Vertiv (VRT) is a electrical components & equipment company in the Industrials sector. Listed on the NASDAQ, Vertiv is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $280.98.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $280.98 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 67.38% |
| Risk / Std Dev (Annualized) | 61.87% |
| Sharpe Ratio (rf=4.5%) | 1.02 |
S&P 500 Context
- Sector: Industrials
- Sub-Industry: Electrical Components & Equipment
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 67.38% with an annualized volatility of 61.87%. The Sharpe ratio of 1.02 (assuming 4.5% risk-free rate) indicates attractive risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 107.93B |
| Enterprise Value | 108.69B |
| Trailing P/E | 70.42 |
| Forward P/E | 31.75 |
| Price to Book | 27.27 |
| Price to Sales | 9.95 |
| EV/Revenue | 10.02 |
| EV/EBITDA | 45.61 |
| Profitability | | | Profit Margin | 14.37% | | Operating Margin | 16.36% | | ROE | 45.1% | | ROA | 11.15% |
| Growth | | | Revenue Growth | 30.1% | | Earnings Growth | 135.7% |
| Dividend | | | Dividend Yield | 9.0% | | Payout Ratio | 5.03% | | 5Y Avg Yield | 7.0% |
| Financial Health | | | Total Revenue | 10.84B | | Total Debt | 3.26B | | Total Cash | 2.5B | | Free Cash Flow | 1.96B | | Operating Cash Flow | 2.58B |
| Price & Technical | | | 52W High | $379.94$ | | 52W Low | $108.81$ | | 50-Day Avg | $314.81$ | | 200-Day Avg | $217.69$ | | Beta | 2.04 | | Shares Outstanding | 0.38B | | Float Shares | 0.38B | | Insider Holdings | 0.23% | | Institutional Holdings | 85.83% | | Short Ratio | 2.52 | | Short % of Float | 3.73% |
| Analyst Targets | | | Target High | $500.0$ | | Target Low | $236.0$ | | Target Mean | $376.8$ | | Target Median | $380.0$ | | # of Analysts | 25 | | Recommendation | strong_buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.