NDSN
Nordson Corporation
NDSN has lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over NDSN overall, supported by stronger valuation and stronger modeled upside.
NDSN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
NDSN's revenue, profitability, cash flow and balance sheet are all currently healthy.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
NDSN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 25x | $327 | — |
| Cheap | 26x | $258 | -21% |
| Fair | 29x | $289 | -11% |
| Current | 33x | $327 | — |
| Expensive | 35x | $343 | +4.9% |
Historical ranges are pointers, not guarantees.
NDSN's PE is in its expensive range at 33x. If earnings grow as analysts expect, today's price would be 25x 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 NDSN in the historical PE scenario, which offers more potential upside but is not a forecast.
NDSN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for NDSN, 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.
NDSN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $12.90 | +31% |
| Q3 2026 | $9.87 | +24% |
| Q2 2026 | $9.36 | +20% |
| Q1 2026 | $9.24 | +18% |
| Q4 2025 | $8.51 | +4.9% |
| Q3 2025 | $7.96 | -3% |
| Q2 2025 | $7.78 | -7.3% |
| Q1 2025 | $7.86 | -8.1% |
| Q4 2024 | $8.11 | -4.1% |
NDSN earned $9.87 per share over the past year, up 24% 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 NDSN on earnings, with more consistent year-over-year improvement.
NDSN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $817.7M | +10% |
| Q2 2026 | $740.8M | +8.5% |
| Q1 2026 | $669.5M | +8.8% |
| Q4 2025 | $751.8M | +1% |
| Q3 2025 | $741.5M | +12% |
| Q2 2025 | $682.9M | +5% |
| Q1 2025 | $615.4M | -2.8% |
| Q4 2024 | $744.5M | +3.5% |
NDSN's revenue has grown year over year for six quarters in a row: $818M last quarter, up 10% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 27% | +2 points |
| Q2 2026 | 27% | +1.9 points |
| Q1 2026 | 25% | +2 points |
| Q4 2025 | 29% | +4.5 points |
| Q3 2025 | 25% | +0.1 points |
| Q2 2025 | 25% | -1.2 points |
| Q1 2025 | 23% | -2.3 points |
| Q4 2024 | 24% | -1.7 points |
NDSN 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 NDSN 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.
NDSN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $236.8M | +4.6% |
| Q2 2026 | $170.5M | +65% |
| Q1 2026 | $122.9M | -11% |
| Q4 2025 | $193.9M | +156% |
| Q3 2025 | $226.4M | +58% |
| Q2 2025 | $103.1M | -4.7% |
| Q1 2025 | $137.7M | -16% |
| Q4 2024 | $75.8M | -50% |
NDSN's free cash flow has been positive every quarter for seven years: $724M over the past year, up 33% from 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 NDSN on cash flow, with more consistent year-over-year improvement.
NDSN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -73K shares |
| 1 year | -1.2% | -701K shares |
| 3 years | -2.6% | -1.5M shares |
| 5 years | -4.6% | -2.7M shares |
| Available history | -3.7% | -2.2M shares |
NDSN has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $29.5M |
| Q2 2026 | $43.3M |
| Q1 2026 | $86M |
| Q4 2025 | $88.2M |
| Q3 2025 | $71.9M |
| Q2 2025 | $86.2M |
| Q1 2025 | $60.1M |
| Q4 2024 | $766,000 |
NDSN spent $247M buying back its own shares over the past year, up 13% 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 |
NDSN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.8x | Healthy |
| Q2 2026 | 2.1x | Moderate |
| Q1 2026 | 2.3x | Moderate |
| Q4 2025 | 2.4x | Moderate |
| Q3 2025 | 2.4x | Moderate |
| Q2 2025 | 2.6x | Moderate |
| Q1 2025 | 2.6x | Moderate |
| Q4 2024 | 2.6x | Moderate |
NDSN's net debt is about 1.8 years of its operating earnings (EBITDA), down from 2.4 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 NDSN on leverage, with a lower net debt burden relative to earnings.
NDSN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.6 | Neutral |
| Stochastic | 52.5 | Neutral |
NDSN's weekly RSI is 60 (neutral) and its Stochastic is 52 (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).
NDSN PE vs Industrials Sector
| Metric | NDSN | Sector median | Relative |
|---|---|---|---|
| PE | 33x | 24x | 38% above |
| PE % | 79 | 58 | 21 pts above |
NDSN 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.
NDSN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $323.5 | 1% above |
| 20 week MA | $313.4 | 4.2% above |
| 50 week MA | $289.4 | 13% above |
| 100 week MA | $251.8 | 30% above |
| 200 week MA | $246.9 | 32% above |
NDSN 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.
NDSN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $162.8 | $199.0 | +22% |
| 2021 | $199.0 | $253.7 | +27% |
| 2022 | $253.7 | $236.3 | -6.8% |
| 2023 | $236.3 | $264.2 | +12% |
| 2024 | $264.2 | $211.3 | -20% |
| 2025 | $211.3 | $244.0 | +15% |
| 2026 YTD | $244.0 | $326.6 | +34% |
NDSN 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.