Why analysts are watching it
Analysts are watching Mastercard (MA) due to its strong financial performance and perceived resilience. On May 14, 2026, Everything Money highlighted Mastercard's "incredible capital like business" with a 58% return on capital, 78% gross profit, and a 45% bottom-line profit. The same day, Everything Money noted that net revenue grew 16% to $8.4 billion, with net income of $3.9 billion, and the company bought back $4 billion of its own stock, concluding that "Mastercard just keeps collecting fees whether the economy is good or bad." While Daniel Pronk observed on May 13, 2026, that payment companies like Mastercard have been sold off and are not participating in the broader market rally, Everything Money suggested this pullback makes the stock undervalued, believing that "as long as people keep buying things, as long as the world gets wealthier, Mastercard will keep making money." Other creators like Couch Investor on May 18, 2026, and The Patient Investor on May 16, 2026, mentioned Mastercard's presence in various investor portfolios, with Couch Investor also noting some portfolio trimming of the stock. A potential risk is the 30% exposure to Europe, which The Patient Investor mentioned on May 16, 2026, could significantly affect the company.
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"Guys, look at this return on capital 58%. That's incredible capital like business."
— I Found 3 Stocks More Undervalued Than Palantir Was In 2021 (Amazing Upside!)
"Net revenue grew 16% to 8.4 billion. Net income on that 8.4 billion after taxes was $3.9 billion in that one quarter. And they bought back $4 billion of their own stock."
— I Found 3 Stocks More Undervalued Than Palantir Was In 2021 (Amazing Upside!)
"Gross profit of 78% and remember that bottom line profit about 45%. This thing is awesome."
— I Found 3 Stocks More Undervalued Than Palantir Was In 2021 (Amazing Upside!)
"Now, guys, our third stock for today's video, Mastercard."
— I Found 3 Stocks More Undervalued Than Palantir Was In 2021 (Amazing Upside!)
"Even MasterCard, I think has a 30% exposure to Europe. So, MasterCard potentially be much more affected than Visa."
— 5 Stocks Superinvestors Are Quietly Buying:
"Number one [470s] here is still MasterCard at 18.64%."
— The Stocks Billionaire Investors Are Quietly Buying
"Pull up Mastercard. I have not done it in a while."
— I Found 3 Stocks More Undervalued Than Palantir Was In 2021 (Amazing Upside!)
"And yet, Mastercard has pulled back significantly from its highs. The market's nervous about economic slowdowns, consumer spending, and tariff uncertainty. But here's what I come keep coming back to. As long as people keep buying things, as long as the world gets wealthier, Mastercard will keep making money."
— I Found 3 Stocks More Undervalued Than Palantir Was In 2021 (Amazing Upside!)
"then another 22% in MasterCard"
— The Stocks Billionaire Investors Are Quietly Buying
"The stock's currently at $500 per share. Hit the analyze button. I have a low price of 315, high price of $860, middle price of $4.85."
— I Found 3 Stocks More Undervalued Than Palantir Was In 2021 (Amazing Upside!)
"Mastercard is one of the biggest owners of one of those networks."
— I Found 3 Stocks More Undervalued Than Palantir Was In 2021 (Amazing Upside!)
"Mastercard just keeps collecting fees whether the economy is good or bad."
— I Found 3 Stocks More Undervalued Than Palantir Was In 2021 (Amazing Upside!)
"And it seems like [827s] payment companies in the market, even [828s] Mastercard and Visa, have been sold off [831s] and they are not participating in the [833s] overall rally the S&P 500 is seeing."
— 5 Undervalued Stocks to Buy After Earnings
"And they still saw mid teen double-digit growth in their business revenue. That is incredible."
— I Found 3 Stocks More Undervalued Than Palantir Was In 2021 (Amazing Upside!)