GEV vs MA: Which Is the Better Buy?

Side-by-side comparison of GE Vernova Inc. and Mastercard Incorporated โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-24.
GE Vernova Inc. ยท Industrials
$951.82
+35.4% upside to fair value
Med Conviction Grade B High Quality
VS
Mastercard Incorporated ยท Financial Services
$574.42
+25.0% upside to fair value
Med Conviction Grade A- High Quality
QuantHub Verdict
GEV has more upside to fair value (+35.4%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric GEV MA
Current Price $951.82 $574.42
Fair Value Estimate $1,288.67 $718.00
Upside to Fair Value +35.4% +25.0%
Market Cap $253.5B $503.8B
Forward P/E โ€” โ€”
EV / EBITDA 28.2x 23.4x
Price / Sales 6.1x 14.4x
Price / FCF 20.5x 30.8x
Revenue Growth YoY +21.9% +14.1%
Gross Margin 20.2% 100%
Operating Margin 4.4% 59.8%
Return on Equity 83.4% 232.5%
Dividend Yield 0.18% 0.59%
FCF Yield 4.88% 3.25%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
GEV โ€” GE Vernova Inc.
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,โ€ฆ
MA โ€” Mastercard Incorporated
Mastercard operates a global payments network that connects issuers, acquirers, merchants and consumers across more than 200 countries and territories, monetizing payment volumes, cross-border activity and higher-growth value-added services. Business quality is high because its two-sided network, trusted authorization-clearing-settlement infrastructure, brand, security capabilities and broad acceโ€ฆ
Accumulation Zones
Metric GEV MA
Zone Low $966.50 $538.50
Zone High $1,095.37 $610.30
In Buy Zone? Yes Yes
โ† GEV Research    MA Research โ†’    All Research