Mastercard Stock Beta

MA Stock

USD 462.82 6.07 1.33%

Mastercard fundamentals help investors to digest information that contributes to Mastercard's financial success or failures. It also enables traders to predict the movement of Mastercard Stock. The fundamental analysis module provides a way to measure Mastercard's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Mastercard stock.

Short Long Term Debt Total Total Assets

This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Mastercard Company Beta Analysis

Mastercard's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.

Beta

Covariance

Variance

More About Beta | All Equity Analysis

Current Mastercard Beta

1.07

Most of Mastercard's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mastercard is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Mastercard Beta Driver Correlations

Understanding the fundamental principles of building solid financial models for Mastercard is extremely important. It helps to project a fair market value of Mastercard Stock properly, considering its historical fundamentals such as Beta. Since Mastercard's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Mastercard's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Mastercard's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Total Liab	Current Deferred Revenue	Retained Earnings	Accounts Payable	Net Receivables	Good Will	Total Current Assets	Short Term Debt	Intangible Assets	Common Stock	Long Term Debt	Short Term Investments	Property Plant Equipment	Treasury Stock	Net Tangible Assets	Total Permanent Equity	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital
Total Assets		0.37	0.88	0.99	0.61	0.98	0.71	0.68	0.97	0.76	-0.03	0.92	-0.24	0.97	-0.47	0.97	-0.97	-0.9	0.72	0.98	0.9	0.39	0.88	0.03	0.56	0.9	-0.5
Total Stockholder Equity	0.37		0.01	0.28	0.18	0.24	0.42	0.49	0.28	0.65	-0.01	0.25	-0.86	0.19	0.27	0.24	-0.27	-0.05	-0.17	0.23	0.35	0.25	0.11	-0.02	0.14	0.25	-0.08
Net Debt	0.88	0.01		0.91	0.64	0.93	0.59	0.44	0.95	0.49	-0.11	0.94	0.2	0.94	-0.62	0.92	-0.92	-0.98	0.77	0.94	0.83	0.47	0.97	-0.07	0.5	0.93	-0.62
Total Liab	0.99	0.28	0.91		0.61	0.99	0.7	0.67	0.98	0.74	-0.03	0.93	-0.15	0.99	-0.53	0.98	-0.98	-0.93	0.78	0.99	0.91	0.38	0.9	0.04	0.56	0.91	-0.51
Current Deferred Revenue	0.61	0.18	0.64	0.61		0.56	0.27	0.46	0.65	0.5	-0.18	0.56	0.12	0.68	-0.56	0.66	-0.62	-0.61	0.47	0.65	0.54	0.69	0.72	-0.19	0.76	0.75	0.06
Retained Earnings	0.98	0.24	0.93	0.99	0.56		0.68	0.59	0.98	0.67	-0.03	0.95	-0.11	0.98	-0.53	0.97	-0.97	-0.94	0.75	0.99	0.9	0.34	0.91	0.03	0.54	0.91	-0.58
Accounts Payable	0.71	0.42	0.59	0.7	0.27	0.68		0.58	0.7	0.73	0.45	0.65	-0.4	0.69	-0.25	0.6	-0.74	-0.68	0.61	0.67	0.77	0.3	0.51	0.46	0.08	0.58	-0.51
Net Receivables	0.68	0.49	0.44	0.67	0.46	0.59	0.58		0.57	0.92	-0.08	0.42	-0.4	0.62	-0.24	0.64	-0.69	-0.49	0.59	0.59	0.75	0.27	0.43	0.04	0.34	0.51	-0.08
Good Will	0.97	0.28	0.95	0.98	0.65	0.98	0.7	0.57		0.66	-0.06	0.98	-0.09	0.97	-0.56	0.96	-0.97	-0.96	0.71	0.98	0.88	0.5	0.95	-0.02	0.52	0.94	-0.6
Total Current Assets	0.76	0.65	0.49	0.74	0.5	0.67	0.73	0.92	0.66		0.08	0.53	-0.52	0.7	-0.26	0.69	-0.76	-0.55	0.55	0.68	0.85	0.27	0.49	0.13	0.45	0.63	-0.15
Short Term Debt	-0.03	-0.01	-0.11	-0.03	-0.18	-0.03	0.45	-0.08	-0.06	0.08		-0.08	-0.25	0.01	0.15	-0.15	0.03	0.04	0.21	-0.02	0.01	-0.06	-0.25	0.96	-0.23	-0.19	0.05
Intangible Assets	0.92	0.25	0.94	0.93	0.56	0.95	0.65	0.42	0.98	0.53	-0.08		-0.06	0.92	-0.51	0.91	-0.91	-0.95	0.62	0.94	0.82	0.49	0.95	-0.07	0.45	0.93	-0.71
Common Stock	-0.24	-0.86	0.2	-0.15	0.12	-0.11	-0.4	-0.4	-0.09	-0.52	-0.25	-0.06		-0.04	-0.43	-0.06	0.11	-0.12	0.18	-0.07	-0.15	0.02	0.17	-0.26	0.07	0.05	-0.01
Long Term Debt	0.97	0.19	0.94	0.99	0.68	0.98	0.69	0.62	0.97	0.7	0.01	0.92	-0.04		-0.62	0.97	-0.98	-0.96	0.81	0.99	0.91	0.41	0.92	0.07	0.6	0.93	-0.47
Short Term Investments	-0.47	0.27	-0.62	-0.53	-0.56	-0.53	-0.25	-0.24	-0.56	-0.26	0.15	-0.51	-0.43	-0.62		-0.59	0.58	0.67	-0.5	-0.57	-0.53	-0.31	-0.64	0.1	-0.47	-0.63	0.23
Property Plant Equipment	0.97	0.24	0.92	0.98	0.66	0.97	0.6	0.64	0.96	0.69	-0.15	0.91	-0.06	0.97	-0.59		-0.96	-0.92	0.73	0.98	0.89	0.36	0.93	-0.06	0.63	0.93	-0.46
Treasury Stock	-0.97	-0.27	-0.92	-0.98	-0.62	-0.97	-0.74	-0.69	-0.97	-0.76	0.03	-0.91	0.11	-0.98	0.58	-0.96		0.95	-0.79	-0.97	-0.93	-0.4	-0.9	-0.03	-0.53	-0.91	0.52
Net Tangible Assets	-0.9	-0.05	-0.98	-0.93	-0.61	-0.94	-0.68	-0.49	-0.96	-0.55	0.04	-0.95	-0.12	-0.96	0.67	-0.92	0.95		-0.78	-0.95	-0.86	-0.47	-0.95	0.01	-0.46	-0.93	0.64
Total Permanent Equity	0.72	-0.17	0.77	0.78	0.47	0.75	0.61	0.59	0.71	0.55	0.21	0.62	0.18	0.81	-0.5	0.73	-0.79	-0.78		0.77	0.74	0.24	0.66	0.3	0.38	0.64	-0.31
Long Term Debt Total	0.98	0.23	0.94	0.99	0.65	0.99	0.67	0.59	0.98	0.68	-0.02	0.94	-0.07	0.99	-0.57	0.98	-0.97	-0.95	0.77		0.9	0.4	0.93	0.03	0.61	0.94	-0.5
Capital Surpluse	0.9	0.35	0.83	0.91	0.54	0.9	0.77	0.75	0.88	0.85	0.01	0.82	-0.15	0.91	-0.53	0.89	-0.93	-0.86	0.74	0.9		0.33	0.8	0.06	0.51	0.88	-0.5
Deferred Long Term Liab	0.39	0.25	0.47	0.38	0.69	0.34	0.3	0.27	0.5	0.27	-0.06	0.49	0.02	0.41	-0.31	0.36	-0.4	-0.47	0.24	0.4	0.33		0.53	-0.09	0.12	0.52	-0.31
Long Term Investments	0.88	0.11	0.97	0.9	0.72	0.91	0.51	0.43	0.95	0.49	-0.25	0.95	0.17	0.92	-0.64	0.93	-0.9	-0.95	0.66	0.93	0.8	0.53		-0.22	0.58	0.97	-0.57
Short Long Term Debt	0.03	-0.02	-0.07	0.04	-0.19	0.03	0.46	0.04	-0.02	0.13	0.96	-0.07	-0.26	0.07	0.1	-0.06	-0.03	0.01	0.3	0.03	0.06	-0.09	-0.22		-0.24	-0.19	0.06
Cash And Equivalents	0.56	0.14	0.5	0.56	0.76	0.54	0.08	0.34	0.52	0.45	-0.23	0.45	0.07	0.6	-0.47	0.63	-0.53	-0.46	0.38	0.61	0.51	0.12	0.58	-0.24		0.67	0.23
Net Invested Capital	0.9	0.25	0.93	0.91	0.75	0.91	0.58	0.51	0.94	0.63	-0.19	0.93	0.05	0.93	-0.63	0.93	-0.91	-0.93	0.64	0.94	0.88	0.52	0.97	-0.19	0.67		-0.51
Net Working Capital	-0.5	-0.08	-0.62	-0.51	0.06	-0.58	-0.51	-0.08	-0.6	-0.15	0.05	-0.71	-0.01	-0.47	0.23	-0.46	0.52	0.64	-0.31	-0.5	-0.5	-0.31	-0.57	0.06	0.23	-0.51

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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.

Competition

Predict Mastercard

In accordance with the recently published financial statements, Mastercard has a Beta of 1.068. This is 30.24% higher than that of the Financial Services sector and 6.32% lower than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.

Mastercard Beta Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Mastercard's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Mastercard could also be used in its relative valuation, which is a method of valuing Mastercard by comparing valuation metrics of similar companies.

Mastercard is currently under evaluation in beta category among related companies.

Mastercard ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Mastercard's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Mastercard's managers, analysts, and investors.

Environment Score

Governance Score

Social Score

Mastercard Institutional Holders

Institutional Holdings refers to the ownership stake in Mastercard that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Mastercard's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Mastercard's value.

		Shares
Norges Bank	2023-12-31	10.8 M
Bank Of New York Mellon Corp	2023-12-31	10.4 M
Goldman Sachs Group Inc	2023-12-31	9.3 M
Northern Trust Corp	2023-12-31	8.6 M
Nuveen Asset Management, Llc	2023-12-31	8.4 M
Hhg Plc	2023-12-31	7.7 M
Jennison Associates Llc	2023-12-31	7.7 M
Legal & General Group Plc	2023-12-31	7.4 M
Massachusetts Financial Services Company	2023-12-31	6.3 M
Vanguard Group Inc	2023-12-31	75.3 M
Blackrock Inc	2023-12-31	67.6 M

Mastercard returns are very sensitive to returns on the market. As the market goes up or down, Mastercard is expected to follow.

Mastercard Fundamentals

	Return On Equity	1.67
	Return On Asset	0.22
	Profit Margin	0.45 %
	Operating Margin	0.56 %
	Current Valuation	433.44 B
	Shares Outstanding	925.72 M
	Shares Owned By Insiders	11.04 %
	Shares Owned By Institutions	78.71 %
	Number Of Shares Shorted	4.45 M
	Price To Earning	35.09 X
	Price To Book	62.66 X
	Price To Sales	17.30 X
	Revenue	25.1 B
	Gross Profit	22.24 B
	EBITDA	15.35 B
	Net Income	11.2 B
	Cash And Equivalents	7.01 B
	Cash Per Share	8.37 X
	Total Debt	15.68 B
	Debt To Equity	2.25 %
	Current Ratio	1.25 X
	Book Value Per Share	7.42 X
	Cash Flow From Operations	11.98 B
	Short Ratio	1.93 X
	Earnings Per Share	11.83 X
	Price To Earnings To Growth	1.56 X
	Target Price	512.4
	Number Of Employees	33.4 K
	Beta	1.07
	Market Capitalization	426.1 B
	Total Asset	42.45 B
	Retained Earnings	62.56 B
	Working Capital	2.7 B
	Current Asset	10.98 B
	Current Liabilities	6.27 B
	Annual Yield	0.01 %
	Five Year Return	0.50 %
	Net Asset	42.45 B
	Last Dividend Paid	2.37

About Mastercard Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Mastercard's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mastercard using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mastercard based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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When determining whether Mastercard offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Mastercard's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Mastercard Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Mastercard Stock:

How To Invest In Mastercard

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Is Mastercard Stock a good investment?

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What is Mastercard's Net Worth?

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Largest Transaction & Payment Processing Services Companies

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Largest Financial Services Companies

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Check out Mastercard Piotroski F Score and Mastercard Altman Z Score analysis.

For information on how to trade Mastercard Stock refer to our How to Trade Mastercard Stock guide.

Note that the Mastercard information on this page should be used as a complementary analysis to other Mastercard's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.

Complementary Tools for Mastercard Stock analysis

When running Mastercard's price analysis, check to measure Mastercard's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Mastercard is operating at the current time. Most of Mastercard's value examination focuses on studying past and present price action to predict the probability of Mastercard's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Mastercard's price. Additionally, you may evaluate how the addition of Mastercard to your portfolios can decrease your overall portfolio volatility.

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Is Mastercard's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Mastercard. If investors know Mastercard will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Mastercard listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.136

Dividend Share

2.37

Earnings Share

11.83

Revenue Per Share

26.587

Quarterly Revenue Growth

0.126

The market value of Mastercard is measured differently than its book value, which is the value of Mastercard that is recorded on the company's balance sheet. Investors also form their own opinion of Mastercard's value that differs from its market value or its book value, called intrinsic value, which is Mastercard's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Mastercard's market value can be influenced by many factors that don't directly affect Mastercard's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Mastercard's value and its price as these two are different measures arrived at by different means. Investors typically determine if Mastercard is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Mastercard's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

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Mastercard Stock Beta

Mastercard Company Beta Analysis

Beta

Covariance

Variance

Current Mastercard Beta

Mastercard Beta Driver Correlations

Mastercard Beta Peer Comparison

Mastercard ESG Sustainability

Mastercard Institutional Holders

Mastercard Fundamentals

About Mastercard Fundamental Analysis

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

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