British American Tobacco p.l.c. (BTI)vsVertiv Holdings Co (VRT)
BTI
British American Tobacco p.l.c.
$63.64
+5.29%
CONSUMER DEFENSIVE · Cap: $125.67B
VRT
Vertiv Holdings Co
$367.92
+8.22%
INDUSTRIALS · Cap: $130.60B
Smart Verdict
WallStSmart Research — data-driven comparison
British American Tobacco p.l.c. generates 136% more annual revenue ($25.61B vs $10.84B). BTI leads profitability with a 30.3% profit margin vs 14.4%. BTI appears more attractively valued with a PEG of 1.52. VRT earns a higher WallStSmart Score of 67/100 (B-).
BTI
Buy60
out of 100
Grade: C+
VRT
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.4%
Fair Value
$78.80
Current Price
$63.64
$15.16 discount
Intrinsic value data unavailable for VRT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 34.6%
Large-cap with strong market position
Attractively priced relative to earnings
Generating 3.0B in free cash flow
Every $100 of equity generates 45 in profit
Revenue surging 30.1% year-over-year
Earnings expanding 135.7% YoY
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Trading at 11.1x book value
0.1% revenue growth
1.6% earnings growth
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 35.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BTI
The strongest argument for BTI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.3% and operating margin at 34.6%.
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 : BTI
The primary concerns for BTI are PEG Ratio, Price/Book, Revenue Growth.
Bear Case : VRT
The primary concerns for VRT are PEG Ratio, P/E Ratio, Price/Book. A P/E of 85.4x leaves little room for execution misses.
Key Dynamics to Monitor
BTI profiles as a value 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.
BTI generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
VRT scores higher overall (67/100 vs 60/100) and 30.1% revenue growth. BTI offers better value entry with a 23.4% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
British American Tobacco p.l.c.
CONSUMER DEFENSIVE · TOBACCO · USA
British American Tobacco plc offers tobacco and nicotine products to consumers around the world. The company is headquartered in London, the United Kingdom.
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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