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How many cars has Carmax sold this week compared to the same week last year?

How is foot traffic at Chipotle changing YoY?

What are the industrial companies that are growing and hiring the most?

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How are the number of Twitter followers a leading indicator for company performance?

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Which private companies are getting their products picked up by major retailers?

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MasterCard's alternative data perfectly aligns with its stock price

3 weeks ago by Jared Russo in Earnings

Mastercard ($NYSE:MA) beat revenue expectations at its earnings call on Tuesday, October 29. Wall Street imagined shares would be $2.01, according to Zacks Investment Research, and it actually came in at $2.15. The third-quarter earnings brought along great news on the company's present and future, including business tools/services and alternative payment methods.

Speaking of which, our alternative data happens to back up the earnings call perfectly.

The number of employees from our LinkedIn count is up 21% since the start of the year, and up 228% since this time in 2015. This parallels beautifully with the stock, which has the exact same trajectory as the staff headcount. 

We can see that job listings have been going up at a good rate, which means Mastercard is comfortable growing. There was a dip in late September, but things are going back up as normal as we head into November.

And to cap off all this data talk, the Twitter following broke the impressive 100K barrier during the summer. Followers are up 7% since this time last year, and up 34% since we started tracking this data back in 2016.

About the Data: 

Thinknum tracks companies using the information they post online - jobs, social and web traffic, product sales and app ratings - and creates data sets that measure factors like hiring, revenue and foot traffic. Data sets may not be fully comprehensive (they only account for what is available on the web), but they can be used to gauge performance factors like staffing and sales. 

Further Reading: 

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Jared Russo

Jared is an editor for Thinknum, and has been writing for more than a decade. He previously worked at AOL, Vice, Google, Dotdash, and Sirius XM.

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