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 $96.8B against $3.2B — 30.3× the size. Atkore Inc. has negative trailing earnings, so its P/E is not meaningful; Vertiv Holdings Co. trades at 56.2×. 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 (0.33% vs 0.03%). 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 56.16 36.10
P/S 1.09 8.48 2.73
P/B 2.50 20.47 3.57
Price to free cash flow 50.60 33.31 33.31
EV/EBITDA 18.07 37.91 18.07
EV/Sales 1.23 8.47 2.75
Earnings yield (5.12%) 1.78% (5.84%)
Free cash flow yield 1.98% 3.00% 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% 0.94%
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% 9.28%
EPS growth (last fiscal year) (103.55%) 166.41% —
Revenue growth, 5-year CAGR 10.06% 18.54% 9.80%
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 0.08
Current ratio 2.73 1.38 2.18
Net debt to EBITDA 1.37 0.51 0.26

Dividend

Metric ATKR VRT Electrical Equipment & Parts median
Dividend yield 0.33% 0.03% 0.84%
Payout ratio 0.00 0.02 0.00

Size

Metric ATKR VRT Electrical Equipment & Parts median
Market cap 3.19b 96.81b 177.98m

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