LGN
Legence Corp. Class A Common stock
There isn't enough reported data to score LGN yet.
VRT
Vertiv Holdings Co
VRT's fundamentals are strong and it looks cheap: trading at 39x earnings, about half its usual 72x. Analysts expect strong earnings growth.
LGN Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Stable | |
| Healthy | |
| Stable |
LGN's cash flow is currently healthy, and its profitability and balance sheet are stable. There isn't enough data to rate its revenue.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
LGN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 14x | $36.27 | — |
| Current | 107x | $36.27 | — |
| Cheap | N/A | N/A | N/A |
| Fair | N/A | N/A | N/A |
| Expensive | N/A | N/A | N/A |
Historical ranges are pointers, not guarantees.
LGN 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.
LGN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for LGN, 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.
LGN Earnings Per Share
LGN and VRT do not have enough comparable growth data to identify a winner.
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's earnings per share have climbed steadily: $5.35 over the past year, up 102% from the year before, and higher year over year every quarter since late 2021.
LGN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.3B | +85% |
| Q2 2026 | $1.3B | +111% |
| Q1 2026 | $1B | +105% |
| Q2 2025 | $598.9M | +15% |
| Q1 2025 | $506M | +7.9% |
LGN has the edge over VRT in the latest year-over-year revenue comparison.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 13% | +7.4 points |
| Q2 2026 | -0.5% | -5.7 points |
| Q1 2026 | 2.2% | -1 points |
| Q4 2025 | -3.2% | N/A |
| Q3 2025 | 5.4% | -0.5 points |
| Q2 2025 | 5.2% | +3.6 points |
| Q1 2025 | 3.2% | N/A |
| Q2 2024 | 5.9% | N/A |
LGN's operating margin was 13% last quarter, up 7.4 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's revenue has grown year over year every quarter since late 2020: $4.3B last quarter, up 61% from the same quarter a year ago.
| 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 LGN on profitability, with a higher operating margin.
LGN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $64.2M | -28% |
| Q2 2026 | $50.3M | +107% |
| Q1 2026 | $102.3M | +324% |
| Q2 2025 | $24.3M | +$80.1M |
| Q1 2025 | $24.1M | -18% |
LGN generated $298M in free cash flow 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 LGN in the latest year-over-year cash flow comparison.
LGN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.3% | +1.8M shares |
| 1 year | +33% | +19.3M shares |
LGN has 78M diluted shares, up 33% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q2 2024 | — |
| Q1 2024 | — |
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 LGN 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 |
LGN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.3x | Moderate |
| Q2 2026 | 4.9x | High |
| Q1 2026 | 4.3x | High |
| Q4 2025 | 3.6x | Elevated |
LGN's net debt is about 2.3 years of its operating earnings (EBITDA).
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 LGN on leverage, with a lower net debt burden relative to earnings.
LGN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 35.5 | Neutral |
| Stochastic | 14.9 | Oversold |
LGN's weekly RSI is 36 (neutral) and its Stochastic is 15 (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).
LGN PE vs Industrials 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.
LGN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $42.5 | 15% below |
| 20 week MA | $55.1 | 34% below |
| 50 week MA | $59.6 | 39% below |
VRT has stronger trend alignment. LGN is above 0 of 3 weekly averages versus VRT above 2 of 5.
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.
LGN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $30.5 | $44.6 | +46% |
| 2026 YTD | $44.6 | $36.3 | -19% |
LGN has finished every year since 2025 higher, and it's down 19% 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 LGN on returns for 2026, with the stronger performance.