After Q1 Beat, Mastercard Is One Of Our Top Picks

TL;DR

Quick Read - Mastercard (MA) reported Q1 adjusted EPS of $4.60 beating consensus by $0.19, with revenue rising 15.83% YoY to $8.40B and value-added services growing 22%, while operating margin expanded 150 basis points to 60.8% despite a $202M restructuring charge. - - Mastercard’s stock has corrected 11.62% year to date despite four consecutive EPS beats and accelerating fundamentals, creating valuation asymmetry where even the bear case scenario suggests 11.98% upside. - The analyst who called NVIDIA in 2010 just named his top 10 stocks and Mastercard wasn't one of them.