MSFT vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Microsoft Corporation and Veritiv Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
Microsoft Corporation · Technology
$497.12
+41.3% upside to fair value
High Conviction
Grade A
High Quality
VS
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
QuantHub Verdict
MSFT has more upside to fair value
(+41.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MSFT |
VRTV |
| Current Price |
$497.12 |
$169.99 |
| Fair Value Estimate |
$702.35 |
$93.49 |
| Upside to Fair Value |
+41.3%
|
-45.0%
|
| Market Cap |
$3,691.4B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
18.3x
|
5.4x
|
| Price / Sales |
11.1x
|
0.4x
|
| Price / FCF |
55.1x
|
10.4x
|
| Revenue Growth YoY |
+17.7%
|
-19.0%
|
| Gross Margin |
67.9%
|
22.7%
|
| Operating Margin |
46.8%
|
5.9%
|
| Return on Equity |
33.2%
|
48.6%
|
| Dividend Yield |
0.73% |
1.48% |
| FCF Yield |
1.81%
|
9.57%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
MSFT |
VRTV |
| Zone Low |
$526.76 |
$70.12 |
| Zone High |
$597.00 |
$79.47 |
| In Buy Zone? |
Yes
|
No
|