VRT
Vertiv Holdings CoIndustrialsElectrical Equipment & PartsMomentum
$362.25 · 15min delay
β 2.10A high-quality large-cap momentum story trading near fair value. Frameworks sharply disagree on it.
52-wk low $100.9052-wk high $372.00
Mkt Cap
$139.15B
P/E
—
PEG
1.70
P/B
35.16
Dividend
0.07%
ROE
45.1%
About the business
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. The company offers AC and DC power management products, low/medium voltage switchgear, busbar, thermal management products, air cooled and liquid cooled thermal management products, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, and software infrastructure that are integral to the technologies used for various services, including artificial intelligence, e-commerce, online banking, file sharing, video on-demand, energy storage, wireless communications, Internet of Things, and online gaming. It also provides lifecycle management services, predictive analytics, and professional services for deploying, maintaining, and optimizing its products and their related systems; and preventative maintenance, acceptance testing, engineering and consulting, fluid management, performance assessments, remote monitoring, training, spare parts, and critical digital infrastructure software services. The company offers its products primarily under the Vertiv, Liebert, NetSure, Geist, Energy Labs, ERS, Albér, and Avocent brands. It serves through a network of direct sales professionals, independent sales representatives, channel partners, and original equipment manufacturers. The company is headquartered in Westerville, Ohio.
Who would buy VRT?
Consensus 25/100 · Polarized · Investors strongly disagree — this is where Prism is most useful.
2 6 7
Endorses
· 2 frameworks- Joel Greenblatt· Magic Formula100/100
ROE > 20% 45.1% clears "> 20.0%".
- William O'Neil· Momentum / CAN SLIM100/100
Within 15% of 52-wk high -2.6% clears "> -15.0%".
Rejects
· 3 frameworksInsider activity · Negative
Insider selling outweighs buying
Strength 70/100
7 insiders sold $124.3M on a discretionary basis. Discretionary selling carries more signal than planned disposals, but insiders sell for many non-thesis reasons (taxes, diversification, life events) — do not over-read it. Over the 6M window, insiders are net sellers by 163,371 shares.
In Prism's context
Insider selling is worth flagging but insiders sell for many non-thesis reasons. Read alongside the framework verdict (Fails criteria).
| Insider | Role | Type | Date | Shares | Avg price | Value | Own |
|---|---|---|---|---|---|---|---|
| ALBERTAZZI GIORDANO | Chief Executive Officer | Award / grant | Mar 26, 2026 | 11 | $0.00 | $0 | Direct |
| GILL STEPHANIE L | Officer | Award / grant | Mar 26, 2026 | 5 | $0.00 | $0 | Direct |
| SANGHI ANAND | Officer | Award / grant | Mar 26, 2026 | 3 | $0.00 | $0 | Direct |
| SHEN WEI | Officer | Award / grant | Mar 26, 2026 | 0 | — | $0 | Direct |
| CHAMBERLIN CRAIG | Chief Financial Officer | Award / grant | Mar 26, 2026 | 1 | $0.00 | $0 | Direct |
| KARLBORG ANDERS | Officer | Award / grant | Mar 26, 2026 | 4 | $0.00 | $0 | Direct |
| JOHNSON ERIC M. | Officer | Award / grant | Mar 26, 2026 | 0 | — | $0 | Direct |
| PONCHERI FRANK | Officer | Award / grant | Mar 26, 2026 | 3 | $0.00 | $0 | Direct |
| ARMUL SCOTT | Chief Technology Officer | Award / grant | Mar 26, 2026 | 5 | $0.00 | $0 | Direct |
| MONSER EDWARD L | Director | Open-market sell | Mar 6, 2026 | 77,294 | $245.49 | $18.97M | Direct |
| JOHNSON ERIC M. | Officer | Award / grant | Mar 6, 2026 | 620 | $0.00 | $0 | Direct |
| MONSER EDWARD L | Director | Option exercise | Mar 6, 2026 | 77,294 | $16.31 | $1.26M | Direct |
| FRADIN ROGER B | Director | Open-market sell | Feb 27, 2026 | 203,333 | $252.78 | $51.40M | Indirect |
| KARLBORG ANDERS | Officer | Open-market sell | Feb 26, 2026 | 30,487 | $246.92 | $7.53M | Direct |
| REINEMUND STEVEN S | Director | Open-market sell | Feb 26, 2026 | 100,000 | $253.95 | $25.39M | — |
| COTE DAVID M | Officer and Director | Open-market sell | Feb 26, 2026 | 40,000 | $255.29 | $10.21M | Indirect |
| VAN DOKKUM JOSEPH | Director | Open-market sell | Feb 26, 2026 | 38,647 | $254.87 | $9.85M | Direct |
| VAN DOKKUM JOSEPH | Director | Option exercise | Feb 26, 2026 | 38,647 | $20.56 | $795K | Direct |
| KARLBORG ANDERS | Officer | Option exercise | Feb 26, 2026 | 30,487 | $25.96 | $792K | Direct |
| ALBERTAZZI GIORDANO | Chief Executive Officer | Award / grant | Feb 12, 2026 | 47,567 | $0.00 | $0 | Direct |
| GILL STEPHANIE L | Officer | Award / grant | Feb 12, 2026 | 11,839 | $0.00 | $0 | Direct |
| SANGHI ANAND | Officer | Award / grant | Feb 12, 2026 | 16,913 | $0.00 | $0 | Direct |
| RYAN PAUL | Officer | Award / grant | Feb 12, 2026 | 6,554 | $0.00 | $0 | Direct |
| KARLBORG ANDERS | Officer | Award / grant | Feb 12, 2026 | 13,065 | $0.00 | $0 | Direct |
| PONCHERI FRANK | Officer | Award / grant | Feb 12, 2026 | 8,387 | $0.00 | $0 | Direct |
| ARMUL SCOTT | Chief Technology Officer | Award / grant | Feb 12, 2026 | 4,744 | $0.00 | $0 | Direct |
| ARMUL SCOTT | Officer | Award / grant | Jan 2, 2026 | 11,388 | $175.61 | $2.00M | Direct |
| FRADIN ROGER B | Director | Stock Gift at price 0.00 per share. | Dec 19, 2025 | 36,626 | $0.00 | $0 | — |
| GILL STEPHANIE L | Officer | Award / grant | Dec 18, 2025 | 8 | $0.00 | $0 | Direct |
| GIRESI MICHAEL | Chief Technology Officer | Award / grant | Dec 18, 2025 | 1 | $0.00 | $0 | Direct |
| SHEN WEI | Officer | Award / grant | Dec 18, 2025 | 1 | $0.00 | $0 | Direct |
| CHAMBERLIN CRAIG | Chief Financial Officer | Award / grant | Dec 18, 2025 | 2 | $0.00 | $0 | Direct |
| WINTHER KARSTEN | Officer | Award / grant | Dec 18, 2025 | 1 | $0.00 | $0 | Direct |
| RYAN PAUL | Officer | Award / grant | Dec 18, 2025 | 2 | $0.00 | $0 | Direct |
| KARLBORG ANDERS | Officer | Award / grant | Dec 18, 2025 | 2 | $0.00 | $0 | Direct |
| JOHNSON ERIC M. | Officer | Award / grant | Dec 18, 2025 | 0 | — | $0 | Direct |
| PONCHERI FRANK | Officer | Award / grant | Dec 18, 2025 | 1 | $0.00 | $0 | Direct |
| ARMUL SCOTT | Officer | Award / grant | Dec 18, 2025 | 2 | $0.00 | $0 | Direct |
| COTE DAVID M | Officer and Director | Stock Gift at price 0.00 per share. | Dec 5, 2025 | 200 | $0.00 | $0 | Indirect |
| LIANG STEPHEN H | Chief Technology Officer | Open-market sell | Nov 24, 2025 | 5,501 | $170.48 | $938K | Direct |
Showing 40 of 41 matching transactions.
Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 0.3% of shares outstanding.
Net 6M: -163,371 sh
Price history
—
Loading…
Drag across the chart to select a custom period — all analysis below refocuses to that window.
What this means: Price near 52-week highs despite weak framework scores — market enthusiasm is running ahead of the fundamentals most legends look at.
What would VRT do to your portfolio?
Add Vertiv Holdings Co at a hypothetical weight and Prism recalculates your whole book:
Risk metrics
Sharpe, Sortino, volatility, max drawdown, beta — before and after.
Sector concentration
How much this shifts your top sector weight and overall diversification.
Archetype tilt
Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.
VRT is currently tagged:MomentumFails criteria (25/100)
Portfolio analytics are part of the member experience.
Sign in to run this simulationProbabilistic recommendation· rec-v1.0.0-2026-04
Vertiv Holdings Co · VRT
VRT: 47% estimated probability of outperforming over the next 12M window. 2 of 6 signal families mixed (medium confidence). Strongest support: ROE 45%. Main risk to monitor: 224% above fair value.
Outperform prob.
47%
vs S&P 500 · 12M
Expected return
-4.0% → +20.0%
mid +8.0% / yr
Downside (p20)
-27.2%
stress -54.4%
Data quality
98/100
Excellent
Prism Score
Probabilistic research output, not financial advice. Prism recommendations are based on available data, historical relationships, and model assumptions. They do not guarantee future returns. Conduct independent due diligence before any investment decision.
Backtested and similar-setup statistics may be affected by survivorship bias, look-ahead bias, overfitting, transaction costs, liquidity constraints, and data limitations. Probability estimates are anchored heuristics — not validated forecasts — until the walk-forward backtest pipeline is in place.
Prism Score
Composite 45/100. Strongest contribution from quality; weakest from valuation. Risk patterns shaved 2 points off the composite.
Composite
45
/ 100
Deep valueval.
24/ 100
P/B 35.16× · FCF yield 1.4%
Margin of safetyval.
0/ 100
224% above fair value
Bull · base · bear scenarios
Three plausible paths over a 5-year horizon.
Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.
Bull
~25%$145.15
-16.7% / yr (5y)
Operating leverage kicks in or a new product line scales — margins inflect higher, growth steps up by 200–400 bps, and the multiple re-rates as the durability becomes obvious to a wider audience.
Drivers
- • Margin expands by 200–400 bps from 16%
- • Top-line accelerates 300–500 bps above current
- • Multiple re-rates one full turn higher
Base
~55%$111.65
-21.0% / yr (5y)
Business continues to compound at recent rates — 16% operating margin holds, 30% top-line growth persists, capital allocation stays disciplined. Multiple stays roughly where it is.
Global value comparison
Vertiv Holdings Co vs sector medians — GCC, MENA, and Global ex-US.
Sector: Industrials. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.
| Metric | VRT | GCC median | MENA median | Global ex-US |
|---|---|---|---|---|
| P/E (TTM) | — | 15.5× | 13.0× | 16.0× |
| P/B | 35.16× | 2.00× | 1.70× | 2.40× |
| Dividend yield | 0.07% | 3.00% | 2.60% | 2.20% |
| ROE | 45.1% |
Earnings reaction explainer
VRT missed materially — -18.1% below consensus.
Reported EPS $1.17 vs $1.43 expected — a material miss. The bar of the next two prints will be lower, but the multiple that was bid up to today's level usually does not survive an unexplained shortfall this size. Trailing operating margin: 16.4%.
- Quality investorsNegative
A material miss is incompatible with a quality-compounder narrative until proven otherwise. Two more prints needed before that label is restored.
- Growth investorsNegative
Multiple compression typically follows. The risk is not the miss itself, it's that consensus needs to re-rate forward estimates lower.
- Value investorsNegative
Even cheap stocks get cheaper after this kind of print — wait for capitulation rather than catching the falling knife.
News & events
Next earnings
Wed, Jul 29 · consensus EPS $1.43 · last actual $1.17
Key Metrics at a Glance
P/E Ratio (TTM)
N/A
PEG Ratio
1.70
P/B Ratio
35.16
EPS Growth
135.7%
Revenue Growth
30.1%
Debt / Equity
0.77
Net Cash / Share
$-1.99
Return on Equity
45.1%
Gross Margin
37.2%
Operating Margin
16.4%
FCF / Share
$5.12
Current Ratio
1.49