Risk Intelligence
85 / 100
Fundamentally Qualified
How strong and defensively sound is the company?
Above average on this measure.
VRT · NYSE
Sector unavailable · Industry unavailable
$257.06
+3.60%
Close on Sep 11, 2026
Updated 6/30/2026
Long-term research evidence only. No price targets, no trading signals, no recommendations.
Investment Report Card
Sector unavailable · Data confidence good
79 / 100
Rank #36 of 1,152 qualified companies
Top 6% · Worth a Closer Look
85 / 100
Fundamentally Qualified
How strong and defensively sound is the company?
Above average on this measure.
67 / 100
Ordinary Compounder
Does the business have the characteristics needed to create value over many years?
Around the middle of the covered universe.
71 / 100
Accelerating
Is the underlying business getting stronger or weaker?
Above average on this measure.
71 / 100
Positive disclosed activity
What are important owners actually doing?
Above average on this measure.
48 / 100
Reasonable
Is today's price reasonable?
Weaker than most covered companies on this measure — and valuation is researched separately from the Suggested Investment Score.
55 / 100
Moderate Capital Returns
How effectively does the company reward shareholders?
Around the middle of the covered universe — and capital returns are researched separately from the Suggested Investment Score.
No weakening evidence is recorded in today's readings.
VERTIV HOLDINGS CO scores 67 on Long-Term Potential (C+), described by the research model as ordinary compounder. This describes business characteristics only — it is not a forecast of future returns.
Disclosed ownership evidence reads 71 (B−): Positive disclosed activity. 10 tracked managers disclosed a position in the latest reporting period. Ownership filings are historical disclosures, not signals.
VERTIV HOLDINGS CO reads 48 out of 100 on Valuation Intelligence, recorded as Reasonable. The stock currently trades above most of its own recent valuation history and above comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
VERTIV HOLDINGS CO reads 55 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a dividend that has grown about 77.6% a year and a share count rising about 1.9% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
No meaningful recorded changes in the stored history.
Risk Intelligence is a core model, Long-Term Potential, Fundamental Momentum, Valuation Intelligence and Capital Returns Intelligence are research models, and Ownership Intelligence is supplemental descriptive evidence. Valuation Intelligence and Capital Returns Intelligence each contribute 0% to the Suggested Investment Score. Nothing here is a recommendation.
Compare VRT with other companiesAppears in
Membership means the company satisfied a published rule on the latest research build. It is not a recommendation.
About a minute to read
Written from stored research readings only. No hype. No trading signals. Just better evidence.
VERTIV HOLDINGS CO (VRT) scores 79 out of 100 and ranks #36 of 1,152 qualified companies today. That places it in the top 6% of ranked companies. The stored tier for that score is worth a closer look.
Risk Intelligence reads 85 out of 100 (B+), recorded as fundamentally qualified. Above average on this measure.
Long-Term Potential reads 67 out of 100 (C+), recorded as ordinary compounder. Around the middle of the covered universe.
Fundamental Momentum reads 71 out of 100 (B−), recorded as accelerating. Above average on this measure.
Ownership Intelligence reads 71 out of 100 (B−), recorded as positive disclosed activity. Above average on this measure.
Valuation currently appears reasonable: Valuation Intelligence reads 48 out of 100 (D), recorded as Reasonable. VERTIV HOLDINGS CO reads 48 out of 100 on Valuation Intelligence, recorded as Reasonable. The stock currently trades above most of its own recent valuation history and above comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
Capital Returns Intelligence reads 55 out of 100 (C−), recorded as Moderate Capital Returns. VERTIV HOLDINGS CO reads 55 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a dividend that has grown about 77.6% a year and a share count rising about 1.9% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
No weakening factors are recorded in today's stored readings, and data confidence is good. Absence of a recorded weakness is not evidence of safety.
Its strongest recorded evidence is Risk Intelligence. Separately from the score, valuation reads reasonable at today's price.
Composite discovery model
Suggested Investment Score
79 / 100
A 0–100 composite discovery score combining Risk Intelligence, Long-Term Potential, Fundamental Momentum, and Ownership Intelligence. It helps rank qualified companies for further research and does not predict future returns.
30% contribution
30% contribution
20% contribution
20% contribution
71 / 100 · Positive · 20% of the Suggested Investment Score
Coverage: Good
50% of Ownership Intelligence · 10% of the total score
Tracked professional-manager activity is positive.
20% of Ownership Intelligence · 4% of the total score
Broad institutional evidence from resolved filings is strong.
15% of Ownership Intelligence · 3% of the total score
No discretionary insider transactions are stored for this company, so this evidence is unavailable rather than neutral.
15% of Ownership Intelligence · 3% of the total score
No qualifying major-holder filings are stored, so this evidence is unavailable rather than neutral.
Ownership Intelligence summarizes publicly disclosed activity among professional investment managers, broader institutions, company insiders, and significant strategic owners. It adds context to investment research but is not a validated predictor of future performance. Ownership information is publicly reported with a delay; the latest applicable reporting period is 2026-06-30, publicly disclosed 9/11/2026. Congressional activity is unavailable pending legal review and contributes nothing to this reading.
Strong risk profile
Risk Intelligence ranks in the top 2% of qualified companies, with higher_risk price risk.
Exceptional long-term potential
Stored profitability, capital efficiency and reinvestment readings rank near the top of the qualified universe.
Improving fundamentals
Recent reported business trends rank among the strongest in the qualified universe.
Ownership evidence is not uniformly supportive
The combined disclosed ownership evidence ranks below the qualified median.
Price Risk is less favourable
Price Risk sits in the higher category relative to other qualified companies.
COMPOSITE DISCOVERY MODEL — RESEARCH STAGE · Data coverage Excellent. Rankings are recalculated daily using the latest available information. Individual components may update at different frequencies based on when new financial and ownership data becomes available.
Researched separately
Valuation Intelligence 48 · Reasonable
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Researched separately
Capital Returns Intelligence 55 · Moderate Capital Returns
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Score explanation
Four research areas carry fixed weights. Each area is compared against every other eligible company, then weighted. The four contributions below add to 78.8 of the stored score (78.8).
Risk Intelligence
30% of the score · contributes 29.6 points
How strong and defensively sound is the company?
Stands at the 98 percentile of eligible companies · stored reading 85 · 37% of this company’s total score
How financially sturdy the company has been when conditions turned against it.
Risk Intelligence reads stored balance-sheet strength, historical downside behaviour and the company's price-risk grouping. A stronger reading describes past resilience; it does not protect against future losses.
Full methodologyLong-Term Potential
30% of the score · contributes 24.9 points
Does the business have the characteristics needed to create value over many years?
Stands at the 83 percentile of eligible companies · stored reading 67 · 32% of this company’s total score
Whether the business has the durable characteristics long-term owners look for.
Long-Term Potential reads durability characteristics such as profitability consistency, cash generation and reinvestment capability over multiple reported periods.
Full methodologyFundamental Momentum
20% of the score · contributes 17.1 points
Is the underlying business getting stronger or weaker?
Stands at the 86 percentile of eligible companies · stored reading 71 · 22% of this company’s total score
Whether the reported business results have been getting stronger or weaker.
Fundamental Momentum compares recent reported fundamentals with the company's own earlier periods, so improvement or deterioration is measured against its history rather than against a forecast.
Full methodologyOwnership Intelligence
20% of the score · contributes 7.3 points
What are important owners actually doing?
Stands at the 36 percentile of eligible companies · stored reading 71 · 9% of this company’s total score
What large reporting owners have actually been doing with their positions.
Ownership Intelligence reads public ownership filings: how many tracked reporting owners hold the company, and whether they were adding, holding, reducing or exiting in the latest disclosed period.
Full methodologyAdditional research — not currently included in the primary Suggested Investment Score.
Stored snapshots only
Research-score history available since September 2026.
Stored research history does not yet cover a full 30 days comparison for this company.
A change is reported as meaningful at 8 score points, 5 rank places, or any change of research classification. Nothing here is a recommendation to buy or sell.
Plain-English definitions, with the formula and the limitations of each measure.
Fifth research lens · outside the score
Valuation Intelligence
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Reasonable
41
Elevated
Is this company expensive or inexpensive compared with its own history?
24
Expensive
How expensive is this stock compared with similar companies?
40
Elevated
How much financial output does an investor receive relative to the price paid?
100
Very Attractive
Does the company's growth help justify the valuation investors are paying?
VERTIV HOLDINGS CO reads 48 out of 100 on Valuation Intelligence, recorded as Reasonable. The stock currently trades above most of its own recent valuation history and above comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Stored readings only. The dashed line is this company's own median for the selected measure.
Only one stored valuation reading exists so far, so there is nothing to chart yet. Valuation history builds forward from activation rather than being reconstructed.
Current EV/Sales 8.7x · own median 2.5x · peer median 2.4x
Valuation is inherently uncertain. A stock that appears inexpensive can continue falling, and a stock that appears expensive can continue rising. Valuation Intelligence provides context about the price investors are paying — it does not predict short-term market movements, and it never produces a fair value, a price target or a buy or sell range. Model VALUATION_INTELLIGENCE_V1.
Sixth research lens · outside the score
Capital Returns Intelligence
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Moderate Capital Returns
83
Exceptional Capital Returns
Dividend reliability
30
Limited Capital Returns
Do buybacks actually reduce shares?
The company spends on share repurchases, but much of that activity offsets share issuance rather than materially reducing the share count.
30
Limited Capital Returns
Is your ownership share protected?
93
Exceptional Capital Returns
Can the cash flow support it?
25
Limited Capital Returns
Cash returned versus company value
VERTIV HOLDINGS CO reads 55 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a dividend that has grown about 77.6% a year and a share count rising about 1.9% a year.
This company spent cash repurchasing stock, but the share count did not fall meaningfully because it also issued shares. Repurchase spending alone did not increase existing shareholders' ownership.
How returned cash was used
Dividends $86.00M · net repurchases $199.97M · total returned $285.97M · 10% of free cash flow
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Stored readings only. History builds forward from activation rather than being reconstructed.
Only one stored reading exists for this measure so far, so there is nothing to chart yet.
A very high dividend yield may reflect a falling share price or an unsustainable payout. Capital Returns Intelligence emphasizes consistency and sustainability rather than simply rewarding the highest yield.
Announced or gross buyback spending does not always mean shareholders are gaining ownership. Companies can simultaneously issue shares through employee compensation or acquisitions. Suggested Investments therefore considers actual share-count changes alongside repurchase spending.
Capital Returns Intelligence describes how a company returns capital to shareholders. It is not a measure of stock-price performance, it does not predict future returns, and a strong reading is never a recommendation to buy. Dividends and repurchases can be reduced or stopped at any time. Model CAPITAL_RETURNS_INTELLIGENCE_V1, contributing 0% to the Suggested Investment Score.
Stored daily snapshots only
| Today | #36 | Score 79 |
|---|---|---|
| 30 days ago | Not ranked | No stored score |
| 90 days ago | Not ranked | No stored score |
| First suggested | September 12, 2026 | |
| Highest rank | #36 | |
In the company’s own words
Vertiv is a global leader in critical digital infrastructure for applications in data centers, communication networks, and commercial and industrial environments. As businesses, industries, and communities become more connected, we pioneer and deliver end-to-end power and cooling technologies to help our customers stay resilient, optimized, and future-ready. With our industry-leading innovative technologies and global services network, we are fueling the revolution of the digital world — keeping technology ecosystems running efficiently and without interruption. We believe that Vertiv is supercharging data’s potential; accelerating the pace of technology, raising the bar for accelerated compute and redefining the limits of densification. The world depends on data we power and cool .
Our roots trace back to 1946 and the beginning of the information age, when Ralph Liebert founded the precursor to the Liebert Corporation, which was established in 1965 as the industry’s first manufacturer of computer room air conditioning. In 1987, Liebert was acquired by Emerson Electric Co, which later formed its Network Power business in 2000 to integrate critical infrastructure technologies, including Liebert and previously acquired ASCO, a provider of power transfer switches, under one brand. Over the next decade, Emerson Network Power expanded through acquisitions of Avansys, Marconi’s outside plant and power system; Knurr AG, a leading provider of enclosure systems; and Avocent, a leading provider of IT management software and keyboard, video and mouse (or "KVM") solutions. In 2016, Emerson Network Power was spun off as a standalone business and ultimately became — Vertiv.
Vertiv became publicly-traded on February 7, 2020, with its shares listed on the New York Stock Exchange (NYSE:VRT), through a business combination with GS Acquisition Holdings Corp ("GSAH"), a special purpose acquisition company later renamed Vertiv Holdings Co (the "Business Combination").
Vertiv has the most complete portfolio of critical digital infrastructure offerings. We design, manufacture, sell, install, maintain, and service critical digital infrastructure technologies and rapidly deployable customized solutions to meet the specific business requirements and needs of a diverse group of customers. Vertiv leads with first-to-market designs engineered for next-gen rack-scale artificial intelligence ("AI") compute — enabling transformation and scale to stay multiple compute generations ahead. Our global footprint comprises engineering, manufacturing, operations, sales and service locations in more than 40 countries across the Americas, Asia Pacific and Europe, Middle East & Africa. We provide the hardware, software and services to facilitate an increasingly interconnected marketplace of digital systems, where large amounts of indispensable data need to be transmitted, analyzed, processed and stored. Whether this growing quantity of data is managed centrally in hyperscale/cloud locations, distributed at the edge of the network, processed in an enterprise location or managed via a hybrid platform, the underpinnings and operations of all those locations rely on our critical digital infrastructure and services.
Quoted from the business section of this company’s 10-K filed February 13, 2026. Read the filing
Four distinct intelligence areas
85
Fundamentally Qualified
+8.3 vs Jun 30, 2026
Business Quality qualification score from the locked IA Defensive Research Core. Price Risk stays a separate category and is never blended in.
As of Sep 11, 2026
67
Elite Compounder
+10.6 vs Jun 30, 2026
Durable business economics and reinvestment characteristics. Independent external validation is pending.
As of Sep 11, 2026
71
Accelerating
-7 vs Jun 30, 2026
Direction and breadth of change in underlying business fundamentals. Not a price-momentum signal.
As of Sep 11, 2026
65
Mid range
0 vs Jun 30, 2026
10 tracked managers disclosed a position for this period.
As of Sep 11, 2026
Company intelligence
Each area is measured and reported separately. No combined score exists.
VRT intelligence history from 2023-09-30 to 2026-09-11. Risk Intelligence 84.8 on 2026-09-11, up 8.3 from 76.5 on 2026-06-30. Long-Term Potential 67.4 on 2026-09-11, up 10.6 from 56.8 on 2026-06-30. Fundamental Momentum 71 on 2026-09-11, down 7 from 78 on 2026-06-30. Elite Investor Activity 65 on 2026-09-11, unchanged 0 from 65 on 2026-06-30. Each area is reported separately and is never combined into a single score.
Risk Intelligence 84.8 as of Sep 11, 2026 (+8.3 vs prior period) · Production core
Long-Term Potential 67.4 as of Sep 11, 2026 (+10.6 vs prior period) · Research model
Fundamental Momentum 71 as of Sep 11, 2026 (-7 vs prior period) · Research model
Elite Investor Activity 65 as of Sep 11, 2026 (0 vs prior period) · Supplemental
Share price
Closing prices adjusted for splits and dividends. Past prices do not indicate future results.
Last stored close $257.06 · +89.6% over the selected range · 52 sessions shown
Balanced evidence
Risk and uncertainty
Public filings · descriptive only
Reporting holders
4
New holders
2
Increasing
1
Reducing
1
Exiting
0
Coverage
Excellent
Positive disclosed activity · Report period 2022-12-31 · Public 12/19/2023
| Manager | Change | Portfolio weight | Rank | Disclosed |
|---|
Insufficient high-confidence manager coverage.
Objective stored changes
IA Defensive improved
Business Quality qualification score moved from 76.5 to 78.9.
Price Risk category changed
Price Risk moved from Not Available to Higher risk.
Fundamental Momentum softened
Fundamental Momentum research score moved from 78.0 to 71.0.
Tracked managers initiated positions
2 tracked managers first disclosed a position for the reporting period ending 2026-09-11.
Elite Investor Consensus strengthened
Disclosed agreement among tracked managers moved from 50 to 65 for the reporting period ending 2026-06-30.
Tracked managers initiated positions
2 tracked managers first disclosed a position for the reporting period ending 2026-06-30.
Elite Investor Consensus weakened
Disclosed agreement among tracked managers moved from 80 to 50 for the reporting period ending 2026-03-31.
Tracked managers initiated positions
3 tracked managers first disclosed a position for the reporting period ending 2026-03-31.
Elite Investor Consensus strengthened
Disclosed agreement among tracked managers moved from 63 to 80 for the reporting period ending 2025-12-31.
Tracked managers initiated positions
3 tracked managers first disclosed a position for the reporting period ending 2025-12-31.
No high-confidence public ownership events are available.
General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.