Reading the tape
NYSE: VRT
Vertiv Holdings Co
Industrials · Electrical Equipment & Parts
Market Cap
$126.11B
52w High
$331.97
52w Low
$91.81
P/E
80.67
Volume
4.39M
Outstanding Shares
384.11M
Price vs Fundamentals
Why The Stock Is Moving
Optimism is getting priced inHigh confidence
1Y Price: 254.74%Revenue (TTM): 28.95%FCF (TTM): 77.83%P/FCF: 89th pct
What changed
The stock rose 254.74% over the last year. Revenue grew 28.95% over the trailing twelve months. Operating margin moved from 17.39% to 18.54%. Free cash flow grew 77.83% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (89th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 18.54% — continued expansion would be needed to justify the premium. Revenue growth of 28.95% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
Vertiv Holdings Co, together with its subsidiaries, designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments.
CEOGiordano Albertazzi
SectorIndustrials
IndustryElectrical Equipment & Parts
Employees31,000
IPO dateAug 2, 2018
Valuation
Forward P/E—
EV/EBITDA28.80
Enterprise value$63.52B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth30.13%
Gross margin36.16%▼0.00%vs FY2024
Operating margin18.54%▲7.75%vs FY2024
ROE33.82%▲66.03%vs FY2024
Analyst consensus
RatingBuy
Target price$327.82▼0.15%
18
Buy
1
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jul 29, 2026
Q3 FY26 · EPS est $1.43 · Revenue est $3.36B
View
Dividends
$0.20/shareQuarterly5yr growth streakSafeVRT pays a dividend with a 0.06% dividend yield, 5 consecutive years of growth, growing at 77.26% annually, covered 28.4× by free cash flow.
Dividend Yield
0.06%
Annual Div / Share
$0.20
5yr CAGR
+77.26%
Doubles every ~1.2yr
Payout Ratio
4.9%
Safe
Dividend Growth Rate
3yr CAGR
+159.62%
5yr CAGR
+77.26%
Dividend Safety
10/10Safe
Dividend History
Annual dividends paid per share
YearAnnual DivYoY
2025$0.17+55.6%
2024$0.11+350.0%
2023$0.03+150.0%
2022$0.01+0.0%
2021$0.01+0.0%
2020$0.01—
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$1/yr
$0/mo
In 5 yrs
$1/yr+76%
$0/mo
In 10 yrs
$2/yr+211%
$0/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$1/yr $0/mo | $1/yr+76% $0/mo | $2/yr+211% $0/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 0.06% → 0.19% over 10yr
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 28.4× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 77.26% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.