MASTERCARD INC - A (M4I.DE) Fundamental Analysis & Valuation

FRA:M4I • US57636Q1040

Current stock price

432.3 EUR
-17.1 (-3.81%)
Last:

This M4I.DE fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. M4I.DE Profitability Analysis

1.1 Basic Checks

  • M4I had positive earnings in the past year.
  • In the past year M4I had a positive cash flow from operations.
  • In the past 5 years M4I has always been profitable.
  • In the past 5 years M4I always reported a positive cash flow from operatings.
M4I.DE Yearly Net Income VS EBIT VS OCF VS FCFM4I.DE Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B

1.2 Ratios

  • M4I has a Return On Assets of 27.64%. This is amongst the best in the industry. M4I outperforms 100.00% of its industry peers.
  • Looking at the Return On Equity, with a value of 193.46%, M4I belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
  • M4I has a better Return On Invested Capital (51.15%) than 100.00% of its industry peers.
  • M4I had an Average Return On Invested Capital over the past 3 years of 48.09%. This is significantly above the industry average of 9.16%.
  • The 3 year average ROIC (48.09%) for M4I is below the current ROIC(51.15%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 27.64%
ROE 193.46%
ROIC 51.15%
ROA(3y)26.93%
ROA(5y)25.9%
ROE(3y)184.52%
ROE(5y)166%
ROIC(3y)48.09%
ROIC(5y)44.33%
M4I.DE Yearly ROA, ROE, ROICM4I.DE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50 100 150

1.3 Margins

  • Looking at the Profit Margin, with a value of 45.65%, M4I belongs to the top of the industry, outperforming 90.38% of the companies in the same industry.
  • M4I's Profit Margin has improved in the last couple of years.
  • With an excellent Operating Margin value of 59.37%, M4I belongs to the best of the industry, outperforming 94.23% of the companies in the same industry.
  • M4I's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 59.37%
PM (TTM) 45.65%
GM N/A
OM growth 3Y0.95%
OM growth 5Y2.09%
PM growth 3Y0.73%
PM growth 5Y1.73%
GM growth 3YN/A
GM growth 5YN/A
M4I.DE Yearly Profit, Operating, Gross MarginsM4I.DE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40 50

8

2. M4I.DE Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) well above the Cost of Capital (WACC), M4I is creating value.
  • Compared to 1 year ago, M4I has less shares outstanding
  • Compared to 5 years ago, M4I has less shares outstanding
  • M4I has a better debt/assets ratio than last year.
M4I.DE Yearly Shares OutstandingM4I.DE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B
M4I.DE Yearly Total Debt VS Total AssetsM4I.DE Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B 40B 50B

2.2 Solvency

  • An Altman-Z score of 10.07 indicates that M4I is not in any danger for bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 10.07, M4I belongs to the top of the industry, outperforming 94.23% of the companies in the same industry.
  • M4I has a debt to FCF ratio of 1.16. This is a very positive value and a sign of high solvency as it would only need 1.16 years to pay back of all of its debts.
  • M4I's Debt to FCF ratio of 1.16 is amongst the best of the industry. M4I outperforms 86.54% of its industry peers.
  • A Debt/Equity ratio of 2.36 is on the high side and indicates that M4I has dependencies on debt financing.
  • M4I's Debt to Equity ratio of 2.36 is on the low side compared to the rest of the industry. M4I is outperformed by 69.23% of its industry peers.
  • Although M4I's pure debt/equity ratio does not look good, it has limited outstanding debt compared to the Free Cash Flow. We will not put too much weight on the debt/equity number as it may be because of low equity, which could be a consequence of a share buyback program for instance. This needs to be investigated.
Industry RankSector Rank
Debt/Equity 2.36
Debt/FCF 1.16
Altman-Z 10.07
ROIC/WACC5.79
WACC8.83%
M4I.DE Yearly LT Debt VS Equity VS FCFM4I.DE Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B

2.3 Liquidity

  • A Current Ratio of 1.03 indicates that M4I should not have too much problems paying its short term obligations.
  • With a Current ratio value of 1.03, M4I is not doing good in the industry: 61.54% of the companies in the same industry are doing better.
  • M4I has a Quick Ratio of 1.03. This is a normal value and indicates that M4I is financially healthy and should not expect problems in meeting its short term obligations.
  • The Quick ratio of M4I (1.03) is comparable to the rest of the industry.
  • M4I does not score too well on the current and quick ratio evaluation. However, as it has excellent solvency and profitability, these ratios do not necessarly indicate liquidity issues and need to be evaluated against the specifics of the business.
Industry RankSector Rank
Current Ratio 1.03
Quick Ratio 1.03
M4I.DE Yearly Current Assets VS Current LiabilitesM4I.DE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B 20B

7

3. M4I.DE Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 16.50% over the past year.
  • M4I shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 21.49% yearly.
  • Looking at the last year, M4I shows a quite strong growth in Revenue. The Revenue has grown by 16.42% in the last year.
  • The Revenue has been growing by 16.47% on average over the past years. This is quite good.
EPS 1Y (TTM)16.5%
EPS 3Y16.91%
EPS 5Y21.49%
EPS Q2Q%24.61%
Revenue 1Y (TTM)16.42%
Revenue growth 3Y13.82%
Revenue growth 5Y16.47%
Sales Q2Q%17.59%

3.2 Future

  • Based on estimates for the next years, M4I will show a quite strong growth in Earnings Per Share. The EPS will grow by 15.18% on average per year.
  • M4I is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 12.15% yearly.
EPS Next Y18.61%
EPS Next 2Y17.14%
EPS Next 3Y16.96%
EPS Next 5Y15.18%
Revenue Next Year12.9%
Revenue Next 2Y12.62%
Revenue Next 3Y12.52%
Revenue Next 5Y12.15%

3.3 Evolution

  • The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
  • Although the future Revenue growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
M4I.DE Yearly Revenue VS EstimatesM4I.DE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 10B 20B 30B 40B 50B
M4I.DE Yearly EPS VS EstimatesM4I.DE Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 10 20 30

3

4. M4I.DE Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 29.73, M4I can be considered very expensive at the moment.
  • M4I's Price/Earnings ratio is in line with the industry average.
  • The average S&P500 Price/Earnings ratio is at 26.77. M4I is around the same levels.
  • Based on the Price/Forward Earnings ratio of 25.07, the valuation of M4I can be described as expensive.
  • M4I's Price/Forward Earnings is on the same level as the industry average.
  • The average S&P500 Price/Forward Earnings ratio is at 21.75. M4I is around the same levels.
Industry RankSector Rank
PE 29.73
Fwd PE 25.07
M4I.DE Price Earnings VS Forward Price EarningsM4I.DE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • M4I's Enterprise Value to EBITDA ratio is in line with the industry average.
  • M4I's Price/Free Cash Flow is on the same level as the industry average.
Industry RankSector Rank
P/FCF 27.46
EV/EBITDA 23.14
M4I.DE Per share dataM4I.DE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20 30

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • The excellent profitability rating of M4I may justify a higher PE ratio.
  • A more expensive valuation may be justified as M4I's earnings are expected to grow with 16.96% in the coming years.
PEG (NY)1.6
PEG (5Y)1.38
EPS Next 2Y17.14%
EPS Next 3Y16.96%

4

5. M4I.DE Dividend Analysis

5.1 Amount

  • M4I has a yearly dividend return of 0.69%, which is pretty low.
  • M4I's Dividend Yield is comparable with the industry average which is at 2.39.
  • With a Dividend Yield of 0.69, M4I pays less dividend than the S&P500 average, which is at 1.82.
Industry RankSector Rank
Dividend Yield 0.69%

5.2 History

  • On average, the dividend of M4I grows each year by 13.71%, which is quite nice.
Dividend Growth(5Y)13.71%
Div Incr Years7
Div Non Decr Years7
M4I.DE Yearly Dividends per shareM4I.DE Yearly Dividends per shareYearly Dividends per share 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3

5.3 Sustainability

  • M4I pays out 18.41% of its income as dividend. This is a sustainable payout ratio.
  • The dividend of M4I is growing around the same rate as the earnings are growing. If this keeps up the dividend growth is sustainable.
DP18.41%
EPS Next 2Y17.14%
EPS Next 3Y16.96%
M4I.DE Yearly Income VS Free CF VS DividendM4I.DE Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B
M4I.DE Dividend Payout.M4I.DE Dividend Payout, showing the Payout Ratio.M4I.DE Dividend Payout.PayoutRetained Earnings

M4I.DE Fundamentals: All Metrics, Ratios and Statistics

MASTERCARD INC - A

FRA:M4I (4/30/2026, 7:00:00 PM)

432.3

-17.1 (-3.81%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Industry Strength27.33
Industry Growth77.02
Earnings (Last)01-29
Earnings (Next)04-30
Inst Owners91.01%
Inst Owner ChangeN/A
Ins Owners0.06%
Ins Owner ChangeN/A
Market Cap385.53B
Revenue(TTM)32.79B
Net Income(TTM)14.97B
Analysts83.33
Price Target567.52 (31.28%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 0.69%
Yearly Dividend2.6
Dividend Growth(5Y)13.71%
DP18.41%
Div Incr Years7
Div Non Decr Years7
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)3.62%
Min EPS beat(2)-1.55%
Max EPS beat(2)8.79%
EPS beat(4)3
Avg EPS beat(4)2.18%
Min EPS beat(4)-1.55%
Max EPS beat(4)8.79%
EPS beat(8)5
Avg EPS beat(8)1.07%
EPS beat(12)8
Avg EPS beat(12)0.89%
EPS beat(16)11
Avg EPS beat(16)2.57%
Revenue beat(2)0
Avg Revenue beat(2)-2.39%
Min Revenue beat(2)-2.63%
Max Revenue beat(2)-2.14%
Revenue beat(4)0
Avg Revenue beat(4)-1.69%
Min Revenue beat(4)-2.63%
Max Revenue beat(4)-0.87%
Revenue beat(8)0
Avg Revenue beat(8)-1.75%
Revenue beat(12)0
Avg Revenue beat(12)-1.77%
Revenue beat(16)2
Avg Revenue beat(16)-1.32%
PT rev (1m)-2.91%
PT rev (3m)-1.81%
EPS NQ rev (1m)0.32%
EPS NQ rev (3m)2.91%
EPS NY rev (1m)0.02%
EPS NY rev (3m)2.33%
Revenue NQ rev (1m)0.05%
Revenue NQ rev (3m)-0.56%
Revenue NY rev (1m)-0.02%
Revenue NY rev (3m)0.3%
Valuation
Industry RankSector Rank
PE 29.73
Fwd PE 25.07
P/S 13.76
P/FCF 27.46
P/OCF 25.57
P/B 58.33
P/tB N/A
EV/EBITDA 23.14
EPS(TTM)14.54
EY3.36%
EPS(NY)17.25
Fwd EY3.99%
FCF(TTM)15.74
FCFY3.64%
OCF(TTM)16.91
OCFY3.91%
SpS31.41
BVpS7.41
TBVpS-7.07
PEG (NY)1.6
PEG (5Y)1.38
Graham Number49.2401 (-88.61%)
Profitability
Industry RankSector Rank
ROA 27.64%
ROE 193.46%
ROCE 62.01%
ROIC 51.15%
ROICexc 78.35%
ROICexgc 298.32%
OM 59.37%
PM (TTM) 45.65%
GM N/A
FCFM 50.11%
ROA(3y)26.93%
ROA(5y)25.9%
ROE(3y)184.52%
ROE(5y)166%
ROIC(3y)48.09%
ROIC(5y)44.33%
ROICexc(3y)72.29%
ROICexc(5y)65.83%
ROICexgc(3y)259.03%
ROICexgc(5y)223.97%
ROCE(3y)58.3%
ROCE(5y)53.74%
ROICexgc growth 3Y17.55%
ROICexgc growth 5Y14.35%
ROICexc growth 3Y8.26%
ROICexc growth 5Y5.25%
OM growth 3Y0.95%
OM growth 5Y2.09%
PM growth 3Y0.73%
PM growth 5Y1.73%
GM growth 3YN/A
GM growth 5YN/A
F-Score8
Asset Turnover0.61
Health
Industry RankSector Rank
Debt/Equity 2.36
Debt/FCF 1.16
Debt/EBITDA 0.89
Cap/Depr 106.3%
Cap/Sales 3.71%
Interest Coverage 250
Cash Conversion 85.62%
Profit Quality 109.79%
Current Ratio 1.03
Quick Ratio 1.03
Altman-Z 10.07
F-Score8
WACC8.83%
ROIC/WACC5.79
Cap/Depr(3y)125.19%
Cap/Depr(5y)126.79%
Cap/Sales(3y)4.09%
Cap/Sales(5y)4.3%
Profit Quality(3y)104.2%
Profit Quality(5y)102.77%
High Growth Momentum
Growth
EPS 1Y (TTM)16.5%
EPS 3Y16.91%
EPS 5Y21.49%
EPS Q2Q%24.61%
EPS Next Y18.61%
EPS Next 2Y17.14%
EPS Next 3Y16.96%
EPS Next 5Y15.18%
Revenue 1Y (TTM)16.42%
Revenue growth 3Y13.82%
Revenue growth 5Y16.47%
Sales Q2Q%17.59%
Revenue Next Year12.9%
Revenue Next 2Y12.62%
Revenue Next 3Y12.52%
Revenue Next 5Y12.15%
EBIT growth 1Y17.87%
EBIT growth 3Y14.9%
EBIT growth 5Y18.9%
EBIT Next Year21.13%
EBIT Next 3Y15.4%
EBIT Next 5Y12.77%
FCF growth 1Y20.96%
FCF growth 3Y17.62%
FCF growth 5Y20.32%
OCF growth 1Y19.4%
OCF growth 3Y16.38%
OCF growth 5Y19.56%

MASTERCARD INC - A / M4I.DE Fundamental Analysis FAQ

What is the ChartMill fundamental rating of MASTERCARD INC - A (M4I.DE) stock?

ChartMill assigns a fundamental rating of 7 / 10 to M4I.DE.


Can you provide the valuation status for MASTERCARD INC - A?

ChartMill assigns a valuation rating of 3 / 10 to MASTERCARD INC - A (M4I.DE). This can be considered as Overvalued.


Can you provide the profitability details for MASTERCARD INC - A?

MASTERCARD INC - A (M4I.DE) has a profitability rating of 8 / 10.


Can you provide the financial health for M4I stock?

The financial health rating of MASTERCARD INC - A (M4I.DE) is 8 / 10.


What is the expected EPS growth for MASTERCARD INC - A (M4I.DE) stock?

The Earnings per Share (EPS) of MASTERCARD INC - A (M4I.DE) is expected to grow by 18.61% in the next year.