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Upturn AI Summary - About
Vertiv Holdings Co(VRT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for VRT
11/06/2026: VRT (3-star) is currently NOT-A-BUY. Pass it for now.
Vertiv Holdings Co is a specialized provider of critical digital infrastructure, including power and thermal management systems for data centers. The company has a leading position in supporting the high-density requirements of artificial intelligence and cloud computing, which serves as its primary growth narrative. Its strengths include a deep technical focus and strong relationships with major hyperscale customers, though these relationships create concentration risks. While the company has historically delivered strong margins, the premium valuation and operational execution risks remain key considerations. It is likely best suited for growth-oriented investors, while those seeking immediate dividend income may find it less suitable.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Vertiv is benefiting from a multi-year secular tailwind in AI and data center infrastructure spending. |
| Momentum investor | Strong fit while signal remains positive | The stock has demonstrated sustained price strength linked to strong earnings reports and AI sector optimism. |
| Value investor | Mixed fit | Strong recent performance has led to a premium valuation, making it less attractive to traditional value hunters. |
| Dividend investor | Weak fit | The company does not currently pay a dividend as it focuses capital on rapid growth opportunities. |
| Low-risk investor | Weak fit | High growth expectations and sector volatility result in higher stock price beta compared to defensive stocks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | High market interest in AI hardware contributes to swift price swings. |
| Valuation risk | Medium / high | Investors are pricing in high future growth, which leaves little room for earnings disappointments. |
| Competition risk (AI competition) | Medium | Larger electrical equipment suppliers are increasing their focus on data center power and cooling. |
| Business quality | Strong | Vertiv provides essential, high-barrier-to-entry infrastructure for critical IT environments. |
| Dividend income | Low / none | Capital is currently prioritized for business expansion rather than cash distributions. |
| Execution risk | Medium | Managing the rapid scale-up of production to meet demand is operationally challenging. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Highly Choppy
The stock has experienced frequent, large price swings that make its near-term movement less predictable.
Analysis of Past Performance
Type Stock | Historic Profit 207.59% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 70.41B USD | Price to earnings Ratio 34.18 | 1Y Target Price 337.54 |
Price to earnings Ratio 34.18 | 1Y Target Price 337.54 | ||
Volume (30-day avg) 7.2M shares | Beta 2.11 | 52 Weeks Range 147.72 - 379.76 | Updated Date 11/08/2026 |
52 Weeks Range 147.72 - 379.76 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 0.11% | Basic EPS (TTM) 5.35 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Critical Infrastructure | UPS systems, thermal management, and rack systems for data centers. | The core of Vertiv's revenue comes from keeping data centers powered and cool. |
| Service & Software | Maintenance contracts, remote monitoring software, and lifecycle services. | These high-margin recurring services provide stable income long after equipment is installed. |
| Geographic Exposure | Operations across North America, EMEA, and APAC. | Revenue is well-distributed globally, though North America is a significant driver of current AI growth. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-28 | When Before Market | Estimate 1.82 | Actual 2.21 |
Profitability
Profit Margin 16% | Operating Margin (TTM) 23.77% |
Management Effectiveness
Return on Assets (TTM) 11.94% | Return on Equity (TTM) 46.57% |
Valuation
Trailing PE 34.18 | Forward PE 18.73 | Enterprise Value 70.06B | Price to Sales(TTM) 5.37 |
Enterprise Value 70.06B | Price to Sales(TTM) 5.37 | ||
Enterprise Value to Revenue 5.34 | Enterprise Value to EBITDA 22.8 | Shares Outstanding 385.06M | Shares Floating 383.92M |
Shares Outstanding 385.06M | Shares Floating 383.92M | ||
Percent Insiders 0.24 | Percent Institutions 84.16 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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