MA vs SNDK: Which Is the Better Buy?
Side-by-side comparison of Mastercard Incorporated and Sandisk Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-18.
Mastercard Incorporated · Financial Services
$574.42
+25.0% upside to fair value
Med Conviction
Grade A-
High Quality
VS
Sandisk Corporation · Technology
$1,614.39
-25.3% upside to fair value
Med Conviction
Grade C
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 |
SNDK |
| Current Price |
$574.42 |
$1,614.39 |
| Fair Value Estimate |
$718.00 |
$1,206.72 |
| Upside to Fair Value |
+25.0%
|
-25.3%
|
| Market Cap |
$503.8B |
$239.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
17.9x
|
| Price / Sales |
14.4x
|
11.8x
|
| Price / FCF |
30.8x
|
20.6x
|
| Revenue Growth YoY |
+14.1%
|
+371.6%
|
| Gross Margin |
100%
|
71.5%
|
| Operating Margin |
59.8%
|
61.2%
|
| Return on Equity |
232.5%
|
93.1%
|
| Dividend Yield |
0.59% |
0% |
| FCF Yield |
3.25%
|
4.84%
|
| 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…
Sandisk designs and manufactures NAND flash storage solutions, including SSDs, embedded memory, removable cards, USB devices, and wafers, employing roughly 11,100 people from its Milpitas, California headquarters. The business is currently generating extraordinary profitability, with TTM gross margin of 71.5%, operating margin of 61.2%, net margin of 56.5%, and ROE of 93.1%, while revenue grew 37…
Accumulation Zones
| Metric |
MA |
SNDK |
| Zone Low |
$538.50 |
$905.04 |
| Zone High |
$610.30 |
$1,025.71 |
| In Buy Zone? |
Yes
|
No
|