Bloom Energy Corp (BE)vsVertiv Holdings Co (VRT)
BE
Bloom Energy Corp
$150.12
-9.94%
INDUSTRIALS · Cap: $44.90B
VRT
Vertiv Holdings Co
$255.88
-4.94%
INDUSTRIALS · Cap: $101.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Vertiv Holdings Co generates 405% more annual revenue ($10.23B vs $2.02B). VRT leads profitability with a 13.0% profit margin vs -4.4%. VRT appears more attractively valued with a PEG of 1.87. VRT earns a higher WallStSmart Score of 67/100 (B-).
BE
Hold35
out of 100
Grade: F
VRT
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BE.
Margin of Safety
-55.3%
Fair Value
$160.06
Current Price
$255.88
$95.82 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.9% year-over-year
Every $100 of equity generates 42 in profit
Earnings expanding 199.5% YoY
Large-cap with strong market position
Strong operational efficiency at 21.2%
Revenue surging 22.7% year-over-year
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 54.6x book value
ROE of -12.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 24.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BE
The strongest argument for BE centers on Revenue Growth. Revenue growth of 35.9% demonstrates continued momentum.
Bull Case : VRT
The strongest argument for VRT centers on Return on Equity, EPS Growth, Market Cap. Revenue growth of 22.7% demonstrates continued momentum.
Bear Case : BE
The primary concerns for BE are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : VRT
The primary concerns for VRT are PEG Ratio, P/E Ratio, Price/Book. A P/E of 77.4x leaves little room for execution misses.
Key Dynamics to Monitor
BE profiles as a hypergrowth stock while VRT is a growth play — different risk/reward profiles.
BE carries more volatility with a beta of 3.18 — expect wider price swings.
BE is growing revenue faster at 35.9% — sustainability is the question.
VRT generates stronger free cash flow (912M), providing more financial flexibility.
Bottom Line
VRT scores higher overall (67/100 vs 35/100) and 22.7% 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.
Bloom Energy Corp
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Bloom Energy Corporation designs, manufactures and sells solid oxide fuel cell systems for on-site power generation in the United States, Japan, China, India, and the Republic of Korea. The company is headquartered in San Jose, California.
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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