Espey Mfg & Electronics Corp (ESP)vsVertiv Holdings Co (VRT)
ESP
Espey Mfg & Electronics Corp
$55.11
+0.98%
INDUSTRIALS · Cap: $155.40M
VRT
Vertiv Holdings Co
$245.95
+1.24%
INDUSTRIALS · Cap: $79.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Vertiv Holdings Co generates 24788% more annual revenue ($11.48B vs $46.12M). ESP leads profitability with a 24.2% profit margin vs 15.1%. ESP trades at a lower P/E of 13.9x. VRT earns a higher WallStSmart Score of 76/100 (B+).
ESP
Buy60
out of 100
Grade: C+
VRT
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-51.9%
Fair Value
$37.26
Current Price
$55.10
$17.84 premium
Intrinsic value data unavailable for VRT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 40.4% year-over-year
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Keeps 24 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 36 in profit
Earnings expanding 53.0% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 20.4%
Revenue surging 24.1% year-over-year
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
Negative free cash flow — burning cash
Trading at 19.9x book value
Grey zone — moderate risk
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ESP
The strongest argument for ESP centers on Revenue Growth, Altman Z-Score, Return on Equity. Profitability is solid with margins at 24.2% and operating margin at 25.8%. Revenue growth of 40.4% demonstrates continued momentum.
Bull Case : VRT
The strongest argument for VRT centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 15.1% and operating margin at 20.4%. Revenue growth of 24.1% demonstrates continued momentum.
Bear Case : ESP
The primary concerns for ESP are Market Cap, Piotroski F-Score, Free Cash Flow.
Bear Case : VRT
The primary concerns for VRT are Price/Book, Altman Z-Score, Piotroski F-Score. A P/E of 46.7x leaves little room for execution misses.
Key Dynamics to Monitor
VRT carries more volatility with a beta of 2.05 — expect wider price swings.
ESP is growing revenue faster at 40.4% — sustainability is the question.
VRT generates stronger free cash flow (925M), providing more financial flexibility.
Monitor ELECTRICAL EQUIPMENT & PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VRT scores higher overall (76/100 vs 60/100), backed by strong 15.1% margins and 24.1% 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.
Espey Mfg & Electronics Corp
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Espey Mfg. The company is headquartered in Saratoga Springs, New York.
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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