MA vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Mastercard Incorporated and QUALCOMM Incorporated — 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
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction
Grade D
High Quality
QuantHub Verdict
MA has more upside to fair value
(+25.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MA |
QCOM |
| Current Price |
$574.42 |
$201.97 |
| Fair Value Estimate |
$718.00 |
$159.42 |
| Upside to Fair Value |
+25.0%
|
-21.1%
|
| Market Cap |
$503.8B |
$212.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
16.5x
|
| Price / Sales |
14.4x
|
4.8x
|
| Price / FCF |
30.8x
|
20.5x
|
| Revenue Growth YoY |
+14.1%
|
-4.0%
|
| Gross Margin |
100%
|
54.2%
|
| Operating Margin |
59.8%
|
23.2%
|
| Return on Equity |
232.5%
|
37.3%
|
| Dividend Yield |
0.59% |
1.79% |
| FCF Yield |
3.25%
|
4.88%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Accumulation Zones
| Metric |
MA |
QCOM |
| Zone Low |
$538.50 |
$119.56 |
| Zone High |
$610.30 |
$135.51 |
| In Buy Zone? |
Yes
|
No
|