Visa Or Mastercard: Which One Will Perform Better? This Analyst Picks His Favorite

Mizuho analyst Dan Dolev maintained Mastercard Inc MA with a Buy and lowered the price target from $385 to $380.
Dolev reiterated Neutral on Visa Inc V with a $220 price target.
Both V and MA reported results last week.
Comparing their three-year U.S. volume share of PCE shows MA is capturing a share above its historical average, whereas Visa is trending below.
The latter also saw U.S. credit volumes decline sequentially, reversing a multi-year positive trend.
Dolev updated C4Q and 2023-2024 estimates for both networks.
The 2023-2024 estimates move slightly higher for V, but not enough to change Dolev's price target.
The analyst raised 2022 estimates for MA but trimmed outer-year expectations.
Price Action: MA shares traded higher by 1.45% at $332.94 on the last check Tuesday.