Discover Financial Services (DFS) vs Mastercard Incorporated (MA)

DFS leads on 9 of 17 compared metrics.

A side-by-side comparison of Discover Financial Services and Mastercard Incorporated across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — DFS vs MA

growth of $100 · last 18y
DFS +595.8%MA +3780.8%MA compounded faster
Log scale — wide-divergence pair
101001k10kStart $100201020132016201920222025$696$3,881
DFS MA

DFS vs MA: by the numbers

  • MA is the larger company ($432.94B vs $50.34B market cap).
  • DFS trades at the lower earnings multiple (10.67 vs 28.36 P/E).
  • MA converts more revenue to profit (45.88% vs 21.65% net margin).
  • MA grew revenue faster over the past five years (17.05% vs 13.84% CAGR).
  • DFS pays the higher dividend yield (1.40% vs 0.67%).

Which is better, DFS or MA?

Metric tally: DFS 9 · MA 8

It depends on what you're optimizing for:

ValueDFS(lower P/E)
GrowthMA(faster 5Y revenue CAGR)
IncomeDFS(higher dividend yield)
QualityMA(higher ROIC)

Valuation

MetricDFSMA
P/E ratio10.6728.36
Forward P/E12.5921.48
P/S ratio2.2812.89
P/B ratio2.6665.09
PEG ratio0.151.81
EV / EBITDA6.7521.13
FCF yield16.78%4.05%

Profitability

MetricDFSMA
Gross margin65.86%82.96%
Operating margin34.55%59.40%
Net margin21.65%45.88%
ROE25.29%231.63%
ROIC32.48%48.63%

Dividends

MetricDFSMA
Dividend yield1.40%0.67%
Payout ratio15.81%19.70%

Growth (annualized)

MetricDFSMA
Revenue CAGR (5Y)13.84%17.05%
EPS CAGR (5Y)14.26%20.93%
FCF CAGR (5Y)9.87%23.43%
Total return CAGR (5Y)42.63%6.65%

Frequently asked

Which is better, DFS or MA?
It depends on your goal. value: DFS (lower P/E); growth: MA (faster 5Y revenue CAGR); income: DFS (higher dividend yield); quality: MA (higher ROIC). Across all compared metrics, DFS leads 9 to 8.
Is DFS or MA cheaper?
On trailing earnings, DFS is cheaper: DFS trades at a 10.67 P/E and MA at 28.36.
Which has grown faster, DFS or MA?
Over the past five years, MA grew revenue faster — DFS at a 13.84% CAGR versus MA at 17.05%.
Does DFS or MA pay a bigger dividend?
DFS yields 1.40% and MA yields 0.67% based on trailing dividends and the latest price.
Is DFS or MA more profitable?
MA runs the higher net margin — DFS at 21.65% versus MA at 45.88%.
Which has been the better investment, DFS or MA?
Over the past 10-year, MA delivered the higher annualized total return — DFS at 15.34% versus MA at 18.49%. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 13, 2026.