Mastercard Vs. Visa: Analyst Nods For Mastercard After Impressive Quarterly Performance
Portfolio Pulse from Anusuya Lahiri
Analysts from BMO Capital, Raymond James, Mizuho, and RBC Capital have maintained their positive outlook on Mastercard Inc (NYSE:MA) following its impressive quarterly performance, with raised price targets. Mastercard's Q4 results showed a 13% Y/Y revenue increase and a 20% Y/Y adjusted EPS rise, outperforming Visa Inc (NYSE:V) in several aspects including revenue growth and value-added services. Analysts highlighted Mastercard's strong performance in cross-border fees and value-added services, projecting continued revenue and EPS growth.
February 01, 2024 | 10:15 pm
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POSITIVE IMPACT
Mastercard's impressive quarterly performance, highlighted by a 13% Y/Y revenue increase and a 20% Y/Y adjusted EPS rise, has led analysts to maintain positive ratings and raise price targets.
The positive analyst ratings and increased price targets reflect confidence in Mastercard's financial health and growth prospects, likely leading to a positive short-term impact on its stock price.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100
NEGATIVE IMPACT
Visa Inc (NYSE:V) is mentioned as having less favorable comparisons to Mastercard in terms of revenue growth and value-added services, according to analysts.
Analysts' preference for Mastercard over Visa, due to stronger revenue growth and value-added services performance, could negatively impact Visa's stock in the short term as investors may favor Mastercard.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80