POWL
Powell Industries, Inc.
POWL's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over POWL overall, supported by stronger valuation and stronger fundamentals.
POWL Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
POWL'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.
POWL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $83.03 | -41% |
| Forward | 21x | $142 | — |
| Fair | 26x | $135 | -4.6% |
| Current | 27x | $142 | — |
| Expensive | 51x | $266 | +87% |
Historical ranges are pointers, not guarantees.
POWL's PE is in its fair range at 27x. 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 POWL in the historical PE scenario, which offers more potential upside but is not a forecast.
POWL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for POWL, with profitability improving. 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.
POWL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.71 | +29% |
| Q2 2026 | $5.21 | +8.5% |
| Q1 2026 | $5.11 | +7.8% |
| Q4 2025 | $5.13 | +17% |
| Q3 2025 | $4.95 | +21% |
| Q2 2025 | $4.80 | +35% |
| Q1 2025 | $4.74 | +69% |
| Q4 2024 | $4.39 | +107% |
| Q3 2024 | $4.10 | +173% |
POWL's earnings per share have climbed steadily: $5.21 over the past year, up 8.5% from the year before, and higher year over year for 17 quarters in a row.
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 POWL on earnings, with stronger typical year-over-year growth.
POWL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $311.7M | +8.9% |
| Q1 2026 | $296.6M | +6.5% |
| Q4 2025 | $251.2M | +4% |
| Q3 2025 | $298M | +8.3% |
| Q2 2025 | $286.3M | -0.7% |
| Q1 2025 | $278.6M | +9.2% |
| Q4 2024 | $241.4M | +24% |
| Q3 2024 | $275.1M | +32% |
POWL's revenue has grown year over year for four quarters in a row: $312M last quarter, up 8.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 21% | -0.4 points |
| Q1 2026 | 19% | -1.7 points |
| Q4 2025 | 17% | +2.3 points |
| Q3 2025 | 21% | +0.8 points |
| Q2 2025 | 21% | +1.1 points |
| Q1 2025 | 21% | +5.7 points |
| Q4 2024 | 15% | +1.4 points |
| Q3 2024 | 20% | +6.1 points |
POWL's operating margin was 21% last quarter, about level with 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 POWL 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 POWL on profitability, with a higher operating margin.
POWL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $93.7M | +122% |
| Q1 2026 | $49.3M | +169% |
| Q4 2025 | $41.6M | +19% |
| Q3 2025 | $59.3M | +$73.8M |
| Q2 2025 | $42.3M | +242% |
| Q1 2025 | $18.3M | +14% |
| Q4 2024 | $34.9M | -58% |
| Q3 2024 | -$14.4M | -120% |
POWL generated $244M 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 POWL on cash flow, with more consistent year-over-year improvement.
POWL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +20K shares |
| 1 year | +0.2% | +79K shares |
| 3 years | +0.5% | +184K shares |
| 5 years | +4.1% | +1.4M shares |
| Available history | +4.9% | +1.7M shares |
POWL has the edge over VRT on shareholder dilution, with a more favorable share count trend.
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 |
POWL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -2.7x | Net Cash |
| Q1 2026 | -2.3x | Net Cash |
| Q4 2025 | -2.1x | Net Cash |
| Q3 2025 | -2.0x | Net Cash |
| Q2 2025 | -1.8x | Net Cash |
| Q1 2025 | -1.7x | Net Cash |
| Q4 2024 | -1.7x | Net Cash |
| Q3 2024 | -1.7x | Net Cash |
POWL 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.
POWL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 32.9 | Neutral |
| Stochastic | 15.7 | Oversold |
POWL's weekly RSI is 33 (neutral) and its Stochastic is 16 (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).
POWL PE vs Industrials Sector
| Metric | POWL | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 24x | 13% above |
| PE % | 56 | 58 | 2 pts below |
POWL 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.
POWL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $165.6 | 14% below |
| 20 week MA | $191.5 | 26% below |
| 50 week MA | $197.6 | 28% below |
| 100 week MA | $138.4 | 2.4% above |
| 200 week MA | $89.4 | 59% above |
POWL has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 59% 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.
POWL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $16.4 | $10.2 | -38% |
| 2021 | $10.2 | $9.84 | -3.4% |
| 2022 | $9.84 | $11.9 | +21% |
| 2023 | $11.9 | $29.5 | +148% |
| 2024 | $29.5 | $77.0 | +161% |
| 2025 | $77.0 | $113.6 | +48% |
| 2026 YTD | $113.6 | $141.8 | +25% |
POWL has finished higher in four of the last six years, two of them by more than 50%. It's up 25% 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 POWL on returns for 2026, with the stronger performance.