MA vs V: Which Is the Better Buy?

Side-by-side comparison of Mastercard Incorporated and Visa Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-19.
Mastercard Incorporated · Financial Services
$574.42
+25.0% upside to fair value
Med Conviction Grade A- High Quality
VS
Visa Inc. · Financial Services
$368.29
+25.7% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
V has more upside to fair value (+25.7%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric MA V
Current Price $574.42 $368.29
Fair Value Estimate $718.00 $463.00
Upside to Fair Value +25.0% +25.7%
Market Cap $503.8B $687.6B
Forward P/E — —
EV / EBITDA 23.4x 24.0x
Price / Sales 14.4x 15.5x
Price / FCF 30.8x 33.5x
Revenue Growth YoY +14.1% +14.4%
Gross Margin 100% 80.2%
Operating Margin 59.8% 60.7%
Return on Equity 232.5% 61.3%
Dividend Yield 0.59% 0.73%
FCF Yield 3.25% 2.98%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
MA — Mastercard Incorporated
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…
V — Visa Inc.
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
Metric MA V
Zone Low $538.50 $347.25
Zone High $610.30 $393.55
In Buy Zone? Yes Yes
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