Added to YB: 2025-06-24
Pitch date: 2025-04-11
VRT [neutral]
Vertiv Holdings Co
+121.11%
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
$73.15
Price Target
N/A
Dividend
0.08%
EV/EBITDA
32.26
P/E
67.26
EV/Sales
7.16
Sector
Electrical Equipment
Category
N/A
Hardman Johnston Large Cap Equity Strategy Portfolio Holding: Vertiv Holdings Co
VRT (holding update): -36.4% in Q1'25 on data center capex bubble fears post-DeepSeek. Q4'24 beat overshadowed by flat YoY orders and sequential decline. Expected slowdown after 2 years of rapid growth, but DeepSeek complicates outlook. Remains core beneficiary of data center investment with thermal, electrical equipment and services.
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