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17 handpicked stocks

Beyond The Beat: Investing In Payment Powerhouses

Mastercard's better-than-expected Q2 earnings were driven by a surge in global consumer spending, signaling economic resilience. This creates a potential investment opportunity in adjacent industries like payment processors, fintech, and travel companies that also benefit from high consumer activity.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at Jul 31

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

MA

MasterCard Inc.

MA

Current price

$566.47

Leading global payment processor benefiting from strong consumer spending trends

V

Visa, Inc.

V

Current price

$345.47

Major payment network capitalising on robust global transaction volumes

PYPL

PayPal Holdings, Inc.

PYPL

Current price

$68.76

Digital payments platform positioned to benefit from continued e-commerce growth

About This Group of Stocks

1

Our Expert Thinking

Mastercard's impressive Q2 earnings beat reveals a powerful trend: global consumer spending remains remarkably resilient. This strength signals that companies operating in the payments ecosystem are well-positioned to benefit from sustained transaction volumes and robust economic activity across multiple markets.

2

What You Need to Know

This group focuses on payment processors, fintech platforms, and transaction service providers that generate revenue from fees on transaction volumes. Their growth is directly tied to consumer spending levels, making them potential beneficiaries of the same trends that drove Mastercard's strong performance.

3

Why These Stocks

These companies were handpicked by professional analysts based on their exposure to the digital payments ecosystem and their ability to capitalise on strong consumer spending trends. Each represents a different angle on the same powerful theme of resilient global transaction activity.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+31.73%

Group Performance Snapshot

31.73%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 31.73% over the next year.

14 of 17

Stocks Rated Buy by Analysts

14 of 17 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

💳

Payment Revolution Momentum

The digital payments revolution is accelerating, with companies in this space perfectly positioned to capture growing transaction volumes as consumer spending remains robust globally.

📈

Earnings Beat Signals Strength

Mastercard's impressive Q2 performance demonstrates the underlying strength of the payments ecosystem, suggesting other companies in this space may also deliver strong results.

🌍

Global Consumer Confidence

Strong spending patterns across multiple markets indicate sustained consumer confidence, creating a favourable environment for payment processors and fintech innovators to thrive.

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