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Vertiv Holdings Co (VRT)

Electrical Equipment
Industrial
cíclico

Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers AC and DC power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure that are integral to the technologies used for various services, including e-commerce, online banking, file sharing, video on-demand, energy storage, wireless communications, Internet of Things, and online gaming. It also provides lifecycle management services, predictive analytics, and professional services for deploying, maintaining, and optimizing its products and their related systems; and preventative maintenance, acceptance testing, engineering and consulting, performance assessments, remote monitoring, training, spare parts, and critical digital infrastructure software services. The company offers its products primarily under the Vertiv, Liebert, NetSure, Geist, Energy Labs, ERS, Albér, and Avocent brands. It serves cloud services, financial services, healthcare, transportation, manufacturing, energy, education, government, social media, and retail industries through a network of direct sales professionals, independent sales representatives, channel partners, and original equipment manufacturers. The company is headquartered in Westerville, Ohio.

Precio Actual

$189.02
+3.55% vs día anterior

Capitalización

72B

Desviación

+66.56%

Y/Y Growth

16.9%

EBIT Margin

22.1%

ROIC

9%

PEG Ratio

1.16

ROE

21.5%

3Y EPS Growth

30.2%

Dividend Yield

0.06%

Net Debt / EBITDA

1x

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
6.6%
CAGR EV/FCF (2025):
-40.0%
CAGR Prom.:
7.5%
CAGR P/E:
7.1%
CAGR EV/EBITDA: 9.5%
CAGR EV/EBIT: 6.7%
Precio de compra para +15%:
$122.01

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
35x
(Fair: 69x)
EV/FCF
35x
EV/EBITDA
24x
EV/EBIT
25x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
71x
Fair P/E
69x
CAGR EV/FCF
Tu Múltiplo: 35x
6.6%
22.8%
22.1%
CAGR P/E
Tu Múltiplo: 35x
7.1%
23.3%
22.6%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-4.68%
Media vs. Gold
+51.30%
Media vs. Bono USA 7-10y
+68.31%
Media vs. Bono USA 1-3y
+67.59%
Media vs. Bono USA 20+y
+70.85%
Media vs. Dow Jones
+58.41%
Media vs. S&P 500
+53.58%
Media vs. NASDAQ 100
+47.72%
Media vs. MSCI World
+56.39%
Media vs. Russell 2000
+59.84%
Media vs. STOXX Europe 600
+61.93%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento VRT
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2025
YTD en Vivo
59.78%-1.40%+61.18%57.46%+2.32%4.29%+55.49%0.99%+58.79%0.69%+59.10%13.12%+46.66%16.85%+42.94%22.29%+37.49%20.22%+39.56%12.99%+46.79%13.34%+46.44%
2024
148.93%110.77%+38.16%26.96%+121.97%-3.73%+152.65%0.05%+148.88%-11.17%+160.10%12.80%+136.12%24.01%+124.92%30.78%+118.15%17.88%+131.04%10.80%+138.13%5.50%+143.42%
2023
261.13%153.66%+107.47%11.76%+249.37%-0.15%+261.27%0.98%+260.14%-2.54%+263.67%13.74%+247.39%24.73%+236.40%44.52%+216.61%21.92%+239.20%15.78%+245.34%11.67%+249.46%
2022
-43.97%-65.23%+21.26%0.78%-44.75%-15.93%-28.04%-5.00%-38.97%-31.00%-12.97%-9.40%-34.57%-19.95%-24.02%-33.89%-10.08%-19.70%-24.27%-22.50%-21.47%-13.29%-30.68%
2021
34.83%60.33%-25.51%-6.24%+41.06%-4.15%+38.98%-0.98%+35.81%-5.94%+40.76%20.23%+14.60%28.79%+6.03%23.20%+11.62%21.22%+13.61%15.39%+19.44%21.66%+13.16%
2020
66.40%301.93%-235.53%23.90%+42.50%8.33%+58.07%2.02%+64.38%15.12%+51.28%6.02%+60.38%15.29%+51.11%41.75%+24.65%12.94%+53.46%18.48%+47.92%-4.64%+71.04%
2019
13.13%88.85%-75.73%17.78%-4.65%5.55%+7.57%1.20%+11.93%10.91%+2.22%21.91%-8.78%28.34%-15.21%34.60%-21.48%25.23%-12.10%23.05%-9.92%23.42%-10.29%
2018
-0.51%-71.79%+71.28%-3.12%+2.61%-0.97%+0.46%-0.24%-0.27%-3.17%+2.66%-6.03%+5.52%-7.01%+6.50%-5.30%+4.80%-11.16%+10.65%-13.00%+12.49%-13.42%+12.91%
2017
N/A1,184.56%N/A11.93%N/A0.76%N/A-0.63%N/A6.03%N/A24.33%N/A18.42%N/A27.16%N/A19.45%N/A12.45%N/A7.16%N/A
2016
N/A109.91%N/A6.53%N/A-1.15%N/A-0.02%N/A-1.91%N/A15.24%N/A11.24%N/A9.79%N/A6.53%N/A22.42%N/A1.33%N/A
Media67.46%187.16%-4.68%14.77%+51.30%-0.71%+68.31%-0.16%+67.59%-2.30%+70.85%11.20%+58.41%14.07%+53.58%19.49%+47.72%11.45%+56.39%9.59%+59.84%5.27%+61.93%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
10/18/202516.9%22.1%1x35x(42x)35x24x25x$113.48$154.73$188.17$214.89$245.41

Historial de Dividendos

Evolución de los dividendos por acción pagados durante los últimos 5 años.

Dividend Yield Actual
0.06%
Basado en 2025
Crecimiento Promedio
82.12%
CAGR últimos 5 años
Años Consecutivos
2
Años de crecimiento continuo
AñoDividendo por AcciónCrecimiento
2025
Actual
$0.11+266.67%
2024$0.03+200.00%
2023$0.01+0.00%
2022$0.01+0.00%
2021$0.01-
CAGR de Dividendos (2021 - 2025)
82.12%

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2023
+261.13%
📉Worst Year
2022
-43.97%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

75%
6 of 8 years positive
Consistent Outperformer
Consistency ScoreExcellent
0%50%70%100%

VRT has demonstrated exceptional consistency with positive returns in 75% of years, qualifying as a Consistent Outperformer.