Vertiv Holdings Co Stock Filter Stocks by Fundamentals
| VRT Stock | USD 87.01 4.71 5.14% |
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 | Shares Owned by Institutions |
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 Holdings Institutional Holders
Institutional Holdings refers to the ownership stake in Vertiv Holdings that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Vertiv Holdings' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Vertiv Holdings' value.| Shares | Norges Bank | 2023-12-31 | 3.9 M | Westfield Capital Management Company, Lp | 2024-03-31 | 3.4 M | Newsouth Capital Management Inc | 2024-03-31 | 3.2 M | Hhg Plc | 2024-03-31 | 3 M | Fred Alger Management, Llc | 2024-03-31 | 2.8 M | Bain Capital Public Equity Management Ii, Llc | 2024-03-31 | 2.7 M | Pointstate Capital Lp | 2023-12-31 | 2.6 M | Charles Schwab Investment Management Inc | 2024-03-31 | 2.5 M | Locust Wood Capital Advisers, Llc | 2024-03-31 | 2.4 M | Fmr Inc | 2023-12-31 | 49.1 M | Vanguard Group Inc | 2024-03-31 | 33.6 M |
Vertiv Fundamentals
| Return On Equity | 0.27 | ||||
| Return On Asset | 0.0822 | ||||
| Profit Margin | 0.06 % | ||||
| Operating Margin | 0.13 % | ||||
| Current Valuation | 37.16 B | ||||
| Shares Outstanding | 374.34 M | ||||
| Shares Owned By Insiders | 0.92 % | ||||
| Shares Owned By Institutions | 84.83 % | ||||
| Number Of Shares Shorted | 11.79 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 | 1.21 X | ||||
| Earnings Per Share | 1.05 X | ||||
| Price To Earnings To Growth | 0.49 X | ||||
| Target Price | 105.37 | ||||
| Number Of Employees | 27 K | ||||
| Beta | 1.68 | ||||
| Market Capitalization | 34.33 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
| 0.67 | BE | Bloom Energy Corp Downward Rally | PairCorr |
Moving against Vertiv Stock
| 0.52 | FCEL | FuelCell Energy Fiscal Year End 17th of December 2024 | PairCorr |
| 0.5 | EOSE | Eos Energy Enterprises | PairCorr |
| 0.5 | FLUX | Flux Power Holdings Fiscal Year End 19th of September 2024 | PairCorr |
| 0.48 | EPOW | Sunrise New Energy | PairCorr |
| 0.42 | ELVA | Electrovaya Common Shares | 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.Additional 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.