- When looking for resilient companies that boast a track record of consistently high returns on invested capital and steady cash flow growth, MA is a perfect match for long-term quality.
- Net-net, inflation has been a positive for the two leading payment network companies MA and V. Faster than anticipated recovery in travel spending should benefit both of them.
- Driven by annual GDV of more than $8 trillion being pushed through MA’s network, service revenues are at the center of generating tremendous growth over the long run.
- Despite increased levels of goodwill as of result of M&A, MA’s ROIC has maintained its lead over Visa, which is reflective of the former’s better growth profile and well-balanced capital allocation strategy.
- With most fintech companies having turned out to be bad investments in the post COVID-19 revaluation trade, MA remains the best play to benefit from growing electronic payments.
For further details see:
Mastercard: The Highest Quality Payment Stock On Earth Is A Buy