Visa, Mastercard, American Express Stock Analysis - Which is BEST?
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In my experience, everyone has a Visa or a Mastercard card in their wallet, where American Express is more unlikely.
In the US, the breakdown looks like this. With Visa cards being the dominant card.
Interestingly enough, Union Pay which is the China payment processing company have the largest market share. Mostly because they completely dominate China and the billions of people there.
American Express has a far less international presence than Visa and Mastercard. So I think that is a negative for American express.
Now looking out over the future I think it is fascinating for these 3 companies.
The macro trends over the world are very strongly in their favor. I actually can’t think of an industry that I am so confident about the future.
My take on what will happen over the next 10 years is this.
Governments around the world are wanting to move away from physical cash. There are a lot of problems with hard cash.
Tax avoidance is the big one and governments would be able to better trace money and reduce crime rates as well. People right now can work for cash and can avoid reporting this as tax.
And another annoying thing for governments is that they have to print physical money, and that isn’t cheap either.
People are already very familiar with using a plastic card to pay for things, and the three companies have a long and trustworthy history.
The world is moving away from cash and Visa, Mastercard and American Express Stock will be the real winners.
Honestly, I think this is my favorite industry. I think the future is so favorable for the payment processors.
I have invested in both Visa and Mastercard in the past. So i’m interested to go into the financials of all three and see how they look from that perspective.
The battle will consist of 3 rounds.
Do they have too much debt?
Is the company growing?
Is the company well managed?
These are the three key areas to the health of a business.
Try not to get too lost in the terminology, if you can grasp the overall picture of what I am talking about, that’s perfect.
I developed these criterion from studying Warren Buffett, Benjamin Graham and Bill Ackman
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