NVDA vs VRT: Which Is the Better Buy?
Side-by-side comparison of NVIDIA Corporation and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
NVIDIA Corporation · Technology
$225.07
+45.0% 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
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NVDA |
VRT |
| Current Price |
$225.07 |
$253.28 |
| Fair Value Estimate |
$326.35 |
$274.15 |
| Upside to Fair Value |
+45.0%
|
+8.2%
|
| Market Cap |
$5,451.4B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
38.8x
|
| Price / Sales |
18.0x
|
8.5x
|
| Price / FCF |
42.9x
|
33.3x
|
| Revenue Growth YoY |
+105.9%
|
+24.1%
|
| Gross Margin |
74.7%
|
37.5%
|
| Operating Margin |
65.2%
|
19.1%
|
| Return on Equity |
110.1%
|
42.1%
|
| Dividend Yield |
0.23% |
0.1% |
| FCF Yield |
2.33%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
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 |
NVDA |
VRT |
| Zone Low |
$244.76 |
$205.61 |
| Zone High |
$277.40 |
$233.03 |
| In Buy Zone? |
Yes
|
No
|