Added to YB: 2024-02-02
Pitch date: 2024-02-02
VRT [bullish]
Vertiv Holdings Co
+163.12%
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
$61.29
Price Target
N/A
Dividend
0.08%
EV/EBITDA
32.26
P/E
67.26
EV/Sales
7.16
Sector
Electrical Equipment
Category
growth
Why I own Vertiv ($VRT)
VRT: Data center power/cooling pure-play. Demand boom from AI servers, data center CAPEX. Doubling electrical gear capacity 2023-25. Partnerships w/ NVDA, INTC. Record backlog, expanding margins via liquid cooling. 20x EV/op profit w/ upside potential.
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