Vertiv Holdings Co Stock Five Year Return
| VRT Stock | USD 100.13 1.00 1.01% |
Vertiv Holdings Co fundamentals help investors to digest information that contributes to Vertiv Holdings' financial success or failures. It also enables traders to predict the movement of Vertiv Stock. The fundamental analysis module provides a way to measure Vertiv Holdings' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Vertiv Holdings stock.
Vertiv | Five Year Return |
Vertiv Holdings Co Company Five Year Return Analysis
Vertiv Holdings' Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Vertiv Five Year Return Driver Correlations
Understanding the fundamental principles of building solid financial models for Vertiv Holdings is extremely important. It helps to project a fair market value of Vertiv Stock properly, considering its historical fundamentals such as Five Year Return. Since Vertiv Holdings' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Vertiv Holdings' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Vertiv Holdings' interrelated accounts and indicators.
Click cells to compare fundamentals
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
Vertiv Return On Tangible Assets
Return On Tangible Assets |
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According to the company disclosure, Vertiv Holdings Co has a Five Year Return of 0.0%. This indicator is about the same for the Electrical Equipment average (which is currently at 0.0) sector and about the same as Industrials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).
Vertiv Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Vertiv Holdings' direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Vertiv Holdings could also be used in its relative valuation, which is a method of valuing Vertiv Holdings by comparing valuation metrics of similar companies.Vertiv Holdings is currently under evaluation in five year return category among related companies.
Vertiv Holdings Current Valuation Drivers
We derive many important indicators used in calculating different scores of Vertiv Holdings from analyzing Vertiv Holdings' financial statements. These drivers represent accounts that assess Vertiv Holdings' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Vertiv Holdings' important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 1.3B | 5.7B | 8.9B | 5.1B | 18.3B | 19.2B | |
| Enterprise Value | 4.5B | 7.4B | 11.4B | 8.2B | 20.6B | 21.6B |
Vertiv Holdings ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Vertiv Holdings' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Vertiv Holdings' managers, analysts, and investors.Environmental | Governance | Social |
Vertiv Fundamentals
| Return On Equity | 0.27 | |||
| Return On Asset | 0.0822 | |||
| Profit Margin | 0.06 % | |||
| Operating Margin | 0.13 % | |||
| Current Valuation | 39.93 B | |||
| Shares Outstanding | 374.34 M | |||
| Shares Owned By Insiders | 0.92 % | |||
| Shares Owned By Institutions | 84.17 % | |||
| Number Of Shares Shorted | 12.98 M | |||
| Price To Book | 15.90 X | |||
| Price To Sales | 4.67 X | |||
| Revenue | 6.86 B | |||
| Gross Profit | 1.62 B | |||
| EBITDA | 1.19 B | |||
| Net Income | 460.2 M | |||
| Cash And Equivalents | 260.6 M | |||
| Cash Per Share | 0.76 X | |||
| Total Debt | 3.13 B | |||
| Debt To Equity | 2.68 % | |||
| Current Ratio | 1.62 X | |||
| Book Value Per Share | 3.73 X | |||
| Cash Flow From Operations | 900.5 M | |||
| Short Ratio | 1.23 X | |||
| Earnings Per Share | 1.05 X | |||
| Price To Earnings To Growth | 0.49 X | |||
| Target Price | 102.22 | |||
| Number Of Employees | 27 K | |||
| Beta | 1.69 | |||
| Market Capitalization | 37.11 B | |||
| Total Asset | 8 B | |||
| Retained Earnings | (691.9 M) | |||
| Working Capital | 1.7 B | |||
| Annual Yield | 0 % | |||
| Net Asset | 8 B | |||
| Last Dividend Paid | 0.05 |
About Vertiv Holdings Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Vertiv Holdings Co's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vertiv Holdings using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vertiv Holdings Co based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Vertiv Holdings
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Vertiv Holdings position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Vertiv Holdings will appreciate offsetting losses from the drop in the long position's value.Moving together with Vertiv Stock
| 0.78 | BE | Bloom Energy Corp Trending | PairCorr |
| 0.82 | ROBOF | RoboGroup TEK | PairCorr |
Moving against Vertiv Stock
| 0.79 | ELVA | Electrovaya Common Shares | PairCorr |
| 0.77 | FCEL | FuelCell Energy Financial Report 13th of June 2024 | PairCorr |
| 0.72 | EOSE | Eos Energy Enterprises | PairCorr |
| 0.72 | EPOW | Sunrise New Energy | PairCorr |
| 0.71 | EVRC | Evercel | PairCorr |
The ability to find closely correlated positions to Vertiv Holdings could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Vertiv Holdings when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Vertiv Holdings - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Vertiv Holdings Co to buy it.
The correlation of Vertiv Holdings is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Vertiv Holdings moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vertiv Holdings moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Vertiv Holdings can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Vertiv Holdings Piotroski F Score and Vertiv Holdings Altman Z Score analysis. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
Complementary Tools for Vertiv Stock analysis
When running Vertiv Holdings' price analysis, check to measure Vertiv Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vertiv Holdings is operating at the current time. Most of Vertiv Holdings' value examination focuses on studying past and present price action to predict the probability of Vertiv Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vertiv Holdings' price. Additionally, you may evaluate how the addition of Vertiv Holdings to your portfolios can decrease your overall portfolio volatility.
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Is Vertiv Holdings' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Vertiv Holdings. If investors know Vertiv will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Vertiv Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 7.469 | Dividend Share 0.05 | Earnings Share 1.05 | Revenue Per Share 18.352 | Quarterly Revenue Growth 0.078 |
The market value of Vertiv Holdings is measured differently than its book value, which is the value of Vertiv that is recorded on the company's balance sheet. Investors also form their own opinion of Vertiv Holdings' value that differs from its market value or its book value, called intrinsic value, which is Vertiv Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vertiv Holdings' market value can be influenced by many factors that don't directly affect Vertiv Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vertiv Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if Vertiv Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vertiv Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.