CODA
Coda Octopus Group, Inc.
CODA has slightly lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over CODA overall, supported by stronger valuation and stronger fundamentals.
CODA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Unavailable | |
| Strong |
CODA's profitability and balance sheet are currently strong, and its revenue is stable. There isn't enough data to rate its cash flow.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
CODA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $7.02 | -19% |
| Forward | 16x | $8.65 | — |
| Current | 19x | $8.65 | — |
| Fair | 20x | $9.22 | +6.5% |
| Expensive | 29x | $13.13 | +52% |
Historical ranges are pointers, not guarantees.
CODA's PE is in its fair range at 19x. If earnings grow as analysts expect, today's price would be 16x next year's earnings, in its cheap range.
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 CODA in the historical PE scenario, which offers more potential upside but is not a forecast.
CODA Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for CODA, 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.
CODA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.54 | +19% |
| Q3 2026 | $0.45 | +55% |
| Q2 2026 | $0.44 | +52% |
| Q1 2026 | $0.37 | +8.8% |
| Q4 2025 | $0.37 | +16% |
| Q3 2025 | $0.29 | +3.6% |
| Q2 2025 | $0.29 | +12% |
| Q1 2025 | $0.34 | +55% |
| Q4 2024 | $0.32 | +14% |
CODA's earnings per share have climbed steadily: $0.45 over the past year, up 55% from the year before, and higher year over year for eight quarters in a row.
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 CODA on earnings, with stronger typical year-over-year growth.
CODA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $6.9M | -1.6% |
| Q1 2026 | $6.7M | +29% |
| Q4 2025 | $7.3M | +44% |
| Q3 2025 | $7.1M | +29% |
| Q2 2025 | $7M | +32% |
| Q1 2025 | $5.2M | +17% |
| Q4 2024 | $5.1M | +42% |
| Q3 2024 | $5.5M | +12% |
VRT has the stronger quarterly revenue trend. Revenue is down 1.6% for CODA versus up 61% for VRT.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 26% | +11 points |
| Q1 2026 | 15% | +2.3 points |
| Q4 2025 | 19% | +14 points |
| Q3 2025 | 20% | -5.9 points |
| Q2 2025 | 16% | -9.9 points |
| Q1 2025 | 13% | +0.3 points |
| Q4 2024 | 5.7% | +15 points |
| Q3 2024 | 25% | +7.8 points |
CODA's operating margin was 26% last quarter, up 10 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's operating margin was 23% last quarter, up 3.5 points from the same quarter a year ago, near the top of its range since 2020.
CODA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2M | -23% |
| Q2 2026 | $449.1K | -68% |
| Q1 2026 | $1.4M | +172% |
| Q4 2025 | $2.5M | +30% |
| Q3 2025 | $1.6M | +3.1% |
| Q2 2025 | $1.4M | +$2.5M |
| Q1 2025 | $513.4K | +$947K |
| Q4 2024 | $1.9M | +$2.5M |
CODA generated $6M in free cash flow over the past year, up 2.8% 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 CODA on cash flow, with more consistent year-over-year improvement.
CODA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +13.1K shares |
| 1 year | 0% | -5.6K shares |
| 3 years | +0.1% | +14.8K shares |
| 5 years | -0.4% | -43.7K shares |
| Available history | +5.8% | +619K shares |
CODA has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
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 |
CODA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -4.8x | Net Cash |
| Q2 2026 | -4.8x | Net Cash |
| Q1 2026 | -5.3x | Net Cash |
| Q4 2025 | -5.3x | Net Cash |
| Q3 2025 | -6.2x | Net Cash |
| Q2 2025 | -5.8x | Net Cash |
| Q1 2025 | -5.1x | Net Cash |
| Q4 2024 | -5.2x | Net Cash |
CODA has the edge over VRT on leverage, with a lower net debt burden relative to earnings.
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 more cash than debt.
CODA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 37.0 | Neutral |
| Stochastic | 11.4 | Oversold |
CODA's weekly RSI is 37 (neutral) and its Stochastic is 11 (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).
CODA PE vs Industrials Sector
| Metric | CODA | Sector median | Relative |
|---|---|---|---|
| PE | 19x | 24x | 20% below |
| PE % | 42 | 58 | 16 pts below |
CODA 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.
CODA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.66 | 10% below |
| 20 week MA | $9.96 | 13% below |
| 50 week MA | $10.9 | 20% below |
| 100 week MA | $9.32 | 7.2% below |
| 200 week MA | $8.26 | 4.7% above |
CODA has fallen below most of its moving averages, though it's still 4.7% 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 the edge over CODA on trend strength, trading above more of its moving averages.
CODA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $8.68 | $5.97 | -31% |
| 2021 | $5.97 | $7.96 | +33% |
| 2022 | $7.96 | $7.09 | -11% |
| 2023 | $7.09 | $6.02 | -15% |
| 2024 | $6.02 | $8.01 | +33% |
| 2025 | $8.01 | $9.36 | +17% |
| 2026 YTD | $9.36 | $8.65 | -7.6% |
CODA has finished lower in three of the last six years. It's down 7.6% 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 CODA on returns for 2026, with the stronger performance.