Professional
Added to YB: 2026-07-21
Pitch date: 2026-07-13
VRT [neutral]
Vertiv Holdings Co
-3.5%
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
$111.2B
Pitch Price
$315.53
Price Target
N/A
Dividend
0.09%
EV/EBITDA
44.54
P/E
72.77
EV/Sales
10.33
Sector
Electrical Equipment
Category
growth
Blue Whale Growth Fund Portfolio Holding: Vertiv Holdings Co
VRT (holding update): Dominant provider of critical power & cooling infra to data centres, $129bn industrial. Moats: high-quality reputation since 1946 (Liebert), ~4,000 24/7 field service engineers, global scale. AI data centres need 6-7x power of traditional, driving accelerating demand.
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