MWA
Mueller Water Products, Inc.
MWA has lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over MWA overall, supported by stronger modeled upside and stronger valuation.
MWA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Healthy | |
| Strong |
MWA's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
MWA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 15x | $24.01 | — |
| Current | 17x | $24.01 | — |
| Cheap | 20x | $27.87 | +16% |
| Fair | 27x | $37.82 | +58% |
| Expensive | 31x | $43.31 | +80% |
Historical ranges are pointers, not guarantees.
MWA's PE is in its cheap range at 17x. If earnings grow as analysts expect, today's price would be 15x next year's earnings.
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 MWA in the historical PE scenario, which offers more potential upside but is not a forecast.
MWA Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect MWA'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 MWA on the outlook, with more favorable revenue expectations.
MWA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.57 | +11% |
| Q3 2026 | $1.41 | +16% |
MWA's earnings per share have climbed steadily: $1.41 over the past year, up 16% from the year before, and higher year over year every quarter since late 2026.
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 MWA in the latest year-over-year earnings comparison.
MWA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $376.5M | -1.1% |
| Q2 2026 | $395.9M | +4.1% |
| Q1 2026 | $384.4M | +5.5% |
| Q4 2025 | $318.2M | +4.6% |
MWA's revenue has held roughly level: $377M last quarter, down 1.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 20% | +1 points |
| Q1 2026 | 21% | +1.7 points |
| Q4 2025 | 18% | +2.2 points |
| Q3 2025 | 18% | N/A |
| Q2 2025 | 19% | N/A |
| Q1 2025 | 19% | N/A |
| Q4 2024 | 16% | N/A |
MWA's operating margin was 20% last quarter, up 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 MWA 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 MWA on profitability, with a higher operating margin.
MWA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $94.1M | +69% |
| Q1 2026 | -$27.5M | -639% |
| Q4 2025 | $44M | +4.3% |
MWA has the edge over VRT in the latest year-over-year cash flow comparison.
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 generated $3.1B in free cash flow over the past year, up 127% from the year before.
MWA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -100K shares |
| 1 year | -0.1% | -100K shares |
MWA has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $10M |
| Q1 2026 | — |
| Q4 2025 | $5.5M |
| Q3 2025 | — |
| Q2 2025 | $10M |
MWA spent $16M buying back its own shares over the past year.
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 |
MWA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -0.1x | Net Cash |
| Q1 2026 | 0.1x | Very low |
| Q4 2025 | -0.0x | Net Cash |
| Q3 2025 | 0.1x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.4x | Very low |
MWA has more cash than debt.
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 MWA on leverage, with a lower net debt burden relative to earnings.
MWA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.0 | Neutral |
| Stochastic | 39.0 | Neutral |
MWA's weekly RSI is 49 (neutral) and its Stochastic is 39 (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).
MWA PE vs Industrials Sector
| Metric | MWA | Sector median | Relative |
|---|---|---|---|
| PE | 17x | 24x | 29% below |
| PE % | 8 | 58 | 50 pts below |
MWA 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.
MWA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $22.5 | 6.8% above |
| 20 week MA | $23.8 | 0.7% above |
| 50 week MA | $25.6 | 6.4% below |
| 100 week MA | $25.3 | 5% below |
| 200 week MA | $20.8 | 15% above |
MWA 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.
MWA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $11.9 | $12.1 | +2.1% |
| 2021 | $12.1 | $14.1 | +16% |
| 2022 | $14.1 | $10.8 | -24% |
| 2023 | $10.8 | $14.4 | +34% |
| 2024 | $14.4 | $22.6 | +57% |
| 2025 | $22.6 | $24.8 | +9.7% |
| 2026 YTD | $24.8 | $24.0 | -3.1% |
MWA has finished higher in five of the last six years. It's down 3.1% 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 MWA on returns for 2026, with the stronger performance.