PYPL vs VRT: Which Is the Better Buy?

Side-by-side comparison of PayPal Holdings, Inc. and Vertiv Holdings Co β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
PayPal Holdings, Inc. Β· Financial Services
$52.71
+9.1% upside to fair value
Med Conviction Grade B-
VS
Vertiv Holdings Co Β· Industrials
$253.28
+8.2% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
PYPL has more upside to fair value (+9.1%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric PYPL VRT
Current Price $52.71 $253.28
Fair Value Estimate $57.50 $274.15
Upside to Fair Value +9.1% +8.2%
Market Cap $45.1B $97.5B
Forward P/E β€” β€”
EV / EBITDA 6.8x 38.8x
Price / Sales 1.3x 8.5x
Price / FCF 7.2x 33.3x
Revenue Growth YoY +4.8% +24.1%
Gross Margin 45.8% 37.5%
Operating Margin 18.8% 19.1%
Return on Equity 24.4% 42.1%
Dividend Yield 1.06% 0.1%
FCF Yield 13.97% 3.0%
Analyst Consensus Hold Strong Buy
Investment Thesis
PYPL β€” PayPal Holdings, Inc.
PayPal operates a global digital-payments platform spanning branded checkout, Venmo, Braintree merchant processing, credit products and fraud-risk infrastructure across approximately 200 markets. Business quality is medium: its two-sided network, trusted brand, broad merchant distribution and risk capabilities remain meaningful assets, but its highest-value branded-checkout franchise is under com…
VRT β€” Vertiv Holdings Co
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 PYPL VRT
Zone Low $43.12 $205.61
Zone High $48.88 $233.03
In Buy Zone? No No
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