DXPE
DXP Enterprises, Inc.
DXPE's outlook is improving despite an expensive valuation.
VRT
Vertiv Holdings Co
VRT has the edge over DXPE overall, supported by stronger valuation and stronger fundamentals.
DXPE Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Stable |
DXPE's revenue, profitability and cash flow are currently healthy, and its balance sheet is stable.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
DXPE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $68.84 | -55% |
| Fair | 16x | $94.21 | -39% |
| Forward | 22x | $153 | — |
| Current | 26x | $153 | — |
| Expensive | 27x | $165 | +7.6% |
Historical ranges are pointers, not guarantees.
DXPE's PE is in its expensive range at 26x. If earnings grow as analysts expect, today's price would be 22x next year's earnings.
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 DXPE in the historical PE scenario, which offers more potential upside but is not a forecast.
DXPE Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for DXPE, with profitability holding steady.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over DXPE on the outlook, with more favorable profitability expectations.
DXPE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.93 | +15% |
| Q3 2026 | $6.00 | +14% |
| Q2 2026 | $5.67 | +8.4% |
| Q1 2026 | $5.34 | +11% |
| Q4 2025 | $5.37 | +27% |
| Q3 2025 | $5.27 | +35% |
| Q2 2025 | $5.23 | +47% |
| Q1 2025 | $4.80 | +33% |
| Q4 2024 | $4.22 | +8.5% |
DXPE's earnings per share have climbed steadily: $6.00 over the past year, up 14% from the year before, and higher year over year for 21 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 DXPE on earnings, with stronger typical year-over-year growth.
DXPE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $587.2M | +14% |
| Q2 2026 | $576.5M | +16% |
| Q1 2026 | $521.7M | +9.5% |
| Q4 2025 | $527.4M | +12% |
| Q3 2025 | $513.7M | +8.6% |
| Q2 2025 | $498.7M | +12% |
| Q1 2025 | $476.6M | +15% |
| Q4 2024 | $470.9M | +16% |
DXPE's revenue has grown year over year for 10 quarters in a row: $587M last quarter, up 14% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.9% | +0.4 points |
| Q2 2026 | 9.6% | +0.4 points |
| Q1 2026 | 8.1% | -0.4 points |
| Q4 2025 | 8.8% | +0.5 points |
| Q3 2025 | 8.5% | +0.1 points |
| Q2 2025 | 9.2% | +0.8 points |
| Q1 2025 | 8.5% | +1.4 points |
| Q4 2024 | 8.3% | +1 points |
DXPE's operating margin was 8.9% last quarter, about level with 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 DXPE 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 DXPE on profitability, with a higher operating margin.
DXPE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $14.4M | -49% |
| Q2 2026 | $29.8M | +259% |
| Q1 2026 | $26.3M | +$43.2M |
| Q4 2025 | $34.5M | +52% |
| Q3 2025 | $28.1M | +15% |
| Q2 2025 | $8.3M | +40% |
| Q1 2025 | -$16.9M | -170% |
| Q4 2024 | $22.7M | -39% |
DXPE generated $105M in free cash flow over the past year, up 148% 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 DXPE on cash flow, with more consistent year-over-year improvement.
DXPE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | +8K shares |
| 1 year | -1% | -173K shares |
| 3 years | -5.8% | -1M shares |
| 5 years | -16% | -3.2M shares |
| Available history | -11% | -2.1M shares |
DXPE has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $15.1M |
| Q3 2025 | $2M |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $224,000 |
| Q3 2024 | $4.8M |
| Q2 2024 | $9.2M |
| Q1 2024 | $14.8M |
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 |
DXPE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.9x | Moderate |
| Q2 2026 | 3.0x | Moderate |
| Q1 2026 | 3.2x | Elevated |
| Q4 2025 | 2.7x | Moderate |
| Q3 2025 | 2.6x | Moderate |
| Q2 2025 | 2.7x | Moderate |
| Q1 2025 | 2.8x | Moderate |
| Q4 2024 | 2.8x | Moderate |
DXPE's net debt is about 2.9 years of its operating earnings (EBITDA), up from 2.6 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 DXPE on leverage, with a lower net debt burden relative to earnings.
DXPE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.0 | Neutral |
| Stochastic | 28.1 | Neutral |
DXPE's weekly RSI is 45 (neutral) and its Stochastic is 28 (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).
DXPE PE vs Industrials Sector
| Metric | DXPE | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 24x | 6.1% above |
| PE % | 80 | 58 | 22 pts above |
DXPE 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.
DXPE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $170.9 | 10% below |
| 20 week MA | $175.4 | 13% below |
| 50 week MA | $154.2 | 0.6% below |
| 100 week MA | $125.9 | 22% above |
| 200 week MA | $83.5 | 84% above |
DXPE has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 84% 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.
DXPE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $40.0 | $22.9 | -43% |
| 2021 | $22.9 | $25.0 | +9.3% |
| 2022 | $25.0 | $27.9 | +12% |
| 2023 | $27.9 | $33.7 | +21% |
| 2024 | $33.7 | $82.3 | +144% |
| 2025 | $82.3 | $115.8 | +41% |
| 2026 YTD | $115.8 | $153.3 | +32% |
DXPE 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.