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 2026-09-26.
Mastercard Incorporated · Financial Services
$574.42
+25.0% upside to fair value
Med Conviction
Grade A-
High Quality
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MA has more upside to fair value
(+25.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MA |
VRT |
| Current Price |
$574.42 |
$253.28 |
| Fair Value Estimate |
$718.00 |
$274.15 |
| Upside to Fair Value |
+25.0%
|
+8.2%
|
| Market Cap |
$503.8B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
38.8x
|
| Price / Sales |
14.4x
|
8.5x
|
| Price / FCF |
30.8x
|
33.3x
|
| Revenue Growth YoY |
+14.1%
|
+24.1%
|
| Gross Margin |
100%
|
37.5%
|
| Operating Margin |
59.8%
|
19.1%
|
| Return on Equity |
232.5%
|
42.1%
|
| Dividend Yield |
0.59% |
0.1% |
| FCF Yield |
3.25%
|
3.0%
|
| 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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
MA |
VRT |
| Zone Low |
$538.50 |
$205.61 |
| Zone High |
$610.30 |
$233.03 |
| In Buy Zone? |
Yes
|
No
|