ORCL vs VRT: Which Is the Better Buy?
Side-by-side comparison of Oracle Corporation and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
VS
Vertiv Holdings Co · Industrials
$333.05
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
ORCL trades at a lower forward P/E
(31.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ORCL |
VRT |
| Current Price |
$184.31 |
$333.05 |
| Fair Value Estimate |
$210.13 |
$183.18 |
| Upside to Fair Value |
+14.0%
|
-45.0%
|
| Market Cap |
$530.1B |
$127.9B |
| Forward P/E |
31.0x
|
81.8x
|
| EV / EBITDA |
20.4x
|
55.4x
|
| Price / Sales |
7.9x
|
11.8x
|
| Price / FCF |
-22.4x
|
55.4x
|
| Revenue Growth YoY |
+20.6%
|
+30.1%
|
| Gross Margin |
65.8%
|
36.2%
|
| Operating Margin |
30.8%
|
18.5%
|
| Return on Equity |
50.4%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
1.81%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
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 |
ORCL |
VRT |
| Zone Low |
$157.60 |
$137.38 |
| Zone High |
$178.61 |
$155.70 |
| In Buy Zone? |
No
|
No
|