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 2026-07-17.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Mastercard Incorporated · Financial Services
$543.60
+45.0% upside to fair value
High Conviction
Grade A
High Quality
Valuation & Fundamentals
| Metric |
BA |
MA |
| Current Price |
$234.54 |
$543.60 |
| Fair Value Estimate |
$340.08 |
$788.22 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$184.9B |
$480.3B |
| Forward P/E |
96.9x
|
—
|
| EV / EBITDA |
30.4x
|
23.3x
|
| Price / Sales |
2.0x
|
14.2x
|
| Price / FCF |
-177.6x
|
27.1x
|
| 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% |
0.62% |
| FCF Yield |
—
|
3.69%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
Mastercard operates a global two-sided payments network that connects issuers, acquirers, merchants and cardholders, monetizing payment volumes and an expanding set of security, data, authentication and other value-added services. Business quality is high: the network benefits from powerful acceptance and scale effects, 83.0% gross margin, 59.4% operating margin, 45.9% net margin, 206.1% ROE, and…
Accumulation Zones
| Metric |
BA |
MA |
| Zone Low |
$255.06 |
$591.16 |
| Zone High |
$289.07 |
$669.99 |
| In Buy Zone? |
Yes
|
Yes
|