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 2026-04-18.
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+59.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NVDA |
VRT |
| Current Price |
$182.08 |
$307.34 |
| Fair Value Estimate |
$290.00 |
$272.65 |
| Upside to Fair Value |
+59.3%
|
-11.3%
|
| Market Cap |
$4,425.5B |
$117.6B |
| Forward P/E |
—
|
88.2x
|
| EV / EBITDA |
31.4x
|
55.3x
|
| Price / Sales |
21.0x
|
11.5x
|
| Price / FCF |
46.9x
|
61.2x
|
| Revenue Growth YoY |
+65.5%
|
+7.6%
|
| Gross Margin |
71.1%
|
34.8%
|
| Operating Margin |
60.4%
|
18.2%
|
| Return on Equity |
76.3%
|
40.3%
|
| Dividend Yield |
0.02% |
0% |
| FCF Yield |
2.13%
|
1.63%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
NVDA |
VRT |
| Zone Low |
$218.00 |
$204.49 |
| Zone High |
$250.00 |
$231.75 |
| In Buy Zone? |
Yes
|
No
|