Key Points It operates one of the best middleman businesses in the world. This is why its profitability is consistent and it boasts high margins. 10 stocks we like better than Mastercard › Now that the door has closed on summer 2025, we can tease out some winners and losers on the stock market that season. One that definitely belongs in the former category is Mastercard (NYSE: MA), which rose by almost 10% during the warm months. These days, according to data compiled by MarketBeat, of the 28 anal ...

伯克希尔哈撒韦投资组合亮点 - 伯克希尔哈撒韦投资组合规模达2880亿美元 其中一只金融股自2006年5月IPO以来总回报率达13690% [1] - 截至5月14日 该金融股2025年涨幅达9% 同期标普500指数基本持平 [1] 万事达卡业务表现 - 第一季度营收达73亿美元 同比增长14% 支付总额增长9%至24万亿美元 跨境支付量增长15% [4] - CEO强调公司具备多元化且抗风险的商业模式 能有效应对不同经济环境 华尔街分析师预计今年营收增长13% [5] 万事达卡竞争优势 - 网络效应显著 拥有32亿张活跃卡片和15亿家合作商户 形成双向增长飞轮 [6][7] - 过去五年平均营业利润率达565% 轻资本支出模式带来极高盈利能力 [8] - 长期增长动力来自全球经济扩张和无现金交易趋势 [9] 万事达卡估值分析 - 当前市盈率405倍 与五年历史平均水平一致 估值长期处于高位 [10] - 部分投资者认为其作为全球顶级企业 可采用定投策略长期持有 [11]