Vertiv Holdings Co Class A
VRT: XNYS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| BMd | LOCK|c%x>y | LOCK|m$R!ZQN |
Vertiv's Broad Portfolio of Data Center Cooling and Power Products Makes It a Preferred Partner
Business Strategy and Outlook
We view Vertiv as a pure-play on data center spending as it derives over 80% of revenue from the end market. Listed on the New York Stock Exchange in 2020, Vertiv has had a brief public history after being acquired by Platinum Equity from Emerson Electric in 2016. However, Vertiv originated in the mid-1900s when computer rooms first required precision cooling solutions.
