Fundamental, Research

Visa & Mastercard: Durable and Benefiting from Secular Tailwinds

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


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.

Want to learn more? Download the Report.


Fundamental Equity Research
Gain a comprehensive view of global themes, industries, and companies.

Related Insights

PNC: King of the Super-Regional Banks

PNC: King of the Super-Regional Banks

We believe PNC’s highly diversified business model...
Read more