FELE
Franklin Electric Co., Inc.
FELE has lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over FELE overall, supported by stronger valuation and stronger fundamentals.
FELE Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Healthy |
FELE's profitability and balance sheet are currently healthy, and its revenue and cash flow are stable.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
FELE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 19x | $97.63 | — |
| Current | 22x | $97.63 | — |
| Cheap | 23x | $100 | +2.6% |
| Fair | 25x | $113 | +16% |
| Expensive | 32x | $140 | +44% |
Historical ranges are pointers, not guarantees.
FELE has the edge over VRT in the historical PE scenario, which offers more potential upside but is not a forecast.
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.
FELE Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for FELE, with profitability holding steady.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over FELE on the outlook, with more favorable profitability expectations.
FELE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.22 | +17% |
| Q3 2026 | $4.45 | +44% |
| Q2 2026 | $3.47 | -11% |
| Q1 2026 | $3.32 | -13% |
| Q4 2025 | $3.22 | -17% |
| Q3 2025 | $3.08 | -22% |
| Q2 2025 | $3.88 | -3.2% |
| Q1 2025 | $3.83 | -4.7% |
| Q4 2024 | $3.86 | -6.1% |
FELE earned $4.45 per share over the past year, up 44% 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 FELE on earnings, with more consistent year-over-year improvement.
FELE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $633.6M | +8.9% |
| Q2 2026 | $622.9M | +6% |
| Q1 2026 | $500.4M | +9.9% |
| Q4 2025 | $506.9M | +4.3% |
| Q3 2025 | $581.7M | +9.5% |
| Q2 2025 | $587.4M | +8.1% |
| Q1 2025 | $455.2M | -1.2% |
| Q4 2024 | $485.7M | +2.7% |
FELE's revenue has grown year over year for six quarters in a row: $634M last quarter, up 8.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 14% | -1 points |
| Q2 2026 | 15% | 0 points |
| Q1 2026 | 9.6% | -0.1 points |
| Q4 2025 | 10% | +1.3 points |
| Q3 2025 | 15% | +0.8 points |
| Q2 2025 | 15% | +0.4 points |
| Q1 2025 | 9.7% | -0.7 points |
| Q4 2024 | 8.9% | -1.9 points |
FELE's operating margin was 14% last quarter, down 1 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 FELE 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 FELE on profitability, with a higher operating margin.
FELE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $66.5M | -27% |
| Q2 2026 | $88.7M | +122% |
| Q1 2026 | -$50.4M | -$24.1M |
| Q4 2025 | $88.7M | -9% |
| Q3 2025 | $91.3M | -14% |
| Q2 2025 | $39.9M | +53% |
| Q1 2025 | -$26.3M | -$15.8M |
| Q4 2024 | $97.5M | -7.9% |
FELE still generates free cash flow, though less than at its 2023 peak: $193M 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 FELE on cash flow, with more consistent year-over-year improvement.
FELE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -100K shares |
| 1 year | -0.9% | -400K shares |
| 3 years | -4.9% | -2.3M shares |
| 5 years | -5.1% | -2.4M shares |
| Available history | -4.7% | -2.2M shares |
FELE has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $6.6M |
| Q2 2026 | $5.1M |
| Q1 2026 | $13.2M |
| Q4 2025 | $36.2M |
| Q3 2025 | $94,000 |
| Q2 2025 | $122.4M |
| Q1 2025 | $6.9M |
| Q4 2024 | $4.1M |
FELE spent $61M buying back its own shares over the past year, down 54% 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 |
FELE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.2x | Healthy |
| Q2 2026 | 0.4x | Very low |
| Q1 2026 | 0.4x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.6x | Very low |
| Q1 2025 | 0.3x | Very low |
| Q4 2024 | -0.3x | Net Cash |
FELE's net debt is about 1.1 years of its operating earnings (EBITDA), up from less than a year 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 FELE on leverage, with a lower net debt burden relative to earnings.
FELE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.0 | Neutral |
| Stochastic | 12.7 | Oversold |
FELE's weekly RSI is 47 (neutral) and its Stochastic is 13 (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).
FELE PE vs Industrials Sector
| Metric | FELE | Sector median | Relative |
|---|---|---|---|
| PE | 22x | 24x | 8.7% below |
| PE % | 9 | 58 | 49 pts below |
FELE 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.
FELE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $97.4 | 0.2% above |
| 20 week MA | $100.8 | 3.2% below |
| 50 week MA | $99.7 | 2% below |
| 100 week MA | $96.9 | 0.8% above |
| 200 week MA | $97.0 | 0.7% above |
FELE 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.
FELE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $56.8 | $70.0 | +23% |
| 2021 | $70.0 | $91.4 | +31% |
| 2022 | $91.4 | $80.0 | -13% |
| 2023 | $80.0 | $96.7 | +21% |
| 2024 | $96.7 | $98.0 | +1.3% |
| 2025 | $98.0 | $99.2 | +1.3% |
| 2026 YTD | $99.2 | $97.6 | -1.6% |
FELE has finished higher in five of the last six years. It's down 1.6% 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 FELE on returns for 2026, with the stronger performance.