MA vs VRT: Which Is the Better Buy?
Side-by-side comparison of Mastercard Incorporated and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Mastercard Incorporated · Financial Services
$498.66
+22.3% upside to fair value
High Conviction
Grade A-
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
MA has more upside to fair value
(+22.3%).
MA trades at a lower forward P/E
(25.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MA |
VRT |
| Current Price |
$498.66 |
$307.34 |
| Fair Value Estimate |
$610.00 |
$272.65 |
| Upside to Fair Value |
+22.3%
|
-11.3%
|
| Market Cap |
$445.0B |
$117.6B |
| Forward P/E |
25.5x
|
88.2x
|
| EV / EBITDA |
22.4x
|
55.3x
|
| Price / Sales |
13.6x
|
11.5x
|
| Price / FCF |
26.0x
|
61.2x
|
| Revenue Growth YoY |
+16.4%
|
+7.6%
|
| Gross Margin |
83.4%
|
34.8%
|
| Operating Margin |
59.2%
|
18.2%
|
| Return on Equity |
198.4%
|
40.3%
|
| Dividend Yield |
0.65% |
0% |
| FCF Yield |
3.84%
|
1.63%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 41…
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
MA |
VRT |
| Zone Low |
$460.00 |
$204.49 |
| Zone High |
$515.00 |
$231.75 |
| In Buy Zone? |
Yes
|
No
|