MA vs SLB: Which Is the Better Buy?
Side-by-side comparison of Mastercard Incorporated and SLB N.V. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Mastercard Incorporated ยท Financial Services
$498.66
+22.3% upside to fair value
High Conviction
Grade A-
VS
SLB N.V. ยท Energy
$51.92
-20.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
MA has more upside to fair value
(+22.3%).
SLB trades at a lower forward P/E
(18.6x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
MA |
SLB |
| Current Price |
$498.66 |
$51.92 |
| Fair Value Estimate |
$610.00 |
$41.43 |
| Upside to Fair Value |
+22.3%
|
-20.2%
|
| Market Cap |
$445.0B |
$77.9B |
| Forward P/E |
25.5x
|
18.6x
|
| EV / EBITDA |
22.4x
|
9.2x
|
| Price / Sales |
13.6x
|
2.2x
|
| Price / FCF |
26.0x
|
16.1x
|
| Revenue Growth YoY |
+16.4%
|
-1.6%
|
| Gross Margin |
83.4%
|
18.21%
|
| Operating Margin |
59.2%
|
15.28%
|
| Return on Equity |
198.4%
|
12.83%
|
| Dividend Yield |
0.65% |
2.21% |
| FCF Yield |
3.84%
|
6.21%
|
| Analyst Consensus |
Strong Buy
|
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 41โฆ
SLB is the world's largest oilfield services company with $35.7B in FY2025 revenue, operating across four divisions: Digital and Integration, Reservoir Performance, Well Construction, and Production Systems. The company completed the ChampionX acquisition in 2025 and is pursuing a digital transformation and AI-driven strategy. At $51.92, SLB trades at 2.18x P/S (in the fair range of the 5-year diโฆ
Accumulation Zones
| Metric |
MA |
SLB |
| Zone Low |
$460.00 |
$34.00 |
| Zone High |
$515.00 |
$39.00 |
| In Buy Zone? |
Yes
|
No
|