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The Screen · Industrials · Electrical Equipment & Parts
Vertiv
VRT · a US exchange · USD · Market cap $97.5B · 34,000 employees
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 Amer…
Positioning no disclosures inside 60 days, left as found
Options no verdict drawn today, left as found
Ethical passes the values gate
Price253.28 USD
Fair value261.22
Ethical score79.8/100
RatingOVERVALUED
Our investment reviews on this name
2026-10-02Read Distribution253.28+0.0% to today
2026-08-29Read Accumulation264.63-4.3% to today
2026-07-18Read Markup300.51-15.7% to today
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Vertiv holds its Distribution at $253.28. Consolidating, no directional conviction, held for 51 days.
As held on the ledger · 2026-09-25
Phase
Distribution · caution
Quantitative state
Consolidating, no directional conviction, held for 51 days
Price at the screen
$253.28
Valuation
57.17 trailing · 27.76 forward price to earnings
Values screen
PASS· score 79.8
Beta
2.08
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
26.43%
Below 33%
Interest-bearing debt is just 26.4% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
0.81%
Below 33%
Cash held in interest-bearing accounts and securities is 0.8% of assets, under the one-third limit.
Pass
Receivables
39.61%
Below 49%
Money owed to the company is 39.6% of assets, under the 49% limit.
Pass
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Clears, in Plain English
Vertiv clears all five screens. Its business is in a permissible area, its interest-bearing debt is about 26%, inside the ~33% line, and almost none of its income is interest, so it passes.
Read as at 2026-10-04. It updates when the underlying figures move, and past reads are kept below.
What the Numbers Say It Is Worth
The Fair Value Range
Our framework reads OVERVALUED: it trades at roughly a 3% discount to our $261.22 fair value, moderate competitive moat, 24.10% revenue growth.
Fair value range in USD, drawn from the 2026-09-25 screen. The gold marker is the market price at the same screen. A 3.1% margin of safety to the base estimate.
Third-party analyst targets: 27 covering, consensus Strong Buy. The average target sits +34% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-25 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Data centres need power but not at this price
Every new AI cluster needs racks of servers kept cool and powered without fail, and Vertiv builds the electrical and thermal kit that makes it possible. The company is growing revenue 30 percent a year with a 14 percent profit margin and 45 percent return on equity, a respectable set of numbers for a moderate-moat industrial supplier.
Yet the shares sit 4 percent above our fair value at a 32.6 times forward multiple, leaving almost no cushion if data-centre spending slows or costs rise. Strong analyst targets do not alter the arithmetic that the market has already paid for the growth.
The business clears our ethical screen without issue, but the thin margin of safety remains the binding constraint. Analysis, not advice.
The risks · The things to watch: it already moves more than the market on an average day.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
VRT trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The framework has shifted from accumulation to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 4.3% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 55% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 159%. Our forward projection puts the odds of a 10% gain over the next month near 40%. The street (25 analysts) rates it buy, with a mean price target of $370. Since the last review it its composite score rose.
The framework has shifted from markup to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 8.9% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 55% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 159%. Our forward projection puts the odds of a 10% gain over the next month near 40%. The street (25 analysts) rates it buy, with a mean price target of $370.
2026-07-28Markup$290.36+0.0%Entry 10
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 55% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 159%. Our forward projection puts the odds of a 10% gain over the next month near 40%. The street (25 analysts) rates it buy, with a mean price target of $370. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-27Markup$290.36+0.0%Entry 9
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 55% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 159%. Our forward projection puts the odds of a 10% gain over the next month near 40%. The street (25 analysts) rates it buy, with a mean price target of $370. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-26Markup$290.36+0.0%Entry 8
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 55% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 159%. Our forward projection puts the odds of a 10% gain over the next month near 40%. The street (25 analysts) rates it buy, with a mean price target of $370. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-25Markup$290.36+0.3%Entry 7
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 0.3% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 55% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 159%. Our forward projection puts the odds of a 10% gain over the next month near 40%. The street (25 analysts) rates it buy, with a mean price target of $370. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-24Markup$289.56+0.0%Entry 6
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 55% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 159%. Our forward projection puts the odds of a 10% gain over the next month near 40%. The street (25 analysts) rates it buy, with a mean price target of $370. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-23Markup$289.56+0.0%Entry 5
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 55% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 159%. Our forward projection puts the odds of a 10% gain over the next month near 40%. The street (25 analysts) rates it buy, with a mean price target of $370. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-22Markup$289.56-3.6%Entry 4
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 3.6% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 55% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 159%. Our forward projection puts the odds of a 10% gain over the next month near 40%. The street (25 analysts) rates it buy, with a mean price target of $370. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-18Markup$300.51+0.0%Entry 3
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B. Technically it is holding around 55% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 159%. Our forward projection puts the odds of a 10% gain over the next month near 40%. The street (25 analysts) rates it buy, with a mean price target of $370.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
