Professional
Added to YB: 2025-01-07
Pitch date: 2025-01-06
VRT [bullish]
Vertiv Holdings Co
+19.63%
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
$68.2B
Pitch Price
$134.81
Price Target
150.00 (-7%)
Dividend
0.08%
EV/EBITDA
32.26
P/E
67.26
EV/Sales
7.16
Sector
Electrical Equipment
Category
growth
Vertiv Holdings Positioned for Outperformance: Morgan Stanley Sets $150 Target
VRT: Morgan Stanley bullish initiation. Lowest growth-adj multiple in universe, best revisions. Data center construction +200% vs VRT rev +90% since 2020, expect outpace due to higher revenue/GW. Cons underestimates GM expansion, sees 35%+ incrementals vs 30%. $150 PT (+15%), 33-34x '25/26 EPS $4.47.
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