ACM
Aecom
ACM trails on the overall score without a compensating advantage in the available component scores.
VRT
Vertiv Holdings Co
VRT has the edge over ACM overall, supported by stronger modeled upside and stronger fundamentals.
ACM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Under pressure | |
| Stable |
ACM's revenue, profitability and balance sheet are currently stable, but its cash flow is under pressure.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
ACM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 11x | $70.11 | — |
| Cheap | 25x | $54.07 | -23% |
| Current | 32x | $70.11 | — |
| Fair | 36x | $77.53 | +11% |
| Expensive | 63x | $138 | +96% |
Historical ranges are pointers, not guarantees.
ACM's PE is in its fair range at 32x. If earnings grow as analysts expect, today's price would be 11x 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 ACM in the historical PE scenario, which offers more potential upside but is not a forecast.
ACM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Stable | |
| Limited | |
| High |
Analysts expect ACM'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 ACM on the outlook, with more favorable revenue and profitability expectations.
ACM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.23 | +186% |
| Q2 2026 | $2.18 | -52% |
| Q1 2026 | $3.83 | -16% |
| Q4 2025 | $3.52 | +0.3% |
| Q3 2025 | $4.21 | +43% |
| Q2 2025 | $4.58 | +146% |
| Q1 2025 | $4.58 | +$4.67 |
| Q4 2024 | $3.51 | +680% |
| Q3 2024 | $2.95 | +656% |
ACM's earnings per share have fallen from their peak: $2.18 over the past year, against $4.58 in early 2025.
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 ACM on earnings, with more consistent year-over-year improvement.
ACM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $3.6B | -14% |
| Q1 2026 | $3.8B | +0.8% |
| Q4 2025 | $3.8B | -4.6% |
| Q3 2025 | $4.2B | +1.6% |
| Q2 2025 | $4.2B | +0.7% |
| Q1 2025 | $3.8B | -4.4% |
| Q4 2024 | $4B | +2.9% |
| Q3 2024 | $4.1B | +7% |
ACM's revenue has slid since its 2019 peak: $3.6B last quarter, down 14% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -2.1% | -9.2 points |
| Q1 2026 | 6.5% | -0.3 points |
| Q4 2025 | 5.8% | -0.1 points |
| Q3 2025 | 5.7% | -0.1 points |
| Q2 2025 | 7% | +1.6 points |
| Q1 2025 | 6.8% | +1.8 points |
| Q4 2024 | 5.9% | +1.7 points |
| Q3 2024 | 5.8% | +3.7 points |
ACM's operating margin was −2.1% last quarter, down 9.2 points from the same quarter a year ago, near the bottom of its range since 2019.
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 ACM on sales, with more consistent year-over-year improvement.
| 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 ACM on profitability, with a higher operating margin.
ACM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $54.9M | -79% |
| Q1 2026 | -$27.4M | -115% |
| Q4 2025 | $41.9M | -62% |
| Q3 2025 | $134.1M | -51% |
| Q2 2025 | $261.7M | -4.1% |
| Q1 2025 | $178.3M | +141% |
| Q4 2024 | $110.9M | +28% |
| Q3 2024 | $274.5M | +4.4% |
ACM still generates free cash flow, though less than at its 2019 peak: $203M 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 ACM on cash flow, with more consistent year-over-year improvement.
ACM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.5% | -671K shares |
| 1 year | -3.4% | -4.5M shares |
| 3 years | -7.3% | -10.2M shares |
| 5 years | -14% | -20.3M shares |
| Available history | -18% | -29.1M shares |
ACM has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $6,000 |
| Q1 2026 | $116M |
| Q4 2025 | $325.9M |
| Q3 2025 | $250.1M |
| Q2 2025 | $4.7M |
| Q1 2025 | $78.5M |
| Q4 2024 | $55.2M |
| Q3 2024 | $315.4M |
ACM spent $692M buying back its own shares over the past year, up 53% 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 |
ACM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 2.0x | Moderate |
| Q1 2026 | 1.4x | Healthy |
| Q4 2025 | 1.2x | Healthy |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | 0.6x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 0.9x | Very low |
| Q3 2024 | 0.9x | Very low |
ACM's net debt is about 2.0 years of its operating earnings (EBITDA), up from less than a year 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 ACM on leverage, with a lower net debt burden relative to earnings.
ACM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.1 | Neutral |
| Stochastic | 50.5 | Neutral |
ACM's weekly RSI is 51 (neutral) and its Stochastic is 51 (neutral).
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).
ACM PE vs Industrials Sector
| Metric | ACM | Sector median | Relative |
|---|---|---|---|
| PE | 32x | 24x | 34% above |
| PE % | 40 | 58 | 18 pts below |
ACM 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.
ACM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $62.4 | 12% above |
| 20 week MA | $65.6 | 6.9% above |
| 50 week MA | $78.7 | 11% below |
| 100 week MA | $95.2 | 26% below |
| 200 week MA | $92.8 | 24% below |
ACM has bounced recently, but its long-term trend is still down: it's above its 8- and 20-week averages, but 24% below its 200-week average.
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.
ACM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $43.2 | $48.7 | +13% |
| 2021 | $48.7 | $75.9 | +56% |
| 2022 | $75.9 | $84.7 | +12% |
| 2023 | $84.7 | $92.4 | +9.1% |
| 2024 | $92.4 | $107.7 | +16% |
| 2025 | $107.7 | $97.4 | -9.5% |
| 2026 YTD | $97.4 | $70.1 | -28% |
ACM has finished higher in five of the last six years. It's down 28% so far in 2026.
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 has the edge over ACM on returns for 2026, with the stronger performance.