Added to YB: 2025-12-12
Pitch date: 2025-12-10
VRT [neutral]
Vertiv Holdings Co
-9.14%
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
$177.50
Price Target
N/A
Dividend
0.08%
EV/EBITDA
32.26
P/E
67.26
EV/Sales
7.16
Sector
Electrical Equipment
Category
growth
Vertiv Write-up w/Mgmt Analysis (VRT)
VRT (overview): Leveraged play on AI data center buildout w/ 80% revenue from data centers, 60% YOY Q3 order growth, $9.5B backlog (+30% YOY). Global #1 in thermal mgmt & UPS, co-developing 800V DC w/ NVIDIA for 2026. $1B PurgeRite acquisition adds liquid cooling services. Trading 43x 2025 P/E vs peers at 20-21x. Bull case: multi-year AI capex cycle, margin expansion to mid-20s. Risks: high valuation, end-market concentration, potential AI overbuild.
Read full article (26 min)