Professional
Added to YB: 2023-12-07
Pitch date: 2023-12-07
VRT [bullish]
Vertiv Holdings Co
+260.59%
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
$44.72
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 one of their best ideas for 2024
$VRT: TD Cowen's 2024 top pick; 8-11% rev growth outpacing mkt, margin to hit 20% by FY28; gain share from smaller rivals; supply chain tailwinds; $6.5B cash thru FY28 for growth & $3B buyback; data usage to 291 ZB by '27 underpins thesis.
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