Vertiv Holdings Co (VRT)vsWestinghouse Air Brake Technologies Corp (WAB)
VRT
Vertiv Holdings Co
$367.92
+8.22%
INDUSTRIALS · Cap: $130.60B
WAB
Westinghouse Air Brake Technologies Corp
$268.13
+0.91%
INDUSTRIALS · Cap: $45.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Westinghouse Air Brake Technologies Corp generates 6% more annual revenue ($11.51B vs $10.84B). VRT leads profitability with a 14.4% profit margin vs 10.5%. WAB appears more attractively valued with a PEG of 1.37. VRT earns a higher WallStSmart Score of 67/100 (B-).
VRT
Strong Buy67
out of 100
Grade: B-
WAB
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for VRT.
Margin of Safety
+16.1%
Fair Value
$303.40
Current Price
$268.13
$35.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 35.7x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : VRT
The strongest argument for VRT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.
Bull Case : WAB
Revenue growth of 13.0% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its 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.
Bear Case : WAB
The primary concerns for WAB are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
VRT profiles as a growth stock while WAB is a value 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 64/100) and 30.1% revenue growth. WAB offers better value entry with a 16.1% 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.
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.
Westinghouse Air Brake Technologies Corp
INDUSTRIALS · RAILROADS · USA
Wabtec Corporation (derived from Westinghouse Air Brake Technologies Corporation) is an American company formed by the merger of the Westinghouse Air Brake Company (WABCO) and MotivePower Industries Corporation in 1999. It is headquartered in Pittsburgh, Pennsylvania.
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