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 2026-09-26.
Visa Inc. · Financial Services
$368.29
+25.7% 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
V has more upside to fair value
(+25.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
V |
VRT |
| Current Price |
$368.29 |
$253.28 |
| Fair Value Estimate |
$463.00 |
$274.15 |
| Upside to Fair Value |
+25.7%
|
+8.2%
|
| Market Cap |
$687.6B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
24.0x
|
38.8x
|
| Price / Sales |
15.5x
|
8.5x
|
| Price / FCF |
33.5x
|
33.3x
|
| Revenue Growth YoY |
+14.4%
|
+24.1%
|
| Gross Margin |
80.2%
|
37.5%
|
| Operating Margin |
60.7%
|
19.1%
|
| Return on Equity |
61.3%
|
42.1%
|
| Dividend Yield |
0.73% |
0.1% |
| FCF Yield |
2.98%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
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 |
V |
VRT |
| Zone Low |
$347.25 |
$205.61 |
| Zone High |
$393.55 |
$233.03 |
| In Buy Zone? |
Yes
|
No
|