INTU vs MA: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Mastercard Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Intuit Inc. · Technology
$279.70
+45.0% upside to fair value
Grade A
High Quality
VS
Mastercard Incorporated · Financial Services
$543.60
+45.0% upside to fair value
High Conviction
Grade A
High Quality
Valuation & Fundamentals
| Metric |
INTU |
MA |
| Current Price |
$279.70 |
$543.60 |
| Fair Value Estimate |
$405.56 |
$788.22 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$76.5B |
$480.3B |
| Forward P/E |
16.9x
|
—
|
| EV / EBITDA |
11.2x
|
23.3x
|
| Price / Sales |
3.7x
|
14.2x
|
| Price / FCF |
9.9x
|
27.1x
|
| Revenue Growth YoY |
+10.4%
|
+15.8%
|
| Gross Margin |
81.0%
|
83.0%
|
| Operating Margin |
27.5%
|
59.4%
|
| Return on Equity |
23.3%
|
206.1%
|
| Dividend Yield |
0% |
0.62% |
| FCF Yield |
10.08%
|
3.69%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Intuit Inc. is a leading technology company specializing in software applications for financial management, including popular products like TurboTax and QuickBooks. The company demonstrates high business quality with a durable competitive moat supported by strong brand recognition, high gross margins of 81%, and a robust return on equity of 23.3%. Despite a moderate revenue growth of 10.4% and ea…
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 |
INTU |
MA |
| Zone Low |
$304.17 |
$591.16 |
| Zone High |
$344.73 |
$669.99 |
| In Buy Zone? |
Yes
|
Yes
|