Professional
Added to YB: 2024-02-09
Pitch date: 2024-02-09
VRT [bullish]
Vertiv Holdings Co
+152.84%
current return
Author Info
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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
$63.78
Price Target
N/A
Dividend
0.08%
EV/EBITDA
32.26
P/E
67.26
EV/Sales
7.16
Sector
Electrical Equipment
Category
growth
Vertiv Holdings ($VRT) - PASS
VRT +300% on AI-driven data center upgrades; GPU energy use 5x CPU, driving capex on power & cooling systems. Rev +30% YoY but long-term economics uncertain as industry commoditizes. Rival SMCI +25x in 4yrs. EV/EBITDA of 29 too high.
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