VRT vs PWR Stock Comparison: AI Score, Valuation, Performance and Upside
Vertiv supplies the power and cooling equipment inside data centers, while Quanta Services builds and maintains the electric grid infrastructure that powers them, making both plays on rising electricity and data center demand.
Investors choosing between Vertiv and Quanta are deciding between a data center equipment manufacturer and a grid infrastructure construction and engineering firm, both tied to the same underlying power demand growth trend.
VRT holds the edge across 3 of 5 key metrics in this comparison. PWR has delivered stronger 1-year price return (+44.61% vs +14.35%), though VRT has the better forward P/E setup (28.21x vs 30.69x for PWR). On fundamentals, PWR is growing revenue faster (41.10%), while VRT maintains the higher operating margin (20.36%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for VRT (+31.73%) than for PWR (+27.77%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want direct exposure to data center and AI infrastructure buildout
- Prefer a hardware and equipment manufacturing business model
- Are comfortable with cyclicality tied to data center capital spending
- Value a company with a growing multi-year order backlog
- Want exposure to electric grid modernization and expansion spending
- Prefer a diversified engineering and construction services model
- Value long-term revenue visibility from a large project backlog
- Seek exposure to renewable energy and utility infrastructure trends
| Metric | VRT | PWR |
|---|---|---|
| AI scorei | 67.7 | 79.4 |
| AI ranki | #33 | #9 |
| Latest closei | $206.42 | $631.86 |
| 1M returni | -13.78% | +2.03% |
| 3M returni | -28.71% | +0.53% |
| 6M returni | -32.84% | +4.98% |
| 1Y returni | +14.35% | +44.61% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | VRT | PWR |
|---|---|---|
| 1Y ago | $11.61K (+16.1%) started 2025-10-16 | $14.44K (+44.4%) started 2025-10-16 |
| 5Y ago | $88.9K (+789.0%) started 2021-10-18 | $56.79K (+467.9%) started 2021-10-18 |
| 10Y ago | $206.63K (+1966.3%) started 2018-08-02 | $237.52K (+2275.2%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | VRT | PWR |
|---|---|---|
| Market capi | $98.83B | $90.61B |
| Trailing P/Ei | 57.95 | 68.96 |
| Forward P/Ei | 28.21 | 30.69 |
| Price/Salesi | N/A | 2.15 |
| EV/Revenuei | 8.63 | 2.94 |
| Analyst targeti | $338.15 | $770.04 |
| Target upsidei | +31.73% | +27.77% |
| Metric | VRT | PWR |
|---|---|---|
| Revenue growthi | 24.10% | 41.10% |
| Earnings growthi | 53.00% | 94.70% |
| EPS growthi | +53.00% | +94.70% |
| FCF margini | +23.49% | +5.94% |
| Operating margini | 20.36% | 7.22% |
| Profit margini | 15.09% | 4.03% |
| ROIC proxyi | 43.94% | 15.34% |
| Return on equityi | 43.94% | 15.34% |
| Dividend yieldi | 0.10% | 0.07% |
| Payout ratioi | 5.09% | 4.93% |
| Dividend growth streaki | N/A | No increase yet |
| Betai | 2.08 | 1.22 |
| Debt/equityi | 70.17 | 67.78 |
| Current ratioi | 1.38 | 1.10 |
| Quick ratioi | 0.95 | 0.98 |
Over the past year, VRT and PWR have moved moderately in the same direction (correlation of 0.64), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | VRT | PWR |
|---|---|---|---|
| 1Y | Growthi | +16.08% | +44.42% |
| CAGRi | +16.11% | +44.49% | |
| Volatilityi | 65.61% | 44.63% | |
| Sharpe ratioi | 0.49 | 0.94 | |
| Sortino ratioi | 0.71 | 1.53 | |
| Max drawdowni | 45.13% | 28.54% | |
| Current drawdowni | 45.13% | 19.53% | |
| Avg drawdowni | 14.58% | 7.70% | |
| Ulcer Indexi | 18.76% | 10.63% | |
| Max daily dropi | 17.26% | 6.17% | |
| Max wkly dropi | 25.94% | 14.61% | |
| 5Y | Growthi | +788.98% | +464.34% |
| CAGRi | +54.89% | +41.40% | |
| Volatilityi | 64.12% | 37.13% | |
| Sharpe ratioi | 0.94 | 1.00 | |
| Sortino ratioi | 1.36 | 1.52 | |
| Max drawdowni | 70.25% | 33.89% | |
| Current drawdowni | 45.13% | 19.53% | |
| Avg drawdowni | 23.79% | 6.89% | |
| Ulcer Indexi | 31.74% | 9.98% | |
| Max daily dropi | 36.74% | 18.32% | |
| Max wkly dropi | 43.58% | 17.88% | |
| 10Y | Growthi | +1966.27% | +2231.31% |
| CAGRi | +44.64% | +37.03% | |
| Volatilityi | 55.33% | 34.59% | |
| Sharpe ratioi | 0.87 | 0.96 | |
| Sortino ratioi | 1.26 | 1.45 | |
| Max drawdowni | 71.25% | 45.53% | |
| Current drawdowni | 45.13% | 19.53% | |
| Avg drawdowni | 16.73% | 7.73% | |
| Ulcer Indexi | 26.03% | 10.60% | |
| Max daily dropi | 36.74% | 18.32% | |
| Max wkly dropi | 47.70% | 24.31% |
| Category | VRT | PWR |
|---|---|---|
| Company | Vertiv Holdings Co | Quanta Services, Inc. |
| Sector | Industrials | Industrials |
| Industry | Electrical Equipment & Parts | Engineering & Construction |
| Core business | Vertiv designs and manufactures power, cooling, and IT infrastructure equipment used in data centers, benefiting directly from the buildout of AI and cloud computing capacity. | Quanta Services provides infrastructure engineering and construction services for electric power, renewable energy, and communications networks across North America. |
| Investor focus | Watch data center capital spending trends, order backlog growth, and margin expansion as AI-driven demand for cooling and power equipment increases. | Watch electric utility grid modernization spending, renewable energy project pipelines, and backlog conversion into revenue. |
- Direct beneficiary of accelerating data center and AI infrastructure investment
- Broad product portfolio spanning power, thermal management, and monitoring systems
- Strong order backlog reflecting sustained customer demand
- Essential role in electric grid modernization and expansion needed for growing power demand
- Diversified customer base across utilities, renewable developers, and telecom
- Large multi-year backlog providing revenue visibility
- Revenue concentration in data center capital spending cycles creates cyclicality
- Competitive pressure from other power and cooling equipment suppliers
- Supply chain and component costs can pressure margins
- Project timing and weather can create quarterly revenue variability
- Labor availability and cost inflation can affect project margins
- Reliant on continued utility and infrastructure capital spending programs
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