GFF
Griffon Corporation
GFF has slightly lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over GFF overall, supported by stronger valuation and stronger modeled upside.
GFF Fundamentals
| Metric | Status |
|---|---|
| Weak | |
| Strong | |
| Stable | |
| Stable |
GFF's profitability is currently strong, and its cash flow and balance sheet are stable, but its revenue is weak.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
GFF PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 14x | $55.41 | -47% |
| Fair | 17x | $69.08 | -34% |
| Forward | 17x | $105 | — |
| Current | 26x | $105 | — |
| Expensive | 53x | $211 | +101% |
Historical ranges are pointers, not guarantees.
GFF's PE is in its expensive range at 26x. If earnings grow as analysts expect, today's price would be 17x 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 GFF in the historical PE scenario, which offers more potential upside but is not a forecast.
GFF Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect GFF's earnings to grow and its profitability to improve, with its revenue holding steady.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over GFF on the outlook, with more favorable revenue expectations.
GFF Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.10 | +52% |
| Q2 2026 | $4.01 | +199% |
| Q1 2026 | $0.22 | -95% |
| Q4 2025 | $1.01 | -79% |
| Q3 2025 | $1.09 | -74% |
| Q2 2025 | $1.34 | -64% |
| Q1 2025 | $4.83 | +27% |
| Q4 2024 | $4.90 | +260% |
| Q3 2024 | $4.23 | +198% |
GFF earned $4.01 per share over the past year, about three times what it earned 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 GFF on earnings, with more consistent year-over-year improvement.
GFF Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $481.4M | -22% |
| Q1 2026 | $421.9M | -31% |
| Q4 2025 | $649.1M | +2.6% |
| Q3 2025 | $662.2M | +0.4% |
| Q2 2025 | $613.6M | -5.3% |
| Q1 2025 | $611.7M | -9.1% |
| Q4 2024 | $632.4M | -1.7% |
| Q3 2024 | $659.7M | +2.9% |
GFF's revenue has slid since its 2022 peak: $481M last quarter, down 22% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 24% | +45 points |
| Q1 2026 | 21% | +4.2 points |
| Q4 2025 | 17% | -0.3 points |
| Q3 2025 | 18% | +1 points |
| Q2 2025 | -21% | -34 points |
| Q1 2025 | 17% | -0.3 points |
| Q4 2024 | 18% | +4.7 points |
| Q3 2024 | 17% | +4.5 points |
GFF has the edge over VRT on profitability, with a higher operating margin.
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 GFF 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'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.
GFF Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $93.5M | -18% |
| Q1 2026 | $1.3M | -52% |
| Q4 2025 | $99.3M | -21% |
| Q3 2025 | $62.4M | +21% |
| Q2 2025 | $114.4M | +6.4% |
| Q1 2025 | $2.8M | -87% |
| Q4 2024 | $125.5M | -4.8% |
| Q3 2024 | $51.6M | -35% |
GFF still generates free cash flow, though less than at its 2023 peak: $257M 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 GFF on cash flow, with more consistent year-over-year improvement.
GFF Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.2% | -542K shares |
| 1 year | -0.4% | -172K shares |
| 3 years | -17% | -9.5M shares |
| 5 years | -16% | -8.4M shares |
| Available history | +5.3% | +2.3M shares |
GFF has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $54.6M |
| Q1 2026 | $34.2M |
| Q4 2025 | $30.3M |
| Q3 2025 | $21.6M |
| Q2 2025 | $40.3M |
| Q1 2025 | $72.4M |
| Q4 2024 | $49.1M |
| Q3 2024 | $68.4M |
GFF spent $141M buying back its own shares over the past year, down 39% 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 |
GFF Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 2.5x | Moderate |
| Q1 2026 | 5.6x | High |
| Q4 2025 | 5.1x | High |
| Q3 2025 | 5.3x | High |
| Q2 2025 | 5.6x | High |
| Q1 2025 | 3.1x | Elevated |
| Q4 2024 | 2.9x | Moderate |
| Q3 2024 | 3.2x | Elevated |
GFF's net debt is about 2.5 years of its operating earnings (EBITDA), down from 5.6 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 GFF on leverage, with a lower net debt burden relative to earnings.
GFF Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 60.9 | Neutral |
| Stochastic | 70.1 | Neutral |
GFF's weekly RSI is 61 (neutral) and its Stochastic is 70 (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).
GFF PE vs Industrials Sector
| Metric | GFF | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 24x | 8.8% above |
| PE % | 75 | 58 | 17 pts above |
GFF 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.
GFF Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $97.5 | 7.6% above |
| 20 week MA | $96.6 | 8.5% above |
| 50 week MA | $88.5 | 19% above |
| 100 week MA | $80.9 | 30% above |
| 200 week MA | $67.3 | 56% above |
GFF 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.
GFF Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $18.9 | $18.9 | +0.1% |
| 2021 | $18.9 | $26.9 | +42% |
| 2022 | $26.9 | $36.0 | +34% |
| 2023 | $36.0 | $61.0 | +69% |
| 2024 | $61.0 | $71.9 | +18% |
| 2025 | $71.9 | $75.6 | +5.2% |
| 2026 YTD | $75.6 | $104.8 | +39% |
GFF 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.