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 2026-06-20.
NVIDIA Corporation · Technology
$210.69
+45.0% upside to fair value
Grade B High Quality
VS
Vertiv Holdings Co · Industrials
$333.05
-45.0% upside to fair value
Grade D High Quality
QuantHub Verdict
NVDA has more upside to fair value (+45.0%). NVDA trades at a lower forward P/E (32.1x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric NVDA VRT
Current Price $210.69 $333.05
Fair Value Estimate $305.50 $183.18
Upside to Fair Value +45.0% -45.0%
Market Cap $5,103.1B $127.9B
Forward P/E 32.1x 81.8x
EV / EBITDA 26.5x 55.4x
Price / Sales 20.1x 11.8x
Price / FCF 42.9x 55.4x
Revenue Growth YoY +85.2% +30.1%
Gross Margin 74.1% 36.2%
Operating Margin 64.0% 18.5%
Return on Equity 111.7% 42.1%
Dividend Yield 0% 0%
FCF Yield 2.33% 1.81%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
NVDA — NVIDIA Corporation
NVIDIA Corporation is a leading technology company specializing in semiconductors, particularly GPUs and AI accelerators, with a dominant market position in AI training markets holding over 80% share. The company exhibits exceptional business quality with a founder-led management team boasting over 30 years of continuous leadership, very high profitability with gross margins above 74% and net mar…
VRT — Vertiv Holdings Co
Vertiv Holdings Co operates in the industrials sector, specializing in electrical equipment and parts with a strong focus on data center critical infrastructure. The company benefits from a durable competitive position supported by a broad product portfolio that drives approximately 75% of sales from data centers. Vertiv's business quality is high, demonstrated by a 42.1% return on equity, strong…
Accumulation Zones
Metric NVDA VRT
Zone Low $229.12 $137.38
Zone High $259.68 $155.70
In Buy Zone? Yes No
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