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2021-11-17
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Mastercard stock treads water while Visa slips; what's behind the split?<blockquote>万事达卡股价下跌，而 Visa 股价下跌；分裂的背后是什么？</blockquote>
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MA gained 5.3% over the past month while Visa fell 5.3%.</p><p><blockquote>不过，这两只股票都落后于标准普尔 500 指数 6.7% 的涨幅。MA 过去一个月上涨 5.3%，而 Visa 则下跌 5.3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/47084100838279f4c89a4f68a658eea6\" tg-width=\"1040\" tg-height=\"360\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Note that the divergence coincides at about the time Visa issued disappointing guidance, then the Wall Street Journal reported a U.S. Justice Department investigation into Visa's arrangements with fintechs Square (NYSE:SQ), Stripe (STRIP), and PayPal (NASDAQ:PYPL).</p><p><blockquote>请注意，这一分歧大约发生在 Visa 发布令人失望的指导意见的时候，随后《华尔街日报》报道了美国司法部对 Visa 与金融科技公司 Square (NYSE:SQ)、Stripe (STRIP) 和PayPal (NASDAQ:PYPL) 的安排进行调查。</blockquote></p><p> Both Mastercard and Visa stocks dropped, but Visa fell further. Then Mastercard reported better-than-expected Q3 earnings as cross-border spending rebounds.</p><p><blockquote>万事达卡和维萨卡股价均下跌，但维萨卡股价进一步下跌。随后，由于跨境支出反弹，万事达卡公布第三季度收益好于预期。</blockquote></p><p> Mastercard (MA) has recently made a number of announcements highlighting its embrace of crypto and Buy Now Pay Later features. It has teamed up with Bakkt and a number of partners in Asia on crypto services and acquired crypto intelligence platform CipherTrace. The card also expanded its installment payments program to include American Airlines, Fiserv, and Global Payments, among others.</p><p><blockquote>万事达卡 (MA) 最近发布了一系列公告，强调其对加密货币和先买后付功能的拥抱。它与Bakkt和亚洲的一些合作伙伴合作提供加密服务，并收购了加密情报平台CipherTrace。该卡还扩大了其分期付款计划，将美国航空、Fiserv 和 Global Payments 等纳入其中。</blockquote></p><p> Just this past week, Mastercard introduced long-term performance goals at an investor conference last and its CEO appeared on CNBC's \"Mad Money\" program.</p><p><blockquote>就在上周，万事达卡在上次投资者会议上介绍了长期业绩目标，其首席执行官还出现在 CNBC 的“Mad Money”节目中。</blockquote></p><p> Don't count Visa (V) out, though. Interest in the stock may be rising, as more Seeking Alpha users are adding the ticker to their portfolios. The ratio of adds to removals is 1.67, according to SA data.</p><p><blockquote>不过，不要把签证（V）排除在外。随着越来越多的 Seeking Alpha 用户将该股票添加到他们的投资组合中，人们对该股票的兴趣可能会上升。根据 SA 数据，增加与删除的比率为 1.67。</blockquote></p><p> SA's Quant rating ranks the two card network rivals as nearly identical :<img src=\"https://static.tigerbbs.com/af91f1eb89023079a390d88606650bdc\" tg-width=\"344\" tg-height=\"222\" width=\"100%\" height=\"auto\"></p><p><blockquote>SA 的量化评级将这两个卡网络竞争对手排名几乎相同：</blockquote></p><p> Comparing the two companies' profitability metrics, Visa (V) surpasses Mastercard (MA) on revenue and net income per employee as well as cash from operations, while Mastercard excels at return on equity and return on total capital:</p><p><blockquote>比较两家公司的盈利指标，Visa (V) 在收入和每名员工净利润以及运营现金方面超过了万事达卡 (MA)，而万事达卡在股本回报率和总资本回报率方面表现出色：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e451d5b94608b7d0460f9fb32cc91490\" tg-width=\"356\" tg-height=\"336\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Over a 10-year time horizon, Mastercard and Visa have closely tracked together as seen in the graph below.</p><p><blockquote>在10年的时间范围内，万事达卡和维萨卡密切跟踪，如下图所示。</blockquote></p><p> SA contributor Librarian Capital digs into Mastercard's Q3 results and sees Visa's (V) 7% share price correction as unjustified.</p><p><blockquote>SA 撰稿人 Librarian Capital 深入研究了万事达卡第三季度业绩，认为 Visa (V) 7% 的股价调整是不合理的。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMastercard stock treads water while Visa slips; what's behind the split?<blockquote>万事达卡股价下跌，而 Visa 股价下跌；分裂的背后是什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-15 08:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the past couple of weeks Mastercard (NYSE:MA) stock pulls away from rival Visa (NYSE:V), as Mastercard announces a spate of crypto and BNPL announcements while Visa's shares appear to be weighed down by a Department of Justice investigation.</p><p><blockquote>在过去的几周里，万事达卡 (NYSE:MA) 的股价从竞争对手 Visa (NYSE:V) 手中拉开，万事达卡宣布了一系列加密货币和 BNPL 公告，而 Visa 的股价似乎受到司法部调查的拖累。</blockquote></p><p> Both stocks, though, are lagging the S&P 500's 6.7% increase. MA gained 5.3% over the past month while Visa fell 5.3%.</p><p><blockquote>不过，这两只股票都落后于标准普尔 500 指数 6.7% 的涨幅。MA 过去一个月上涨 5.3%，而 Visa 则下跌 5.3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/47084100838279f4c89a4f68a658eea6\" tg-width=\"1040\" tg-height=\"360\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Note that the divergence coincides at about the time Visa issued disappointing guidance, then the Wall Street Journal reported a U.S. Justice Department investigation into Visa's arrangements with fintechs Square (NYSE:SQ), Stripe (STRIP), and PayPal (NASDAQ:PYPL).</p><p><blockquote>请注意，这一分歧大约发生在 Visa 发布令人失望的指导意见的时候，随后《华尔街日报》报道了美国司法部对 Visa 与金融科技公司 Square (NYSE:SQ)、Stripe (STRIP) 和PayPal (NASDAQ:PYPL) 的安排进行调查。</blockquote></p><p> Both Mastercard and Visa stocks dropped, but Visa fell further. Then Mastercard reported better-than-expected Q3 earnings as cross-border spending rebounds.</p><p><blockquote>万事达卡和维萨卡股价均下跌，但维萨卡股价进一步下跌。随后，由于跨境支出反弹，万事达卡公布第三季度收益好于预期。</blockquote></p><p> Mastercard (MA) has recently made a number of announcements highlighting its embrace of crypto and Buy Now Pay Later features. It has teamed up with Bakkt and a number of partners in Asia on crypto services and acquired crypto intelligence platform CipherTrace. The card also expanded its installment payments program to include American Airlines, Fiserv, and Global Payments, among others.</p><p><blockquote>万事达卡 (MA) 最近发布了一系列公告，强调其对加密货币和先买后付功能的拥抱。它与Bakkt和亚洲的一些合作伙伴合作提供加密服务，并收购了加密情报平台CipherTrace。该卡还扩大了其分期付款计划，将美国航空、Fiserv 和 Global Payments 等纳入其中。</blockquote></p><p> Just this past week, Mastercard introduced long-term performance goals at an investor conference last and its CEO appeared on CNBC's \"Mad Money\" program.</p><p><blockquote>就在上周，万事达卡在上次投资者会议上介绍了长期业绩目标，其首席执行官还出现在 CNBC 的“Mad Money”节目中。</blockquote></p><p> Don't count Visa (V) out, though. Interest in the stock may be rising, as more Seeking Alpha users are adding the ticker to their portfolios. The ratio of adds to removals is 1.67, according to SA data.</p><p><blockquote>不过，不要把签证（V）排除在外。随着越来越多的 Seeking Alpha 用户将该股票添加到他们的投资组合中，人们对该股票的兴趣可能会上升。根据 SA 数据，增加与删除的比率为 1.67。</blockquote></p><p> SA's Quant rating ranks the two card network rivals as nearly identical :<img src=\"https://static.tigerbbs.com/af91f1eb89023079a390d88606650bdc\" tg-width=\"344\" tg-height=\"222\" width=\"100%\" height=\"auto\"></p><p><blockquote>SA 的量化评级将这两个卡网络竞争对手排名几乎相同：</blockquote></p><p> Comparing the two companies' profitability metrics, Visa (V) surpasses Mastercard (MA) on revenue and net income per employee as well as cash from operations, while Mastercard excels at return on equity and return on total capital:</p><p><blockquote>比较两家公司的盈利指标，Visa (V) 在收入和每名员工净利润以及运营现金方面超过了万事达卡 (MA)，而万事达卡在股本回报率和总资本回报率方面表现出色：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e451d5b94608b7d0460f9fb32cc91490\" tg-width=\"356\" tg-height=\"336\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Over a 10-year time horizon, Mastercard and Visa have closely tracked together as seen in the graph below.</p><p><blockquote>在10年的时间范围内，万事达卡和维萨卡密切跟踪，如下图所示。</blockquote></p><p> SA contributor Librarian Capital digs into Mastercard's Q3 results and sees Visa's (V) 7% share price correction as unjustified.</p><p><blockquote>SA 撰稿人 Librarian Capital 深入研究了万事达卡第三季度业绩，认为 Visa (V) 7% 的股价调整是不合理的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3770229-mastercard-stock-treads-water-while-visa-slips-whats-behind-the-split\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MA":"万事达","V":"Visa"},"source_url":"https://seekingalpha.com/news/3770229-mastercard-stock-treads-water-while-visa-slips-whats-behind-the-split","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163784658","content_text":"In the past couple of weeks Mastercard (NYSE:MA) stock pulls away from rival Visa (NYSE:V), as Mastercard announces a spate of crypto and BNPL announcements while Visa's shares appear to be weighed down by a Department of Justice investigation.\nBoth stocks, though, are lagging the S&P 500's 6.7% increase. MA gained 5.3% over the past month while Visa fell 5.3%.\n\nNote that the divergence coincides at about the time Visa issued disappointing guidance, then the Wall Street Journal reported a U.S. Justice Department investigation into Visa's arrangements with fintechs Square (NYSE:SQ), Stripe (STRIP), and PayPal (NASDAQ:PYPL).\nBoth Mastercard and Visa stocks dropped, but Visa fell further. Then Mastercard reported better-than-expected Q3 earnings as cross-border spending rebounds.\nMastercard (MA) has recently made a number of announcements highlighting its embrace of crypto and Buy Now Pay Later features. It has teamed up with Bakkt and a number of partners in Asia on crypto services and acquired crypto intelligence platform CipherTrace. The card also expanded its installment payments program to include American Airlines, Fiserv, and Global Payments, among others.\nJust this past week, Mastercard introduced long-term performance goals at an investor conference last and its CEO appeared on CNBC's \"Mad Money\" program.\nDon't count Visa (V) out, though. Interest in the stock may be rising, as more Seeking Alpha users are adding the ticker to their portfolios. The ratio of adds to removals is 1.67, according to SA data.\nSA's Quant rating ranks the two card network rivals as nearly identical :\nComparing the two companies' profitability metrics, Visa (V) surpasses Mastercard (MA) on revenue and net income per employee as well as cash from operations, while Mastercard excels at return on equity and return on total capital:\n\nOver a 10-year time horizon, Mastercard and Visa have closely tracked together as seen in the graph below.\nSA contributor Librarian Capital digs into Mastercard's Q3 results and sees Visa's (V) 7% share price correction as unjustified.","news_type":1,"symbols_score_info":{"V":0.9,"MA":0.9}},"isVote":1,"tweetType":1,"viewCount":4690,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/871568361"}
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