AWI
Armstrong World Industries, Inc.
AWI has lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over AWI overall, supported by stronger valuation and stronger modeled upside.
AWI Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Healthy | |
| Healthy |
AWI's revenue, profitability, cash flow and balance sheet are all currently healthy.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
AWI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 18x | $136 | -22% |
| Forward | 19x | $175 | — |
| Fair | 23x | $174 | -0.2% |
| Current | 23x | $175 | — |
| Expensive | 28x | $212 | +21% |
Historical ranges are pointers, not guarantees.
AWI's PE is in its fair range at 23x. If earnings grow as analysts expect, today's price would be 19x 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 AWI in the historical PE scenario, which offers more potential upside but is not a forecast.
AWI Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for AWI, with profitability improving.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for VRT, with profitability improving.
AWI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.20 | +23% |
| Q3 2026 | $7.49 | +7.3% |
| Q2 2026 | $7.30 | +8.1% |
| Q1 2026 | $7.05 | +13% |
| Q4 2025 | $7.08 | +18% |
| Q3 2025 | $6.98 | +23% |
| Q2 2025 | $6.75 | +23% |
| Q1 2025 | $6.24 | +18% |
| Q4 2024 | $6.02 | +21% |
AWI's earnings per share have climbed steadily: $7.49 over the past year, up 7.3% from the year before, and higher year over year for 23 quarters in a row.
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 AWI on earnings, with stronger typical year-over-year growth.
AWI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $475.8M | +12% |
| Q2 2026 | $472M | +11% |
| Q1 2026 | $409.9M | +7.1% |
| Q4 2025 | $388.3M | +5.6% |
| Q3 2025 | $425.2M | +10% |
| Q2 2025 | $424.6M | +16% |
| Q1 2025 | $382.7M | +17% |
| Q4 2024 | $367.7M | +18% |
AWI's revenue has grown year over year for 23 quarters in a row: $476M last quarter, up 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 28% | 0 points |
| Q2 2026 | 28% | -0.7 points |
| Q1 2026 | 23% | -2.8 points |
| Q4 2025 | 24% | +1.4 points |
| Q3 2025 | 28% | -1.2 points |
| Q2 2025 | 29% | +3 points |
| Q1 2025 | 26% | -0.7 points |
| Q4 2024 | 22% | +1 points |
AWI has the edge over VRT on profitability, with a higher operating margin.
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 AWI 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's operating margin was 23% last quarter, up 3.5 points from the same quarter a year ago, near the top of its range since 2020.
AWI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $71.5M | -29% |
| Q2 2026 | $69.8M | +13% |
| Q1 2026 | $14.4M | -34% |
| Q4 2025 | $62.2M | +7.6% |
| Q3 2025 | $100.3M | +30% |
| Q2 2025 | $61.7M | +65% |
| Q1 2025 | $21.9M | +87% |
| Q4 2024 | $57.8M | +73% |
AWI's free cash flow has been positive every quarter for seven years: $218M over the past year, down 9.8% from the year before.
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 AWI on cash flow, with more consistent year-over-year improvement.
AWI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.9% | -400K shares |
| 1 year | -3% | -1.3M shares |
| 3 years | -5.2% | -2.3M shares |
| 5 years | -12% | -5.5M shares |
| Available history | -15% | -7.2M shares |
AWI has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $75.7M |
| Q2 2026 | $76.8M |
| Q1 2026 | $60.6M |
| Q4 2025 | $49.5M |
| Q3 2025 | $27M |
| Q2 2025 | $30.4M |
| Q1 2025 | $22M |
| Q4 2024 | $15M |
AWI spent $263M buying back its own shares over the past year, up 178% 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 |
AWI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.7x | Very low |
| Q2 2026 | 0.7x | Very low |
| Q1 2026 | 0.7x | Very low |
| Q4 2025 | 0.5x | Very low |
| Q3 2025 | 0.6x | Very low |
| Q2 2025 | 0.8x | Very low |
| Q1 2025 | 0.9x | Very low |
| Q4 2024 | 0.9x | Very low |
AWI's net debt is less than a year of its operating earnings (EBITDA).
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 AWI on leverage, with a lower net debt burden relative to earnings.
AWI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 55.8 | Neutral |
| Stochastic | 53.0 | Neutral |
AWI's weekly RSI is 56 (neutral) and its Stochastic is 53 (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).
AWI PE vs Industrials Sector
| Metric | AWI | Sector median | Relative |
|---|---|---|---|
| PE | 23x | 24x | 3% below |
| PE % | 50 | 58 | 8 pts below |
AWI 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.
AWI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $167.1 | 4.5% above |
| 20 week MA | $168.0 | 4% above |
| 50 week MA | $172.7 | 1.1% above |
| 100 week MA | $169.1 | 3.3% above |
| 200 week MA | $134.3 | 30% above |
AWI 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.
AWI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $93.9 | $74.3 | -21% |
| 2021 | $74.3 | $114.1 | +54% |
| 2022 | $114.1 | $69.3 | -39% |
| 2023 | $69.3 | $98.3 | +42% |
| 2024 | $98.3 | $143.7 | +46% |
| 2025 | $143.7 | $192.3 | +34% |
| 2026 YTD | $192.3 | $174.7 | -9.2% |
AWI has finished higher in four of the last six years. It's down 9.2% 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 AWI on returns for 2026, with the stronger performance.