Mulya.ai
Ticker
VRT
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?11.9%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.751
Beta (levered) ?1.788
Terminal OM% ?24.9%
Segment conc. ?82% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

VRT · Vertiv Holdings Co

$303.952026-07-21
Sector: Industrials; Industry: Electrical Equipment & Parts; Sub-Industry: Electrical Components & Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$259
-14.7% vs market
Base · active
$218
-28.2% vs market
Bear
$91
-70.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $91
Base $218
Bull $259
Market $304
Median $355
Market Price $304
Mulya.ai Base $218
Analysts Median $355
Mulya.ai IV range ($91 · $259)
Analysts Range ($277 · $500)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$6.9B13.6%6.7%$871MM$113MM$984MM12.8%17.3%$5.0B$1.17
2024.Q4$6.9B0.0%13.6%35.2%$605MM$134MM$739MM13.3%11.9%$5.1B$1.17
2025.Q1$8.0B16.7%17.7%36.2%$906MM$221MM$1.1B13.6%17.5%$5.3B$1.26
2025.Q4$8.0B0.0%17.7%23.5%$1.1B−$859MM$226MM13.8%18.7%$6.4B$1.26
2026.Q1$10.8B35.3%19.1%18.6%$1.7B−$659MM$1.0B13.4%27.8%$5.7B$3.9757.6
italics below = DCF projection · 10yr Rev CAGR: 14.5%
2027.Q1$14.9B+37.3%19.6%18.8%$2.4B−$906MM$1.5B11.6%$1.3B38.4%$6.6B$5.7253.1
2028.Q1$18.8B+26.0%20.7%18.9%$3.1B−$1.1B$2.1B11.3%$1.7B43.8%$7.7B$7.6339.8
2029.Q1$22.4B+19.7%21.7%19.0%$3.9B−$1.3B$2.6B11.0%$1.9B47.1%$9.1B$9.6331.6
2030.Q1$25.7B+14.6%22.8%19.2%$4.7B−$790MM$3.9B10.7%$2.6B50.1%$9.8B$11.6226.2
2031.Q1$29.1B+13.1%24.9%19.3%$5.8B−$908MM$4.9B10.4%$2.9B56.7%$10.8B$14.4721.0
Term. Yr+$43.9B4.1%24.9%20.0%$8.7B−$1.5B$7.2B8.6%$60.3B23.6%
Active scenario IV: $218 (-28.2% vs market)