VRT

Vertiv Holdings Co

Industrials · $90.3B market cap

Verdict

Share price

$252.18

close of Oct 3, 2026

Fair value

$112.70

Sticker Price

Payback Price

$45.08

buy price

Overpriced

VRT is Overpriced: at $252.18 it trades 124% above its fair value of $112.70. Its buy price (Payback Price) is $45.08, 82% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

5 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth75.3% a year✓
Equity per share growth26.9% a year✓
Sales growth10.9% a year✓
Free cash flow growth64.4% a year✓
Return on invested capital15.6%✓

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Superinvestors

2 of the investors we track hold VRT. In Q2 2026, 1 opened a position and 1 trimmed. Who we track

Moves in Q2 2026

New position: Mairs & Power Funds

Trimmed: Terry Smith

Insider activity

Since Jun 17, 2026: no open-market purchases, 8 sales worth $3.9M and 13 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Other filings

About Vertiv Holdings Co

Vertiv Holdings Co, headquartered in Columbus, Ohio, is a global provider of essential digital infrastructure technologies and comprehensive lifecycle services. The company specializes in the design, manufacturing, and servicing of critical systems vital for data centers, communication networks, and diverse commercial and industrial applications. Its extensive product range encompasses AC and DC power management…

Electrical Equipment & Parts

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works