Bloom Energy Corporation (BE) vs Vertiv Holdings Co. (VRT)

Bloom Energy Corporation and Vertiv Holdings Co. are both Electrical Equipment & Parts companies. Vertiv Holdings Co. is the larger, with a market value of $82.7B against $69.6B — 1.2× the size. Vertiv Holdings Co. trades at the lower P/E: 45.8× against 267×. Bloom Energy Corporation grew revenue faster over the last twelve months: 91.0% against 26.2%. Vertiv Holdings Co. has the higher net margin (15.1% vs 7.87%) and the higher return on invested capital (29.6% vs 13.7%). Across the 21 metrics below, Vertiv Holdings Co. leads on 18 and Bloom Energy Corporation on 3.

Valuation

Metric BE VRT Electrical Equipment & Parts median
P/E 266.64 45.77 31.20
P/S 20.42 6.91 2.28
P/B 38.75 16.68 3.19
Price to free cash flow 102.07 27.15 27.15
EV/EBITDA 153.41 30.88 15.80
EV/Sales 20.41 6.90 2.38
Earnings yield 0.38% 2.18% (5.87%)
Free cash flow yield 0.98% 3.68% 0.00%

Profitability

Metric BE VRT Electrical Equipment & Parts median
Gross margin 31.24% 38.04% 25.38%
Operating margin 11.24% 18.94% 0.00%
Net margin 7.87% 15.09% 0.00%
Free cash flow margin 20.07% 25.47% 0.00%
Return on equity 21.68% 43.94% 0.14%
Return on assets 6.00% 13.17% (1.50%)
Return on invested capital 13.71% 29.63% 0.00%

Growth

Metric BE VRT Electrical Equipment & Parts median
Revenue growth (TTM) 90.98% 26.23% 7.92%
EPS growth (last fiscal year) (184.62%) 166.41% 27.37%
Revenue growth, 5-year CAGR 20.57% 18.54% 9.92%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BE VRT Electrical Equipment & Parts median
Debt to equity 1.60 0.62 0.16
Current ratio 4.09 1.38 2.31
Net debt to EBITDA 2.69 0.51 0.26

Dividend

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

Size

Metric BE VRT Electrical Equipment & Parts median
Market cap 69.60b 82.68b 157.22m

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