CRAI
CRA International, Inc.
CRAI's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over CRAI overall, supported by stronger valuation and stronger modeled upside.
CRAI Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Under pressure | |
| Strong |
CRAI's revenue, profitability and balance sheet are currently healthy, but its cash flow is under pressure.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
CRAI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $130 | -35% |
| Fair | 20x | $162 | -19% |
| Forward | 22x | $199 | — |
| Current | 25x | $199 | — |
| Expensive | 26x | $204 | +2.6% |
Historical ranges are pointers, not guarantees.
CRAI's PE is in its expensive range at 25x. If earnings grow as analysts expect, today's price would be 22x next year's earnings, in its fair 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 CRAI in the historical PE scenario, which offers more potential upside but is not a forecast.
CRAI Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for CRAI, with profitability holding steady.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over CRAI on the outlook, with more favorable profitability expectations.
CRAI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.25 | +16% |
| Q3 2026 | $7.99 | -4% |
| Q2 2026 | $7.52 | -9% |
| Q1 2026 | $7.21 | -2.7% |
| Q4 2025 | $8.14 | +21% |
| Q3 2025 | $8.32 | +35% |
| Q2 2025 | $8.26 | +45% |
| Q1 2025 | $7.41 | +21% |
| Q4 2024 | $6.74 | +25% |
CRAI earned $7.99 per share over the past year, down 4% 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 CRAI on earnings, with more consistent year-over-year improvement.
CRAI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $214.9M | +16% |
| Q2 2026 | $210.8M | +13% |
| Q1 2026 | $201M | +11% |
| Q4 2025 | $197M | +12% |
| Q3 2025 | $185.9M | +11% |
| Q2 2025 | $186.9M | +9% |
| Q1 2025 | $181.9M | +5.9% |
| Q4 2024 | $176.4M | +9.2% |
CRAI's revenue has grown year over year for 12 quarters in a row: $215M last quarter, up 16% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 11% | +1.9 points |
| Q2 2026 | 11% | +0.6 points |
| Q1 2026 | 9% | -5.1 points |
| Q4 2025 | 10% | -1.7 points |
| Q3 2025 | 9.3% | -1.7 points |
| Q2 2025 | 11% | +4 points |
| Q1 2025 | 14% | +2.6 points |
| Q4 2024 | 12% | +1.6 points |
CRAI's operating margin was 11% last quarter, up 1.9 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 CRAI on sales, with stronger typical year-over-year growth.
| 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 CRAI on profitability, with a higher operating margin.
CRAI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $73.2M | +104% |
| Q2 2026 | -$6.1M | -230% |
| Q1 2026 | -$116.5M | -$35.6M |
| Q4 2025 | $59M | -14% |
| Q3 2025 | $35.9M | +26% |
| Q2 2025 | $4.7M | +$5.2M |
| Q1 2025 | -$81M | -$17.2M |
| Q4 2024 | $68.8M | +15% |
CRAI still generates free cash flow, though less than at its 2026 peak: $10M 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 CRAI on cash flow, with more consistent year-over-year improvement.
CRAI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.2% | -80K shares |
| 1 year | -4.4% | -294K shares |
| 3 years | -11% | -756K shares |
| 5 years | -16% | -1.2M shares |
| Available history | -23% | -1.8M shares |
CRAI has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $27.8M |
| Q1 2026 | $21.5M |
| Q4 2025 | — |
| Q3 2025 | $4M |
| Q2 2025 | $43.2M |
| Q1 2025 | — |
| Q4 2024 | — |
CRAI spent $49M buying back its own shares over the past year, up 4.6% 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 |
CRAI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.5x | Very low |
| Q2 2026 | 2.1x | Moderate |
| Q1 2026 | 1.8x | Healthy |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.7x | Very low |
| Q2 2025 | 1.0x | Healthy |
| Q1 2025 | 0.7x | Very low |
| Q4 2024 | -0.3x | Net Cash |
CRAI's net debt is less than a year of its operating earnings (EBITDA).
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 CRAI on leverage, with a lower net debt burden relative to earnings.
CRAI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 64.2 | Neutral |
| Stochastic | 74.6 | Neutral |
CRAI's weekly RSI is 64 (neutral) and its Stochastic is 75 (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).
CRAI PE vs Industrials Sector
| Metric | CRAI | Sector median | Relative |
|---|---|---|---|
| PE | 25x | 24x | 3.6% above |
| PE % | 79 | 58 | 21 pts above |
CRAI 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.
CRAI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.1 | 7.7% above |
| 20 week MA | $174.8 | 14% above |
| 50 week MA | $171.8 | 16% above |
| 100 week MA | $178.3 | 12% above |
| 200 week MA | $154.8 | 29% above |
CRAI 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.
CRAI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $53.6 | $50.5 | -5.7% |
| 2021 | $50.5 | $92.3 | +83% |
| 2022 | $92.3 | $120.0 | +30% |
| 2023 | $120.0 | $98.9 | -18% |
| 2024 | $98.9 | $186.8 | +89% |
| 2025 | $186.8 | $206.2 | +10% |
| 2026 YTD | $206.2 | $199.3 | -3.4% |
CRAI has finished higher in four of the last six years, two of them by more than 50%. It's down 3.4% 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 CRAI on returns for 2026, with the stronger performance.