Added to YB: 2024-07-25
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
97.81 (-39%)
Dividend
0.08%
EV/EBITDA
32.26
P/E
67.26
EV/Sales
7.16
Sector
Electrical Equipment
Category
growth
Vertiv Holdings: Innovation and Capacity Expansion Drive Future Growth
VRT: Data center power/cooling leader. Strong Q4 expected (18% growth). AI driving 5x heat, 10x cooling demand. Doubling production capacity. Transitioning to liquid cooling (20% of market in few years). $5bn backlog. 2024 guidance: 8-11% sales growth, 16.5-16.9% margins. 20x EV/EBIT. Risks: AI slowdown, market share loss. PT: $97.81 (66% upside).
Read full article (7 min)