WallStSmart

ESS Tech Inc (GWH)vsVertiv Holdings Co (VRT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vertiv Holdings Co generates 684891% more annual revenue ($10.84B vs $1.58M). VRT leads profitability with a 14.4% profit margin vs 0.0%. VRT earns a higher WallStSmart Score of 67/100 (B-).

GWH

Avoid

29

out of 100

Grade: F

Growth: 5.3Profit: 4.5Value: 5.0Quality: 4.5
Piotroski: 2/9Altman Z: -26.71

VRT

Strong Buy

67

out of 100

Grade: B-

Growth: 10.0Profit: 8.0Value: 3.7Quality: 5.0
Piotroski: 3/9Altman Z: 1.99

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GWH2 strengths · Avg: 9.0/10
Operating MarginProfitability
1020.0%10/10

Strong operational efficiency at 1020.0%

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

VRT4 strengths · Avg: 9.8/10
Return on EquityProfitability
36.7%10/10

Every $100 of equity generates 37 in profit

Revenue GrowthGrowth
30.1%10/10

Revenue surging 30.1% year-over-year

EPS GrowthGrowth
135.7%10/10

Earnings expanding 135.7% YoY

Market CapQuality
$128.48B9/10

Large-cap with strong market position

Areas to Watch

GWH4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$26.64M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

VRT4 concerns · Avg: 3.3/10
PEG RatioValuation
1.624/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.994/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
84.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : GWH

The strongest argument for GWH centers on Operating Margin, Price/Book.

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 : GWH

The primary concerns for GWH are EPS Growth, Market Cap, Profit Margin.

Bear Case : VRT

The primary concerns for VRT are PEG Ratio, Altman Z-Score, Piotroski F-Score. A P/E of 84.0x leaves little room for execution misses.

Key Dynamics to Monitor

GWH profiles as a value stock while VRT is a growth 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 29/100) and 30.1% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

ESS Tech Inc

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

ESS Inc. develops and markets iron flow batteries for utility and commercial energy storage needs globally. The company is headquartered in Wilsonville, Oregon.

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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