Added to YB: 2026-04-30
Pitch date: 2026-04-28
VRT [neutral]
Vertiv Holdings Co
-0.28%
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
$123.8B
Pitch Price
$307.05
Price Target
350.00 (+15%)
Dividend
0.08%
EV/EBITDA
49.56
P/E
81.03
EV/Sales
11.49
Sector
Electrical Equipment
Category
growth
Vertiv's $VRT acquisition of STL reveals a multi-billion dollar thermal empire and its valuation.
VRT (overview): Acquired STL for liquid cooling tech, extending thermal mgmt from facility to server level (1MW+ rack density). Enables server-side cold plates, CDUs & stress testing for hyperscalers. Evercore $350 PT = only 8.6% upside despite bullish thesis. Risks: valuation stretched, integration challenges, hyperscaler in-house R&D. Better value in suppliers: MOD (cold plates), NVT (leak-proof cabinets), PH (quick disconnects).
Read full article (4 min)