MA - Embedded Expectations Analysis - 2020 04 17
Mastercard Incorporated (MA:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 33.2x Uniform P/E, suggesting bullish expectations for the firm. However, management may be concerned about growth, market share, and their acquisitionsSpecifically, management may lack confidence in their ability to mitigate rebates and incentives growth, drive organic revenue growth from new acquisitions, and continue to gain market share. In addition, they may be exaggerating the potential of their RiskRecon and Vocalink services and the payment capabilities of Mastercard Track. Furthermore, they may lack confidence in their ability to sustain card growth, achieve breakeven across their acquisitions, and properly handle consumer data in their increasingly digital lives. Finally, they may lack confidence in their ability to manage expenses, and they may be concerned about continued weakness in the Latin America and Caribbean regio
Mastercard is a technology company in the global payments industry. The company's solutions enabling consumers to use electronic forms of payment instead of cash and checks. The company provides a range of payment solutions and services using its brands, including Mastercard?, Maestro? and Cirrus?. The company is a multi-rail network that provides customers one partner to turn to for their domestic and cross-border payment needs. The company has additional payment capabilities that include automated clearing house transactions. The company also provides offerings such as cyber and intelligence products, information and analytics services, consulting, loyalty and reward programs and processing.
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