Bloom Energy Corp (BE)vsVertiv Holdings Co (VRT)
BE
Bloom Energy Corp
$290.52
+2.53%
INDUSTRIALS · Cap: $82.64B
VRT
Vertiv Holdings Co
$328.31
-0.05%
INDUSTRIALS · Cap: $126.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Vertiv Holdings Co generates 343% more annual revenue ($10.84B vs $2.45B). VRT leads profitability with a 14.4% profit margin vs 0.3%. BE appears more attractively valued with a PEG of 1.54. VRT earns a higher WallStSmart Score of 67/100 (B-).
BE
Hold40
out of 100
Grade: D
VRT
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 130.4% year-over-year
Large-cap with strong market position
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
ROE of 1.3% — below average capital efficiency
0.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 31.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BE
The strongest argument for BE centers on Revenue Growth, Market Cap. Revenue growth of 130.4% demonstrates continued momentum.
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 : BE
The primary concerns for BE are PEG Ratio, Return on Equity, Profit Margin. Thin 0.3% margins leave little buffer for downturns.
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
BE profiles as a hypergrowth stock while VRT is a growth play — different risk/reward profiles.
BE carries more volatility with a beta of 3.19 — expect wider price swings.
BE is growing revenue faster at 130.4% — sustainability is the question.
VRT generates stronger free cash flow (654M), providing more financial flexibility.
Bottom Line
VRT scores higher overall (67/100 vs 40/100) and 30.1% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Bloom Energy Corp
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Bloom Energy Corporation designs, manufactures and sells solid oxide fuel cell systems for on-site power generation in the United States, Japan, China, India, and the Republic of Korea. The company is headquartered in San Jose, California.
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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