Vertiv Q2: Collapse Is Overstated - Buy The AI Rotation Fears

With four "A" range grades assigned by Seeking Alpha Quant, I've not assessed the need to turn cautious about Vertiv's bullish optimism. Investors are urged to consider VRT's "F" valuation grade in perspective, given its robust "A+" growth grade relative to its industrials sector peers. Accordingly, VRT's adjusted forward PEG ratio of 0.6 is more than 60% below its sector peers. Therefore, unless management downgrades its growth profile markedly due to a slower-than-anticipated order book growth cadence, I ...