CMCO
Columbus McKinnon Corporation
CMCO's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over CMCO overall, supported by stronger fundamentals and stronger valuation.
CMCO Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Weak | |
| Weak | |
| Weak |
CMCO's revenue is currently strong, but its profitability, cash flow and balance sheet are weak.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
CMCO PE Valuation
CMCO 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.
CMCO Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Limited | |
| High |
Analysts expect strong earnings and revenue growth for CMCO, with profitability holding steady.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over CMCO on the outlook, with more favorable profitability expectations.
CMCO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.23 | — |
| Q3 2026 | -$10.30 | -8023% |
| Q2 2026 | -$9.38 | -$8.83 |
| Q1 2026 | -$7.40 | -$7.22 |
| Q4 2025 | $0.20 | -38% |
| Q3 2025 | $0.13 | -75% |
| Q2 2025 | -$0.55 | -135% |
| Q1 2025 | -$0.18 | -111% |
| Q4 2024 | $0.32 | -81% |
CMCO has swung to a loss: it lost $10.30 per share over the past year, after a profit 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 CMCO on earnings quality, reporting a profit while its opponent remains loss making.
CMCO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $539.3M | +107% |
| Q2 2026 | $531.5M | +125% |
| Q1 2026 | $437.8M | +77% |
| Q4 2025 | $258.7M | +10% |
| Q3 2025 | $261M | +7.7% |
| Q2 2025 | $235.9M | -1.6% |
| Q1 2025 | $246.9M | -7% |
| Q4 2024 | $234.1M | -7.9% |
CMCO's revenue has grown year over year for five quarters in a row: $539M last quarter, up 107% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.5% | +1.8 points |
| Q2 2026 | -3.3% | -5.7 points |
| Q1 2026 | -35% | -37 points |
| Q4 2025 | 6.3% | -1.3 points |
| Q3 2025 | 4.7% | +0.2 points |
| Q2 2025 | 2.3% | -6.5 points |
| Q1 2025 | 2% | -7.6 points |
| Q4 2024 | 7.6% | -3 points |
CMCO's operating margin was 6.5% last quarter, up 1.8 points from 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 CMCO 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 CMCO on profitability, with a higher operating margin.
CMCO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$15.4M | -202% |
| Q2 2026 | $20M | +$41.3M |
| Q1 2026 | -$174.3M | -692% |
| Q4 2025 | $16.5M | +168% |
| Q3 2025 | $15.1M | +282% |
| Q2 2025 | -$21.4M | -$6M |
| Q1 2025 | $29.5M | -2.2% |
| Q4 2024 | $6.2M | -73% |
CMCO's free cash flow has turned negative after years in the green: −$153M 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 CMCO on cash generation, producing positive trailing cash flow while its opponent burns cash.
CMCO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +107K shares |
| 1 year | +0.1% | +26K shares |
| 3 years | -0.3% | -101K shares |
| 5 years | +0.5% | +144K shares |
| Available history | +20% | +4.9M shares |
CMCO has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q1 2026 | — |
| Q4 2025 | — |
| Q1 2025 | $55,000 |
| Q4 2024 | $5M |
| Q1 2024 | — |
| Q1 2023 | — |
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 |
CMCO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 62.2x | High |
| Q4 2025 | 4.7x | High |
| Q3 2025 | 4.8x | High |
| Q2 2025 | 5.1x | High |
| Q1 2025 | 3.9x | Elevated |
| Q4 2024 | 3.6x | Elevated |
| Q3 2024 | 3.4x | Elevated |
| Q2 2024 | 2.9x | Moderate |
CMCO's net debt is more than 20 years of its operating earnings (EBITDA), up from 3.9 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 CMCO on leverage, with a lower net debt burden relative to earnings.
CMCO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.6 | Neutral |
| Stochastic | 52.5 | Neutral |
CMCO's weekly RSI is 63 (neutral) and its Stochastic is 52 (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).
CMCO PE vs Industrials Sector
| Metric | CMCO | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 24x | — |
CMCO 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.
CMCO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $16.4 | 29% above |
| 20 week MA | $16.8 | 26% above |
| 50 week MA | $16.8 | 26% above |
| 100 week MA | $17.9 | 18% above |
| 200 week MA | $27.6 | 23% below |
CMCO 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.
CMCO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $39.9 | $39.6 | -0.7% |
| 2021 | $39.6 | $45.3 | +15% |
| 2022 | $45.3 | $31.8 | -30% |
| 2023 | $31.8 | $39.0 | +23% |
| 2024 | $39.0 | $37.4 | -4% |
| 2025 | $37.4 | $17.8 | -52% |
| 2026 YTD | $17.8 | $21.2 | +19% |
CMCO has finished lower in four of the last six years. It's up 19% 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 CMCO on returns for 2026, with the stronger performance.