Added to YB: 2025-05-13
Pitch date: 2025-05-08
VRT [bullish]
Vertiv Holdings Co
+68.05%
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
$95.97
Price Target
N/A
Dividend
0.08%
EV/EBITDA
32.26
P/E
67.26
EV/Sales
7.16
Sector
Electrical Equipment
Category
growth
JRo's Notes: Vertiv Q1:2025 Earnings
VRT (earnings update): Q1 sales +24%, adj margins +130bps to 16.5%, EPS +49% YoY. TTM orders +20%, Q1 book-to-bill 1.4x. Backlog +25% YoY to $7.9B. FCF +161% to 13% margin. ROE 33%, ROIC 18%. Full 2025 guide: 16.5-19.5% organic growth, 19.75-21.25% margins, $1.25-1.35B FCF, $3.55 EPS (midpoint). Strong NVIDIA partnership for AI data centers. 25x NTM P/E.