V vs VRT: Which Is the Better Buy?
Side-by-side comparison of Visa Inc. and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Visa Inc. · Financial Services
$304.36
+37.7% upside to fair value
High Conviction
Grade A-
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
V has more upside to fair value
(+37.7%).
V trades at a lower forward P/E
(23.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
V |
VRT |
| Current Price |
$304.36 |
$307.34 |
| Fair Value Estimate |
$419.00 |
$272.65 |
| Upside to Fair Value |
+37.7%
|
-11.3%
|
| Market Cap |
$586.8B |
$117.6B |
| Forward P/E |
23.7x
|
88.2x
|
| EV / EBITDA |
22.3x
|
55.3x
|
| Price / Sales |
14.2x
|
11.5x
|
| Price / FCF |
25.6x
|
61.2x
|
| Revenue Growth YoY |
+11.3%
|
+7.6%
|
| Gross Margin |
81.08%
|
34.8%
|
| Operating Margin |
59.18%
|
18.2%
|
| Return on Equity |
54.22%
|
40.3%
|
| Dividend Yield |
0.83% |
0% |
| FCF Yield |
3.91%
|
1.63%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
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 |
V |
VRT |
| Zone Low |
$265.00 |
$204.49 |
| Zone High |
$300.00 |
$231.75 |
| In Buy Zone? |
No
|
No
|