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 2026-06-20.
Microsoft Corporation · Technology
$379.40
+45.0% upside to fair value
Grade A
High Quality
VS
Veritiv Corporation · Industrials
$169.99
-43.3% upside to fair value
Grade D
QuantHub Verdict
MSFT has more upside to fair value
(+45.0%).
VRTV trades at a lower forward P/E
(7.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MSFT |
VRTV |
| Current Price |
$379.40 |
$169.99 |
| Fair Value Estimate |
$550.13 |
$96.38 |
| Upside to Fair Value |
+45.0%
|
-43.3%
|
| Market Cap |
$2,818.3B |
$2.3B |
| Forward P/E |
22.5x
|
7.1x
|
| EV / EBITDA |
14.2x
|
5.4x
|
| Price / Sales |
8.9x
|
0.3x
|
| Price / FCF |
38.6x
|
10.0x
|
| Revenue Growth YoY |
+18.3%
|
-19.0%
|
| Gross Margin |
68.3%
|
22.7%
|
| Operating Margin |
46.8%
|
5.9%
|
| Return on Equity |
33.1%
|
48.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.59%
|
9.99%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Microsoft Corporation is a leading global technology company specializing in cloud computing, productivity software, and enterprise platforms. The company benefits from a very strong and widening competitive moat supported by scale, switching costs, an integrated ecosystem, and disciplined capital allocation including large buybacks and dividends. Its business quality is high, demonstrated by a 3…
Veritiv Corporation operates as a distributor primarily in packaging, facility solutions, and print markets, with a business quality characterized by scale and network density rather than proprietary products or pricing power. The company has undergone significant transformation under CEO Salvatore A. Abbate, including a take-private transaction by Clayton, Dubilier & Rice in 2023 and a strategic…
Accumulation Zones
| Metric |
MSFT |
VRTV |
| Zone Low |
$412.60 |
$72.28 |
| Zone High |
$467.61 |
$81.92 |
| In Buy Zone? |
Yes
|
No
|