BE
Bloom Energy Corporation
BE's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over BE overall, supported by stronger valuation and lower modeled downside.
BE Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Healthy | |
| Strong |
BE'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.
BE PE Valuation
BE has no meaningful PE right now: it lost money over the past year.
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's PE is in its cheap range at 39x. If earnings grow as analysts expect, today's price would be 23x next year's earnings.
BE Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for BE, 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.
BE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.75 | +4218% |
| Q2 2025 | $0.11 | +$1.38 |
| Q1 2025 | $0.02 | +$1.34 |
| Q4 2024 | -$0.13 | +$1.29 |
| Q3 2024 | -$0.53 | +$1.14 |
| Q2 2024 | -$1.27 | -$0.09 |
| Q1 2024 | -$1.32 | +$0.21 |
| Q4 2023 | -$1.42 | +$0.20 |
| Q3 2023 | -$1.67 | -$0.06 |
VRT has the stronger earnings trend. Trailing diluted EPS is down 91% for BE versus VRT up 102%.
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's earnings per share have climbed steadily: $5.35 over the past year, up 102% from the year before, and higher year over year every quarter since late 2021.
BE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +138% |
| Q2 2026 | $1.1B | +166% |
| Q1 2026 | $751.1M | +130% |
| Q4 2025 | $777.7M | +36% |
| Q3 2025 | $519M | +57% |
| Q2 2025 | $401.2M | +20% |
| Q1 2025 | $326M | +39% |
| Q4 2024 | $572.4M | +60% |
BE has the edge over VRT on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 18% | +17 points |
| Q2 2026 | 17% | +18 points |
| Q1 2026 | 9.6% | +16 points |
| Q4 2025 | 11% | -7 points |
| Q3 2025 | 1.5% | +4.4 points |
| Q2 2025 | -0.9% | +6 points |
| Q1 2025 | -5.8% | +15 points |
| Q4 2024 | 18% | +15 points |
BE's operating margin was 18% last quarter, up 17 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's revenue has grown year over year every quarter since late 2020: $4.3B last quarter, up 61% from the same quarter a year ago.
| 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 BE on profitability, with a higher operating margin.
BE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$180.6M | -2552% |
| Q2 2026 | $174.8M | +$395.1M |
| Q1 2026 | $47.4M | +$172.4M |
| Q4 2025 | $395.1M | -16% |
| Q3 2025 | $7.4M | +$91.1M |
| Q2 2025 | -$220.4M | -$32.8M |
| Q1 2025 | -$124.9M | +$43.8M |
| Q4 2024 | $473.1M | +348% |
BE has burned cash in most quarters: $437M over the past year, about three times what it generated 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 BE on cash flow, with more consistent year-over-year improvement.
BE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +958K shares |
| 1 year | +38% | +89.4M shares |
| 3 years | +54% | +113M shares |
| 5 years | +86% | +150M shares |
| Available history | +182% | +209M shares |
BE has 324M diluted shares, up 38% from a year ago.
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 the edge over BE on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
BE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.0x | Net Cash |
| Q2 2026 | -0.5x | Net Cash |
| Q1 2026 | 0.5x | Very low |
| Q4 2025 | 1.4x | Healthy |
| Q3 2025 | 3.8x | Elevated |
| Q2 2025 | 4.5x | High |
| Q1 2025 | 4.3x | High |
| Q4 2024 | 5.8x | High |
BE has more cash than debt.
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 BE on leverage, with a lower net debt burden relative to earnings.
BE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.5 | Neutral |
| Stochastic | 24.9 | Neutral |
BE's weekly RSI is 46 (neutral) and its Stochastic is 25 (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).
BE PE vs Industrials Sector
| Metric | BE | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 24x | — |
BE has no meaningful PE right now: it lost money over the past year.
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.
BE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $231.4 | 13% below |
| 20 week MA | $231.4 | 13% below |
| 50 week MA | $202.4 | 0.2% below |
| 100 week MA | $123.2 | 64% above |
| 200 week MA | $68.9 | 193% above |
BE has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 193% above 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.
BE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $6.37 | $30.5 | +379% |
| 2021 | $30.5 | $22.0 | -28% |
| 2022 | $22.0 | $18.5 | -16% |
| 2023 | $18.5 | $14.8 | -20% |
| 2024 | $14.8 | $22.9 | +55% |
| 2025 | $22.9 | $90.2 | +294% |
| 2026 YTD | $90.2 | $201.9 | +124% |
BE 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.