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Mastercard Inc

🇺🇸 MA · NYSE/NASDAQ · US57636Q1040

Bank

Database · updates weekly

USD 565.77 price at analysis

Updated: 2026-08-15
Next update: 2026-08-22
Updates weekly
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Scores

Quality 81/100
Recommended max: 7% of portfolio
Opportunity 10/100

Key Metrics

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P/E (TTM)

31.3

P/E (Price-to-Earnings)
Shows how much investors pay for each $1 of profit. We display the TTM P/E (Trailing Twelve Months) which uses actual earnings from the last 4 quarters. This is more reliable than Forward P/E which uses analyst estimates.
Calculation: 565.77 ÷ 18.18 = 31.3
TTM period through: 2026-06-30

Forward P/E (estimated): 28.6
Based on analyst estimates

Reference: Provider P/E (Trailing): 31.3

Net Debt/EBITDA (TTM)

0.6x

Latest quarter: 2.2x

Net Debt / EBITDA
A leverage ratio showing how many years of EBITDA (earnings before interest, taxes, depreciation, and amortization) it would take to repay net debt. EBITDA approximates operating cash generation. Lower ratios (e.g., <3x) are generally safer; higher (e.g., >5x) may indicate more financial risk.
TTM through: 2026-06-30
Latest quarter (2026-06-30): 2.2x
The quarterly value can spike when quarterly EBITDA is very low (e.g., one-time charges).
Quick guide: <2x manageable, >4x can be risky (sector-dependent).

ROE

2.4%

ROE (Return on Equity)
A profitability measure: how much profit is generated from shareholders’ equity. Higher isn’t always better if it comes from high debt.

EV/EBITDA

22.9x

EV/EBITDA
A valuation ratio that compares total business value (including debt) to EBITDA. Lower can mean cheaper, but context matters.

Dividend Summary

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Dividend Yield (Fwd)

0.71%

TTM: 0.59%

Dividend Yield
The Forward yield (Fwd) shows the next announced annual dividend / current price — what you'd earn going forward. The Trailing yield (TTM) in the tooltip shows dividends actually paid in the last 12 months. Forward is shown as primary because it reflects the company's current commitment to shareholders.
Forward Yield (estimated): 0.71%
Trailing Yield (TTM, last 12 months): 0.59%

Payout Ratio (Fwd)

19.1%

TTM: 18.0%

Payout Ratio
Dividends as a percentage of earnings. The Forward payout (Fwd) uses the announced dividend divided by actual past earnings (TTM) — it tells you if the company can afford what it promised. Very high payouts can be risky, especially if profits fall.
Announced dividend / actual earnings (TTM)
Payout (Fwd): 19.1%
Payout (TTM): 18.0%

Growth Streak

8 yrs

Consec. increases

Div. Growth (5Y)

13.7%

Dividend History

EODHD Dividends API
Status Type Decl. Date Ex-Div Date Pay Date Currency Amount
Forecast* Quarterly 09 Jul 2027 USD 0.87
Forecast* Quarterly 09 Apr 2027 USD 0.87
Forecast* Quarterly 09 Jan 2027 USD 0.87
Forecast* Quarterly 09 Oct 2026 USD 0.76
Paid Quarterly 16 Jun 2026 09 Jul 2026 07 Aug 2026 USD 0.87
Paid Quarterly 10 Feb 2026 09 Apr 2026 08 May 2026 USD 0.87
Paid Quarterly 09 Dec 2025 09 Jan 2026 09 Feb 2026 USD 0.87
Paid Quarterly 16 Sep 2025 09 Oct 2025 07 Nov 2025 USD 0.76

* Extrapolated from past dividend history. Not an official announcement — treat as an estimate, not a confirmed date or amount.

Summary

Mastercard is an exceptional, wide-moat business with elite profit margins and a stellar dividend growth track record. However, the premium 31.26x P/E valuation and minimal 0.59% yield make it an unattractive entry point for income-focused investors today. Existing holders should maintain their positions, while new buyers should keep it firmly on their WATCH list for a broader market pullback.

Sector Context

Mastercard operates within the Financials/Bank sector as a leading global credit services provider. While categorized as a bank, it functions as a highly scalable, asset-light technology and payment network, making it largely immune to traditional banking risks like deposit flight or significant credit losses.

📊 Strategy Analysis

⚠ What to Watch

📊 Historical Trends (10 Years)

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These charts show how key metrics have evolved over the past decade, helping you identify if the company is improving or deteriorating.

Debt Evolution (Net Debt / EBITDA)

Lower values are better. A declining trend indicates the company is reducing its debt (deleveraging).

Revenue & Earnings Growth

Consistent growth in revenueRevenue
The money a company brings in from selling its products or services. It’s the top line before costs.
(blue) and earningsEarnings (Profit)
What’s left after expenses. Positive earnings mean the business made a profit; negative means a loss.
(green) indicates a healthy business. Look for upward trends and recoveries after temporary dips.

Analysis date: 2026-08-15

Disclaimer: This information is for educational purposes only. Not financial advice.

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