GOOGL vs MA: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Mastercard Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Alphabet Inc. · Communication Services
$317.41
-4.5% 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 |
GOOGL |
MA |
| Current Price |
$317.41 |
$498.66 |
| Fair Value Estimate |
$303.05 |
$610.00 |
| Upside to Fair Value |
-4.5%
|
+22.3%
|
| Market Cap |
$3,839.7B |
$445.0B |
| Forward P/E |
29.0x
|
25.5x
|
| EV / EBITDA |
21.5x
|
22.4x
|
| Price / Sales |
9.5x
|
13.6x
|
| Price / FCF |
52.4x
|
26.0x
|
| Revenue Growth YoY |
+11.3%
|
+16.4%
|
| Gross Margin |
59.7%
|
83.4%
|
| Operating Margin |
32.0%
|
59.2%
|
| Return on Equity |
35.0%
|
198.4%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
1.91%
|
3.84%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud computing services. The company benefits from durable competitive moats including browser and mobile OS dominance, strong brand recognition, and advanced AI infrastructure investments. Despite strong revenue growth of 11.3% year-ove…
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 |
GOOGL |
MA |
| Zone Low |
$227.29 |
$460.00 |
| Zone High |
$257.59 |
$515.00 |
| In Buy Zone? |
No
|
Yes
|