PL
Planet Labs PBC
PL's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over PL overall, supported by stronger valuation and lower modeled downside.
PL Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Weak | |
| Stable | |
| Unavailable |
PL's revenue is currently strong, and its cash flow is stable, but its profitability is weak. There isn't enough data to rate its balance sheet.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
PL PE Valuation
PL has no meaningful PE right now: it lost money over the past year.
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.
PL Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect PL's losses to shrink, with revenue growing. 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.
PL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.12 | -$0.82 |
| Q2 2026 | -$1.16 | -$0.80 |
| Q1 2026 | -$0.80 | -$0.38 |
| Q4 2025 | -$0.42 | -$0.02 |
| Q3 2025 | -$0.30 | +$0.16 |
| Q2 2025 | -$0.36 | +$0.11 |
| Q1 2025 | -$0.42 | +$0.08 |
| Q4 2024 | -$0.40 | +$0.14 |
PL lost $1.12 per share over the past year, a bigger loss than 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 PL on earnings quality, reporting a profit while its opponent remains loss making.
PL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $116.1M | +58% |
| Q2 2026 | $94.2M | +42% |
| Q1 2026 | $86.8M | +41% |
| Q4 2025 | $81.3M | +33% |
| Q3 2025 | $73.4M | +20% |
| Q2 2025 | $66.3M | +9.6% |
| Q1 2025 | $61.6M | +4.6% |
| Q4 2024 | $61.3M | +11% |
PL's revenue has grown year over year every quarter since early 2023: $116M last quarter, up 58% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -12% | +13 points |
| Q2 2026 | -37% | -2.7 points |
| Q1 2026 | -41% | -10 points |
| Q4 2025 | -23% | +14 points |
| Q3 2025 | -24% | +40 points |
| Q2 2025 | -34% | +23 points |
| Q1 2025 | -31% | +26 points |
| Q4 2024 | -37% | +50 points |
PL's operating margin was −12% last quarter, up 13 points from the same quarter a year ago, near the top of its range since 2022.
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 PL 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 PL on profitability, with a higher operating margin.
PL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $25.6M | -46% |
| Q2 2026 | -$1.9M | -120% |
| Q1 2026 | -$951K | +$16.9M |
| Q4 2025 | $1.9M | +$5.4M |
| Q3 2025 | $47.5M | +$70.5M |
| Q2 2025 | $9.2M | +$23.5M |
| Q1 2025 | -$17.9M | -$2.2M |
| Q4 2024 | -$3.6M | +$26.7M |
PL has burned cash in most quarters: $25M over the past year, down 30% 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 PL on cash flow, with more consistent year-over-year improvement.
PL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +4.1% | +14.1M shares |
| 1 year | +18% | +55.5M shares |
| 3 years | +31% | +84.5M shares |
PL has 360M diluted shares, up 18% from a year ago.
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 PL 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 |
PL Net Leverage
PL's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
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 more cash than debt.
PL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 36.9 | Neutral |
| Stochastic | 11.9 | Oversold |
PL's weekly RSI is 37 (neutral) and its Stochastic is 12 (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).
PL PE vs Industrials Sector
PL has no meaningful PE right now: it lost money over the past year.
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.
PL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $14.9 | 6.6% below |
| 20 week MA | $19.1 | 27% below |
| 50 week MA | $25.2 | 45% below |
| 100 week MA | $16.0 | 13% below |
| 200 week MA | $9.42 | 48% above |
PL has fallen below most of its moving averages, though it's still 48% above 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 the edge over PL on trend strength, trading above more of its moving averages.
PL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $9.92 | $7.11 | -28% |
| 2022 | $7.11 | $4.51 | -37% |
| 2023 | $4.51 | $2.47 | -45% |
| 2024 | $2.47 | $4.38 | +77% |
| 2025 | $4.38 | $19.4 | +342% |
| 2026 YTD | $19.4 | $13.9 | -28% |
PL's yearly returns have swung widely, from +342% in 2025 to −45% in 2023. It's down 28% 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 PL on returns for 2026, with the stronger performance.