Vertiv Holdings Co (VRT)vsWest Pharmaceutical Services Inc (WST)
VRT
Vertiv Holdings Co
$251.07
-0.53%
INDUSTRIALS · Cap: $103.64B
WST
West Pharmaceutical Services Inc
$243.35
-1.92%
HEALTHCARE · Cap: $17.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Vertiv Holdings Co generates 233% more annual revenue ($10.23B vs $3.07B). WST leads profitability with a 16.1% profit margin vs 13.0%. VRT appears more attractively valued with a PEG of 1.83. VRT earns a higher WallStSmart Score of 67/100 (B-).
VRT
Strong Buy67
out of 100
Grade: B-
WST
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-55.7%
Fair Value
$159.59
Current Price
$251.07
$91.48 premium
Margin of Safety
-256.8%
Fair Value
$68.99
Current Price
$243.35
$174.36 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 42 in profit
Large-cap with strong market position
Strong operational efficiency at 21.2%
Revenue surging 22.7% year-over-year
Safe zone — low bankruptcy risk
Strong operational efficiency at 21.6%
Areas to Watch
Expensive relative to growth rate
2.0% earnings growth
Premium valuation, high expectations priced in
Trading at 24.4x book value
Premium valuation, high expectations priced in
2.1% earnings growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : VRT
The strongest argument for VRT centers on Return on Equity, Market Cap, Operating Margin. Revenue growth of 22.7% demonstrates continued momentum.
Bull Case : WST
The strongest argument for WST centers on Altman Z-Score, Operating Margin. Profitability is solid with margins at 16.1% and operating margin at 21.6%.
Bear Case : VRT
The primary concerns for VRT are PEG Ratio, EPS Growth, P/E Ratio. A P/E of 79.4x leaves little room for execution misses.
Bear Case : WST
The primary concerns for WST are P/E Ratio, EPS Growth, PEG Ratio.
Key Dynamics to Monitor
VRT profiles as a growth stock while WST is a mature play — different risk/reward profiles.
VRT carries more volatility with a beta of 2.08 — expect wider price swings.
VRT is growing revenue faster at 22.7% — sustainability is the question.
VRT generates stronger free cash flow (912M), providing more financial flexibility.
Bottom Line
VRT scores higher overall (67/100 vs 55/100) and 22.7% 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.
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.
West Pharmaceutical Services Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
West Pharmaceutical Services, Inc. is a designer and manufacturer of injectable pharmaceutical packaging and delivery systems. The company is headquartered in Exton, Pennsylvania.
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