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 2026-09-26.
Oracle Corporation · Technology
$149.12
+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
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ORCL |
VRT |
| Current Price |
$149.12 |
$253.28 |
| Fair Value Estimate |
$216.22 |
$274.15 |
| Upside to Fair Value |
+45.0%
|
+8.2%
|
| Market Cap |
$429.5B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.6x
|
38.8x
|
| Price / Sales |
6.0x
|
8.5x
|
| Price / FCF |
—
|
33.3x
|
| Revenue Growth YoY |
+29.6%
|
+24.1%
|
| Gross Margin |
63.9%
|
37.5%
|
| Operating Margin |
32.4%
|
19.1%
|
| Return on Equity |
42.6%
|
42.1%
|
| Dividend Yield |
1.34% |
0.1% |
| FCF Yield |
—
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
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 |
ORCL |
VRT |
| Zone Low |
$162.16 |
$205.61 |
| Zone High |
$183.79 |
$233.03 |
| In Buy Zone? |
Yes
|
No
|