Research Portal

U.S.-listed market research with live data and structured thesis notes.

Side-by-side research view

Compare names across metrics and research quality

Use up to 4 U.S.-listed names from this dashboard to compare valuation, growth, cash flow, balance-sheet strength, and the curated investment case in one place.

1 stocks in current compare
4 max names side by side
24 shared metrics lined up

Build a compare set

Enter comma-separated tickers from the dashboard universe. Duplicate tickers are ignored automatically.

Clear
Compute Stack AI Platforms Power Buildout Robotics
VRT Power, Analog & Electrification

Vertiv

Data-center cooling + power

Detail page

Vertiv sits directly in the critical path of AI data-center cooling and power delivery.

Price $255.88
1D change -4.94%
Market cap $97.90B
Sector Industrials

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric VRT
Price $255.88
1D Change -4.94%
Market Cap $97.90B
Enterprise Value $99.28B
Trailing P/E 75.3
Forward P/E 32.0
Price / Sales 9.6
EV / Revenue 9.7
Revenue Growth 22.7%
Earnings Growth 199.5%
Gross Margin 36.3%
Operating Margin 21.2%
Net Margin 13.0%
ROE 41.8%
Free Cash Flow $1.43B
FCF Margin 14.0%
Debt / Equity 0.82x
Current Ratio 1.55x
Dividend Yield 10.00%
Next Earnings Apr 29, 2026
Quarterly Revenue $2.88B
Revenue QoQ +7.6%
Quarterly Net Income $445.6M
Net Income QoQ +11.8%

VRT thesis lens

Data-center cooling + power

Why it could benefit

  • Vertiv sits directly in the critical path of AI data-center cooling and power delivery.
  • As rack densities rise, thermal management becomes as important as the chips themselves.
  • The company can benefit whether the bottleneck is cooling, backup power, or rack-level electrical design.

Moat / edge

  • Specialized data-center thermal and power know-how.
  • Installed base and service relationships.
  • Positioning in a fast-growing but technically demanding niche.

What to watch

  • Backlog quality and conversion.
  • Margins as the product mix shifts toward higher-density AI infrastructure.
  • Speed of liquid-cooling adoption.

Key risks

  • The stock can be sensitive to order timing and expectations.
  • Execution matters when demand ramps quickly.