Professional
Added to YB: 2024-08-21
Pitch date: 2024-06-30
VRT [bullish]
Vertiv Holdings Co
+84.87%
current return
Author Info
No bio for this author
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
$87.24
Price Target
N/A
Dividend
0.08%
EV/EBITDA
32.26
P/E
67.26
EV/Sales
7.16
Sector
Electrical Equipment
Category
growth
Baron Small Cap Fund Portfolio Holding: Vertiv Holdings Co
VRT trimmed: Leading data center cooling/power provider poised for AI-driven growth. Strong Q1: orders +60%. NVIDIA partner, broad portfolio, global service network. Investing in capacity. Durable advantages, flexible balance sheet to benefit from expected long-term data center capex surge. Sold some shares after strong report, but still major position with upside potential.
Read full article (1 min)