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 2026-09-26.
Microsoft Corporation · Technology
$497.12
+41.3% upside to fair value
High Conviction
Grade A
High Quality
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MSFT has more upside to fair value
(+41.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MSFT |
VRT |
| Current Price |
$497.12 |
$253.28 |
| Fair Value Estimate |
$702.35 |
$274.15 |
| Upside to Fair Value |
+41.3%
|
+8.2%
|
| Market Cap |
$3,691.4B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
18.3x
|
38.8x
|
| Price / Sales |
11.1x
|
8.5x
|
| Price / FCF |
55.1x
|
33.3x
|
| Revenue Growth YoY |
+17.7%
|
+24.1%
|
| Gross Margin |
67.9%
|
37.5%
|
| Operating Margin |
46.8%
|
19.1%
|
| Return on Equity |
33.2%
|
42.1%
|
| Dividend Yield |
0.73% |
0.1% |
| FCF Yield |
1.81%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Microsoft is a global infrastructure-software platform spanning Azure, Microsoft 365, security, Dynamics, Windows, GitHub and AI copilots, with high business quality supported by enterprise distribution, explicitly cited switching costs, a $678 billion commercial RPO balance, 67.9% TTM gross margin, 46.8% TTM operating margin, 40.3% TTM net margin and 33.2% ROE. Revenue grew 17.7% and earnings gr…
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 |
MSFT |
VRT |
| Zone Low |
$526.76 |
$205.61 |
| Zone High |
$597.00 |
$233.03 |
| In Buy Zone? |
Yes
|
No
|