MA vs RTX: Which Is the Better Buy?
Side-by-side comparison of Mastercard Incorporated and RTX Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Mastercard Incorporated · Financial Services
$543.60
+45.0% upside to fair value
High Conviction
Grade A
High Quality
VS
RTX Corporation · Industrials
$185.60
-25.2% upside to fair value
Grade D
QuantHub Verdict
MA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MA |
RTX |
| Current Price |
$543.60 |
$185.60 |
| Fair Value Estimate |
$788.22 |
$138.81 |
| Upside to Fair Value |
+45.0%
|
-25.2%
|
| Market Cap |
$480.3B |
$249.9B |
| Forward P/E |
—
|
34.3x
|
| EV / EBITDA |
23.3x
|
18.3x
|
| Price / Sales |
14.2x
|
2.8x
|
| Price / FCF |
27.1x
|
29.9x
|
| Revenue Growth YoY |
+15.8%
|
+8.7%
|
| Gross Margin |
83.0%
|
20.2%
|
| Operating Margin |
59.4%
|
10.9%
|
| Return on Equity |
206.1%
|
11.2%
|
| Dividend Yield |
0.62% |
0% |
| FCF Yield |
3.69%
|
3.34%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
RTX Corporation is a leading aerospace and defense company with a strong competitive moat driven by scale and an installed base in commercial aerospace via Pratt & Whitney and Collins Aerospace, and defense through Raytheon. The company benefits from a large multi-year backlog of approximately $270 billion supporting steady cash flow and mid-single-digit organic growth. Despite solid revenue grow…
Accumulation Zones
| Metric |
MA |
RTX |
| Zone Low |
$591.16 |
$104.11 |
| Zone High |
$669.99 |
$117.99 |
| In Buy Zone? |
Yes
|
No
|