# Vertiv Holdings LLC (VRT) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Industrials / Electrical Equipment. Price $280.53, market value $108.0 billion.

## Valuation
- **P/E (trailing): 63.3×** (5-yr avg 62.9×, 3-yr avg 58.8×). Vertiv Holdings LLC trades at 63.3× trailing earnings, close to its own five-year average of 62.9×. The Industrials median in the September 2026 study was 25.7×. Forward P/E is 30.8×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.18**. A PEG of 0.18 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 9.4×**. Each dollar of revenue is priced at 9.4×.
- **Price / book: 22.7×**. The shares trade at 22.7× book value; most of the value is in earnings power and intangibles rather than the balance sheet.
- **EV / EBITDA: 42.6×**. Enterprise value is 42.6× operating earnings before depreciation, the multiple that ignores how the company is financed; above 20× is demanding.
- **Free-cash-flow yield: 2.7%** (5-yr avg 1.3%). Free cash flow equals 2.7% of the market value, above its five-year average of 1.3%, so the shares are cheaper on cash than they have usually been.
- **Earnings yield: 1.6%**. The inverse of the P/E: 1.6% of the price is earned each year.

## Profitability
- **Operating margin: 18.9%**. 18.9% of revenue is left after running the business, a healthy level in most sectors.
- **Net margin: 13.0%**. 13.0% of each dollar of sales reaches the bottom line.
- **Return on equity: 33.8%**. 33.8% on shareholders' equity is excellent if it is not driven by leverage; sustained above 20% usually signals a competitive advantage.
- **Return on invested capital: 33.5%**. Return on all capital, debt included, is 33.5%: comfortably above what that capital costs.
- **Return on assets: 14.2%**. Each dollar of assets produces 14.2% of profit.

## Growth
- **Revenue growth (1 yr): 27.7%** (3-yr 21.6%/yr, 5-yr 18.5%/yr). Revenue grew 27.7% over the last year, against 18.5% a year compounded over five years: growth is accelerating.
- **EPS growth (1 yr): 166.4%**. Earnings per share rose 166.4%, faster than revenue, so margins expanded or the share count shrank.

## Financial health
- **Debt to equity: 0.74**. Debt is 0.74 times equity, moderate leverage.
- **Net debt / EBITDA: 0.5×**. It would take 0.5 years of operating earnings to repay net borrowings, within the comfortable range.
- **Altman Z-score: 9.62**. A Z-score of 9.62 places the company in the safe zone for bankruptcy risk.
- **Piotroski F-score: 5/9**. 5 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 0.09%** ($0.17 per share, trailing). Vertiv Holdings LLC yields 0.09%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 5%** (3% of free cash flow). 5% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 6**. 6 straight years of increases.
- **Dividend growth (5 yr): 77.7%/yr** (1-yr 56.6%). The dividend has compounded at 77.7% a year over five years, doubling roughly every 1 years at that pace.

## Price and momentum
- **Total return (1 yr): 123.4%** (YTD 73.2%, 3-mo -6.6%). The shares are up 123.4% over twelve months including dividends.
- **From 52-week high: -26.2%** (132.2% above the low). Trading 26% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 55**. An RSI of 55 is neutral.
- **Beta (1 yr): 2.68** (volatility 65%). Beta of 2.68 against the S&P 500: the shares move much more than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=VRT · Page: https://foliofundamentals.com/stocks/vrt

Not investment advice.