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 p/b, MA reads 90.24 and V reads 19.09. The rest of the comparable metrics sit closer together. On valuation, today's MA price has a different growth bar priced in than V (+21.1% implied for MA vs +20.9% 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 | $573.41 | $366.07 |
| Market cap | $506.3B | $680.9B |
| Sector | Internet Retail | Internet Retail |
| Stage | Mature | Mature |
| Implied growth (priced in) | +21.1% | +20.9% |
| P/E | 31.5 | — |
| P/B | 90.24 | 19.09 |
| P/S | 14.43 | 15.82 |
| EV/EBITDA | 24.0 | 25.1 |
| 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 | 3.3% | 3.1% |
| Dividend yield | 0.6% | 0.2% |
| Debt / equity | 4.39 | 0.67 |
| Current ratio | 1.06 | 1.09 |
| Altman Z (solvency) | 9.02 | 6.93 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
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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.