ESOA
Energy Services of America Corporation
ESOA's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over ESOA overall, supported by stronger valuation and stronger modeled upside.
ESOA Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Stable | |
| Strong |
ESOA's revenue, profitability and balance sheet are currently healthy, and its cash flow is stable.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
ESOA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 6.3x | $3.84 | -56% |
| Forward | 10x | $8.78 | — |
| Fair | 13x | $8.01 | -8.8% |
| Current | 14x | $8.78 | — |
| Expensive | 31x | $18.69 | +113% |
Historical ranges are pointers, not guarantees.
ESOA's PE is in its fair range at 14x. If earnings grow as analysts expect, today's price would be 10x 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 ESOA in the historical PE scenario, which offers more potential upside but is not a forecast.
ESOA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for ESOA, with profitability improving. However, they disagree widely on these estimates.
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.
ESOA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.84 | +38% |
| Q2 2026 | $0.61 | +281% |
| Q1 2026 | $0.55 | -50% |
| Q4 2025 | $0.13 | -91% |
| Q3 2025 | $0.02 | -99% |
| Q2 2025 | $0.16 | -89% |
| Q1 2025 | $1.10 | +86% |
| Q4 2024 | $1.44 | +162% |
| Q3 2024 | $1.51 | +243% |
ESOA's earnings per share have fallen from their peak: $0.61 over the past year, against $1.51 in late 2024.
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 ESOA on earnings, with more consistent year-over-year improvement.
ESOA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $130M | +25% |
| Q1 2026 | $93.2M | +22% |
| Q4 2025 | $114.1M | +13% |
| Q3 2025 | $130.1M | +24% |
| Q2 2025 | $103.6M | +21% |
| Q1 2025 | $76.7M | +7.8% |
| Q4 2024 | $100.6M | +12% |
| Q3 2024 | $104.7M | -0.2% |
ESOA's revenue has grown year over year for seven quarters in a row: $130M last quarter, up 25% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 3.6% | +0.5 points |
| Q1 2026 | 1.1% | +12 points |
| Q4 2025 | 4.3% | +2.7 points |
| Q3 2025 | 5.8% | -2.6 points |
| Q2 2025 | 3.1% | -6.8 points |
| Q1 2025 | -11% | -9 points |
| Q4 2024 | 1.6% | -2.4 points |
| Q3 2024 | 8.4% | 0 points |
ESOA's operating margin was 3.6% last quarter, up 0.5 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 ESOA 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 ESOA on profitability, with a higher operating margin.
ESOA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$4.8M | -$4.2M |
| Q1 2026 | -$62.2K | +$1M |
| Q4 2025 | $16.8M | +180% |
| Q3 2025 | -$6.5M | -$3.6M |
| Q2 2025 | -$582K | -104% |
| Q1 2025 | -$1.1M | +$3.8M |
| Q4 2024 | $6M | +305% |
| Q3 2024 | -$2.9M | -135% |
ESOA has burned cash in six of the last eight quarters: $5M over the past year, about four times what it generated 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 ESOA on cash flow, with more consistent year-over-year improvement.
ESOA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +6.2% | +1.1M shares |
| 1 year | +12% | +2M shares |
| 3 years | +12% | +2.1M shares |
| 5 years | +9.2% | +1.6M shares |
| Available history | +7.4% | +1.3M shares |
ESOA has 19M diluted shares, up 12% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | $1,288 |
| Q4 2025 | $846,530 |
| Q3 2025 | — |
| Q3 2024 | — |
| Q3 2023 | — |
| Q2 2023 | $147,960 |
| Q3 2020 | — |
ESOA spent $847,818 buying back its own shares over the past year.
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 the edge over ESOA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
ESOA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 0.9x | Very low |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | 2.1x | Moderate |
| Q3 2025 | 3.5x | Elevated |
| Q2 2025 | 2.6x | Moderate |
| Q1 2025 | 1.9x | Healthy |
| Q4 2024 | 1.3x | Healthy |
| Q3 2024 | 0.7x | Very low |
ESOA's net debt is less than a year of its operating earnings (EBITDA), down 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 ESOA on leverage, with a lower net debt burden relative to earnings.
ESOA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 32.8 | Neutral |
| Stochastic | 5.4 | Oversold |
ESOA's weekly RSI is 33 (neutral) and its Stochastic is 5 (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).
ESOA PE vs Industrials Sector
| Metric | ESOA | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 24x | 40% below |
| PE % | 54 | 58 | 4 pts below |
ESOA 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.
ESOA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.73 | 9.8% below |
| 20 week MA | $12.2 | 28% below |
| 50 week MA | $12.8 | 31% below |
| 100 week MA | $11.6 | 24% below |
| 200 week MA | $8.79 | 0.1% below |
ESOA is in a downtrend: it's below all five of its weekly moving averages, and 0.1% below 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 ESOA on trend strength, trading above more of its moving averages.
ESOA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $0.82 | $1.25 | +52% |
| 2021 | $1.25 | $3.30 | +164% |
| 2022 | $3.30 | $2.68 | -19% |
| 2023 | $2.68 | $5.98 | +123% |
| 2024 | $5.98 | $13.2 | +121% |
| 2025 | $13.2 | $8.04 | -39% |
| 2026 YTD | $8.04 | $8.78 | +9.2% |
ESOA has finished higher in four of the last six years, four of them by more than 50%. It's up 9.2% 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 ESOA on returns for 2026, with the stronger performance.