MEDIUM confidence: 100% data completeness, but the composite (46) sits in the indecisive 30–70 range — strong-buy and short calls require a more decisive composite. What does confidence mean?
Technical context for active traders — derived from price, the 50/200-day moving averages, the 52-week range, and recent volume. Not part of the QScore.
AI classification of policy/regulatory sensitivity from the company's sector, industry, and business description. Exposure/sensitivity only — not a political opinion, a prediction of government action, or investment advice. As of 2026-07-10.
Fama-French 5-factor (2×3) + Momentum, monthly OLS with Newey-West errors. Bars show signed factor betas; faded bars/figures aren't statistically significant.
Dated events from the market calendar; the “also watch” items are AI-generated observations from QScoring data. Informational only — not investment advice, and dates can change.
Avg target $381 (last qtr, 18 analysts) → $364 (last mo, 11) (-4.5%).
Buy-rated share 86% → 86% over ~3 months (-0pp).
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jul 2026 | $1.43 | $1.52 | +6.3% |
| Apr 2026 | $1.42 | $1.52 | +7.0% |
| Feb 2026 | $1.29 | $1.36 | +5.4% |
| Oct 2025 | $0.98 | $1.24 | +26.0% |
| Jul 2025 | $0.83 | $0.95 | +14.2% |
| Apr 2025 | $0.61 | $0.64 | +4.1% |
| Feb 2025 | $0.82 | $0.99 | +20.7% |
| Oct 2024 | $0.69 | $0.76 | +10.3% |
| Metric (USD) | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $5.0B— | $5.7B+13.9% | $6.9B+20.6% | $8.0B+16.7% | $10.2B+27.7% |
| EPS (dil.) | $0.34— | $-0.04-111.1% | $1.19n/m | $1.28+7.6% | $3.41+166.4% |
| Free Cash Flow | $126M— | -$264M-308.9% | $766Mn/m | $1.1B+48.2% | $1.9B+66.3% |
| Gross Margin | 27.6% | 24.6%-3.0pp | 32.3%+7.7pp | 34.4%+2.0pp | 34.4%-0.0pp |
| Operating Margin | 5.4% | 3.9%-1.5pp | 13.2%+9.3pp | 17.2%+4.0pp | 18.5%+1.3pp |
| Net Margin | 2.4% | 1.3%-1.0pp | 6.7%+5.4pp | 6.2%-0.5pp | 13.0%+6.8pp |
Absolute figures with year-over-year change. Margins show the level with the change in percentage points (pp). “n/m” = not meaningful (prior ≤ 0); ⚠ marks a large percentage off a small base — read the dollar figure.
Net buyback (repurchases less issuance) ÷ market cap, plus trailing dividend yield.
Net insider -$67.9M over 180 days (0 open-market buys, 38 sells). Insider buying is the informative signal; routine selling is normal.
Short interest, days-to-cover, and institutional-ownership change require a data-plan upgrade (not yet available).
Forward-return IC, quintile spread & hit rate publish on /performance as the tracking panel accrues enough no-look-ahead history.
Working the DCF backward: holding the assumptions below, this is the free-cash-flow growth today's price implies over the next 10 years. It is a read on the price's embedded expectations — not a fair-value or target price.
The price implies FCF growth above the analyst consensus of 19.1%/yr (revenue basis).
Base free cash flow $1.3B (avg FY2023–FY2025; latest year $1.9B) · equity value $112.0B · levered FCF discounted at the cost of equity. Reverse DCF is illustrative, not advice.
The QScore of 46 for Vertiv Holdings indicates a neutral outlook, driven by a high growth score of 82, reflecting strong revenue and earnings growth, as well as a profitability score of 59, with an ROE near 42%. However, the value score is low at 26, due to a high P/E of 64.4 and P/B of 23.5, indicating the stock trades at a premium. The short-term and long-term scores are relatively aligned, with the short-term score slightly higher at 47, suggesting recent momentum, including a 101.3% return over the past year, has been a positive factor.