SFL
SFL Corporation Ltd.
There isn't enough reported data to score SFL yet.
VRT
Vertiv Holdings Co
VRT's fundamentals are strong and it looks cheap: trading at 39x earnings, about half its usual 72x. Analysts expect strong earnings growth.
SFL Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Strong | |
| Unavailable | |
| Weak |
SFL's profitability is currently strong, but its balance sheet is weak. There isn't enough data to rate its revenue and cash flow.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
SFL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 6.5x | $3.10 | -72% |
| Fair | 12x | $5.65 | -49% |
| Expensive | 23x | $10.92 | -1.7% |
| Current | 23x | $11.11 | — |
| Forward | 24x | $11.11 | — |
Historical ranges are pointers, not guarantees.
SFL's PE is 23x, but its earnings don't support one, so it isn't a reliable read right now.
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 SFL in the historical PE scenario, which offers more potential upside but is not a forecast.
SFL Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Stable | |
| Stable | |
| Limited | |
| Low |
Analysts expect SFL's earnings to grow, with its revenue and profitability holding steady. However, they disagree widely on these estimates.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over SFL on the outlook, with more favorable valuation and revenue expectations.
SFL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.47 | -1.7% |
| Q2 2026 | $0.48 | +85% |
| Q4 2025 | -$0.20 | -120% |
| Q2 2025 | $0.26 | -74% |
| Q4 2024 | $1.01 | +53% |
| Q2 2024 | $1.00 | +8.7% |
| Q4 2023 | $0.66 | -57% |
| Q2 2023 | $0.92 | -45% |
| Q4 2022 | $1.53 | +18% |
SFL's earnings per share have fallen from their peak: $0.48 over the past year, against $1.88 in late 2015.
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 SFL in the latest year-over-year earnings comparison.
SFL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $375.2M | -1.1% |
| Q4 2025 | $353.7M | -27% |
| Q2 2025 | $379.3M | -9.7% |
| Q4 2024 | $484.4M | +17% |
| Q2 2024 | $420M | +24% |
| Q4 2023 | $414.5M | +14% |
| Q2 2023 | $337.8M | +11% |
| Q4 2022 | $364.7M | +27% |
SFL's revenue has held roughly level: $375M last quarter, down 11% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 32% | -2.8 points |
| Q4 2025 | 23% | -11 points |
| Q2 2025 | 15% | -15 points |
| Q4 2024 | 33% | -5.5 points |
| Q2 2024 | 35% | -9.2 points |
| Q4 2023 | 33% | -21 points |
| Q2 2023 | 30% | -7.6 points |
| Q4 2022 | 38% | +108 points |
SFL 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 SFL in the latest year-over-year revenue comparison.
| 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.
SFL Free Cash Flow
SFL and VRT do not have enough comparable growth data to identify a winner.
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 generated $3.1B in free cash flow over the past year, up 127% from the year before.
SFL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.9% | +1.2M shares |
| 1 year | +6.1% | +7.8M shares |
| 3 years | +25% | +26.5M shares |
| 5 years | +11% | +12.8M shares |
| Available history | +25% | +27.3M shares |
SFL has 134M diluted shares, up 6.1% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q2 2025 | $10M |
| Q2 2024 | — |
| Q4 2023 | $5.3M |
| Q2 2023 | $4.8M |
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 SFL 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 |
SFL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 5.4x | High |
| Q4 2025 | 6.5x | High |
| Q2 2025 | 5.8x | High |
| Q4 2024 | 5.0x | High |
| Q2 2024 | 4.1x | High |
| Q4 2023 | 4.4x | High |
| Q2 2023 | 4.3x | High |
| Q4 2022 | 4.3x | High |
SFL's net debt is about 5.3 years of its operating earnings (EBITDA), up from 4.1 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 SFL on leverage, with a lower net debt burden relative to earnings.
SFL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.7 | Neutral |
| Stochastic | 26.0 | Neutral |
SFL's weekly RSI is 44 (neutral) and its Stochastic is 26 (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).
SFL PE vs Industrials Sector
| Metric | SFL | Sector median | Relative |
|---|---|---|---|
| PE | 23x | 24x | 3.7% below |
| PE % | 86 | 58 | 28 pts above |
SFL 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.
SFL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.5 | 11% below |
| 20 week MA | $12.3 | 9.5% below |
| 50 week MA | $11.0 | 1.3% above |
| 100 week MA | $9.82 | 13% above |
| 200 week MA | $10.5 | 5.6% above |
SFL 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.
SFL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $14.6 | $6.18 | -58% |
| 2021 | $6.18 | $8.05 | +30% |
| 2022 | $8.05 | $9.40 | +17% |
| 2023 | $9.40 | $11.3 | +20% |
| 2024 | $11.3 | $10.1 | -11% |
| 2025 | $10.1 | $7.79 | -23% |
| 2026 YTD | $7.79 | $11.1 | +43% |
SFL 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.