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Investing

Visa vs Mastercard. The Numbers Just Told Us Which Network Is Pulling Away

Photo of Vandita Jadeja
By Vandita Jadeja Published

Quick Read

  • Visa (V) delivered $10.90B in Q1 net revenue with 14.6% YoY growth driven by Data Processing revenue of $5.544B up 17%, but faces 16% YoY operating expense growth pressuring margins.

  • Mastercard (MA) reported $8.398B in net revenue, up 15.83%, with Value-Added Services surging 22% and operating margin expanding to 60.8%, while also pursuing stablecoin integration through BVNK and AI agent commerce through Agent Pay.

  • Visa is scaling infrastructure as a payments utility while Mastercard is expanding into new revenue streams through acquisitions and emerging commerce technologies, creating divergent strategic bets on the future of digital payments.

  • The analyst who called NVIDIA in 2010 just named his top 10 stocks and Mastercard wasn't one of them. Get them here FREE.