GOOG vs VRT: Which Is the Better Buy?

Side-by-side comparison of Alphabet Inc. and Vertiv Holdings Co β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
Alphabet Inc. Β· Communication Services
$334.98
+15.8% upside to fair value
Med Conviction Grade B High Quality
VS
Vertiv Holdings Co Β· Industrials
$253.28
+8.2% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
GOOG has more upside to fair value (+15.8%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GOOG VRT
Current Price $334.98 $253.28
Fair Value Estimate $387.82 $274.15
Upside to Fair Value +15.8% +8.2%
Market Cap $4,065.3B $97.5B
Forward P/E β€” β€”
EV / EBITDA 12.7x 38.8x
Price / Sales 9.1x 8.5x
Price / FCF 76.4x 33.3x
Revenue Growth YoY +24.2% +24.1%
Gross Margin 60.9% 37.5%
Operating Margin 33.1% 19.1%
Return on Equity 50.8% 42.1%
Dividend Yield 0.26% 0.1%
FCF Yield 1.31% 3.0%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
GOOG β€” Alphabet Inc.
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
VRT β€” Vertiv Holdings Co
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 GOOG VRT
Zone Low $290.87 $205.61
Zone High $329.65 $233.03
In Buy Zone? No No
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