HURN
Huron Consulting Group Inc.
HURN has slightly lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over HURN overall, supported by stronger valuation and stronger modeled upside.
HURN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Stable | |
| Under pressure |
HURN's revenue and profitability are currently healthy, and its cash flow is stable, but its balance sheet is under pressure.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
HURN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 17x | $167 | — |
| Cheap | 18x | $121 | -28% |
| Current | 25x | $167 | — |
| Fair | 26x | $172 | +3.1% |
| Expensive | 37x | $247 | +48% |
Historical ranges are pointers, not guarantees.
HURN's PE is in its fair range at 25x. If earnings grow as analysts expect, today's price would be 17x 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 HURN in the historical PE scenario, which offers more potential upside but is not a forecast.
HURN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for HURN, with profitability improving.
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.
HURN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.13 | +51% |
| Q3 2026 | $6.71 | +13% |
| Q2 2026 | $6.67 | +17% |
| Q1 2026 | $5.85 | -12% |
| Q4 2025 | $5.84 | -6.9% |
| Q3 2025 | $5.95 | +30% |
| Q2 2025 | $5.71 | +35% |
| Q1 2025 | $6.65 | +92% |
| Q4 2024 | $6.27 | +97% |
HURN earned $6.71 per share over the past year, up 13% 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 HURN on earnings, with more consistent year-over-year improvement.
HURN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $491.5M | +11% |
| Q2 2026 | $475M | +15% |
| Q1 2026 | $451.8M | +12% |
| Q4 2025 | $442M | +11% |
| Q3 2025 | $441.3M | +17% |
| Q2 2025 | $411.8M | +8.1% |
| Q1 2025 | $404.1M | +11% |
| Q4 2024 | $399.3M | +14% |
HURN's revenue has grown year over year for 22 quarters in a row: $491M last quarter, up 11% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 12% | +0.6 points |
| Q2 2026 | 11% | -0.5 points |
| Q1 2026 | 8.1% | 0 points |
| Q4 2025 | 11% | -0.4 points |
| Q3 2025 | 11% | +0.1 points |
| Q2 2025 | 11% | -4.5 points |
| Q1 2025 | 8.1% | +2.6 points |
| Q4 2024 | 12% | +3.3 points |
HURN's operating margin was 12% last quarter, up 0.6 points from the same quarter a year ago, near the top of its range since 2019.
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 HURN 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 HURN on profitability, with a higher operating margin.
HURN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $53.3M | -41% |
| Q2 2026 | $115.2M | +48% |
| Q1 2026 | -$167.8M | -$59.2M |
| Q4 2025 | $123.8M | -9.6% |
| Q3 2025 | $89.8M | +8.4% |
| Q2 2025 | $78M | -26% |
| Q1 2025 | -$108.7M | +$23.2M |
| Q4 2024 | $137M | +80% |
HURN still generates free cash flow, though less than at its 2024 peak: $124M 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 HURN on cash flow, with more consistent year-over-year improvement.
HURN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.7% | -122K shares |
| 1 year | -8.6% | -1.5M shares |
| 3 years | -16% | -3.2M shares |
| 5 years | -24% | -5.3M shares |
| Available history | -28% | -6.4M shares |
HURN has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $27M |
| Q2 2026 | $53.5M |
| Q1 2026 | $153.1M |
| Q4 2025 | $13.6M |
| Q3 2025 | $18.7M |
| Q2 2025 | $69.1M |
| Q1 2025 | $65.3M |
| Q4 2024 | $18.5M |
HURN spent $247M buying back its own shares over the past year, up 44% 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 |
HURN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.4x | Elevated |
| Q2 2026 | 3.6x | Elevated |
| Q1 2026 | 3.8x | Elevated |
| Q4 2025 | 2.3x | Moderate |
| Q3 2025 | 2.9x | Moderate |
| Q2 2025 | 3.1x | Elevated |
| Q1 2025 | 2.7x | Moderate |
| Q4 2024 | 1.7x | Healthy |
HURN's net debt is about 3.4 years of its operating earnings (EBITDA), up from 2.9 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 HURN on leverage, with a lower net debt burden relative to earnings.
HURN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 56.6 | Neutral |
| Stochastic | 56.4 | Neutral |
HURN's weekly RSI is 57 (neutral) and its Stochastic is 56 (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).
HURN PE vs Industrials Sector
| Metric | HURN | Sector median | Relative |
|---|---|---|---|
| PE | 25x | 24x | 3.5% above |
| PE % | 44 | 58 | 14 pts below |
HURN 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.
HURN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $173.3 | 3.5% below |
| 20 week MA | $152.9 | 9.4% above |
| 50 week MA | $144.4 | 16% above |
| 100 week MA | $142.4 | 17% above |
| 200 week MA | $119.4 | 40% above |
HURN 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.
HURN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $68.3 | $57.4 | -16% |
| 2021 | $57.4 | $48.9 | -15% |
| 2022 | $48.9 | $72.4 | +48% |
| 2023 | $72.4 | $102.8 | +42% |
| 2024 | $102.8 | $123.0 | +20% |
| 2025 | $123.0 | $180.7 | +47% |
| 2026 YTD | $180.7 | $167.2 | -7.5% |
HURN has finished higher in four of the last six years. It's down 7.5% 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 HURN on returns for 2026, with the stronger performance.