Added to YB: 2026-02-12
Pitch date: 2026-02-10
VRT [bullish]
Vertiv Holdings Co
+4.21%
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
$77.2B
Pitch Price
$233.25
Price Target
N/A
Dividend
0.12%
EV/EBITDA
36.45
P/E
76.16
EV/Sales
8.09
Sector
Electrical Equipment
Category
growth
How to play the 'AI Energy Trade'? - Vertiv Holdings Co
VRT: Pure-play data center supplier w/ 80% rev from sector. Each megawatt of capacity = $2.75M-$3.5M rev. Dominates liquid cooling for 100k-GPU clusters driving 30% YoY organic growth vs industrial avg. $10B+ backlog as of Feb 2026. Trades at premium as only large-cap pure-play on data center expansion.
Read full article (1 min)