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 2026-09-26.
Mastercard Incorporated · Financial Services
$574.42
+25.0% upside to fair value
Med Conviction
Grade A-
High Quality
VS
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MA |
NVDA |
| Current Price |
$574.42 |
$225.07 |
| Fair Value Estimate |
$718.00 |
$326.35 |
| Upside to Fair Value |
+25.0%
|
+45.0%
|
| Market Cap |
$503.8B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
23.4x
|
| Price / Sales |
14.4x
|
18.0x
|
| Price / FCF |
30.8x
|
42.9x
|
| Revenue Growth YoY |
+14.1%
|
+105.9%
|
| Gross Margin |
100%
|
74.7%
|
| Operating Margin |
59.8%
|
65.2%
|
| Return on Equity |
232.5%
|
110.1%
|
| Dividend Yield |
0.59% |
0.23% |
| FCF Yield |
3.25%
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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 acce…
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
| Metric |
MA |
NVDA |
| Zone Low |
$538.50 |
$244.76 |
| Zone High |
$610.30 |
$277.40 |
| In Buy Zone? |
Yes
|
Yes
|