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 2026-04-18.
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+24.7%).
ORCL trades at a lower forward P/E
(30.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ORCL |
VRT |
| Current Price |
$175.08 |
$307.34 |
| Fair Value Estimate |
$218.26 |
$272.65 |
| Upside to Fair Value |
+24.7%
|
-11.3%
|
| Market Cap |
$503.5B |
$117.6B |
| Forward P/E |
30.8x
|
88.2x
|
| EV / EBITDA |
21.4x
|
55.3x
|
| Price / Sales |
7.9x
|
11.5x
|
| Price / FCF |
-20.4x
|
61.2x
|
| Revenue Growth YoY |
+7.0%
|
+7.6%
|
| Gross Margin |
66.4%
|
34.8%
|
| Operating Margin |
30.8%
|
18.2%
|
| Return on Equity |
57.4%
|
40.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
1.63%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
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 |
ORCL |
VRT |
| Zone Low |
$163.69 |
$204.49 |
| Zone High |
$185.52 |
$231.75 |
| In Buy Zone? |
Yes
|
No
|