NX
Quanex Building Products Corporation
NX's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over NX overall, supported by stronger valuation and stronger modeled upside.
NX Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Stable |
NX's profitability and cash flow are currently healthy, and its revenue and balance sheet are stable.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
NX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 9.8x | $19.34 | — |
| Cheap | 11x | $11.12 | -42% |
| Fair | 13x | $13.42 | -31% |
| Current | 18x | $19.34 | — |
| Expensive | 21x | $21.85 | +13% |
Historical ranges are pointers, not guarantees.
NX's PE is in its expensive range at 18x. If earnings grow as analysts expect, today's price would be 9.8x 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 NX in the historical PE scenario, which offers more potential upside but is not a forecast.
NX Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect NX'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 NX on the outlook, with more favorable revenue expectations.
NX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.98 | +88% |
| Q3 2026 | $1.05 | +$7.49 |
| Q2 2026 | -$5.57 | -1605% |
| Q1 2026 | -$5.20 | -1433% |
| Q4 2025 | -$5.43 | -703% |
| Q3 2025 | -$6.44 | -386% |
| Q2 2025 | $0.37 | -85% |
| Q1 2025 | $0.39 | -85% |
| Q4 2024 | $0.90 | -64% |
NX has returned to profit: it earned $1.05 per share over the past year, after losing money 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 NX on earnings, with more consistent year-over-year improvement.
NX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $501.8M | +1.3% |
| Q2 2026 | $462.4M | +2.2% |
| Q1 2026 | $409.1M | +2.3% |
| Q4 2025 | $489.8M | -0.5% |
| Q3 2025 | $495.3M | +77% |
| Q2 2025 | $452.5M | +70% |
| Q1 2025 | $400M | +67% |
| Q4 2024 | $492.2M | +67% |
NX's revenue has held roughly level: $502M last quarter, up 1.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.3% | +64 points |
| Q2 2026 | 4% | -5 points |
| Q1 2026 | 0.7% | +2.4 points |
| Q4 2025 | 8.8% | +8.2 points |
| Q3 2025 | -55% | -63 points |
| Q2 2025 | 9% | +1.3 points |
| Q1 2025 | -1.7% | -5 points |
| Q4 2024 | 0.6% | -13 points |
NX's operating margin was 9.3% last quarter, up 64 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 NX on profitability, with a higher operating margin.
NX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $47.8M | +3.5% |
| Q2 2026 | $7.9M | -42% |
| Q1 2026 | -$31.5M | -$7.4M |
| Q4 2025 | $66.6M | +$74.8M |
| Q3 2025 | $46.2M | +15% |
| Q2 2025 | $13.6M | -47% |
| Q1 2025 | -$24.1M | -$18.4M |
| Q4 2024 | -$8.2M | -128% |
NX generated $91M in free cash flow over the past year, about three 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 NX on cash flow, with more consistent year-over-year improvement.
NX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -10K shares |
| 1 year | -0.1% | -43K shares |
| 3 years | +38% | +12.6M shares |
| 5 years | +36% | +12M shares |
| Available history | +38% | +12.7M shares |
NX has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1.7M |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | $3.1M |
| Q3 2025 | $2.1M |
| Q2 2025 | $23.5M |
| Q1 2025 | $3.7M |
| Q4 2024 | — |
NX spent $5M buying back its own shares over the past year, down 84% 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 |
NX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.9x | Moderate |
| Q2 2025 | 5.0x | High |
| Q1 2025 | 6.2x | High |
| Q4 2024 | 5.8x | High |
| Q3 2024 | -0.3x | Net Cash |
| Q2 2024 | -0.0x | Net Cash |
| Q1 2024 | 0.1x | Very low |
| Q4 2023 | 0.1x | Very low |
NX's net debt is about 2.9 years of its operating earnings (EBITDA), after holding more cash than debt 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 NX on leverage, with a lower net debt burden relative to earnings.
NX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.9 | Neutral |
| Stochastic | 46.9 | Neutral |
NX's weekly RSI is 50 (neutral) and its Stochastic is 47 (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).
NX PE vs Industrials Sector
| Metric | NX | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 24x | 23% below |
| PE % | 74 | 58 | 16 pts above |
NX 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.
NX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $19.6 | 1.2% below |
| 20 week MA | $19.7 | 1.6% below |
| 50 week MA | $18.7 | 3.3% above |
| 100 week MA | $18.6 | 4% above |
| 200 week MA | $23.6 | 18% below |
NX's trend is mixed: it's above two of its five weekly moving averages, and 18% below its 200-week average.
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.
NX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $17.3 | $22.6 | +30% |
| 2021 | $22.6 | $24.5 | +8.8% |
| 2022 | $24.5 | $23.8 | -3.2% |
| 2023 | $23.8 | $30.6 | +29% |
| 2024 | $30.6 | $24.5 | -20% |
| 2025 | $24.5 | $15.3 | -37% |
| 2026 YTD | $15.3 | $19.3 | +26% |
NX 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.