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 2026-04-18.
Alphabet Inc. Β· Communication Services
$339.40
-4.4% upside to fair value
Grade D High Quality
VS
Vertiv Holdings Co Β· Industrials
$307.34
-11.3% upside to fair value
Grade D High Quality
QuantHub Verdict
GOOG has more upside to fair value (-4.4%). 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 $307.34
Fair Value Estimate $324.34 $272.65
Upside to Fair Value -4.4% -11.3%
Market Cap $4,105.7B $117.6B
Forward P/E 31.2x 88.2x
EV / EBITDA 23.1x 55.3x
Price / Sales 10.3x 11.5x
Price / FCF 56.4x 61.2x
Revenue Growth YoY +11.3% +7.6%
Gross Margin 59.7% 34.8%
Operating Margin 32.0% 18.2%
Return on Equity 35.0% 40.3%
Dividend Yield 0% 0%
FCF Yield 1.77% 1.63%
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 as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
Metric GOOG VRT
Zone Low $243.25 $204.49
Zone High $275.69 $231.75
In Buy Zone? No No
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