VRT Vertiv Holdings LLC
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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.
Electrical Equipment & Parts · Westerville, OH · 34,000 employees · vertiv.com
Vertiv Holdings designs, manufactures, and services digital infrastructure systems used across data centres, communications networks, and industrial facilities. It earns revenue through the sale of power distribution, electrical switchgear, and thermal cooling equipment, as well as by providing ongoing maintenance, monitoring, and engineering consulting services.
Why it is on our list: Supplies the power and cooling systems that keep AI data centres running.
Bull case
The business converts a substantial share of its revenue into free cash flow after stock compensation and generates returns on capital well above its financing costs. It also gains from supplying power and cooling equipment that artificial intelligence infrastructure workloads consume.
- Trades at the 20th percentile of its own valuation history.
- The price assumes about +14% a year cash-flow growth; it delivered +103% a year over three years.
- Turns 25% of revenue into free cash after stock pay.
- Returns on capital run well above its cost of capital.
Bear case
Performance is closely tied to the artificial intelligence infrastructure spending cycle, leaving the business vulnerable if that industry build-out fails to continue.
- The share price trend is still falling.
- Its sector cycle (AI Infrastructure CapEx) is in saturation.
Features
- V-WIDE-MOAT Wide moat Returns on capital run well above its cost of capital.
- F-UPSIDE Analyst upside Analysts' average target is 39% above the price.
AI impact
Supplies what AI runs on Tailwind
The company sells power, thermal, and infrastructure management systems for data centers. Adoption of artificial intelligence fuels strong customer demand for its critical high-density power and cooling equipment, though the business depends heavily on customers continuing to invest in building out data center infrastructure.
Where AI helps it
- Sells what AI workloads consume
Where AI could hurt it
- Depends on the AI build-out continuing
In the company's words
Data Centers : Data centers are purpose-built facilities that enable the processing, storage, and distribution of data across both traditional workloads and high-density compute, including AI training and inference.
If these data centers and communication infrastructures do not continue to grow, whether as a result of changes in the economy, shifts in the level or focus of spending on artificial intelligence, capital spending, building capacity in excess of demand, delays in receiving required permits and…
Assessed by AI from the company's own annual report filed 13 Feb 2026 and quarterly report filed 29 Jul 2026. A reading of the business, not a forecast or a recommendation.
Valuation position
VRT is at the 20th percentile of its own valuation history. Depending on how far back you look, it ranges from the 8th to the 20th percentile. This is a relative measurement, not a price target or recommendation, and it assumes the business is still the one its history describes.
Price ladder
The measured price sits in the Reference zone. These are reference zones, not buy instructions or forecasts that the prices will be reached.
This ladder rests on the company's own valuation history alone: there are too few comparable companies to cross-check it, so treat its zones as less certain.
What the price assumes
The measured price implies roughly +13.9% annual cash-flow growth, between +7.0% and +19.1% under other reasonable assumptions. Over the last three years it delivered +103.3% a year.
An estimate that depends on its assumptions, not a forecast.
Quality versus peers
Each dimension is shown on its own; they are not combined into a score.
Current analyst snapshot
Shown for reference only; not used in any measurement.
What would have to break
- Not triggered — Revenue decline
- Not available — Margin break
- Not triggered — Cash burn with rising debt
- Not triggered — Heavy dilution
- Not triggered — Warning language in filings
News
No recent brief on this company.