Atkore International Group Inc (ATKR)vsVertiv Holdings Co (VRT)
ATKR
Atkore International Group Inc
$80.61
-5.09%
INDUSTRIALS · Cap: $2.80B
VRT
Vertiv Holdings Co
$323.92
+1.68%
INDUSTRIALS · Cap: $128.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Vertiv Holdings Co generates 277% more annual revenue ($10.84B vs $2.87B). VRT leads profitability with a 14.4% profit margin vs -4.2%. ATKR appears more attractively valued with a PEG of 1.39. VRT earns a higher WallStSmart Score of 67/100 (B-).
ATKR
Hold45
out of 100
Grade: D
VRT
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-33.2%
Fair Value
$50.51
Current Price
$80.61
$30.10 premium
Intrinsic value data unavailable for VRT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 37 in profit
Revenue surging 30.1% year-over-year
Earnings expanding 135.7% YoY
Large-cap with strong market position
Areas to Watch
4.2% revenue growth
ROE of -8.9% — below average capital efficiency
Earnings declined 66.4%
Currently unprofitable
Expensive relative to growth rate
Grey zone — moderate risk
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ATKR
The strongest argument for ATKR centers on Price/Book. PEG of 1.39 suggests the stock is reasonably priced for its growth.
Bull Case : VRT
The strongest argument for VRT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.
Bear Case : ATKR
The primary concerns for ATKR are Revenue Growth, Return on Equity, EPS Growth.
Bear Case : VRT
The primary concerns for VRT are PEG Ratio, Altman Z-Score, Piotroski F-Score. A P/E of 84.0x leaves little room for execution misses.
Key Dynamics to Monitor
ATKR profiles as a turnaround stock while VRT is a growth play — different risk/reward profiles.
VRT carries more volatility with a beta of 2.10 — expect wider price swings.
VRT is growing revenue faster at 30.1% — sustainability is the question.
VRT generates stronger free cash flow (654M), providing more financial flexibility.
Bottom Line
VRT scores higher overall (67/100 vs 45/100) and 30.1% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Atkore International Group Inc
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Atkore Inc. manufactures and distributes Electrical Conduit Products and Mechanical Products and Solutions (MP&S) in the United States and internationally. The company is headquartered in Harvey, Illinois.
Vertiv Holdings Co
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Vertiv Holdings Co designs, manufactures and services critical digital infrastructure technologies and lifecycle services for data centers, communication networks, and commercial and industrial environments in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Columbus, Ohio.
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