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 2026-09-26.
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Vistra Corp. · Utilities
$140.67
-23.0% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
VRT has more upside to fair value
(+8.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
VRT |
VST |
| Current Price |
$253.28 |
$140.67 |
| Fair Value Estimate |
$274.15 |
$108.27 |
| Upside to Fair Value |
+8.2%
|
-23.0%
|
| Market Cap |
$97.5B |
$47.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
38.8x
|
10.3x
|
| Price / Sales |
8.5x
|
3.0x
|
| Price / FCF |
33.3x
|
34.7x
|
| Revenue Growth YoY |
+24.1%
|
-5.5%
|
| Gross Margin |
37.5%
|
13.0%
|
| Operating Margin |
19.1%
|
2.3%
|
| Return on Equity |
42.1%
|
41.5%
|
| Dividend Yield |
0.1% |
0.65% |
| FCF Yield |
3.0%
|
2.88%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Vistra Corp. is a vertically integrated independent power producer and retail electricity supplier operating roughly 38,700 megawatts of generation across natural gas, nuclear, coal, solar, and battery storage, serving about 4.3 million retail customers in 20 states and the District of Columbia. The business quality is mixed: the diversified PJM and ERCOT fleet plus retail load is a genuine struc…
Accumulation Zones
| Metric |
VRT |
VST |
| Zone Low |
$205.61 |
$81.20 |
| Zone High |
$233.03 |
$92.03 |
| In Buy Zone? |
No
|
No
|