AMOM1.950%
as of Sep 2
VRT
DefensiveVERTIV HOLDINGS CO
Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers AC and DC power management products, low/medium voltage switchgear, busbar, thermal management products, air cooled and liquid cooled thermal management products, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, and software infrastructure that are integral to the technologies used for various services, including artificial intelligence, e-commerce, online banking, file sharing, video on-demand, energy storage, wireless communications, Internet of Things, and online gaming.
Close · 3M
+2.49%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals5
Win rate20% (1/5)
Avg buy return-13.09%
AMOM · New entry · 1d
weight 0 → 1.950% (new)·stock down 12.7% in the 30 days before
Sep 2·entry $256.70·now $268.83Drifting
+4.73%
since Sep 2
PQUS · Exit · 1d
weight 0.140% → 0 (exited)·stock down 8.2% in the 30 days before
Jul 26·entry $287.60·now $268.83
-6.53%
since Jul 26
PQUS · Weight decrease · 2d
weight 0.360% → 0.150% (-0.210 pp)·stock up 10.1% in the 30 days before
Jul 10·entry $318.86·now $268.83
-15.69%
since Jul 10
PQUS · Weight increase · 2d
weight 0.360% → 0.390% (+0.030 pp)·stock down 10.2% in the 30 days before
Jul 2·entry $300.53·now $268.83Fresh
-10.55%
since Jul 2
PQUS · Weight increase · 2d
weight 0.350% → 0.390% (+0.040 pp)·stock up 3.2% in the 30 days before
Jun 20·entry $357.96·now $268.83Fresh
-24.90%
since Jun 20
PQUS · Weight increase · 2d
weight 0.340% → 0.360% (+0.020 pp)·stock down 18.1% in the 30 days before
Jun 14·entry $311.93·now $268.83Fresh
-13.82%
since Jun 14
PQUS · Weight decrease · 2d
weight 0.380% → 0.360% (-0.020 pp)·stock down 16.3% in the 30 days before
Jun 7·entry $300.57·now $268.83
-10.56%
since Jun 7
PQUS · Weight decrease · 2d
weight 0.380% → 0.360% (-0.020 pp)·stock up 3.1% in the 30 days before
May 30·entry $323.39·now $268.83
-16.87%
since May 30
PQUS · Weight decrease · 3d
weight 0.440% → 0.370% (-0.070 pp)·stock up 1.8% in the 30 days before
May 22·entry $327.46·now $268.83
-17.90%
since May 22
PQUS · Weight decrease · 2d
weight 0.440% → 0.380% (-0.060 pp)·stock up 6.0% in the 30 days before
May 21·entry $323.40·now $268.83
-16.87%
since May 21
PQUS · Weight increase · 2d
weight 0.390% → 0.410% (+0.020 pp)·stock up 18.2% in the 30 days before
May 8·entry $339.97·now $268.83Fresh
-20.93%
since May 8
PQUS · Weight decrease · 2d
weight 0.390% → 0.360% (-0.030 pp)·stock up 30.7% in the 30 days before
Apr 29·entry $306.18·now $268.83
-12.20%
since Apr 29
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jul 26
The recent activity shows the AI ETF PQUS exiting its position in Vertiv Holdings Co-A, and the company is not currently held by any tracked AI ETF. This action aligns with the framework's 'Fail' verdict, suggesting that AI-driven strategies may also perceive the company as an unsuitable investment based on current information and valuation.
- Circle of CompetenceThe company operates in a technologically active industry, but its core business of providing critical infrastructure for power and cooling to data centers and telecom networks provides a basis for reasonably projecting long-term demand and unit economics, though rapid shifts in AI infrastructure pose a challenge to precise ten-year forecasts.
- Economic MoatThe company benefits from switching costs for its integrated infrastructure solutions, a reputation for reliability in critical applications, and potential scale advantages in manufacturing and global service delivery.
- ManagementThere is insufficient information provided on management's candor, capital allocation decisions, or ownership stake to assess these criteria.
- Financial HealthThe provided financial data is insufficient to assess the 10-year average ROE, consistency of operating margins, manageability of debt, or owner earnings, which are crucial for evaluating long-term financial health.
- Margin of SafetyWith a high P/E ratio of 71.57, PBR of 15.72, and EV/EBITDA of 49.35, the current price appears to embed aggressive growth expectations, leaving no discernible margin of safety.
While Vertiv Holdings Co-A operates within the analyst's circle of competence and demonstrates characteristics of an economic moat, significant data gaps prevent a complete assessment of management quality and financial health. The most critical failing is the lack of a margin of safety, as the company's valuation metrics suggest its price reflects overly optimistic future growth. Consequently, the company receives a 'Fail' verdict under this value investing framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.