Atkore Inc. (ATKR) vs Vertiv Holdings Co. (VRT)

Atkore Inc. and Vertiv Holdings Co. are both Electrical Equipment & Parts companies. Vertiv Holdings Co. is the larger, with a market value of $82.7B against $3.2B — 25.8× the size. Atkore Inc. has negative trailing earnings, so its P/E is not meaningful; Vertiv Holdings Co. trades at 45.8×. Vertiv Holdings Co. grew revenue faster over the last twelve months: 26.2% against 1.63%. Vertiv Holdings Co. has the higher net margin (15.1% vs −5.51%) and the higher return on invested capital (29.6% vs 1.39%). Both pay a dividend; Atkore Inc. yields more (1.39% vs 0.12%). Across the 21 metrics below, Vertiv Holdings Co. leads on 14 and Atkore Inc. on 7.

Valuation

Metric ATKR VRT Electrical Equipment & Parts median
P/E n/m 45.77 31.20
P/S 1.09 6.91 2.28
P/B 2.51 16.68 3.19
Price to free cash flow 50.81 27.15 27.15
EV/EBITDA 18.13 30.88 15.80
EV/Sales 1.23 6.90 2.38
Earnings yield (5.10%) 2.18% (5.87%)
Free cash flow yield 1.97% 3.68% 0.00%

Profitability

Metric ATKR VRT Electrical Equipment & Parts median
Gross margin 19.98% 38.04% 25.38%
Operating margin 1.28% 18.94% 0.00%
Net margin (5.51%) 15.09% 0.00%
Free cash flow margin 2.15% 25.47% 0.00%
Return on equity (11.79%) 43.94% 0.14%
Return on assets (5.71%) 13.17% (1.50%)
Return on invested capital 1.39% 29.63% 0.00%

Growth

Metric ATKR VRT Electrical Equipment & Parts median
Revenue growth (TTM) 1.63% 26.23% 7.92%
EPS growth (last fiscal year) (103.55%) 166.41% 27.37%
Revenue growth, 5-year CAGR 10.06% 18.54% 9.92%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ATKR VRT Electrical Equipment & Parts median
Debt to equity 0.60 0.62 0.16
Current ratio 2.73 1.38 2.31
Net debt to EBITDA 1.37 0.51 0.26

Dividend

Metric ATKR VRT Electrical Equipment & Parts median
Dividend yield 1.39% 0.12% 0.48%
Payout ratio — 0.06 0.10

Size

Metric ATKR VRT Electrical Equipment & Parts median
Market cap 3.21b 82.68b 157.22m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack