Vertiv Holdings Co
Vertiv Holdings Co (VRT) is listed on NYSE and classified in Electrical Equipment & Parts, part of the Industrials sector. It is headquartered in Westerville, United States and has 34,000 employees. The company is worth $75.3B and trades at 44.3x its earnings of the last twelve months; the median for its sector is 24.3x. Revenue was $10.23B in fiscal 2025, up 27.7% from the year before. Net income was $1.33B. The share price is 48.5% below its 52-week high of $379.94. It pays a dividend yielding 0.13%. 9 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Cliff Asness (AQR Capital Management), at $858.21M. In that quarter, 4 of them opened or added to the position and 4 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +705.1% over 5Y.
today you would have $8,078.57▲ +707.9%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 8 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $162.01 | $113.61 | $48.03 | $13.66 | $24.97 | $18.67 | $11.03 | $9.80 | |
| P/E | 61.6x | 47.5x | 88.8x | 40.4x | — | 75.7x | — | — | — |
| P/S | 1.7x | 6.1x | 5.4x | 2.7x | 0.9x | 1.9x | 1.5x |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 25.0% a year plus a 0.1% dividend yield. Growth capped at 25%.
Median P/E of 24.3 among peers in the sector.
Median P/E of 61.6 across this company’s own years on record.
Cash flow growing 15.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 13.2x operating profit, less net debt. Banks have no EBITDA.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Companies of similar size in Industrials, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| CNICanadian National Railway Co | $124.93 | 22.2x | 4.9x | 2.07% | 22.02% | $75.47B |
| NSCNorfolk Southern Corp | $338.23 | 28.9x | 4.7x | 1.60% | 16.98% | $75.97B |
| RSGRepublic Services Inc | $241.90 | 34.3x | 6.2x | 1.11% | 18.15% | $74.07B |
| HWMHowmet Aerospace Inc. | $193.29 |
| 0.8x |
| 0.3x |
| P/B | 11.0x | 15.7x | 17.8x | 9.1x | 3.6x | 6.6x | 12.8x | — | — |
| EPS | $3.41 | $1.28 | $1.19 | -$0.04 | $0.33 | -$1.07 | -$1.19 | -$2.65 |
| Dividend yield | 0.06% | 0.11% | 0.10% | 0.05% | 0.07% | 0.04% | 0.05% | — | — |
| Payout | 4.11% | 5.19% | 8.83% | 2.10% | — | 3.03% | — | — | — |
| Profit margin | 1.87% | 13.03% | 6.19% | 6.71% | 1.35% | 2.39% | -7.49% | -3.18% | -7.33% |
| ROE | 14.40% | 33.82% | 20.37% | 22.84% | 5.31% | 8.44% | -63.91% | — | — |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
6 methods answered, across 3 families.
Room for errors in the reported numbers.
-37.3% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| 41.7x |
| 13.5x |
| 0.29% |
| 34.73% |
| $77.08B |
| NOCNorthrop Grumman Corp | $552.35 | 17.4x | 4.2x | 1.79% | 26.07% | $78.47B |
| FDXFedex Corp | $303.92 | 16.1x | 2.3x | 1.61% | 14.85% | $71.93B |