Vertiv (VRT) Stock Looks Below Fair Value After A Huge Run

Vertiv Holdings Co has ridden a powerful multi year wave in data center and AI related infrastructure, and after such a strong run the key issue for you is whether today’s share price lines up with the cash the business can generate. Vertiv has delivered a very large 5 year return of about 660%, which puts real pressure on investors to ask if the cash flow story has kept pace with the share price. New AI factory partnerships with NVIDIA and Dassault Systèmes, along with a sizeable order...