Professional
Added to YB: 2026-09-23
Pitch date: 2026-06-30
VRT [bullish]
Vertiv Holdings Co
-23.64%
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
$96.0B
Pitch Price
$325.80
Price Target
N/A
Dividend
0.10%
EV/EBITDA
34.18
P/E
56.44
EV/Sales
8.38
Sector
Electrical Equipment
Category
growth
Baron Small Cap Fund Portfolio Holding: Vertiv Holdings Co
VRT (trimmed position): Vertiv remains a compelling investment despite position trims. Q1 adjusted EPS rose 83% year over year, and fiscal-year guidance increased, fueled by roughly 30% organic sales growth. Vertiv is benefiting from the industry’s shift toward integrated and modular solutions and is positioned for liquid-cooling and direct-current-power transitions. Management raised its 2030 projections to 20%-plus revenue CAGR and a 27%-plus EBIT margin, with $24 billion available for M&A.
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