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Use up to 4 U.S.-listed names from this dashboard to compare valuation, growth, cash flow, balance-sheet strength, and the curated investment case in one place.

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Compute Stack AI Platforms Power Buildout Robotics
VRT Power, Analog & Electrification

Vertiv

Data-center cooling + power

Detail page

Vertiv sits directly in the critical path of AI data-center cooling and power delivery.

Price $345.58
1D change +1.59%
Market cap $132.74B
Sector Industrials

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric VRT
Price $345.58
1D Change +1.59%
Market Cap $132.74B
Enterprise Value $131.37B
Trailing P/E 86.8
Forward P/E 40.1
Price / Sales 12.2
EV / Revenue 12.1
Revenue Growth 30.1%
Earnings Growth 135.7%
Gross Margin 37.2%
Operating Margin 16.4%
Net Margin 14.4%
ROE 45.1%
Free Cash Flow $1.96B
FCF Margin 18.1%
Debt / Equity 0.77x
Current Ratio 1.49x
Dividend Yield 7.00%
Next Earnings Jul 29, 2026
Quarterly Revenue $2.65B
Revenue QoQ -8.0%
Quarterly Net Income $390.1M
Net Income QoQ -12.5%

VRT thesis lens

Data-center cooling + power

Why it could benefit

  • Vertiv sits directly in the critical path of AI data-center cooling and power delivery.
  • As rack densities rise, thermal management becomes as important as the chips themselves.
  • The company can benefit whether the bottleneck is cooling, backup power, or rack-level electrical design.

Moat / edge

  • Specialized data-center thermal and power know-how.
  • Installed base and service relationships.
  • Positioning in a fast-growing but technically demanding niche.

What to watch

  • Backlog quality and conversion.
  • Margins as the product mix shifts toward higher-density AI infrastructure.
  • Speed of liquid-cooling adoption.

Key risks

  • The stock can be sensitive to order timing and expectations.
  • Execution matters when demand ramps quickly.