Hayward Holdings Inc (HAYW)vsVertiv Holdings Co (VRT)
HAYW
Hayward Holdings Inc
$13.93
+0.43%
INDUSTRIALS · Cap: $3.01B
VRT
Vertiv Holdings Co
$276.16
+1.95%
INDUSTRIALS · Cap: $103.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Vertiv Holdings Co generates 812% more annual revenue ($10.23B vs $1.12B). HAYW leads profitability with a 13.5% profit margin vs 13.0%. HAYW appears more attractively valued with a PEG of 1.57. VRT earns a higher WallStSmart Score of 67/100 (B-).
HAYW
Strong Buy67
out of 100
Grade: B-
VRT
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.2%
Fair Value
$30.84
Current Price
$13.93
$16.91 discount
Margin of Safety
-55.7%
Fair Value
$159.59
Current Price
$276.16
$116.57 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 26.0%
Earnings expanding 24.1% YoY
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
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Negative free cash flow — burning cash
Expensive relative to growth rate
2.0% earnings growth
Premium valuation, high expectations priced in
Trading at 26.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : HAYW
The strongest argument for HAYW centers on Price/Book, Operating Margin, EPS Growth.
Bull Case : VRT
The strongest argument for VRT centers on Return on Equity, Market Cap, Operating Margin. Revenue growth of 22.7% demonstrates continued momentum.
Bear Case : HAYW
The primary concerns for HAYW are PEG Ratio, Altman Z-Score, Free Cash Flow.
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.
Key Dynamics to Monitor
HAYW profiles as a value stock while VRT is a growth 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
HAYW scores higher overall (67/100 vs 67/100). Both earn "Strong Buy" and "Strong 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.
Hayward Holdings Inc
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Hayward Holdings, Inc. is a designer, manufacturer and marketer of various pool equipment and associated automation systems. The company is headquartered in Berkeley Heights, New Jersey.
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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