EMCOR Group Inc (EME)vsVertiv Holdings Co (VRT)
EME
EMCOR Group Inc
$943.75
+1.12%
INDUSTRIALS · Cap: $40.24B
VRT
Vertiv Holdings Co
$358.92
+5.25%
INDUSTRIALS · Cap: $126.11B
Smart Verdict
WallStSmart Research — data-driven comparison
EMCOR Group Inc generates 64% more annual revenue ($17.75B vs $10.84B). VRT leads profitability with a 14.4% profit margin vs 7.5%. EME appears more attractively valued with a PEG of 1.08. VRT earns a higher WallStSmart Score of 67/100 (B-).
EME
Buy64
out of 100
Grade: C+
VRT
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 39 in profit
Safe zone — low bankruptcy risk
19.7% revenue growth
Earnings expanding 30.0% YoY
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
Premium valuation, high expectations priced in
Trading at 11.4x book value
7.5% margin — thin
Negative free cash flow — burning cash
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 34.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : EME
The strongest argument for EME centers on Return on Equity, Altman Z-Score, Revenue Growth. Revenue growth of 19.7% demonstrates continued momentum. PEG of 1.08 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 : EME
The primary concerns for EME are P/E Ratio, Price/Book, Profit Margin.
Bear Case : VRT
The primary concerns for VRT are PEG Ratio, P/E Ratio, Price/Book. A P/E of 82.7x leaves little room for execution misses.
Key Dynamics to Monitor
VRT carries more volatility with a beta of 2.05 — 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.
Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VRT scores higher overall (67/100 vs 64/100) and 30.1% revenue growth. 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.
EMCOR Group Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
EMCOR Group, Inc. provides electrical and mechanical installation and construction services in the United States. The company is headquartered in Norwalk, Connecticut.
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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