AWX
Avalon Holdings Corporation
AWX trails on the overall score without a compensating advantage in the available component scores.
VRT
Vertiv Holdings Co
VRT has the edge over AWX overall, supported by stronger modeled upside and stronger fundamentals.
AWX Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Stable |
AWX's profitability and cash flow are currently healthy, and its revenue and balance sheet are stable.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
AWX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 5.6x | $2.83 | — |
| Cheap | 5.9x | $3.00 | +6% |
| Fair | 12x | $6.11 | +116% |
| Expensive | 49x | $25.23 | +792% |
Historical ranges are pointers, not guarantees.
AWX's PE is in its cheap range at 5.6x.
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 AWX in the historical PE scenario, which offers more potential upside but is not a forecast.
AWX Forward outlook
There aren't enough analyst estimates for AWX to show an outlook.
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.
AWX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $0.51 | +920% |
| Q2 2026 | $0.31 | +933% |
| Q1 2026 | $0.15 | -25% |
| Q4 2025 | $0.09 | -73% |
| Q3 2025 | $0.05 | -79% |
| Q2 2025 | $0.03 | +$0.03 |
| Q1 2025 | $0.20 | +$0.48 |
| Q4 2024 | $0.33 | +$0.79 |
AWX's earnings per share have fallen from their peak: $0.51 over the past year, against $0.74 in late 2021.
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 AWX on earnings, with more consistent year-over-year improvement.
AWX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $24.3M | -5.6% |
| Q2 2026 | $20.9M | +3.2% |
| Q1 2026 | $17.7M | +9.9% |
| Q4 2025 | $21.5M | +22% |
| Q3 2025 | $25.7M | +6.2% |
| Q2 2025 | $20.3M | -12% |
| Q1 2025 | $16.1M | -15% |
| Q4 2024 | $17.6M | +0.2% |
AWX's revenue has picked up after three years of holding roughly level: $24M last quarter, down 5.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 13% | +3.9 points |
| Q2 2026 | 6.5% | +2.8 points |
| Q1 2026 | -4.2% | +3 points |
| Q4 2025 | 0.4% | +1.1 points |
| Q3 2025 | 9.1% | -0.3 points |
| Q2 2025 | 3.7% | -2.6 points |
| Q1 2025 | -7.2% | -4.4 points |
| Q4 2024 | -0.8% | +1.7 points |
AWX's operating margin was 13% last quarter, up 3.9 points from the same quarter a year ago, near the top 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 AWX 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 AWX on profitability, with a higher operating margin.
AWX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.5M | +74% |
| Q2 2026 | $2.4M | -14% |
| Q1 2026 | -$1.8M | -$411K |
| Q4 2025 | -$166K | +$961K |
| Q3 2025 | $852K | +$1.5M |
| Q2 2025 | $2.7M | -3.8% |
| Q1 2025 | -$1.4M | -2550% |
| Q4 2024 | -$1.1M | -$618K |
AWX has burned cash in most quarters: $2M over the past year, up 74% 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 AWX on cash flow, with more consistent year-over-year improvement.
AWX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -431 shares |
| 1 year | 0% | -431 shares |
| 3 years | 0% | -- |
| 5 years | -0.8% | -31.9K shares |
| Available history | +0.6% | +24K shares |
AWX has the edge over VRT on shareholder dilution, with a more favorable share count trend.
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 |
AWX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.9x | Moderate |
| Q2 2026 | 3.5x | Elevated |
| Q1 2026 | 4.2x | High |
| Q4 2025 | 4.2x | High |
| Q3 2025 | 4.3x | High |
| Q2 2025 | 4.5x | High |
| Q1 2025 | 4.4x | High |
| Q4 2024 | 3.8x | Elevated |
AWX's net debt is about 2.9 years of its operating earnings (EBITDA), down from 4.3 years 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 AWX on leverage, with a lower net debt burden relative to earnings.
AWX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 63.6 | Neutral |
| Stochastic | 48.1 | Neutral |
AWX's weekly RSI is 64 (neutral) and its Stochastic is 48 (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).
AWX PE vs Industrials Sector
| Metric | AWX | Sector median | Relative |
|---|---|---|---|
| PE | 5.6x | 24x | 77% below |
| PE % | 11 | 58 | 47 pts below |
AWX 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.
AWX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.57 | 10% above |
| 20 week MA | $2.60 | 8.8% above |
| 50 week MA | $2.59 | 9.3% above |
| 100 week MA | $2.70 | 4.8% above |
| 200 week MA | $2.56 | 11% above |
AWX 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.
AWX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $1.95 | $2.30 | +18% |
| 2021 | $2.30 | $3.49 | +52% |
| 2022 | $3.49 | $2.58 | -26% |
| 2023 | $2.58 | $2.39 | -7.4% |
| 2024 | $2.39 | $3.30 | +38% |
| 2025 | $3.30 | $2.49 | -25% |
| 2026 YTD | $2.49 | $2.83 | +14% |
AWX has finished lower in three of the last six years. It's up 14% 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 AWX on returns for 2026, with the stronger performance.