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Stocks/Industrials/Electrical Components & Equipment

VertivVRT

Electrical Components & Equipment · Westerville, Ohio · In the S&P 500
High qualityPricier than peers
$232.50−5.46%After hours: $232.97 (+0.20%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 16.7% over 1 year
Vertiv over 1 yearDaily close, $, to 30 Oct 2026
$200$300Nov2026MarMayJulSep$232.50$200$300NovMarJul$232.50
Source: Nasdaq daily closes
Market value$89.53B
Price to earnings43.5x
Forward P/E28.8x
Dividend yield0.11%
Year to date+43.5%
One year+16.7%
Next earningsNot scheduled
SectorIndustrials
52-week range (closes)
$149.83$376.23

Quality and valuation

How Vertiv compares with other industrials stocks. A description, not a recommendation.

Vertiv and 5 electrical components & equipment peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: stronger than mostValuation: pricier than most

A stronger business than most industrials companies, priced above most of them.

Vertiv trades at 28.8 times the next 12 months of expected earnings, against a median of 21.4x for the 89 industrials stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +35.3% vs +8.2%
  • Keeps less of each sale (gross margin): 38.1% vs 38.1%
  • More profitable (operating margin): 20.1% vs 17.5%
  • Turns more of its sales into cash: 24.0% vs 13.1%
VRT trades at 28.8x forward earnings, above the sector medianForward p/e, Electrical Components & Equipment peers
EMR23.2xETN24.4xAME27.1xVRT28.8xROK30.1xBE50.8xSector median 21.4xEMR23.2xETN24.4xAME27.1xVRT28.8xROK30.1xBE50.8xSector median 21.4x
Source: CNBC quotes; Mostly Markets
At 43.5x earnings, VRT is cheaper than its average since Oct 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
60x80x100xAverage 70.7x2025202643.5x60x80x100xAverage 70.7x2025202643.5x
Source: Nasdaq prices; SEC filings

Financials

From Vertiv's SEC filings, through the quarter ending 30 Sep 2026. Hover or tap a bar for its value.

Revenue grew 61.2% from a year earlierQuarterly revenue, $bn, latest Q3 ’26
$0bn$2bn$4bnQ4 ’24Q2 ’25Q4 ’25$4.3bnQ3 ’26$0bn$2bn$4bnQ4 ’24Q2 ’25Q4 ’25$4.3bnQ3 ’26
Source: SEC filings
Growth sped up to +61.2% last quarterRevenue growth, year on year, %
0%20%40%60%Q4 ’24Q2 ’25Q4 ’2561.2%Q3 ’260%25%50%Q4 ’24Q2 ’25Q4 ’2561.2%Q3 ’26
Source: SEC filings
Operating margin was 22.8% last quarterOperating income as a share of revenue, %
0%10%20%Q4 ’24Q2 ’25Q4 ’2522.8%Q3 ’260%10%20%Q4 ’24Q2 ’25Q4 ’2522.8%Q3 ’26
Source: SEC filings
Free cash flow was $3.1 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$250m$500m$750mQ4 ’24Q2 ’25Q4 ’25$655mQ3 ’26$0m$500mQ4 ’24Q2 ’25Q4 ’25$655mQ3 ’26
Source: SEC filings
Last 12 monthsVRTSector median
Revenue growth+35.3%+8.2%
Gross margin38.1%38.1%
Operating margin20.1%17.5%
Free cash flow margin24.0%13.1%
Price to earnings43.5x25.8x

Stories on Vertiv

Thursday, 29 October
Big movers

Stocks Making the Biggest Moves Yesterday: F5, Vertiv, Oracle, Alphabet and Sandisk

F5 plunged 20.4% on its forecast, Vertiv soared 16.5% and Oracle 10.7% on Wednesday, and Alphabet plunged 10.8% after hours, as of 5:53 p.m. ET, after its search revenue missed.

FFIV▼ 0.6%
Screens of market charts
Wednesday, 28 October
Why it moved

Vertiv (VRT) Shares Soar as Its Orders More Than Double

Vertiv soared 16.5% on Wednesday, its best day since February, after its organic orders more than doubled and it raised its 2026 sales forecast by $650 million.

VRT▲ 16.5%
A data center campus at dusk
Monday, 26 October
Our picks

3 AI Infrastructure Stocks We Love and 1 We Hate

Micron, Nvidia and Vertiv grow fast and bring in more cash than they spend. CoreWeave more than doubled its revenue but burned $13.66 billion in a year building data centers.

MU▲ 3.0%
An aisle of servers in a data center

Similar companies

Electrical Components & Equipment, by market value.

CompanyPriceTodayYTDValue
ETNEaton$369.97−6.03%+16.2%$144B
EMREmerson Electric$164.94−3.40%+24.3%$92.00B
BEBloom Energy$203.17−8.61%+133.8%$60.07B
AMEAmetek$241.12−4.23%+17.4%$55.28B
ROKRockwell Automation$436.20−3.37%+12.1%$48.44B