Added to YB: 2026-09-10
Pitch date: 2026-09-07
VRT [neutral]
Vertiv Holdings Co
-7.76%
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
$108.0B
Pitch Price
$285.00
Price Target
N/A
Dividend
0.09%
EV/EBITDA
38.44
P/E
63.49
EV/Sales
9.43
Sector
Electrical Equipment
Category
special_situation
Vertiv: Moving Upstream From Cooling Into Power-Generation Architecture
VRT (update): Vertiv is seeking to extend from data-center power and cooling into upstream power-system design through its planned UtilityInnovation Group acquisition, betting that control of the architecture pulls through downstream equipment as grid delays make time to power critical. The $1.45B upfront price equals ~13x expected 2027 EBITDA and is expected to be adjusted-EPS accretive in the first year after completion, but the potential $1.15B earnout underscores uncertainty around the six-year-old target’s growth.
Read full article (8 min)