Research, Fundamental

Visa & Mastercard: Durable and Benefiting from Secular Tailwinds

Alexander "Zander" Yokum, CFA, Senior Equity Analyst
22 November 2023

Summary

Visa (V) and Mastercard (MA) are world-class companies that enjoy double-digit revenue growth and widening margins that help drive price performance for the S&P 500 Financials sector (top-5 constituents) and the S&P 500 (top-20). CFRA believes Visa and Mastercard are well positioned amid a potential slower economic backdrop in 2024, as they are seeing strong network transaction growth, and both companies are relatively agnostic to consumer spending preferences.


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