Professional
Added to YB: 2026-06-17
Pitch date: 2026-03-31
VRT [neutral]
Vertiv Holdings Co
+16.6%
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
$119.8B
Pitch Price
$256.95
Price Target
N/A
Dividend
0.08%
EV/EBITDA
47.96
P/E
78.39
EV/Sales
11.12
Sector
Electrical Equipment
Category
growth
Baron Asset Fund Portfolio Holding: Vertiv Holdings Co
VRT (holding update): Leading provider of critical data center infrastructure (electrical & thermal mgmt). Q4 bookings well above expectations, driving backlog higher & supporting stronger growth into 2027. Benefiting from shift to integrated/modular solutions, liquid cooling, DC architectures & service leadership. Margin focus drives better-than-expected EPS growth & upside.
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