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 2026-05-13.
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
Mastercard Incorporated · Financial Services
$499.81
+5.0% upside to fair value
Grade B+
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
MA trades at a lower forward P/E
(28.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
MA |
| Current Price |
$231.28 |
$499.81 |
| Fair Value Estimate |
$335.36 |
$525.00 |
| Upside to Fair Value |
+45.0%
|
+5.0%
|
| Market Cap |
$181.8B |
$441.6B |
| Forward P/E |
83.4x
|
28.6x
|
| EV / EBITDA |
30.8x
|
21.3x
|
| Price / Sales |
2.0x
|
13.0x
|
| Price / FCF |
776.7x
|
24.9x
|
| Revenue Growth YoY |
+14.0%
|
+15.8%
|
| Gross Margin |
4.8%
|
83.0%
|
| Operating Margin |
-5.9%
|
59.4%
|
| Return on Equity |
-8723.1%
|
206.1%
|
| Dividend Yield |
0% |
0.6% |
| FCF Yield |
0.13%
|
4.01%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
Mastercard is one of two global payment network duopolists alongside Visa, with structurally high margins (83% gross, 59% operating, 46% net), powerful network effects, and durable secular tailwinds from the ongoing cash-to-card and card-to-digital migration. Q1 2026 results reported April 30 showed revenue of $8.40 billion (+15.8% YoY) and EPS of $4.35 (+20.8% YoY), driven by continued cross-bor…
Accumulation Zones
| Metric |
BA |
MA |
| Zone Low |
$251.52 |
$393.75 |
| Zone High |
$285.06 |
$446.25 |
| In Buy Zone? |
Yes
|
No
|