Comprare azioni Mastercard (MA)? — Analisi degli YouTuber di finanza

The YouTuber is buying Mastercard (MA) because it is trading at its lowest price multiples since 2016, despite continued business growth. He addresses concerns about national payment rails (like Pix and UPI) by arguing that credit cards remain essential for international transactions, building credit, and accessing benefits like rewards. He also emphasizes Mastercard's successful pivot to value-added services, which now constitute over 40% of revenue and are growing faster than the core payment network, diversifying its business model.

“Mastercard stock continues to sell off down to its lowest price multiples since 2016. So, Mastercard is now trading for a lower multiple than it was during the COVID crash, during the 2022 sell-off, and literally for a decade low price ratio.” — ▶ 29:50

The YouTuber is increasingly interested in buying Mastercard, viewing its recent underperformance as an opportunity. He highlights its strong fundamentals, including 60% operating margins, 175 billion transactions annually, and consistent growth in cash flows and revenue. The stock is trading at its lowest forward P/E since 2018, making it an attractive value proposition while the market focuses on other sectors.

“And funny enough for myself, I'm actually getting more interested in Mastercard because it has been underperforming while the underlying business is continuing to grow and compound away.” — ▶ 34:00