VRT
Vertiv Holdings Co
VRT has the edge over WSC overall, supported by stronger fundamentals and stronger valuation.
WSC
WillScot Holdings Corporation
WSC's outlook is improving, though it still trails on the overall score.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
WSC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Strong | |
| Weak |
WSC's cash flow is currently strong, and its revenue is stable, but its profitability and balance sheet are under pressure.
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's PE is in its cheap range at 39x. If earnings grow as analysts expect, today's price would be 23x next year's earnings.
WSC PE Valuation
WSC has no meaningful PE right now: it lost money over the past year.
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.
WSC Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for WSC, with profitability improving.
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 WSC on earnings quality, reporting a profit while its opponent remains loss making.
WSC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.17 | — |
| Q3 2026 | -$0.33 | -127% |
| Q2 2026 | -$0.37 | -162% |
| Q1 2026 | -$0.37 | -511% |
| Q4 2025 | -$0.29 | -293% |
| Q3 2025 | $1.21 | +764% |
| Q2 2025 | $0.60 | -38% |
| Q1 2025 | $0.09 | -95% |
| Q4 2024 | $0.15 | -94% |
WSC has swung to a loss: it lost $0.33 per share over the past year, after a profit the year before.
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 WSC 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 WSC on profitability, with a higher operating margin.
WSC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $601.3M | +6.1% |
| Q2 2026 | $612.2M | +3.9% |
| Q1 2026 | $548.6M | -2% |
| Q4 2025 | $566M | -6.1% |
| Q3 2025 | $566.8M | -5.8% |
| Q2 2025 | $589.1M | -2.6% |
| Q1 2025 | $559.6M | -4.7% |
| Q4 2024 | $602.5M | -1.6% |
WSC's revenue grew through 2022 and has held roughly level since: $601M last quarter, up 6.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 21% | 0 points |
| Q2 2026 | 19% | -2.3 points |
| Q1 2026 | 18% | -3.7 points |
| Q4 2025 | -32% | -61 points |
| Q3 2025 | 21% | +27 points |
| Q2 2025 | 22% | +22 points |
| Q1 2025 | 21% | -0.8 points |
| Q4 2024 | 29% | 0 points |
WSC's operating margin was 21% last quarter, about level with the same quarter a year ago.
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 WSC on cash flow, with more consistent year-over-year improvement.
WSC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $192.6M | +3% |
| Q2 2026 | $157.5M | -21% |
| Q1 2026 | $187.4M | -7.2% |
| Q4 2025 | $149.7M | -15% |
| Q3 2025 | $186.9M | +$191.8M |
| Q2 2025 | $199M | +18% |
| Q1 2025 | $202M | -0.1% |
| Q4 2024 | $176.6M | -17% |
WSC generated $687M in free cash flow over the past year, down 10% 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 |
WSC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -42K shares |
| 1 year | -0.6% | -1M shares |
| 3 years | -8.8% | -17.5M shares |
| 5 years | -22% | -50.1M shares |
| Available history | +59% | +67.7M shares |
WSC has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $35,000 |
| Q2 2026 | — |
| Q1 2026 | $7.3M |
| Q4 2025 | $17.4M |
| Q3 2025 | $9.3M |
| Q2 2025 | $51.2M |
| Q1 2025 | $22M |
| Q4 2024 | $140.1M |
WSC spent $25M buying back its own shares over the past year, down 89% from the year before.
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 WSC on leverage, with a lower net debt burden relative to earnings.
WSC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 13.7x | High |
| Q2 2026 | 14.2x | High |
| Q1 2026 | 13.7x | High |
| Q4 2025 | 12.9x | High |
| Q3 2025 | 5.7x | High |
| Q2 2025 | 7.7x | High |
| Q1 2025 | 10.6x | High |
| Q4 2024 | 10.7x | High |
WSC's net debt is about 14 years of its operating earnings (EBITDA), up from 5.7 years a year ago.
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).
WSC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.9 | Neutral |
| Stochastic | 33.0 | Neutral |
WSC's weekly RSI is 47 (neutral) and its Stochastic is 33 (neutral).
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.
WSC PE vs Industrials Sector
| Metric | WSC | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 24x | — |
WSC has no meaningful PE right now: it lost money over the past year.
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 the edge over WSC on trend strength, trading above more of its moving averages.
WSC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $17.7 | 12% above |
| 20 week MA | $21.0 | 5.7% below |
| 50 week MA | $21.6 | 8.3% below |
| 100 week MA | $24.5 | 19% below |
| 200 week MA | $33.4 | 41% below |
WSC has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 41% below its 200-week average.
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 WSC on returns for 2026, with the stronger performance.
WSC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $18.2 | $22.6 | +24% |
| 2021 | $22.6 | $40.6 | +80% |
| 2022 | $40.6 | $45.7 | +13% |
| 2023 | $45.7 | $44.5 | -2.6% |
| 2024 | $44.5 | $33.7 | -24% |
| 2025 | $33.7 | $19.7 | -41% |
| 2026 YTD | $19.7 | $19.8 | +0.5% |
WSC has finished three years in a row lower, and it's up 0.5% so far in 2026.