GOOGL 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 2026-09-26.
Alphabet Inc. · Communication Services
$342.36
+16.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
GOOGL has more upside to fair value
(+16.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOGL |
VRT |
| Current Price |
$342.36 |
$253.28 |
| Fair Value Estimate |
$399.26 |
$274.15 |
| Upside to Fair Value |
+16.6%
|
+8.2%
|
| Market Cap |
$4,143.3B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.9x
|
38.8x
|
| Price / Sales |
9.3x
|
8.5x
|
| Price / FCF |
78.1x
|
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 |
0.25% |
0.1% |
| FCF Yield |
1.28%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
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 |
GOOGL |
VRT |
| Zone Low |
$299.44 |
$205.61 |
| Zone High |
$339.37 |
$233.03 |
| In Buy Zone? |
No
|
No
|