

Value composite

16/100

Annual basis · read assumptions below

How this is calculated ↗
Momentum

12–1 price momentum

-12.1%

2025-06-30 → 2026-05-31 · Reviewed split basis · fund snapshot

How this is calculated ↗
Investment

Asset growth

12.6%

Annual basis · read assumptions below

How this is calculated ↗
Investment

Net payout yield

3.2%

Annual basis · read assumptions below

How this is calculated ↗
Quality

Accrual quality

-5.2%

Annual basis · read assumptions below

How this is calculated ↗
Momentum

Fundamental momentum

6.7%

Annual basis · read assumptions below

How this is calculated ↗

Follow the cash

ANNUAL · USD

Operating cash flow and reinvestment over time

USD · bar maximum 17.6B2020-12-31: cfo $7,224,000,000.002020-12-31: capex $339,000,000.0020202021-12-31: cfo $9,463,000,000.002021-12-31: capex $407,000,000.0020212022-12-31: cfo $11,195,000,000.002022-12-31: capex $442,000,000.0020222023-12-31: cfo $11,980,000,000.002023-12-31: capex $371,000,000.0020232024-12-31: cfo $14,780,000,000.002024-12-31: capex $474,000,000.0020242025-12-31: cfo $17,648,000,000.002025-12-31: capex $489,000,000.002025
Operating cash flowCapital expenditure

Annual USD. Negative bars use a compressed lower scale. Hover or inspect the financial history table for exact values.

Make the assumptions yours

Personal inputs stay in this browser. Blank fields retain published inputs. Five-year forecast; zero net borrowing. Required return must exceed terminal growth.

How sensitive is the valuation?

DCF per-share sensitivity · includes reviewed preferred and minority-owner claims · rows: required return · columns: growth
Return / Growth3.0%5.0%7.0%
8.0%$372.65$406.60$443.10
10.0%$273.08$297.10$322.90
12.0%$215.44$233.77$253.43

Annual financial history

Open SEC filings ↗
Fiscal year-endRevenueNet incomeOperating cash flowCapital expenditureAssets
2025-12-3132.8B15B17.6B489M54.2B
2024-12-3128.2B12.9B14.8B474M48.1B
2023-12-3125.1B11.2B12B371M42.4B
2022-12-3122.2B9.9B11.2B442M38.7B
2021-12-3129.8B8.7B9.5B407M37.7B
2020-12-3123.6B6.4B7.2B339M33.6B
2019-12-3125B8.1B8.2B422M29.2B
2018-12-3121.8B5.9B6.2B330M24.9B

USD, abbreviated. Restated annual history; not a point-in-time backtest. Missing values appear as dashes.

Trace the inputs

MODEL ANNUAL PERIOD
InputValueSEC tag / sourceFiled
revenue32.8BRevenues2026-02-11
netIncome15BProfitLoss
Explicit consolidated amount, including the portion attributable to noncontrolling interests.
2026-02-11
Parent/common earnings proxy14.9BProfitLoss − NetIncomeLossAttributableToNoncontrollingInterest
Parent-attributable net income derived by removing the explicitly reported noncontrolling-interest income; preferred dividends may not be deducted on this fallback basis.
2026-02-11
cfo17.6BNetCashProvidedByUsedInOperatingActivities2026-02-11
capex489MPaymentsToAcquirePropertyPlantAndEquipment2026-02-11
operatingIncome18.9BOperatingIncomeLoss2026-02-11
assets54.2BAssets2026-02-11
equity7.7BStockholdersEquityIncludingPortionAttributableToNoncontrollingInterest
Explicit consolidated amount, including the portion attributable to noncontrolling interests.
2026-02-11
Parent book equity proxy7.7BStockholdersEquity2026-02-11
debt19BLongTermDebtCurrent + LongTermDebtNoncurrent2026-02-11
shortDebtNot reported under a supported tag
cash10.6BCashAndCashEquivalentsAtCarryingValue2026-02-11
shares906MWeightedAverageNumberOfDilutedSharesOutstanding2026-02-11
dividends2.8BPaymentsOfDividends2026-02-11
buybacks11.7BPaymentsForRepurchaseOfCommonStock2026-02-11
issuance203MReviewed manual correction
Reviewed fiscal 2025 consolidated cash-flow financing section, page 73: the full cash common-equity inflow line is Cash proceeds from employee stock plans of $203m. Its XBRL tag ProceedsFromStockOptionsExercised is narrower than the visible statement label; accept only for this issuer and period after statement review. Tax withholdings of $291m and treasury-stock repurchases of $11,727m are separately reported outflows and are not netted into issuance.
2026-02-11