Mastercard Grew 18%. The Stock Dropped 17%. One of Those Numbers Is Wrong
Mastercard processed $10.6T in GDV across 175.5B transactions in 2025 and still trades 17% below its 52-week high Altman Z of 9.76, Piotroski 9/9, 100% EPS beat rate over 8 quarters: the quality stack is about as clean as it gets Value-added services grew 26% reported in Q4, transforming the busine…
Published: 2026-03-17 by GNG Research
Tickers: MA, V
Some businesses grow because the market is hot. Others grow because the world can't function without them. Mastercard ( MA ) is the second kind. Every swipe, tap, and cross-border settlement on earth feeds revenue through a network so deeply embedded in global commerce that switching costs are practically theoretical. Yet the company just posted 18% revenue growth, 25% adjusted EPS growth, and hasn't missed a consensus estimate in eight consecutive quarters. Despite all of that, the stock is sitting 17% below its 52-week high. Wall Street is pricing in a problem. The business says otherwise. I'm a buyer, but a patient one. Read why… The Network That Compounds While You Sleep
This is a members-only GNG Research article. Read the full analysis with a GNG Research plan.