Vertiv reported third-quarter sales growth of 61% year over year, driven by strength across all regions, and management raised its full-year revenue and earnings per share guidance. The shares were up 17% in Oct. 28 trading.
Data center spending should be strong regardless of the development of AI, as the runway remains vast for companies moving their data to the cloud for the first time.
Spending on data centers has become more volatile and less predictable. Estimating Vertiv’s growth is therefore a highly error-prone exercise.
|
Metric
|
VRT
|
JCI
|
SU
|
|---|---|---|---|
Price/Earnings (Normalized) | 45.92 | 33.98 | 26.23 |
Price/Book Value | 17.00 | 7.00 | 5.66 |
Price/Sales | 7.27 | 3.75 | 3.35 |
Price/Cash Flow | 36.40 | 33.58 | 18.64 |
|
Metric
|
VRT
|
JCI
|
SU
|
|---|---|---|---|
Quick Ratio | 0.93 | 0.67 | 0.81 |
Current Ratio | 1.39 | 1.00 | 1.09 |
Interest Coverage | 73.47 | 13.92 | 12.31 |
|
Metric
|
VRT
|
JCI
|
SU
|
|---|---|---|---|
Return on Assets (Normalized) | 17.44% | 7.49% | 8.90% |
Return on Equity (Normalized) | 56.02% | 21.34% | 22.32% |
Return on Invested Capital (Normalized) | 32.44% | 13.00% | 13.76% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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United States