Bloom Energy Corp (BE) is overvalued and Vertiv Holdings Co (VRT) is overvalued.
Both trade above our estimate of their intrinsic value. VRT is the closer of the two: -211%, against -1837% for BE.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 12.3% (average of 2 methods) values the shares at $14.28; the price of $276.53 is 1837% above that value.
Leak Score 49/100 on 8 of 12 signals
Discounting its cash flows at 13.4% (average of 3 methods) values the shares at $81.56; the price of $253.46 is 211% above that value, and 64% of that value comes from beyond year five.
Leak Score 68/100 on 10 of 12 signals
| Metric | BE | VRT |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $276.53 | $253.46 |
| Intrinsic value | $14.28 | $81.56 |
| Margin of safety | -1837% | -211% |
| Leak Score | 49/100 (8/12) | 68/100 (10/12) |
| Market cap | $81.4B | $97.6B |
| Revenue growth, 5 years | 20.6% | 18.5% |
| Operating margin | 11.2% | 19.8% |
| Net margin | 7.9% | 15.1% |
| Return on equity | 22.2% | 43.9% |
| Debt to equity | 1.74 | 0.70 |
| P/E | 376.8x | 57.4x |
| Forward P/E | 55.9x | 27.7x |
| P/B | 50.3x | 20.5x |
| Dividend yield | — | 0.1% |