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 $68.1B against $49.5B — 1.4× the size. Vertiv Holdings Co. trades at the lower P/E: 32.5× against 96.4×. Bloom Energy Corporation grew revenue faster over the last twelve months: 110.6% against 35.3%. Vertiv Holdings Co. has the higher net margin (16.0% vs 13.5%) and the higher return on invested capital (35.0% vs 16.9%). 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 96.35 32.52 24.14
P/S 13.20 5.21 2.33
P/B 25.75 12.41 2.49
Price to free cash flow 116.22 21.75 22.24
EV/EBITDA 79.93 22.02 12.18
EV/Sales 13.23 5.15 1.79
Earnings yield 1.04% 3.08% (6.07%)
Free cash flow yield 0.86% 4.60% (5.34%)

Profitability

Metric BE VRT Electrical Equipment & Parts median
Gross margin 32.33% 38.12% 29.92%
Operating margin 14.81% 20.14% 0.00%
Net margin 13.53% 15.99% 0.00%
Free cash flow margin 11.41% 23.94% 0.00%
Return on equity 39.26% 46.57% 0.00%
Return on assets 11.26% 14.47% 0.00%
Return on invested capital 16.93% 34.99% 0.00%

Growth

Metric BE VRT Electrical Equipment & Parts median
Revenue growth (TTM) 110.59% 35.27% 10.59%
EPS growth (last fiscal year) (184.62%) 166.41% 24.08%
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 1.33 0.53 0.15
Current ratio 3.74 1.39 2.34
Net debt to EBITDA 2.69 0.51 0.26

Dividend

Metric BE VRT Electrical Equipment & Parts median
Dividend yield — 0.14% 0.33%
Payout ratio — 0.05 0.09

Size

Metric BE VRT Electrical Equipment & Parts median
Market cap 49.53b 68.05b 159.94m

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