SXI
Standex International Corporation
SXI has lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over SXI overall, supported by stronger valuation and stronger modeled upside.
SXI Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Healthy | |
| Healthy |
SXI'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.
SXI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $140 | -42% |
| Forward | 22x | $243 | — |
| Current | 26x | $243 | — |
| Fair | 29x | $273 | +12% |
| Expensive | 48x | $448 | +84% |
Historical ranges are pointers, not guarantees.
SXI's PE is in its fair range at 26x. If earnings grow as analysts expect, today's price would be 22x 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 SXI in the historical PE scenario, which offers more potential upside but is not a forecast.
SXI Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for SXI, 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.
SXI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.90 | +16% |
| Q3 2026 | $9.40 | +116% |
| Q2 2026 | $8.67 | +87% |
| Q1 2026 | $8.20 | +62% |
| Q4 2025 | $4.46 | -2.4% |
| Q3 2025 | $4.36 | -28% |
| Q2 2025 | $4.64 | -24% |
| Q1 2025 | $5.05 | -17% |
| Q4 2024 | $4.57 | -60% |
SXI earned $9.40 per share over the past year, up 116% 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 SXI on earnings, with more consistent year-over-year improvement.
SXI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $232.6M | +7% |
| Q2 2026 | $228.3M | +2.8% |
| Q1 2026 | $224.6M | +8.1% |
| Q4 2025 | $221.3M | +17% |
| Q3 2025 | $217.4M | +28% |
| Q2 2025 | $222M | +23% |
| Q1 2025 | $207.8M | +17% |
| Q4 2024 | $189.8M | +6.4% |
SXI's revenue has grown year over year for eight quarters in a row: $233M last quarter, up 7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 17% | +3.7 points |
| Q2 2026 | 16% | +0.8 points |
| Q1 2026 | 40% | +28 points |
| Q4 2025 | 16% | +12 points |
| Q3 2025 | 14% | -0.5 points |
| Q2 2025 | 16% | +0.6 points |
| Q1 2025 | 13% | +0.3 points |
| Q4 2024 | 4.5% | -10 points |
SXI's operating margin was 17% last quarter, up 3.7 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 SXI 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 SXI on profitability, with a higher operating margin.
SXI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $9M | -13% |
| Q2 2026 | $34.9M | +41% |
| Q1 2026 | $6.2M | +78% |
| Q4 2025 | $12.9M | +516% |
| Q3 2025 | $10.4M | -4.1% |
| Q2 2025 | $24.8M | +13% |
| Q1 2025 | $3.5M | -82% |
| Q4 2024 | $2.1M | -89% |
SXI generated $63M in free cash flow over the past year, up 54% 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 SXI on cash flow, with more consistent year-over-year improvement.
SXI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.6% | +76K shares |
| 1 year | +0.8% | +99K shares |
| 3 years | +1.8% | +213K shares |
| 5 years | 0% | -3K shares |
| Available history | -2.5% | -309K shares |
SXI has 12M diluted shares, up 0.8% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $4.3M |
| Q2 2026 | $602,000 |
| Q1 2026 | $2,000 |
| Q4 2025 | $56,000 |
| Q3 2025 | $3.7M |
| Q2 2025 | $324,000 |
| Q1 2025 | — |
| Q4 2024 | $5.2M |
SXI spent $5M buying back its own shares over the past year, down 47% 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 the edge over SXI 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 |
SXI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.7x | Healthy |
| Q2 2026 | 1.5x | Healthy |
| Q1 2026 | 1.6x | Healthy |
| Q4 2025 | 2.6x | Moderate |
| Q3 2025 | 3.3x | Elevated |
| Q2 2025 | 3.5x | Elevated |
| Q1 2025 | 4.0x | Elevated |
| Q4 2024 | 3.7x | Elevated |
SXI's net debt is about 1.6 years of its operating earnings (EBITDA), down from 3.3 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 SXI on leverage, with a lower net debt burden relative to earnings.
SXI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.5 | Neutral |
| Stochastic | 8.6 | Oversold |
SXI's weekly RSI is 42 (neutral) and its Stochastic is 9 (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).
SXI PE vs Industrials Sector
| Metric | SXI | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 24x | 7.6% above |
| PE % | 41 | 58 | 17 pts below |
SXI 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.
SXI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $259.3 | 6.3% below |
| 20 week MA | $285.3 | 15% below |
| 50 week MA | $269.8 | 9.9% below |
| 100 week MA | $227.4 | 6.9% above |
| 200 week MA | $191.2 | 27% above |
SXI has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 27% 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.
SXI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $79.6 | $76.0 | -4.5% |
| 2021 | $76.0 | $107.3 | +41% |
| 2022 | $107.3 | $102.7 | -4.3% |
| 2023 | $102.7 | $158.4 | +54% |
| 2024 | $158.4 | $189.2 | +19% |
| 2025 | $189.2 | $229.4 | +21% |
| 2026 YTD | $229.4 | $243.1 | +5.9% |
SXI has finished higher in four of the last six years. It's up 5.9% 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 SXI on returns for 2026, with the stronger performance.