Vertiv(US:VRT) ZACKS·2026-03-10 14:16Company Performance - Vertiv Holdings Co. (VRT) shares have increased by 30.9% over the past month and reached a new 52-week high of $266.67 [1] - The stock has gained 63.2% since the beginning of the year, outperforming the Zacks Computer and Technology sector, which declined by 2.3%, and the Zacks Computers - IT Services industry, which fell by 12.5% [1] Earnings and Revenue Expectations - Vertiv has consistently beaten earnings estimates, reporting an EPS of $1.36 against a consensus estimate of $1.29 in its last earnings report [2] - For the current fiscal year, earnings are expected to be $6.15 per share on revenues of $13.68 billion, reflecting a 46.43% increase in EPS and a 33.76% increase in revenues [3] - For the next fiscal year, the company is projected to earn $8.1 per share on revenues of $17.02 billion, indicating a year-over-year change of 31.68% in EPS and 24.4% in revenues [3] Valuation Metrics - Vertiv's stock trades at 43 times the current fiscal year EPS estimates, significantly higher than the peer industry average of 14.1 times [7] - On a trailing cash flow basis, the stock trades at 51.7 times compared to the peer group's average of 12.8 times [7] - The stock has a PEG ratio of 1.33, which does not place it among the top echelon of stocks from a value perspective [7] Zacks Rank and Style Scores - Vertiv holds a Zacks Rank of 2 (Buy) due to favorable earnings estimate revisions from analysts [8] - The company has a Value Score of F, while its Growth and Momentum Scores are both A, resulting in a VGM Score of B [6] - The combination of a Zacks Rank of 2 and Style Scores of A or B suggests that Vertiv shares may have further upside potential [9] Industry Context - The Computers - IT Services industry is positioned in the top 35% of all industries, indicating favorable conditions for both Vertiv and its peers [12] - Genpact Limited (G), a competitor, also shows strong performance with a Zacks Rank of 2 (Buy) and positive earnings expectations [10][11]