Is Vertiv Holdings Stock a Good Investment?
Vertiv Holdings Investment Advice | VRT |
- Examine Vertiv Holdings' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Vertiv Holdings' leadership team and their track record. Good management can help Vertiv Holdings navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Electrical Components & Equipment space and any emerging trends that could impact Vertiv Holdings' business and its evolving consumer preferences.
- Compare Vertiv Holdings' performance and market position to its competitors. Analyze how Vertiv Holdings is positioned in terms of product offerings, innovation, and market share.
- Check if Vertiv Holdings pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Vertiv Holdings' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Vertiv Holdings Co stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Vertiv Holdings Co is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Vertiv Holdings Stock
Researching Vertiv Holdings' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 87.0% of the company outstanding shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.16. Vertiv Holdings last dividend was issued on the 3rd of December 2024.
To determine if Vertiv Holdings is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Vertiv Holdings' research are outlined below:
| Vertiv Holdings appears to be risky and price may revert if volatility continues | |
| Vertiv Holdings is unlikely to experience financial distress in the next 2 years | |
| Vertiv Holdings has a strong financial position based on the latest SEC filings | |
| Over 87.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Heres Why Momentum in Vertiv Should Keep going |
Vertiv Holdings Quarterly Cash And Short Term Investments |
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Vertiv Holdings uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Vertiv Holdings Co. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Vertiv Holdings' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 28th of February 2024 Upcoming Quarterly Report | View | |
| 24th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 28th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Vertiv Holdings' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Vertiv Holdings' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2020-11-04 | 2020-09-30 | 0.27 | 0.32 | 0.05 | 18 | ||
2020-05-05 | 2020-03-31 | -0.04 | -0.09 | -0.05 | 125 | ||
2024-10-23 | 2024-09-30 | 0.69 | 0.76 | 0.07 | 10 | ||
2024-04-24 | 2024-03-31 | 0.36 | 0.43 | 0.07 | 19 | ||
2023-04-26 | 2023-03-31 | 0.17 | 0.24 | 0.07 | 41 | ||
2021-07-28 | 2021-06-30 | 0.24 | 0.31 | 0.07 | 29 | ||
2023-10-25 | 2023-09-30 | 0.44 | 0.52 | 0.08 | 18 | ||
2022-04-27 | 2022-03-31 | -0.17 | -0.08 | 0.09 | 52 |
Know Vertiv Holdings' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Vertiv Holdings is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Vertiv Holdings Co backward and forwards among themselves. Vertiv Holdings' institutional investor refers to the entity that pools money to purchase Vertiv Holdings' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Jennison Associates Llc | 2024-09-30 | 4.6 M | Norges Bank | 2024-06-30 | 4.3 M | T. Rowe Price Associates, Inc. | 2024-06-30 | 4.2 M | Westfield Capital Management Company, Lp | 2024-09-30 | 3.6 M | Bamco Inc | 2024-09-30 | 3.5 M | Clearbridge Advisors, Llc | 2024-09-30 | 3.5 M | Ameriprise Financial Inc | 2024-06-30 | 3.4 M | Fred Alger Management, Llc | 2024-09-30 | 3.3 M | Hhg Plc | 2024-06-30 | 3.3 M | Vanguard Group Inc | 2024-09-30 | 35.1 M | Blackrock Inc | 2024-06-30 | 34.1 M |
Vertiv Holdings' market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 47.89 B.Market Cap |
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Vertiv Holdings' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.09 | 0.10 | |
| Return On Capital Employed | 0.15 | 0.16 | |
| Return On Assets | 0.06 | 0.06 | |
| Return On Equity | 0.23 | 0.24 |
Determining Vertiv Holdings' profitability involves analyzing its financial statements and using various financial metrics to determine if Vertiv Holdings is a good buy. For example, gross profit margin measures Vertiv Holdings' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Vertiv Holdings' profitability and make more informed investment decisions.
Vertiv Holdings' Earnings Breakdown by Geography
Please note, the imprecision that can be found in Vertiv Holdings' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Vertiv Holdings Co. Check Vertiv Holdings' Beneish M Score to see the likelihood of Vertiv Holdings' management manipulating its earnings.
Evaluate Vertiv Holdings' management efficiency
Vertiv Holdings has Return on Asset of 0.0932 % which means that on every $100 spent on assets, it made $0.0932 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.3296 %, implying that it generated $0.3296 on every 100 dollars invested. Vertiv Holdings' management efficiency ratios could be used to measure how well Vertiv Holdings manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to gain to 0.1 in 2024. Return On Capital Employed is likely to gain to 0.16 in 2024. Total Current Liabilities is likely to drop to about 1.3 B in 2024. Liabilities And Stockholders Equity is likely to drop to about 4.5 B in 2024| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 5.30 | 5.57 | |
| Tangible Book Value Per Share | (2.60) | (2.73) | |
| Enterprise Value Over EBITDA | 20.13 | 21.13 | |
| Price Book Value Ratio | 9.06 | 8.61 | |
| Enterprise Value Multiple | 20.13 | 21.13 | |
| Price Fair Value | 9.06 | 8.61 | |
| Enterprise Value | 20.6 B | 21.6 B |
The strategic initiatives led by Vertiv Holdings' management are central to its market success. By analyzing these initiatives, we provide a clear picture of the stock's growth prospects.
Dividend Yield 0.0012 | Forward Dividend Yield 0.0012 | Forward Dividend Rate 0.15 | Beta 1.586 |
Basic technical analysis of Vertiv Stock
As of the 30th of November, Vertiv Holdings has the Semi Deviation of 2.46, coefficient of variation of 460.22, and Risk Adjusted Performance of 0.1739. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Vertiv Holdings, as well as the relationship between them.Vertiv Holdings' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Vertiv Holdings insiders, such as employees or executives, is commonly permitted as long as it does not rely on Vertiv Holdings' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Vertiv Holdings insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Vertiv Holdings' Outstanding Corporate Bonds
Vertiv Holdings issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Vertiv Holdings uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Vertiv bonds can be classified according to their maturity, which is the date when Vertiv Holdings Co has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| VERTICAL HOLDCO GMBH Corp BondUS92537VAA89 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| VERTICAL U S Corp BondUS92537RAA77 | View | |
| US92535UAB08 Corp BondUS92535UAB08 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Understand Vertiv Holdings' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Vertiv Holdings' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1739 | |||
| Market Risk Adjusted Performance | 0.3857 | |||
| Mean Deviation | 2.42 | |||
| Semi Deviation | 2.46 | |||
| Downside Deviation | 3.14 | |||
| Coefficient Of Variation | 460.22 | |||
| Standard Deviation | 3.49 | |||
| Variance | 12.21 | |||
| Information Ratio | 0.1779 | |||
| Jensen Alpha | 0.4948 | |||
| Total Risk Alpha | 0.166 | |||
| Sortino Ratio | 0.1977 | |||
| Treynor Ratio | 0.3757 | |||
| Maximum Drawdown | 20.36 | |||
| Value At Risk | (4.39) | |||
| Potential Upside | 5.87 | |||
| Downside Variance | 9.89 | |||
| Semi Variance | 6.04 | |||
| Expected Short fall | (2.65) | |||
| Skewness | 0.7334 | |||
| Kurtosis | 3.75 |
| Risk Adjusted Performance | 0.1739 | |||
| Market Risk Adjusted Performance | 0.3857 | |||
| Mean Deviation | 2.42 | |||
| Semi Deviation | 2.46 | |||
| Downside Deviation | 3.14 | |||
| Coefficient Of Variation | 460.22 | |||
| Standard Deviation | 3.49 | |||
| Variance | 12.21 | |||
| Information Ratio | 0.1779 | |||
| Jensen Alpha | 0.4948 | |||
| Total Risk Alpha | 0.166 | |||
| Sortino Ratio | 0.1977 | |||
| Treynor Ratio | 0.3757 | |||
| Maximum Drawdown | 20.36 | |||
| Value At Risk | (4.39) | |||
| Potential Upside | 5.87 | |||
| Downside Variance | 9.89 | |||
| Semi Variance | 6.04 | |||
| Expected Short fall | (2.65) | |||
| Skewness | 0.7334 | |||
| Kurtosis | 3.75 |
Consider Vertiv Holdings' intraday indicators
Vertiv Holdings intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Vertiv Holdings stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 81993.17 | |||
| Daily Balance Of Power | 0.1793 | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 129.14 | |||
| Day Typical Price | 128.63 | |||
| Price Action Indicator | (1.21) | |||
| Period Momentum Indicator | 0.66 | |||
| Relative Strength Index | 75.64 |
Vertiv Holdings Corporate Filings
F4 | 27th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 19th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 13th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
Vertiv Stock media impact
Far too much social signal, news, headlines, and media speculation about Vertiv Holdings that are available to investors today. That information is available publicly through Vertiv media outlets and privately through word of mouth or via Vertiv internal channels. However, regardless of the origin, that massive amount of Vertiv data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Vertiv Holdings news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Vertiv Holdings relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Vertiv Holdings' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Vertiv Holdings alpha.
Vertiv Holdings Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Vertiv Holdings can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Vertiv Holdings Historical Investor Sentiment
Investor biases related to Vertiv Holdings' public news can be used to forecast risks associated with an investment in Vertiv. The trend in average sentiment can be used to explain how an investor holding Vertiv can time the market purely based on public headlines and social activities around Vertiv Holdings Co. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Vertiv Holdings' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Vertiv Holdings and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Vertiv Holdings news discussions. The higher the estimate score, the more favorable the investor's outlook on Vertiv Holdings.
Vertiv Holdings Corporate Management
| Stephen Liang | President of Asia Pacific | Profile | |
| Steven Reinemund | Independent Director | Profile | |
| Jacob Kotzubei | Director | Profile | |
| Gary Niederpruem | Chief Strategy and Development | Profile | |
| Rainer Stiller | Chief Officer | Profile | |
| Cheryl Lim | Chief Officer | Profile | |
| Roger Fradin | Independent Director | Profile |
Additional Tools for Vertiv Stock Analysis
When running Vertiv Holdings' price analysis, check to measure Vertiv Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vertiv Holdings is operating at the current time. Most of Vertiv Holdings' value examination focuses on studying past and present price action to predict the probability of Vertiv Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vertiv Holdings' price. Additionally, you may evaluate how the addition of Vertiv Holdings to your portfolios can decrease your overall portfolio volatility.