Mastercard Incorporated vs VISA INC., two Internet Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where MA and V diverge most: on debt / equity, MA reads 4.39 and V reads 0.67; on return on equity, MA reads 289.7% and V reads 62.4%. The rest of the comparable metrics sit closer together. On valuation, today's MA price has a different growth bar priced in than V (+18.4% implied for MA vs +18.9% for V); the higher figure is the steeper assumption to clear, not a better or worse stock. What MA's price implies is a somewhat stretched bet versus history (whole-company basis). What V's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | MA | V |
|---|---|---|
| Price | $589.17 | $385.48 |
| Market cap | $520.2B | $720.8B |
| Sector | Internet Retail | Internet Retail |
| Stage | Mature | Mature |
| Implied growth (priced in) | +18.4% | +18.9% |
| P/E | 32.4 | — |
| P/B | 92.72 | 20.21 |
| P/S | 14.83 | 16.75 |
| EV/EBITDA | 24.6 | 26.6 |
| Revenue growth | +16.1% | +14.4% |
| Operating margin | 60.2% | 64.4% |
| Net margin | 46.3% | 51.7% |
| Return on equity | 289.7% | 62.4% |
| Return on assets | 28.2% | 23.4% |
| Return on invested capital | 54.1% | 37.0% |
| FCF yield | 3.2% | 2.9% |
| Dividend yield | 0.5% | 0.1% |
| Debt / equity | 4.39 | 0.67 |
| Current ratio | 1.06 | 1.09 |
| Altman Z (solvency) | 9.18 | 6.93 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.