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 $96.8B against $80.6B — 1.2× the size. Vertiv Holdings Co. trades at the lower P/E: 56.2× against 348×. 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 347.83 56.16 36.10
P/S 26.64 8.48 2.73
P/B 50.55 20.47 3.57
Price to free cash flow 133.15 33.31 33.31
EV/EBITDA 200.16 37.91 18.07
EV/Sales 26.63 8.47 2.75
Earnings yield 0.29% 1.78% (5.84%)
Free cash flow yield 0.75% 3.00% 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% 0.94%
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% 9.28%
EPS growth (last fiscal year) (184.62%) 166.41% —
Revenue growth, 5-year CAGR 20.57% 18.54% 9.80%
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 0.08
Current ratio 4.09 1.38 2.18
Net debt to EBITDA 2.69 0.51 0.26

Dividend

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

Size

Metric BE VRT Electrical Equipment & Parts median
Market cap 80.59b 96.81b 177.98m

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