Added to YB: 2025-05-19
Pitch date: 2025-05-15
VRT [bullish]
Vertiv Holdings Co
+52.51%
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
$106.05
Price Target
135.00 (-16%)
Dividend
0.08%
EV/EBITDA
32.26
P/E
67.26
EV/Sales
7.16
Sector
Electrical Equipment
Category
growth
Vertiv's Thermal Edge: Can It Sustain Growth as Data Centers Densify?
VRT: Leading provider of power/cooling for data centers, positioned to benefit from AI infrastructure growth with organic sales CAGR 12-14% through 2029. Strong momentum (16.7% YoY growth FY24, $7.9B backlog), expanding margins (36.6% gross, 17.1% operating), and robust FCF ($1.1B FY24). DCF valuation $115-135/share. Risks: AI capex slowdown, execution, competition.
Read full article (19 min)