VRT vs WDC: Which Is the Better Buy?
Side-by-side comparison of Vertiv Holdings Co and Western Digital Corporation — 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
Western Digital Corporation · Technology
$441.36
-16.8% 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 |
WDC |
| Current Price |
$253.28 |
$441.36 |
| Fair Value Estimate |
$274.15 |
$367.30 |
| Upside to Fair Value |
+8.2%
|
-16.8%
|
| Market Cap |
$97.5B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
38.8x
|
17.4x
|
| Price / Sales |
8.5x
|
11.8x
|
| Price / FCF |
33.3x
|
47.3x
|
| Revenue Growth YoY |
+24.1%
|
+43.8%
|
| Gross Margin |
37.5%
|
48.9%
|
| Operating Margin |
19.1%
|
34.9%
|
| Return on Equity |
42.1%
|
118.6%
|
| Dividend Yield |
0.1% |
0.12% |
| FCF Yield |
3.0%
|
2.12%
|
| 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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
VRT |
WDC |
| Zone Low |
$205.61 |
$275.48 |
| Zone High |
$233.03 |
$312.20 |
| In Buy Zone? |
No
|
No
|