TTC
The Toro Company
TTC has lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over TTC overall, supported by stronger valuation and stronger modeled upside.
TTC Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Healthy |
TTC's revenue, profitability, cash flow and balance sheet are all currently healthy.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
TTC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 21x | $107 | — |
| Cheap | 22x | $82.04 | -23% |
| Fair | 26x | $98.24 | -8.1% |
| Current | 29x | $107 | — |
| Expensive | 31x | $117 | +9.1% |
Historical ranges are pointers, not guarantees.
TTC's PE is in its fair range at 29x. If earnings grow as analysts expect, today's price would be 21x next year's earnings, in its cheap range.
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 TTC in the historical PE scenario, which offers more potential upside but is not a forecast.
TTC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for TTC, 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.
TTC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.05 | +35% |
| Q3 2026 | $3.74 | +13% |
| Q2 2026 | $3.47 | -11% |
| Q1 2026 | $3.34 | -15% |
| Q4 2025 | $3.17 | -21% |
| Q3 2025 | $3.30 | -13% |
| Q2 2025 | $3.90 | +54% |
| Q1 2025 | $3.91 | +43% |
| Q4 2024 | $4.01 | +28% |
TTC earned $3.74 per share over the past year, up 13% 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 TTC on earnings, with more consistent year-over-year improvement.
TTC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +8.4% |
| Q2 2026 | $1.4B | +8.1% |
| Q1 2026 | $1B | +4.2% |
| Q4 2025 | $1.1B | -0.9% |
| Q3 2025 | $1.1B | -2.2% |
| Q2 2025 | $1.3B | -2.3% |
| Q1 2025 | $995M | -0.7% |
| Q4 2024 | $1.1B | +9.4% |
TTC's revenue has picked up after three years of holding roughly level: $1.2B last quarter, up 8.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.4% | +3.7 points |
| Q2 2026 | 14% | +0.4 points |
| Q1 2026 | 8.4% | +0.6 points |
| Q4 2025 | 8.7% | -1.5 points |
| Q3 2025 | 5.7% | -7.1 points |
| Q2 2025 | 13% | -0.7 points |
| Q1 2025 | 7.8% | -1 points |
| Q4 2024 | 10% | +0.5 points |
TTC's operating margin was 9.4% 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 TTC 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 TTC on profitability, with a higher operating margin.
TTC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $159.6M | -23% |
| Q2 2026 | $250.9M | +65% |
| Q1 2026 | $14.6M | +$82.3M |
| Q4 2025 | $286.4M | +43% |
| Q3 2025 | $207.2M | +21% |
| Q2 2025 | $152.4M | -26% |
| Q1 2025 | -$67.7M | +$43.6M |
| Q4 2024 | $200.2M | +85% |
TTC generated $712M in free cash flow over the past year, up 45% 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 TTC on cash flow, with more consistent year-over-year improvement.
TTC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.5% | -1.5M shares |
| 1 year | -3.4% | -3.4M shares |
| 3 years | -8.3% | -8.7M shares |
| 5 years | -12% | -12.8M shares |
| Available history | -12% | -12.5M shares |
TTC has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $73M |
| Q2 2026 | $190.2M |
| Q1 2026 | $94.9M |
| Q4 2025 | — |
| Q3 2025 | $90M |
| Q2 2025 | $100M |
| Q1 2025 | $100M |
| Q4 2024 | $136.3M |
TTC spent $358M buying back its own shares over the past year, down 16% 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 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 |
TTC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.2x | Healthy |
| Q2 2026 | 1.4x | Healthy |
| Q1 2026 | 1.6x | Healthy |
| Q4 2025 | 1.1x | Healthy |
| Q3 2025 | 1.5x | Healthy |
| Q2 2025 | 1.4x | Healthy |
| Q1 2025 | 1.4x | Healthy |
| Q4 2024 | 1.1x | Healthy |
TTC's net debt is about 1.2 years of its operating earnings (EBITDA), down from 1.5 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 TTC on leverage, with a lower net debt burden relative to earnings.
TTC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 63.4 | Neutral |
| Stochastic | 81.6 | Overbought |
TTC's weekly RSI is 63 (neutral) and its Stochastic is 82 (overbought).
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).
TTC PE vs Industrials Sector
| Metric | TTC | Sector median | Relative |
|---|---|---|---|
| PE | 29x | 24x | 19% above |
| PE % | 65 | 58 | 7 pts above |
TTC 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.
TTC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $102.1 | 4.6% above |
| 20 week MA | $98.2 | 8.8% above |
| 50 week MA | $93.8 | 14% above |
| 100 week MA | $84.4 | 27% above |
| 200 week MA | $89.0 | 20% above |
TTC 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.
TTC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $80.2 | $93.9 | +17% |
| 2021 | $93.9 | $99.3 | +5.8% |
| 2022 | $99.3 | $113.0 | +14% |
| 2023 | $113.0 | $96.0 | -15% |
| 2024 | $96.0 | $81.0 | -16% |
| 2025 | $81.0 | $79.4 | -2% |
| 2026 YTD | $79.4 | $106.9 | +35% |
TTC 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.