Vertiv, a leading provider of digital infrastructure for data centers and communication networks, has seen significant growth in its orders and backlog. The company’s product offerings include:
- Power management
- Switchgear
- Thermal management
- Monitoring and control infrastructure
Company Background
In 2016, Emerson Electric sold Vertiv to Platinum Equity, a private equity firm led by Tom Gores. This transition brought the company to the market in 2020. David Cote, former long-term CEO of Honeywell and current executive chairman of Vertiv, has played a key role in shaping the company’s strategy.
Market Trends and Financial Outlook
Data center investment is driving application growth worldwide. As a result of this trend, Vertiv’s management team has raised its full-year organic revenue growth forecast midpoint from 7% to 8%. Additionally, the company’s backlog grew by 10% from year-end levels through Q1.
Despite uncertainty over tariffs affecting profit margins, Vertiv maintained its profit margin guidance while slightly raising profit expectations. With a market capitalization of $36.1 billion and an enterprise value-to-EBITDA multiple of around 28 times, or an enterprise value-to-free cash flow multiple of around 22.5 times, analysts suggest that "it will look like a good value if the trend towards accelerating AI/data center demand continues."
Conclusion
While the valuation multiples are not unusually low, they could be attractive if demand for AI and data center services accelerates further down the line.
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