MA vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Mastercard Incorporated and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Mastercard Incorporated · Financial Services
$498.66
+22.3% upside to fair value
High Conviction
Grade A-
VS
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
NVDA has more upside to fair value
(+59.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MA |
NVDA |
| Current Price |
$498.66 |
$182.08 |
| Fair Value Estimate |
$610.00 |
$290.00 |
| Upside to Fair Value |
+22.3%
|
+59.3%
|
| Market Cap |
$445.0B |
$4,425.5B |
| Forward P/E |
25.5x
|
—
|
| EV / EBITDA |
22.4x
|
31.4x
|
| Price / Sales |
13.6x
|
21.0x
|
| Price / FCF |
26.0x
|
46.9x
|
| Revenue Growth YoY |
+16.4%
|
+65.5%
|
| Gross Margin |
83.4%
|
71.1%
|
| Operating Margin |
59.2%
|
60.4%
|
| Return on Equity |
198.4%
|
76.3%
|
| Dividend Yield |
0.65% |
0.02% |
| FCF Yield |
3.84%
|
2.13%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
| Metric |
MA |
NVDA |
| Zone Low |
$460.00 |
$218.00 |
| Zone High |
$515.00 |
$250.00 |
| In Buy Zone? |
Yes
|
Yes
|