UPDATE: Master Card Split and EXEL

MasterCard Incorporated (MA): I recommended in my blog last month traded today for the first time after split. If you bought your share please check your account and you should have got 10 stocks for every 1 stock that you hold. 

EXEL:  Exelixis plans to offer 10 million shares of its common stock in an overnight underwritten public offering (EXEL).  The price will be determined tomorrow AM. As a matter of fact, there could be some correction tomorrow. Hence it may not be a bad idea to take some position. This has gone up about 38% from the time I wrote on my December blog.

Which one - Master Card (MA) or Visa (V)? Both these companies good and have their strength and weaknesses. This is a good debate to have. However, I personally would like MA over V, based on fundamentals and growth prospect. See the table below. The green colors are critical factors where MA scores higher than Visa. Visa could be little cheaper but coincidently revenue growth and profit are lagging comparatively. So if you are a conservative/growth investor then it fits better. If you are a conservative investor then Visa may fit better. Let's have a quick analysis of some key fundamentals:

Fundamentals
Master Card (MA)
Visa (V)
Market Cap
$10.03 Billion
$148.35 Billion
PE Ratio
32.95
30.69
Forward PE
26.78
22.49
Revenue Growth
15.60%
8.9%
Return on Equity
42.45%
18.27%
Profit Growth
13.9%
-28.3%
Institutional Holding
82%
57.2%
Dividend
0.50%
0.70%
International Growth
MA seems to have more international growth comparing to Visa.

Visa seems to have more US presence comparing to MA. 
Stock Split
After the split it gives individual investors a better opportunity to buy. Otherwise, people feel it's too expensive and get scared. Ultimately, it does not make any difference in the fundamental but I prefer split. It does not only give buying power to individual investor but you also feel to have lot more stock after split and feel better. This is just a sentimental aspect.
No Split yet!

If one is still in a dilemma then it's better to have some position in both the company. But I personally will go for MA based on fundamentals and growth prospect. But as I say, it's your money and it should be your own decision what is better for you. These are merely my own opinion. 


Disclaimer: This is not an advise to buy/sell any stock rather a personal opinion. Please contact a money manager/professional for any professional advice.

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