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 2026-05-13.
Mastercard Incorporated · Financial Services
$499.81
+5.0% upside to fair value
Grade B+
High Quality
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
MA has more upside to fair value
(+5.0%).
MA trades at a lower forward P/E
(28.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MA |
VRT |
| Current Price |
$499.81 |
$305.14 |
| Fair Value Estimate |
$525.00 |
$167.83 |
| Upside to Fair Value |
+5.0%
|
-45.0%
|
| Market Cap |
$441.6B |
$116.8B |
| Forward P/E |
28.6x
|
75.0x
|
| EV / EBITDA |
21.3x
|
50.1x
|
| Price / Sales |
13.0x
|
10.8x
|
| Price / FCF |
24.9x
|
50.5x
|
| Revenue Growth YoY |
+15.8%
|
+30.1%
|
| Gross Margin |
83.0%
|
36.2%
|
| Operating Margin |
59.4%
|
18.5%
|
| Return on Equity |
206.1%
|
42.1%
|
| Dividend Yield |
0.6% |
0% |
| FCF Yield |
4.01%
|
1.98%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Mastercard is one of two global payment network duopolists alongside Visa, with structurally high margins (83% gross, 59% operating, 46% net), powerful network effects, and durable secular tailwinds from the ongoing cash-to-card and card-to-digital migration. Q1 2026 results reported April 30 showed revenue of $8.40 billion (+15.8% YoY) and EPS of $4.35 (+20.8% YoY), driven by continued cross-bor…
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
MA |
VRT |
| Zone Low |
$393.75 |
$125.87 |
| Zone High |
$446.25 |
$142.66 |
| In Buy Zone? |
No
|
No
|