BA vs MA: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Mastercard Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Mastercard Incorporated · Financial Services
$498.66
+22.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
MA has more upside to fair value
(+22.3%).
MA trades at a lower forward P/E
(25.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
MA |
| Current Price |
$217.63 |
$498.66 |
| Fair Value Estimate |
$260.00 |
$610.00 |
| Upside to Fair Value |
+19.5%
|
+22.3%
|
| Market Cap |
$170.9B |
$445.0B |
| Forward P/E |
74.0x
|
25.5x
|
| EV / EBITDA |
28.4x
|
22.4x
|
| Price / Sales |
1.9x
|
13.6x
|
| Price / FCF |
-88.2x
|
26.0x
|
| Revenue Growth YoY |
+34.5%
|
+16.4%
|
| Gross Margin |
4.8%
|
83.4%
|
| Operating Margin |
-6.1%
|
59.2%
|
| Return on Equity |
41.0%
|
198.4%
|
| Dividend Yield |
0.2% |
0.65% |
| FCF Yield |
-1.1%
|
3.84%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
Mastercard operates one of the world's two dominant payment networks, processing over $9 trillion in gross dollar volume annually across 220+ countries. The business generates 83% gross margins and 46% net margins with zero credit risk because Mastercard never lends money, only collecting tolls on every transaction. Value-Added Services (analytics, fraud prevention, cybersecurity) now comprise 41…
Accumulation Zones
| Metric |
BA |
MA |
| Zone Low |
$195.00 |
$460.00 |
| Zone High |
$221.00 |
$515.00 |
| In Buy Zone? |
Yes
|
Yes
|