Mastercard: November Investor Day Recap And Analysis
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Mastercard's Investor Day highlighted its growth strategy based on consumer payments, new flows, and value-added services. The company projects mid-teens EPS growth for 2025-2027 and is trading at a fair multiple, supporting a 'Buy' rating.
November 20, 2024 | 8:00 pm
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Mastercard's Investor Day presentation emphasized its growth strategy through consumer payments, new flows, and value-added services. The company forecasts mid-teens EPS growth for 2025-2027, and its current trading multiple of 32x is considered fair, supporting a 'Buy' rating.
Mastercard's growth strategy and projected EPS growth indicate strong future performance. The fair trading multiple and 'Buy' rating suggest positive investor sentiment, likely leading to a short-term price increase.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100