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 2026-04-22.
Visa Inc. · Financial Services
$304.36
+45.0% upside to fair value
High Conviction
Grade A-
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
V has more upside to fair value
(+45.0%).
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 |
$305.14 |
| Fair Value Estimate |
$441.32 |
$167.83 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$586.8B |
$116.8B |
| Forward P/E |
23.7x
|
75.0x
|
| EV / EBITDA |
22.3x
|
50.1x
|
| Price / Sales |
14.2x
|
10.8x
|
| Price / FCF |
25.6x
|
50.5x
|
| Revenue Growth YoY |
+11.3%
|
+30.1%
|
| Gross Margin |
81.08%
|
36.2%
|
| Operating Margin |
59.18%
|
18.5%
|
| Return on Equity |
54.22%
|
42.1%
|
| Dividend Yield |
0.83% |
0% |
| FCF Yield |
3.91%
|
1.98%
|
| 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 in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
V |
VRT |
| Zone Low |
$330.99 |
$125.87 |
| Zone High |
$375.12 |
$142.66 |
| In Buy Zone? |
Yes
|
No
|