VRT Stock Analysis: Vertiv Holdings | NYSE

Electrical Equipment & Parts | NYSE, USA | Market Cap: 87.585m USD | 12M Return: 95.6% | US92537N1081 | Charts, Fundamentals & Technical Analysis

Power Management, Thermal Management, Uninterruptible Power, Switchgear
Total Rating 69
Safety 75
Buy Signal 0.06
Electrical Equipment & Parts
Industry Rotation: +12.3
Market Cap: 87.6B
Avg Turnover: 1.52B
Risk 3d forecast
Volatility78.5%
VaR 5th Pctl14.0%
VaR vs Median8.04%
Reward TTM
Sharpe Ratio1.29
Rel. Str. IBD79.4
Rel. Str. Peer Group78.4
Character TTM
Beta2.840
Beta Downside2.461
Hurst Exponent0.376
Drawdowns 3y
Max DD61.28%
CAGR/Max DD1.67
CAGR/Mean DD8.01
EPS (Earnings per Share) EPS (Earnings per Share) of VRT over the last years for every Quarter: "2021-06": 0.31, "2021-09": 0.2, "2021-12": 0.04, "2022-03": -0.08, "2022-06": 0.1, "2022-09": 0.23, "2022-12": 0.28, "2023-03": 0.24, "2023-06": 0.46, "2023-09": 0.52, "2023-12": 0.56, "2024-03": 0.43, "2024-06": 0.67, "2024-09": 0.76, "2024-12": 0.99, "2025-03": 0.64, "2025-06": 0.95, "2025-09": 1.24, "2025-12": 1.14, "2026-03": 1.17, "2026-06": 1.52,
EPS CAGR: 53.18%
EPS Trend: 99.7%
Last SUE: 0.73
Qual. Beats: 0
Revenue Revenue of VRT over the last years for every Quarter: 2021-06: 1260.3, 2021-09: 1228.9, 2021-12: 1410.5, 2022-03: 1156.4, 2022-06: 1399.4, 2022-09: 1481.1, 2022-12: 1654.6, 2023-03: 1521.1, 2023-06: 1734.1, 2023-09: 1742.6, 2023-12: 1865.4, 2024-03: 1639.1, 2024-06: 1952.8, 2024-09: 2073.5, 2024-12: 2346.4, 2025-03: 2036, 2025-06: 2638.1, 2025-09: 2675.8, 2025-12: 2880, 2026-03: 2649.5, 2026-06: 3274.3,
Rev. CAGR: 23.16%
Rev. Trend: 99.0%
Last SUE: -1.11
Qual. Beats: -1

Warnings

No concerns identified

Tailwinds

Confidence

Seasonality 8 years of data

Jan +1.1% 20
Feb -2.4% 6
Mar -10.4% 23
Apr +6.5% 24
May +2.5% 6
Jun +3.0% 6
Jul +0.4% 2
Aug +0.0% 8
Sep -1.1% 20
Oct +0.9% 23
Nov -0.8% 6
Dec -5.8% 10

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: VRT Vertiv Holdings

Vertiv Holdings Co (NYSE: VRT) is a global manufacturer and service provider of critical digital infrastructure for data centers, communication networks, and commercial and industrial environments, operating across the Americas, Asia Pacific, Europe, the Middle East, and Africa. The companys product portfolio spans AC and DC power management, low and medium voltage switchgear, busbar systems, single-phase UPS units, rack power distribution, and both air- and liquid-cooled thermal management products, along with integrated modular solutions, racks, and energy storage systems. These offerings support workloads including artificial intelligence, cloud services, e-commerce, online banking, and the Internet of Things.

In addition to hardware and software infrastructure, Vertiv provides lifecycle services such as predictive analytics, preventative maintenance, acceptance testing, engineering and consulting, remote monitoring, and spare parts. Products are sold under brands including Vertiv, Liebert, NetSure, Geist, Energy Labs, ERS, Albér, and Avocent, and reach customers through direct sales personnel, independent sales representatives, channel partners, and original equipment manufacturers. The company is headquartered in Westerville, Ohio, is classified in the Electrical Components & Equipment sub-industry within the Industrials sector, and is a large-cap stock with a market capitalization of approximately $119.8 billion.

Headlines to Watch Out For
  • AI data center capex boom fuels power and thermal orders
  • Liquid cooling adoption accelerates with AI workload density
  • Backlog and margins expand as supply chain normalizes
Piotroski VR-10 (Strict) 7.0
Net Income: 1.73b TTM > 0 and > 6% of Revenue
FCF/TA: 0.14 > 0.02 and ΔFCF/TA 1.87 > 1.0
NWC/Revenue: 23.88% < 20% (prev 29.55%; Δ -5.67% < -1%)
CFO/TA 0.16 > 3% & CFO 2.61b > Net Income 1.73b
Net Debt (145.1m) to EBITDA (2.52b): 0.06 < 3
Current Ratio: 1.38 > 1.5 & < 3
Outstanding Shares: last quarter (392.7m) vs 12m ago 0.74% < -2%
Gross Margin: 37.52% > 18% (prev 33.23%; Δ 4.29% > 0.5%)
Asset Turnover: 87.27% > 50% (prev 87.39%; Δ -0.12% > 0%)
Interest Coverage Ratio: 25.30 > 6 (EBIT TTM 2.18b / Interest Expense TTM 86.1m)
Altman Z'' 3.08
A: 0.17 (Total Current Assets 9.98b - Total Current Liabilities 7.24b) / Total Assets 15.9b
B: 0.12 (Retained Earnings 1.87b / Total Assets 15.9b)
C: 0.17 (EBIT TTM 2.18b / Avg Total Assets 13.2b)
D: 0.43 (Book Value of Equity 4.76b / Total Liabilities 11.1b)
Altman-Z'' = 3.08 = A
Beneish M -2.97
DSRI: 1.05 (Receivables 3.75b/2.83b, Revenue 11.5b/9.09b)
GMI: 0.89 (GM 33.23% / 37.52%)
AQI: 0.89 (AQ_t 0.27 / AQ_t-1 0.31)
SGI: 1.26 (Revenue 11.5b / 9.09b)
TATA: -0.06 (NI 1.73b - CFO 2.61b) / TA 15.9b)
Beneish M = -2.97 (Cap -4..+1) = A
What is the price of VRT shares?

As of August 08, 2026, the stock is trading at USD 272.40 with a total of 3,514,571 shares traded. Over the past week, the price has changed by +12.76%, over one month by -10.86%, over three months by -19.87% and over the past year by +95.64%.

Current recommended Stop Loss: 239.20 (which is 12.2% or 1.6 ATR below the current price).

Is VRT a buy, sell or hold?

Vertiv Holdings has received a consensus analysts rating of 4.50. Therefore, it is recommended to buy VRT.

  • StrongBuy: 18
  • Buy: 4
  • Hold: 3
  • Sell: 1
  • StrongSell: 0

What are the forecasts/targets for the VRT price?
Analysts Target Price 344.2 26.4%
Vertiv Holdings (VRT) - Fundamental Data Overview as of 01 August 2026
Market Cap USD = 87.6b (87.6b USD * 1.0 USD.USD)
P/E Trailing = 50.5556
P/E Forward = 35.9712
P/S = 7.6296
P/B = 18.0461
P/EG = 1.1181
Revenue TTM = 11.5b USD
EBIT TTM = 2.18b USD
EBITDA TTM = 2.52b USD
Long Term Debt = 2.89b USD (from longTermDebt, last fiscal year)
Short Term Debt = 20.9m USD (from shortTermDebt, last fiscal year)
Debt = 3.26b USD (corrected: LT Debt 2.89b + ST Debt 20.9m) + Leases 342.7m
Net Debt = 145.1m USD (calculated: Debt 3.26b - CCE 3.11b)
Enterprise Value = 87.7b USD (87.6b + Debt 3.26b - CCE 3.11b)
Interest Coverage Ratio = 25.30 (Ebit TTM 2.18b / Interest Expense TTM 86.1m)
EV/FCF = 40.04x (Enterprise Value 87.7b / FCF TTM 2.19b)
FCF Yield = 2.50% (FCF TTM 2.19b / Enterprise Value 87.7b)
FCF Margin = 19.09% (FCF TTM 2.19b / Revenue TTM 11.5b)
Net Margin = 15.09% (Net Income TTM 1.73b / Revenue TTM 11.5b)
Gross Margin = 37.52% ((Revenue TTM 11.5b - Cost of Revenue TTM 7.17b) / Revenue TTM)
Gross Margin QoQ = 37.71% (prev 37.73%)
Tobins Q-Ratio = 5.52 (Enterprise Value 87.7b / Total Assets 15.9b)
Interest Expense / Debt = 2.64% (Interest Expense 86.1m / Debt 3.26b)
Taxrate = 18.06% (381.7m / 2.11b)
NOPAT = 1.79b (EBIT 2.18b * (1 - 18.06%))
Current Ratio = 1.38 (Total Current Assets 9.98b / Total Current Liabilities 7.24b)
Debt / Equity = 0.68 (Debt 3.26b / totalStockholderEquity, last quarter 4.76b)
Debt / EBITDA = 0.06 (Net Debt 145.1m / EBITDA 2.52b)
Debt / FCF = 0.07 (Net Debt 145.1m / FCF TTM 2.19b)
Total Stockholder Equity = 4.11b (last 4 quarters mean from totalStockholderEquity)
RoA = 13.17% (Net Income 1.73b / Total Assets 15.9b)
RoE = 42.11% (Net Income TTM 1.73b / Total Stockholder Equity 4.11b)
RoCE = 31.10% (EBIT 2.18b / Capital Employed (Equity 4.11b + L.T.Debt 2.89b))
RoIC = 22.03% (NOPAT 1.79b / Invested Capital 8.10b)
WACC = 15.48% (E(87.6b)/V(90.8b) * Re(15.98%) + D(3.26b)/V(90.8b) * Rd(2.64%) * (1-Tc(0.18)))
Discount Rate = 15.98% (= CAPM, Blume Beta Adj.) -> capped to 13.17%
Shares (quarterly) Correlation: 93.77 | Cagr: 1.58%
[DCF] Terminal Value 58.35% ; FCFF base≈1.81b ; Y1≈2.08b ; Y5≈3.05b
[DCF] Fair Price = 51.87 (EV 20.1b - Net Debt 145.1m = Equity 20.0b / Shares 385.0m; r=15.48% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 99.71 | EPS CAGR: 53.18% | SUE: 0.73 | # QB: 0
Revenue Correlation: 99.02 | Revenue CAGR: 23.16% | SUE: -1.11 | # QB: -1
EPS current Quarter (2026-09-30): EPS=1.82 | Chg30d=+2.07% | Revisions=+0% | Analysts=21
EPS current Year (2026-12-31): EPS=6.71 | Chg30d=+3.44% | Revisions=+40% | GrowthEPS=+59.7% | GrowthRev=+36.8%
EPS next Year (2027-12-31): EPS=9.05 | Chg30d=+2.84% | Revisions=+40% | GrowthEPS=+35.0% | GrowthRev=+29.3%
[Analyst] Revisions Ratio: +44% (up=5, down=1)