VRT vs VST: Which Is the Better Buy?
Side-by-side comparison of Vertiv Holdings Co and Vistra Corp. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Vertiv Holdings Co · Industrials
$333.05
-45.0% upside to fair value
Grade D
High Quality
VS
Vistra Corp. · Utilities
$140.58
+20.9% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
VST has more upside to fair value
(+20.9%).
VST trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
VRT |
VST |
| Current Price |
$333.05 |
$140.58 |
| Fair Value Estimate |
$183.18 |
$170.00 |
| Upside to Fair Value |
-45.0%
|
+20.9%
|
| Market Cap |
$127.9B |
$47.4B |
| Forward P/E |
81.8x
|
15.4x
|
| EV / EBITDA |
55.4x
|
9.3x
|
| Price / Sales |
11.8x
|
2.9x
|
| Price / FCF |
55.4x
|
42.5x
|
| Revenue Growth YoY |
+30.1%
|
+20.0%
|
| Gross Margin |
36.2%
|
12.7%
|
| Operating Margin |
18.5%
|
2.1%
|
| Return on Equity |
42.1%
|
35.0%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
1.81%
|
2.4%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Vertiv Holdings Co operates in the industrials sector, specializing in electrical equipment and parts with a strong focus on data center critical infrastructure. The company benefits from a durable competitive position supported by a broad product portfolio that drives approximately 75% of sales from data centers. Vertiv's business quality is high, demonstrated by a 42.1% return on equity, strong…
Vistra is an integrated merchant power producer and retail electricity supplier with roughly 38,700 MW of generation across natural gas, nuclear, coal, solar and battery storage, plus a roughly 4.3 million customer retail book (TXU and affiliated brands) across 20 states. The 2024 Energy Harbor deal made it the second-largest nuclear operator in the US, and that nuclear and gas fleet is now centr…
Accumulation Zones
| Metric |
VRT |
VST |
| Zone Low |
$137.38 |
$128.00 |
| Zone High |
$155.70 |
$145.00 |
| In Buy Zone? |
No
|
Yes
|