UPS vs VRT: Which Is the Better Buy?

Side-by-side comparison of United Parcel Service, Inc. and Vertiv Holdings Co β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
United Parcel Service, Inc. Β· Industrials
$99.02
+21.1% 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
UPS has more upside to fair value (+21.1%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric UPS VRT
Current Price $99.02 $253.28
Fair Value Estimate $119.92 $274.15
Upside to Fair Value +21.1% +8.2%
Market Cap $84.1B $97.5B
Forward P/E β€” β€”
EV / EBITDA 10.2x 38.8x
Price / Sales 0.9x 8.5x
Price / FCF 15.3x 33.3x
Revenue Growth YoY +7.6% +24.1%
Gross Margin 16.6% 37.5%
Operating Margin 7.3% 19.1%
Return on Equity 29.1% 42.1%
Dividend Yield 6.62% 0.1%
FCF Yield 6.52% 3.0%
Analyst Consensus Hold Strong Buy
Investment Thesis
UPS β€” United Parcel Service, Inc.
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume c…
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 UPS VRT
Zone Low $89.94 $205.61
Zone High $101.93 $233.03
In Buy Zone? Yes No
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