万事达卡：4Q24业绩超预期跨境业务增速延续亮眼

中金公司2025-02-11

4Q24 Non-GAAP EPS 高于我们及市场一致预期Mastercard 公布4Q24 业绩：净营收同比+14%至75 亿美元；Non-GAAPEPS 同比+20%至3.82 美元，均高于我们及市场一致预期，主因支付流水稳步增长及税率利好。发展趋势消费支付保持稳健增长，跨境支付增速延续亮眼。具体来看：1）4Q24 支付网络总营收同比+14%至91 亿美元，其中激励返点成本同比+14%至47 ...

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2025/26e P/E，较当前股价有10%的上行空间。风险监管趋严风险，诉讼赔偿风险，新兴业态加剧竞争，潜在技术颠覆性风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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万事达卡：4Q24业绩超预期 跨境业务增速延续亮眼

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万事达卡：4Q24业绩超预期跨境业务增速延续亮眼