PLPC
Preformed Line Products Company
PLPC has lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over PLPC overall, supported by stronger valuation and stronger fundamentals.
PLPC Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Stable | |
| Strong |
PLPC's revenue, profitability and balance sheet are currently healthy, and its cash flow is stable.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
PLPC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9x | $108 | -63% |
| Fair | 11x | $136 | -54% |
| Forward | 21x | $294 | — |
| Expensive | 23x | $269 | -8.4% |
| Current | 25x | $294 | — |
Historical ranges are pointers, not guarantees.
PLPC's PE is in its expensive range at 25x. If earnings grow as analysts expect, today's price would be 21x 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 PLPC in the historical PE scenario, which offers more potential upside but is not a forecast.
PLPC Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for PLPC, 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.
PLPC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.95 | +17% |
| Q3 2026 | $11.91 | +58% |
| Q2 2026 | $8.88 | +3.7% |
| Q1 2026 | $6.95 | -12% |
| Q4 2025 | $7.14 | -4.8% |
| Q3 2025 | $7.55 | +13% |
| Q2 2025 | $8.56 | +5% |
| Q1 2025 | $7.89 | -24% |
| Q4 2024 | $7.50 | -41% |
PLPC earned $11.91 per share over the past year, up 58% 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 PLPC on earnings, with more consistent year-over-year improvement.
PLPC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $209.5M | +18% |
| Q2 2026 | $212.7M | +25% |
| Q1 2026 | $176.3M | +19% |
| Q4 2025 | $173.1M | +3.6% |
| Q3 2025 | $178.1M | +21% |
| Q2 2025 | $169.6M | +22% |
| Q1 2025 | $148.5M | +5.4% |
| Q4 2024 | $167.1M | +15% |
PLPC's revenue has grown year over year for eight quarters in a row: $210M last quarter, up 18% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 12% | +4.5 points |
| Q2 2026 | 13% | +3 points |
| Q1 2026 | 7.8% | -1.1 points |
| Q4 2025 | 6.8% | -3.7 points |
| Q3 2025 | 7.4% | +0.3 points |
| Q2 2025 | 10% | +2 points |
| Q1 2025 | 8.8% | +0.6 points |
| Q4 2024 | 10% | +5.7 points |
PLPC's operating margin was 12% last quarter, up 4.5 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 PLPC 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 PLPC on profitability, with a higher operating margin.
PLPC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $10.1M | +22% |
| Q2 2026 | $18.3M | -1.6% |
| Q1 2026 | -$3.9M | +$1.4M |
| Q4 2025 | $11.8M | -43% |
| Q3 2025 | $8.3M | +44% |
| Q2 2025 | $18.6M | -24% |
| Q1 2025 | -$5.3M | -390% |
| Q4 2024 | $20.6M | +86% |
PLPC still generates free cash flow, though less than at its 2023 peak: $36M over the past year.
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 PLPC on cash flow, with more consistent year-over-year improvement.
PLPC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +5.8% | +278K shares |
| 1 year | +2.7% | +131K shares |
| 3 years | +1.6% | +82K shares |
| 5 years | +1.9% | +97K shares |
| Available history | -0.3% | -15K shares |
PLPC has 5M diluted shares, up 2.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $285,000 |
| Q2 2026 | $286,000 |
| Q1 2026 | $652,000 |
| Q4 2025 | $660,000 |
| Q3 2025 | $258,000 |
| Q2 2025 | — |
| Q1 2025 | $131,000 |
| Q4 2024 | $113,000 |
PLPC spent $2M buying back its own shares over the past year, about four times what it spent 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 the edge over PLPC 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 |
PLPC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.4x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.4x | Net Cash |
| Q4 2025 | -0.5x | Net Cash |
| Q3 2025 | -0.5x | Net Cash |
| Q2 2025 | -0.4x | Net Cash |
| Q1 2025 | -0.4x | Net Cash |
| Q4 2024 | -0.4x | Net Cash |
PLPC has the edge over VRT on leverage, with a lower net debt burden relative to earnings.
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.
PLPC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.7 | Neutral |
| Stochastic | 9.7 | Oversold |
PLPC's weekly RSI is 41 (neutral) and its Stochastic is 10 (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).
PLPC PE vs Industrials Sector
| Metric | PLPC | Sector median | Relative |
|---|---|---|---|
| PE | 25x | 24x | 2.7% above |
| PE % | 85 | 58 | 27 pts above |
PLPC 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.
PLPC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $346.2 | 15% below |
| 20 week MA | $374.0 | 21% below |
| 50 week MA | $324.1 | 9.4% below |
| 100 week MA | $242.6 | 21% above |
| 200 week MA | $187.8 | 56% above |
PLPC has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 56% 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 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.
PLPC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $60.7 | $65.7 | +8.3% |
| 2021 | $65.7 | $60.8 | -7.5% |
| 2022 | $60.8 | $81.9 | +35% |
| 2023 | $81.9 | $133.9 | +64% |
| 2024 | $133.9 | $127.0 | -5.1% |
| 2025 | $127.0 | $212.8 | +68% |
| 2026 YTD | $212.8 | $293.8 | +38% |
PLPC 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.