Market OverviewFinlify
Price Date: 2026/09/11
VRT logo

VRT - Vertiv Holdings Co

A critical infrastructure provider supplying power management, cooling, and data center hardware — the unsexy but essential backbone of the AI compute build-out.

HOLDRelative StrengthCurrent data is neutral to constructive, without a near-BUY setup yet.
BEATBEAT compares latest EPS results against analyst estimates.

Finlify Score

61.4 / 100

Data Quality

FULL

Penalty

0.0

Sector

Industrials

Close Price

$257.06

+3.60%

52W Range

$132.69 - $379.94

Market Cap

$93.0B

+3.6%

Compared to previous day

2026 Q1 Revenue

$2.6B

-8.0%

Changes from last reporting quarter

2026 Q1 EPS

$0.99

Diluted shares

Analyst Rating

32 Buy4 Hold0 Sell

36 analysts in latest ratings feed

RSI

48.0

40-70 moderate

2Y Range Position

62%

-32.3% from high / +379.6% from low

Beta

2.12

Relative to market benchmark

MACD

0.33

MACD line -4.48 / signal line -4.81

Fundamental Trend

Growth 34.7
Revenue QoQ-8.0%
Revenue YoY+30.1%
EPS QoQ-13.2%
EPS YoY+135.7%
Gross margin QoQ-
Operating margin QoQ-3.5%
Net margin QoQ-0.7%

Financial Health

Quality 70.1
Debt / equity0.69x
Debt ratio+21.8%
Cash / debt proxy0.74x
Cash / assets+16.0%

Data Quality

FULL
As of date2026-09-11
Latest statement2026-03-31
Penalty0.0
Missing dataNone

Valuation Reference

P/E74.25x
P/B15.72x
P/S9.67x
EV / EBITDA52.50x

Price Chart

Close price, two-year source window

Finlify Score

HOLD

61.4 / 100

Relative Strength89.7 / 100
Accumulation & Volume37.6 / 100
Fundamental Trend34.7 / 100
Financial Quality70.1 / 100
Data Quality FULLNo penalty

Score History

Finlify Score and component trend

Financial Statements

Calendar year view. Figures are estimates only. For official figures, refer to the company website.

2026 Q12025 Q42025 Q32025 Q2
Revenue$2.6B-8.0%$2.9B+7.6%$2.7B+1.4%$2.6B+29.6%
Gross Profit----
Operating Income$440M-24.1%$580M+12.2%$517M+16.8%$442M+52.2%
Net Income$390M-12.5%$446M+11.8%$399M+22.9%$324M+97.1%

Columns use the calendar quarter of each reported period end date. QoQ is shown for adjacent company reporting quarters only.

AI Signal

Generated Aug 1, 2026

The Finlify signal for VRT is HOLD, with an overall score of 55.0 out of 100, suggesting a balanced outlook that weighs both positive and negative factors. Data quality for this assessment is FULL, with no deductions or flags.

Technical

VRT's technical profile appears mixed; while its Relative Strength component is robust at 72.9/100, indicating past price performance relative to peers, the Accumulation/Volume score of 32.8/100 suggests a lack of strong buying interest. The asset has experienced significant recent declines, with a -26.9% return over 20 days and a -31.3% return over 60 days, placing it 39.5% below its 52-week high, and an RSI of 28.8 may indicate oversold conditions.

Fundamentals

Fundamentally, VRT shows a strong Financial Quality score of 70.1/100, suggesting solid underlying financial health as of the latest period ending 2026-03-31. However, the Fundamental Trend component is lower at 34.7/100, which may indicate some weakening in recent fundamental momentum. Valuation metrics appear elevated, with a P/E ratio of 71.1x, P/B of 15.7x, and P/S of 9.3x, while a high Beta of 2.1 suggests higher volatility compared to the broader market.

Macro Context

The current macro environment, characterized by a 10Y Treasury Yield of 4.7% and a 2Y Treasury Yield of 4.2%, suggests a higher cost of capital which could potentially impact growth-oriented companies like VRT. Inflation metrics, with CPI YoY at 3.7% and Core PCE YoY at 3.3%, may also influence operational costs and consumer/business spending in the electrical equipment sector.

Key Risks

  • Elevated valuation multiples, such as a P/E of 71.1x and P/S of 9.3x, could expose VRT to significant downside if future growth expectations are not met.
  • A high Beta of 2.1, combined with recent sharp price declines of -26.9% over 20 days, indicates high volatility and potential for further rapid price movements.
  • The weak Fundamental Trend score of 34.7/100 and Accumulation/Volume score of 32.8/100 suggest underlying pressures despite the strong Financial Quality.