BBCP
Concrete Pumping Holdings, Inc.
BBCP's outlook is improving despite an expensive valuation.
VRT
Vertiv Holdings Co
VRT has the edge over BBCP overall, supported by stronger valuation and stronger fundamentals.
BBCP Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Under pressure | |
| Under pressure |
BBCP's revenue and profitability are currently healthy, but its cash flow and balance sheet are under pressure.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
BBCP PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $2.41 | -77% |
| Fair | 22x | $3.56 | -65% |
| Forward | 30x | $10.27 | — |
| Expensive | 61x | $9.69 | -5.6% |
| Current | 64x | $10.27 | — |
Historical ranges are pointers, not guarantees.
BBCP's PE is in its expensive range at 64x. If earnings grow as analysts expect, today's price would be 30x next year's earnings.
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 BBCP in the historical PE scenario, which offers more potential upside but is not a forecast.
BBCP Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for BBCP, 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.
BBCP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.35 | +116% |
| Q3 2026 | $0.16 | 0% |
| Q2 2026 | $0.14 | -36% |
| Q1 2026 | $0.09 | -68% |
| Q4 2025 | $0.09 | -65% |
| Q3 2025 | $0.16 | -38% |
| Q2 2025 | $0.22 | -29% |
| Q1 2025 | $0.28 | -20% |
| Q4 2024 | $0.26 | -52% |
BBCP's earnings per share have fallen from their peak: $0.16 over the past year, against $0.57 in early 2023.
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 BBCP on earnings, with more consistent year-over-year improvement.
BBCP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $116.8M | +13% |
| Q2 2026 | $106.8M | +14% |
| Q1 2026 | $90.6M | +4.8% |
| Q4 2025 | $108.8M | -2.4% |
| Q3 2025 | $103.7M | -5.4% |
| Q2 2025 | $94M | -12% |
| Q1 2025 | $86.4M | -12% |
| Q4 2024 | $111.5M | -7.3% |
BBCP's revenue is growing: $117M last quarter, up 13% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 13% | +0.4 points |
| Q2 2026 | 11% | +2.5 points |
| Q1 2026 | 5% | +0.9 points |
| Q4 2025 | 15% | -1.7 points |
| Q3 2025 | 12% | -2.7 points |
| Q2 2025 | 8.8% | -2.5 points |
| Q1 2025 | 4% | +2.5 points |
| Q4 2024 | 17% | +1.2 points |
BBCP's operating margin was 13% 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 BBCP 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 BBCP on profitability, with a higher operating margin.
BBCP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3.8M | -13% |
| Q2 2026 | -$2M | -118% |
| Q1 2026 | $11.9M | +6105% |
| Q4 2025 | $1.9M | -88% |
| Q3 2025 | $4.3M | -84% |
| Q2 2025 | $11.1M | +$13M |
| Q1 2025 | $191K | -92% |
| Q4 2024 | $16.1M | -17% |
BBCP still generates free cash flow, though less than at its 2023 peak: $16M 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 BBCP on cash flow, with more consistent year-over-year improvement.
BBCP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +93K shares |
| 1 year | -1.5% | -803K shares |
| 3 years | -5.8% | -3.1M shares |
| 5 years | -4.4% | -2.4M shares |
| Available history | -2.9% | -1.5M shares |
BBCP has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $120,000 |
| Q2 2026 | $2.6M |
| Q1 2026 | $4.6M |
| Q4 2025 | $1.9M |
| Q3 2025 | $3.8M |
| Q2 2025 | $5.9M |
| Q1 2025 | $2.6M |
| Q4 2024 | $3M |
BBCP spent $9M buying back its own shares over the past year, down 40% 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 |
BBCP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.7x | Elevated |
| Q2 2026 | 3.8x | Elevated |
| Q1 2026 | 3.8x | Elevated |
| Q4 2025 | 3.9x | Elevated |
| Q3 2025 | 3.8x | Elevated |
| Q2 2025 | 3.7x | Elevated |
| Q1 2025 | 3.1x | Elevated |
| Q4 2024 | 3.1x | Elevated |
BBCP's net debt is about 3.7 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 BBCP on leverage, with a lower net debt burden relative to earnings.
BBCP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.1 | Neutral |
| Stochastic | 56.1 | Neutral |
BBCP's weekly RSI is 57 (neutral) and its Stochastic is 56 (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).
BBCP PE vs Industrials Sector
| Metric | BBCP | Sector median | Relative |
|---|---|---|---|
| PE | 64x | 24x | 167% above |
| PE % | 85 | 58 | 27 pts above |
BBCP is trading at 64x earnings, a 167% premium to the Industrials sector's median of 24x.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT has the edge over BBCP on valuation relative to its sector.
BBCP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.68 | 6.1% above |
| 20 week MA | $9.94 | 3.3% above |
| 50 week MA | $8.50 | 21% above |
| 100 week MA | $7.59 | 35% above |
| 200 week MA | $7.39 | 39% above |
BBCP 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.
BBCP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $5.48 | $3.60 | -34% |
| 2021 | $3.60 | $8.22 | +128% |
| 2022 | $8.22 | $5.92 | -28% |
| 2023 | $5.92 | $8.20 | +39% |
| 2024 | $8.20 | $6.49 | -21% |
| 2025 | $6.49 | $7.06 | +8.8% |
| 2026 YTD | $7.06 | $10.3 | +45% |
BBCP 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.