GOOG vs VRT: Which Is the Better Buy?

Side-by-side comparison of Alphabet Inc. and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-13.
Alphabet Inc. · Communication Services
$355.03
-17.2% upside to fair value
Grade D High Quality
VS
Vertiv Holdings Co · Industrials
$333.05
-45.0% upside to fair value
Grade D High Quality
QuantHub Verdict
GOOG has more upside to fair value (-17.2%). GOOG trades at a lower forward P/E (27.0x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric GOOG VRT
Current Price $355.03 $333.05
Fair Value Estimate $294.10 $183.18
Upside to Fair Value -17.2% -45.0%
Market Cap $4,320.1B $127.9B
Forward P/E 27.0x 81.8x
EV / EBITDA 20.0x 55.4x
Price / Sales 10.2x 11.8x
Price / FCF 67.0x 55.4x
Revenue Growth YoY +21.8% +30.1%
Gross Margin 60.4% 36.2%
Operating Margin 32.7% 18.5%
Return on Equity 39.0% 42.1%
Dividend Yield 0% 0%
FCF Yield 1.49% 1.81%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
GOOG — Alphabet Inc.
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud services. The company exhibits high business quality with a durable competitive moat supported by strong network effects, brand recognition, and intangible assets. Alphabet's financials reflect robust profitability with a net margin…
VRT — Vertiv Holdings Co
Vertiv Holdings Co operates in the industrials sector, specializing in electrical equipment and parts with a strong focus on data center critical infrastructure. The company benefits from a durable competitive position supported by a broad product portfolio that drives approximately 75% of sales from data centers. Vertiv's business quality is high, demonstrated by a 42.1% return on equity, strong…
Accumulation Zones
Metric GOOG VRT
Zone Low $220.58 $137.38
Zone High $249.99 $155.70
In Buy Zone? No No
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