CLH
Clean Harbors, Inc.
CLH has lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over CLH overall, supported by stronger valuation and stronger modeled upside.
CLH Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Healthy |
CLH'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.
CLH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 22x | $217 | -26% |
| Current | 30x | $294 | — |
| Forward | 30x | $294 | — |
| Fair | 31x | $307 | +4.3% |
| Expensive | 37x | $366 | +24% |
Historical ranges are pointers, not guarantees.
CLH's PE is in its fair range at 29.5x. On analysts' estimates for next year's earnings, today's price would be 30.2x.
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 CLH in the historical PE scenario, which offers more potential upside but is not a forecast.
CLH Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Weakening | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for CLH, but weaker profitability. However, they disagree widely on these estimates.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over CLH on the outlook, with more favorable valuation and profitability expectations.
CLH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.74 | -2.3% |
| Q3 2026 | $9.96 | +38% |
| Q2 2026 | $8.24 | +16% |
| Q1 2026 | $7.38 | +2.2% |
| Q4 2025 | $7.28 | -1.9% |
| Q3 2025 | $7.21 | -6.1% |
| Q2 2025 | $7.12 | -1.7% |
| Q1 2025 | $7.22 | +4.5% |
| Q4 2024 | $7.42 | +6.8% |
CLH earned $9.96 per share over the past year, up 38% from the year before.
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 CLH on earnings, with more consistent year-over-year improvement.
CLH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.9B | +21% |
| Q2 2026 | $1.7B | +12% |
| Q1 2026 | $1.5B | +1.9% |
| Q4 2025 | $1.5B | +4.8% |
| Q3 2025 | $1.5B | +1.3% |
| Q2 2025 | $1.5B | -0.2% |
| Q1 2025 | $1.4B | +4% |
| Q4 2024 | $1.4B | +6.9% |
CLH's revenue has grown year over year for five quarters in a row: $1.9B last quarter, up 21% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 17% | +4.6 points |
| Q2 2026 | 16% | +1.9 points |
| Q1 2026 | 8.2% | +0.4 points |
| Q4 2025 | 11% | +1 points |
| Q3 2025 | 12% | -0.1 points |
| Q2 2025 | 14% | -0.3 points |
| Q1 2025 | 7.8% | -1.3 points |
| Q4 2024 | 9.6% | -1.4 points |
CLH's operating margin was 17% last quarter, up 4.6 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 CLH 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 CLH on profitability, with a higher operating margin.
CLH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $246.4M | +19% |
| Q2 2026 | $113M | -4.3% |
| Q1 2026 | -$92.1M | +$24.9M |
| Q4 2025 | $233.3M | -3.4% |
| Q3 2025 | $207.5M | +46% |
| Q2 2025 | $118M | +46% |
| Q1 2025 | -$117.1M | +$2.3M |
| Q4 2024 | $241.5M | +43% |
CLH generated $501M in free cash flow over the past year, up 11% 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 CLH on cash flow, with more consistent year-over-year improvement.
CLH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -64K shares |
| 1 year | -1.5% | -816K shares |
| 3 years | -2.8% | -1.5M shares |
| 5 years | -3.3% | -1.8M shares |
| Available history | -5.8% | -3.2M shares |
CLH has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $25M |
| Q2 2026 | $27.1M |
| Q1 2026 | $25M |
| Q4 2025 | $133M |
| Q3 2025 | $50M |
| Q2 2025 | $12M |
| Q1 2025 | $55M |
| Q4 2024 | $25M |
CLH spent $210M buying back its own shares over the past year, up 48% 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 |
CLH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.9x | Healthy |
| Q2 2026 | 2.0x | Healthy |
| Q1 2026 | 2.0x | Healthy |
| Q4 2025 | 1.7x | Healthy |
| Q3 2025 | 1.8x | Healthy |
| Q2 2025 | 2.0x | Moderate |
| Q1 2025 | 2.1x | Moderate |
| Q4 2024 | 2.0x | Healthy |
CLH's net debt is about 1.9 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 CLH on leverage, with a lower net debt burden relative to earnings.
CLH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.6 | Neutral |
| Stochastic | 18.5 | Oversold |
CLH's weekly RSI is 46 (neutral) and its Stochastic is 19 (oversold).
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).
CLH PE vs Industrials Sector
| Metric | CLH | Sector median | Relative |
|---|---|---|---|
| PE | 30x | 24x | 23% above |
| PE % | 41 | 58 | 17 pts below |
CLH 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.
CLH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $308.4 | 4.7% below |
| 20 week MA | $310.1 | 5.2% below |
| 50 week MA | $290.6 | 1.1% above |
| 100 week MA | $257.9 | 14% above |
| 200 week MA | $222.0 | 32% above |
CLH 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.
CLH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $86.2 | $75.3 | -13% |
| 2021 | $75.3 | $95.6 | +27% |
| 2022 | $95.6 | $114.8 | +20% |
| 2023 | $114.8 | $174.5 | +52% |
| 2024 | $174.5 | $229.6 | +32% |
| 2025 | $229.6 | $240.8 | +4.9% |
| 2026 YTD | $240.8 | $293.8 | +22% |
CLH has finished higher in five of the last six years. It's up 22% 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 CLH on returns for 2026, with the stronger performance.