MA vs META: Which Is the Better Buy?
Side-by-side comparison of Mastercard Incorporated and Meta Platforms, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-13.
Mastercard Incorporated · Financial Services
$499.81
+5.0% upside to fair value
Grade B+
High Quality
VS
Meta Platforms, Inc. · Communication Services
$671.34
+36.4% upside to fair value
Grade B
High Quality
QuantHub Verdict
META has more upside to fair value
(+36.4%).
META trades at a lower forward P/E
(28.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MA |
META |
| Current Price |
$499.81 |
$671.34 |
| Fair Value Estimate |
$525.00 |
$916.00 |
| Upside to Fair Value |
+5.0%
|
+36.4%
|
| Market Cap |
$441.6B |
$1,698.2B |
| Forward P/E |
28.6x
|
28.0x
|
| EV / EBITDA |
21.3x
|
16.5x
|
| Price / Sales |
13.0x
|
8.4x
|
| Price / FCF |
24.9x
|
36.8x
|
| Revenue Growth YoY |
+15.8%
|
+23.8%
|
| Gross Margin |
83.0%
|
82.0%
|
| Operating Margin |
59.4%
|
41.4%
|
| Return on Equity |
206.1%
|
30.6%
|
| Dividend Yield |
0.6% |
0% |
| FCF Yield |
4.01%
|
2.72%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Mastercard is one of two global payment network duopolists alongside Visa, with structurally high margins (83% gross, 59% operating, 46% net), powerful network effects, and durable secular tailwinds from the ongoing cash-to-card and card-to-digital migration. Q1 2026 results reported April 30 showed revenue of $8.40 billion (+15.8% YoY) and EPS of $4.35 (+20.8% YoY), driven by continued cross-bor…
Meta Platforms, Inc. operates a leading global social media and technology platform primarily through its Family of Apps segment, which generates over 98% of its $201 billion 2025 revenue, driven by strong advertising growth. The company maintains a high-quality business with a durable competitive moat supported by network effects, brand strength, and intangible assets, reflected in a 30.6% retur…
Accumulation Zones
| Metric |
MA |
META |
| Zone Low |
$393.75 |
$687.00 |
| Zone High |
$446.25 |
$778.60 |
| In Buy Zone? |
No
|
Yes
|