GHM
Graham Corporation
GHM's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over GHM overall, supported by stronger valuation and stronger fundamentals.
GHM Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Healthy | |
| Strong |
GHM's revenue, cash flow and balance sheet are currently healthy, and its profitability is stable.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
GHM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 50x | $56.44 | -34% |
| Forward | 50x | $85.95 | — |
| Fair | 67x | $76.29 | -11% |
| Current | 75x | $85.95 | — |
| Expensive | 100x | $114 | +33% |
Historical ranges are pointers, not guarantees.
GHM's PE is in its expensive range at 75x. If earnings grow as analysts expect, today's price would be 50x next year's earnings, in its cheap 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 GHM in the historical PE scenario, which offers more potential upside but is not a forecast.
GHM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for GHM, 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.
GHM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.72 | +51% |
| Q3 2026 | $1.14 | -8.1% |
| Q2 2026 | $1.03 | -18% |
| Q1 2026 | $1.12 | +0.9% |
| Q4 2025 | $1.35 | +65% |
| Q3 2025 | $1.24 | +77% |
| Q2 2025 | $1.26 | +186% |
| Q1 2025 | $1.11 | +164% |
| Q4 2024 | $0.82 | +204% |
GHM earned $1.14 per share over the past year, down 8.1% 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 GHM on earnings, with more consistent year-over-year improvement.
GHM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $69.8M | +5.7% |
| Q2 2026 | $71.3M | +29% |
| Q1 2026 | $67.1M | +13% |
| Q4 2025 | $56.7M | +21% |
| Q3 2025 | $66M | +23% |
| Q2 2025 | $55.5M | +11% |
| Q1 2025 | $59.3M | +21% |
| Q4 2024 | $47M | +7.3% |
GHM's revenue has grown year over year every quarter since late 2020: $70M last quarter, up 5.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.4% | +1.9 points |
| Q2 2026 | 5.8% | -3.1 points |
| Q1 2026 | 4% | -5.3 points |
| Q4 2025 | 5.5% | +0.8 points |
| Q3 2025 | 6.5% | -1.4 points |
| Q2 2025 | 8.9% | +2.5 points |
| Q1 2025 | 9.3% | +6.2 points |
| Q4 2024 | 4.7% | +2.6 points |
GHM's operating margin was 8.4% 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 GHM 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 GHM on profitability, with a higher operating margin.
GHM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $44.5M | +371% |
| Q2 2026 | -$15.3M | -$6M |
| Q1 2026 | -$2.7M | +$6M |
| Q4 2025 | $2.4M | +$4.5M |
| Q3 2025 | $9.4M | -9.6% |
| Q2 2025 | -$9.3M | -261% |
| Q1 2025 | -$8.7M | -289% |
| Q4 2024 | -$2.1M | -137% |
GHM's free cash flow has turned positive again: $29M over the past year, against −$11M 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 GHM on cash flow, with more consistent year-over-year improvement.
GHM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.2% | +145K shares |
| 1 year | +6.5% | +720K shares |
| 3 years | +9.7% | +1M shares |
| 5 years | +11% | +1.2M shares |
| Available history | +20% | +2M shares |
GHM has 12M diluted shares, up 6.5% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | $44,000 |
| Q2 2024 | $810,000 |
| Q1 2024 | $1,000 |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | $57,000 |
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 GHM 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 |
GHM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.8x | Net Cash |
| Q2 2026 | -1.2x | Net Cash |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | -0.9x | Net Cash |
| Q3 2025 | -0.9x | Net Cash |
| Q2 2025 | -0.5x | Net Cash |
| Q1 2025 | -1.0x | Net Cash |
| Q4 2024 | -1.8x | Net Cash |
GHM has the edge over VRT on leverage, with a lower net debt burden relative to earnings.
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 more cash than debt.
GHM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.2 | Neutral |
| Stochastic | 28.4 | Neutral |
GHM's weekly RSI is 49 (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).
GHM PE vs Industrials Sector
| Metric | GHM | Sector median | Relative |
|---|---|---|---|
| PE | 75x | 24x | 214% above |
| PE % | 68 | 58 | 10 pts above |
GHM is trading at 75x earnings, a 214% premium to the Industrials sector's median of 24x.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT has the edge over GHM on valuation relative to its sector.
GHM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $78.7 | 9.2% above |
| 20 week MA | $91.7 | 6.2% below |
| 50 week MA | $87.8 | 2.1% below |
| 100 week MA | $66.5 | 29% above |
| 200 week MA | $44.2 | 95% above |
GHM 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.
GHM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $22.0 | $14.8 | -33% |
| 2021 | $14.8 | $12.7 | -14% |
| 2022 | $12.7 | $9.72 | -23% |
| 2023 | $9.72 | $19.0 | +95% |
| 2024 | $19.0 | $44.2 | +133% |
| 2025 | $44.2 | $71.5 | +62% |
| 2026 YTD | $71.5 | $86.0 | +20% |
GHM has finished lower in three of the last six years. It's up 20% 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 GHM on returns for 2026, with the stronger performance.