ABM
ABM Industries Incorporated
ABM has slightly lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over ABM overall, supported by stronger valuation and stronger modeled upside.
ABM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Under pressure |
ABM's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is under pressure.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
ABM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 13x | $36.42 | -34% |
| Forward | 13x | $54.77 | — |
| Fair | 18x | $49.06 | -10% |
| Current | 20x | $54.77 | — |
| Expensive | 26x | $72.83 | +33% |
Historical ranges are pointers, not guarantees.
ABM's PE is in its fair range at 20x. If earnings grow as analysts expect, today's price would be 13x next year's earnings, in its cheap range.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT has the edge over ABM in the historical PE scenario, which offers more potential upside but is not a forecast.
ABM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Stable | |
| Limited | |
| High |
Analysts expect ABM's earnings to grow, with its revenue and profitability holding steady.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over ABM on the outlook, with more favorable revenue and profitability expectations.
ABM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.36 | +57% |
| Q3 2026 | $2.77 | +50% |
| Q2 2026 | $2.60 | +108% |
| Q1 2026 | $2.54 | +100% |
| Q4 2025 | $2.59 | +102% |
| Q3 2025 | $1.85 | -24% |
| Q2 2025 | $1.25 | -67% |
| Q1 2025 | $1.27 | -68% |
| Q4 2024 | $1.28 | -66% |
ABM's earnings per share have fallen from their peak: $2.77 over the past year, against $3.91 in early 2024.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over ABM on earnings, with more consistent year-over-year improvement.
ABM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +4.2% |
| Q2 2026 | $2.3B | +8.4% |
| Q1 2026 | $2.2B | +6.1% |
| Q4 2025 | $2.3B | +5.4% |
| Q3 2025 | $2.2B | +6.2% |
| Q2 2025 | $2.1B | +4.6% |
| Q1 2025 | $2.1B | +2.2% |
| Q4 2024 | $2.2B | +4% |
ABM's revenue has grown year over year for 22 quarters in a row: $2.3B last quarter, up 4.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 4% | +0.2 points |
| Q2 2026 | 3.8% | -0.1 points |
| Q1 2026 | 3.3% | -0.3 points |
| Q4 2025 | 3% | +2.1 points |
| Q3 2025 | 3.8% | +2 points |
| Q2 2025 | 3.9% | -0.1 points |
| Q1 2025 | 3.7% | +0.1 points |
| Q4 2024 | 0.9% | -4.2 points |
ABM's operating margin was 4% last quarter, about level with the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over ABM on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over ABM on profitability, with a higher operating margin.
ABM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $128.4M | -14% |
| Q2 2026 | $22.4M | +47% |
| Q1 2026 | $48.8M | +$171.7M |
| Q4 2025 | $112.7M | +622% |
| Q3 2025 | $150.1M | +135% |
| Q2 2025 | $15.2M | -85% |
| Q1 2025 | -$122.9M | -$109.2M |
| Q4 2024 | $15.6M | -87% |
ABM still generates free cash flow, though less than at its 2020 peak: $312M over the past year.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over ABM on cash flow, with more consistent year-over-year improvement.
ABM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +200K shares |
| 1 year | -5.6% | -3.5M shares |
| 3 years | -11% | -7.3M shares |
| 5 years | -12% | -8.2M shares |
| Available history | -11% | -7.6M shares |
ABM has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $3M |
| Q1 2026 | $91.7M |
| Q4 2025 | $73.7M |
| Q3 2025 | $27.2M |
| Q2 2025 | — |
| Q1 2025 | $21.3M |
| Q4 2024 | $32.3M |
ABM spent $168M buying back its own shares over the past year, up 108% from the year before.
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has 393M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
ABM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.8x | Elevated |
| Q2 2026 | 4.2x | High |
| Q1 2026 | 3.7x | Elevated |
| Q4 2025 | 3.5x | Elevated |
| Q3 2025 | 4.0x | Elevated |
| Q2 2025 | 4.6x | High |
| Q1 2025 | 4.6x | High |
| Q4 2024 | 4.0x | Elevated |
ABM's net debt is about 3.8 years of its operating earnings (EBITDA), about the same as a year ago.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has the edge over ABM on leverage, with a lower net debt burden relative to earnings.
ABM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 72.1 | Overbought |
| Stochastic | 82.4 | Overbought |
ABM's weekly RSI is 72 (overbought) and its Stochastic is 82 (overbought).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
ABM PE vs Industrials Sector
| Metric | ABM | Sector median | Relative |
|---|---|---|---|
| PE | 20x | 24x | 18% below |
| PE % | 56 | 58 | 2 pts below |
ABM has the edge over VRT on valuation relative to its sector.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT is trading at 39x earnings, a 63% premium to the Industrials sector's median of 24x.
ABM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $51.8 | 5.8% above |
| 20 week MA | $49.2 | 11% above |
| 50 week MA | $45.2 | 21% above |
| 100 week MA | $46.7 | 17% above |
| 200 week MA | $46.5 | 18% above |
ABM has the edge over VRT on trend strength, trading above more of its moving averages.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 70% above its 200-week average.
ABM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $38.5 | $37.7 | -2.1% |
| 2021 | $37.7 | $41.5 | +10% |
| 2022 | $41.5 | $44.1 | +6.2% |
| 2023 | $44.1 | $44.8 | +1.6% |
| 2024 | $44.8 | $51.0 | +14% |
| 2025 | $51.0 | $42.7 | -16% |
| 2026 YTD | $42.7 | $54.8 | +28% |
ABM has the edge over VRT on returns for 2026, with the stronger performance.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT's yearly returns have swung widely, from +275% in 2023 to −48% in 2022. It's up 25% so far in 2026.