Free trial

Analyze this stock with AI

Ask AI to research recent events and build a visual report.

Tell your AI:

“Help me set up FinLab and analyze MA Mastercard Incorporated: https://finlab.finance/en/setup?stock=MA”

Run AI in browser

MA

Mastercard Incorporated Financial Services As of 2026-06-18

Quality Top tier

Valuation Expensive

Risk Moderate

Active signals Active Filed revenue acceleration

489.79 Close (USD)

-1.83% 60-day

Quality is top-tier. Operating margin ranks above roughly 94% of the liquid US common-stock universe. TTM ROE is about 231.6%.
Valuation is expensive. TTM P/E is in the 81th percentile, above most peers.
Recent volatility is moderate. 60-day annualized volatility is near the 44th percentile. Average 20-day dollar volume is about $1,825.3M.
Signals are active now. Filed revenue acceleration currently holds; the tables below show what followed in this stock’s own history.

Factor profile

Factor radar Weak Valuation

Valuation

Indicators in this group are ranked by market percentile; lower valuation and volatility are better.

28 Weak

TTM P/E 28.34

Expensive

Price / book 64.92

Expensive

Free-cash-flow yield (%) 4.06

Good

Historical evidence

Signals active now

Each active condition is tested against this stock’s own history and benchmarked versus the S&P 500.

Filed revenue acceleration

Active · now 16.753242285596336%

TTM revenue growth is at least 10% and improved versus the prior filed quarter; event date is the SEC filing date.

14 historical occurrences (since 2018-05-02)

120 days after: historical avg -2.57%

20-day -3.47%

60-day -2.14%

120-day -2.57%

20-day

60-day

120-day

Win

35.7%

46.2%

33.3%

Sample

Median

-1.41%

-1.08%

-3.24%

Excess

-1.41%

-2.25%

-3.16%

Beat mkt rate

28.6%

38.5%

41.7%

Over 12 occurrences, 120-day forward avg declined 2.57%, lagged the market by 3.16 pts; win rate 33.3%.

Valuation regime and forward returns

Daily TTM P/E is converted into an expanding own-history percentile, then grouped into five valuation regimes. Forward returns use adjusted prices over the next 240 trading days.

0-20 +27.2% Now

20-40 +18.5%

40-60 +5.8%

60-80 +0.6%

80-100 -2.4%

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20 You are here	186	+27.2%	+25.2%	100%	+5.9%
20-40	473	+18.5%	+20.3%	93.2%	+0.4%
40-60	335	+5.8%	+7.8%	67.2%	-6.9%
60-80	114	+0.6%	-1.2%	47.4%	-10.1%
80-100	247	-2.4%	-2.7%	37.7%	-12.5%

Quarterly EPS is aligned by SEC filing date before it is forward-filled to daily prices. The expanding percentile uses only information available up to each day.

Current TTM P/E is about 28.34, placing it in the 0.3 own-history percentile, inside the 0-20 bucket.

Valuation × momentum analogs

Each historical day is grouped by own-history P/E tercile and 60-day momentum direction, then tested for the next 120-trading-day adjusted return.

Valuation

Momentum

Cheap (own-history bottom third)

Middle

Expensive (own-history top third)

60-day momentum up

+9.3%

Win rate 91.7% Excess +0.7%

206d

+2.5%

Win rate 66.2% Excess -3.2%

503d

+1.3%

Win rate 49.3% Excess -10.1%

211d

60-day momentum down

Now

+11.6%

Win rate 80.9% Excess +2.6%

350d

+1.8%

Win rate 58.9% Excess -2.3%

95d

+2.5%

Win rate 53.6% Excess -4.1%

110d

Currently in “Cheap (own-history bottom third) × 60-day momentum down”: across 350 historical days, 120-day forward avg gained 11.6%, win rate 80.9%, beat the market by 2.6%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Market-wide momentum baseline

Across 94,737 liquid US common-stock samples, top-quintile 6-month momentum was followed by an average 60-trading-day return of +6.40%, a 58.3% positive-return rate, and +3.10 percentage points of average excess return versus the S&P 500.

Baseline: weekly samples since 2016 where a liquid US common stock ranked in the top quintile by 126-trading-day momentum. Forward return is 60 trading days; excess return is versus S&P 500 (^GSPC).

Signals not active now

Inactive signals still show the stock-specific historical forward-return distribution for context.

52-week adjusted-price high

Pending

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

29 times historically; 60-day forward avg +2.8%, win rate 69%, beating the market by +0.23 pts on average.

Top-quintile 6-month momentum

Pending

The stock ranks in the top 20% of the liquid US common-stock universe by 126-day adjusted return.

17 times historically; 60-day forward avg +5.1%, win rate 82.4%, beating the market by +3.11 pts on average.

EPS surprise beat

Pending

Reported EPS beat consensus estimate by at least 5%; event date is the earnings-surprise timestamp.

23 times historically; 60-day forward avg +5.09%, win rate 77.3%, beating the market by +1.57 pts on average.

Free trial

Analyze this stock with AI

Ask AI to research recent events and build a visual report.

Tell your AI:

“Help me set up FinLab and analyze MA Mastercard Incorporated: https://finlab.finance/en/setup?stock=MA”

Run AI in browser

Method and limits

Returns use us_price:adj_close, adjusted for splits and dividends where available.
Excess returns use world_index:^GSPC as the S&P 500 benchmark proxy.
Quarterly fundamentals are aligned to SEC filing dates before daily valuation studies.
The promoted universe starts from active NYSE/NASDAQ common stocks, then applies price and dollar-volume gates.
Snapshot-only tables such as analyst consensus, DCF, us_ratios, and us_key_metrics are intentionally excluded from historical evidence.
Overlapping event windows are descriptive distributions, not independent samples.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.