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Marqeta, Inc. (MQ)

NEUTRAL
TechnologySoftware - InfrastructureUnited States

Fundamental

59

Price

$16.30

Market Cap

$1.72B

Part 1 · What the company is worth

Overview

Marqeta, Inc. operates a cloud-based open API platform for card issuing and transaction processing services in the United States. The company's platform also provides processor services, bank and network management, program management, and value added services; card issuing, such as debit, prepaid, credit, virtual, and physical cards; UI/UX; access to a suite of bank account and money movement features, including savings accounts, demand deposit accounts, direct deposit with early pay, ACH, cash loads, and fee-free ATMs, bill pay, and instant funding capabilities; Marqeta Dashboard, a self-service portal to access and manage all aspects of card program; TransactPay; Marqeta Hub for consumers, buy now, pay later (BNPL) providers, and card issuers; and credit capabilities, as well as Portfolio Migration which simplifies upgrading existing card programs into its platform. It offers its solutions in various verticals, including financial services, on-demand services, lending, expense management, and e-commerce enablement, as well as BNPL providers. Marqeta, Inc. was incorporated in 2010 and is headquartered in Oakland, California.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance Sheet & Liquidity

Revenue

$677M

Trailing 12 months (through 6/30/2026)

Net Income

$10M

Trailing 12 months (through 6/30/2026)

Free Cash Flow

$161M

Total Equity

$762M

Total Liabilities

$763M

Current Ratio

1.66

Interest Coverage

-

Debt/EBITDA

-

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

Overvalued

Fair Value

$12.31

Current Price

$16.30

Margin of Safety

-32.4%

Fair Value Range

$8.00 - $16.62

Estimation Methods

Analyst Target:$20.50
DCF:-
PE-based:$5.02
Graham Growth:$1.47
EPV:-
Analyst Consensus:Buy (9B / 12H / 1S)
Last Earnings Surprise:+960.61%

Valuation Metrics

P/E Ratio

181.22

ROE

-1.8%

P/B Ratio

2.21

P/FCF

7.98

Gross Margin

70.0%

ROIC

-1.4%

Profitability Radar

Value Creation (Economic Moat)

ROIC

-1.4%

WACC

11.3%

ROIC − WACC

-12.7 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Fundamental Analysis Criteria

Passed (14)

  • EPS shows upward trend
  • Gross Margin 70.0%
  • P/FCF 7.98
  • P/B Ratio 2.21
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Revenue Growth 5Y 16.6%
  • Earnings Surprise avg 412.2%
  • Earnings Quality (OCF/NI) 19.25
  • Share Dilution -14.9%
  • Net Margin Trend 1.5% vs -11.7%
  • Piotroski F-Score 5/9

Failed (9)

  • Price CAGR -24.95%
  • ROIC -1.4%
  • Operating Margin -1.9%
  • Return on Tangible Assets
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Unknown)
  • ROE 1.4%
  • Analyst Consensus 41% Buy

Unavailable (4)

  • Dividend Payout NaN%
  • Interest Coverage
  • Debt/EBITDA
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-Score

5/9

Mixed signals: some areas need attention

score
criteria

Earnings Quality

19.25

High quality: earnings backed by cash

Share Dilution

-14.9%

Buying back shares. Shareholder friendly

Governance

Executive Team

NameTitleAge
Mr. Michael MilotichCEO & Director48
Mr. Jason M. GardnerFounder & Non Executive Director55
Ms. Crystal Sumner J.D.Chief Administrative Officer & Corporate Secretary41
Mr. Todd PollakChief Revenue Officer49
Mr. Lukasz StrozekChief Technology Officer-
Ms. Stacey FinermanVice President of Investor Relations-
Mr. Alan Richard CarlisleChief Compliance Officer51
Ms. Karna CrawfordChief Marketing Officer-
Ms. Helena Day ChristiansonChief People Officer-
Ms. Heather Gantt-EvansChief Information Security Officer-

Audit Risk

1

Board Risk

4

Compensation Risk

10

Shareholder Rights Risk

10

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Latest News

Recent headlines for MQ, sourced from Markets Gazette.

No recent news for MQ.