Professional
Added to YB: 2024-12-16
Pitch date: 2024-12-10
VRT [bullish]
Vertiv Holdings Co
+30.13%
current return
Author Info
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
$123.93
Price Target
N/A
Dividend
0.08%
EV/EBITDA
32.26
P/E
67.26
EV/Sales
7.16
Sector
Electrical Equipment
Category
growth
Bryant Street Capital Management Portfolio Holding: Vertiv Holdings Co
VRT: #1 market share in data center power & thermal. Cote's leadership driving margin expansion from low teens to 20%+. R&D spend doubled to $350M, boosting innovation & pricing power. Synergistic acquisition in 2021 caused temporary setback. Long-term thesis intact: operational excellence, FCF growth, deleveraging. Market cap from $6B to $50B.
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