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Mastercard Incorporated

MAintermediary

Mastercard is the second-largest global payment network, processing transactions across more than 210 countries. Alongside Visa, it forms the backbone of the global card payment system, increasingly expanding into open banking, fraud intelligence, and B2B payment services.

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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($28.2B)

Données statiques (chargement des finances en temps réel…)

Net Revenue (Payment Network) (75%)
Other Revenues (Value-Added Services) (25%)

Composition des segments et principaux clients

Détails du produit

Consumer Payments58%

Credit and debit card processing for ~3.3B Mastercard cards globally

Commercial Solutions22%

Corporate cards, B2B payment automation, and virtual card programs

Cyber & Intelligence Services20%

Fraud detection, identity verification, and open banking via Vocalink and Ethoca

Contexte macro et de marché

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

Prochains catalyseurs

JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)Fed FOMC 회의 (2026.05, 06)Basel III Endgame 최종 규정 확정

Actualités récentes

Chargement des nouvelles...

Analyse IA

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Informations sur l'entreprise

Siège social

Purchase, New York, USA

Fondée en

1966

Effectifs

35,000+

Position dans la cascade

Rôle dans la cascade

first follower

Délai typique

0-1 trading days

Mastercard mirrors Visa's transaction volume dynamics and is pursuing parallel stablecoin settlement pilots. A positive Visa earnings beat or partnership announcement triggers immediate re-rating of Mastercard's identical business model.

Voir la cascade complète

Aperçu du secteur금융

Actualités du secteur

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

Thèmes clés

  • 금리 인하 → 모기지·기업대출 수요 회복 기대
  • M&A·IPO 재개 — Goldman·Morgan Stanley IB 수수료 급증
  • 핀테크 규제 완화 기대 — Block·Affirm·Upstart 수혜

Prochains catalyseurs

  • JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
  • Fed FOMC 회의 (2026.05, 06)