MSFT vs VRT: Which Is the Better Buy?
Side-by-side comparison of Microsoft Corporation and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Microsoft Corporation · Technology
$372.20
+32.4% upside to fair value
High Conviction
Grade A
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
MSFT has more upside to fair value
(+32.4%).
MSFT trades at a lower forward P/E
(22.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MSFT |
VRT |
| Current Price |
$372.20 |
$307.34 |
| Fair Value Estimate |
$493.00 |
$272.65 |
| Upside to Fair Value |
+32.4%
|
-11.3%
|
| Market Cap |
$2,763.6B |
$117.6B |
| Forward P/E |
22.0x
|
88.2x
|
| EV / EBITDA |
17.5x
|
55.3x
|
| Price / Sales |
9.1x
|
11.5x
|
| Price / FCF |
35.8x
|
61.2x
|
| Revenue Growth YoY |
+14.9%
|
+7.6%
|
| Gross Margin |
68.8%
|
34.8%
|
| Operating Margin |
45.6%
|
18.2%
|
| Return on Equity |
29.6%
|
40.3%
|
| Dividend Yield |
0.94% |
0% |
| FCF Yield |
2.8%
|
1.63%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Microsoft is the world's largest software company, operating a three-pillar empire across cloud (Azure), productivity (Office 365/Teams), and personal computing (Windows/Xbox). Azure is the second-largest cloud platform globally with 24% market share and growing at 38-39% in constant currency, while Microsoft Cloud revenue crossed $168.9B in FY2025. The stock has dropped 33% from its highs to $37…
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 |
MSFT |
VRT |
| Zone Low |
$370.00 |
$204.49 |
| Zone High |
$419.00 |
$231.75 |
| In Buy Zone? |
Yes
|
No
|