Vertiv Holdings Co Class A

VRT: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Vertiv's Moat Is Strengthening as It Co-Develops Data Center Equipment With Leading Suppliers

Nicholas Lieb

Apr 22, 2026

Business Strategy and Outlook

We view Vertiv as a pure-play on data center spending as it derives over 80% of revenue from the end market. Listed on the New York Stock Exchange in 2020, Vertiv has had a brief public history after being acquired by Platinum Equity from Emerson Electric in 2016. However, Vertiv originated in the mid-1900s when computer rooms first required precision cooling solutions.

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How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

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Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

United States

Vertiv Holdings Co Class A

Vertiv's Moat Is Strengthening as It Co-Develops Data Center Equipment With Leading Suppliers

Business Strategy and Outlook

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