GE vs MA: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and Mastercard Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
High Quality
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 |
GE |
MA |
| Current Price |
$308.35 |
$498.66 |
| Fair Value Estimate |
$171.94 |
$610.00 |
| Upside to Fair Value |
-44.2%
|
+22.3%
|
| Market Cap |
$325.2B |
$445.0B |
| Forward P/E |
37.8x
|
25.5x
|
| EV / EBITDA |
27.9x
|
22.4x
|
| Price / Sales |
7.2x
|
13.6x
|
| Price / FCF |
45.2x
|
26.0x
|
| Revenue Growth YoY |
+18.5%
|
+16.4%
|
| Gross Margin |
36.8%
|
83.4%
|
| Operating Margin |
19.1%
|
59.2%
|
| Return on Equity |
46.6%
|
198.4%
|
| Dividend Yield |
0.44% |
0.65% |
| FCF Yield |
2.21%
|
3.84%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
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 |
GE |
MA |
| Zone Low |
$128.96 |
$460.00 |
| Zone High |
$146.15 |
$515.00 |
| In Buy Zone? |
No
|
Yes
|