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 2026-04-22.
Alphabet Inc. Β· Communication Services
$339.40
-6.2% upside to fair value
Grade D High Quality
VS
Vertiv Holdings Co Β· Industrials
$305.14
-45.0% upside to fair value
Grade D High Quality
QuantHub Verdict
GOOG has more upside to fair value (-6.2%). GOOG trades at a lower forward P/E (31.2x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GOOG VRT
Current Price $339.40 $305.14
Fair Value Estimate $318.47 $167.83
Upside to Fair Value -6.2% -45.0%
Market Cap $4,105.7B $116.8B
Forward P/E 31.2x 75.0x
EV / EBITDA 23.1x 50.1x
Price / Sales 10.3x 10.8x
Price / FCF 56.4x 50.5x
Revenue Growth YoY +11.3% +30.1%
Gross Margin 59.7% 36.2%
Operating Margin 32.0% 18.5%
Return on Equity 35.0% 42.1%
Dividend Yield 0% 0%
FCF Yield 1.77% 1.98%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
GOOG β€” Alphabet Inc.
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
VRT β€” Vertiv Holdings Co
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
Metric GOOG VRT
Zone Low $238.85 $125.87
Zone High $270.70 $142.66
In Buy Zone? No No
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