Added to YB: 2023-12-21
Pitch date: 2023-11-01
VRT [bullish]
Vertiv Holdings Co
+293.76%
current return
Author Info
Company Info
Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.
Market Cap
$68.2B
Pitch Price
$40.80
Price Target
71.00 (-56%)
Dividend
0.08%
EV/EBITDA
32.26
P/E
67.26
EV/Sales
7.16
Sector
Electrical Equipment
Category
growth
Vertiv Holdings Co (NYSE: VRT) - LONG - 2023 CSIMA Stock Pitch Challenge (1st Place)
VRT: Long w/ $71 PT, 65% upside 17% IRR. 78% rev from critical infra for data centers, 15% share. 60% recurring biz, 12% CAGR vs 7% est driven by cloud/colo capex & low vacancy. Strategic M&A & liquid cooling partnership upside. Margin expand 240bps to 18.5% CY26. 16x EV/EBITDA CY26. China & pricing risk mitigated by diverse rev streams & quality svc.
Read full article (4 min)