Event-Driven Stocks

Vertiv Holdings Co

VRTNYSE

Technology · Electronic Components, NEC · DE · SEC filings ↗ · Compare ⊕

View price & chart on Yahoo Finance ↗
Signs6 gooddetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$10.23B$8.01B$6.86B$5.69B$5.00B$4.37B
Operating income$1.83B$1.37B$872.2M$223.4M$259.9M$213.5M
Net income$1.33B$495.8M$460.2M$76.6M$119.6M−$327.3M
Total assets$12.21B$9.13B$8.00B$7.10B$6.94B$5.07B
Total liabilities$8.27B$6.70B$5.98B$5.65B$5.52B$4.56B
Equity$3.94B$2.43B$2.01B$1.44B$1.42B$512.1M
EPS (diluted)$3.41$1.28$1.19$-0.04$0.33$-1.07
Shares out.380.8M382.0M377.6M376.0M351.4M328.4M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
17.9%
Net margin
13.0%
Return on equity
33.8%
Return on assets
10.9%
Return on capital (ROCE)
23.4%
Liabilities / assets
67.7%
Debt / equity
2.10×
Book value / share
$10.35
Revenue growth (YoY)
27.7%
Net income growth (YoY)
168.8%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
3.08safe
Accruals / assets
6.4%clean
Beneish M-Score
-2.44normal
Piotroski F-Score
7/9strong

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
82
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 100Financial strength 75

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

6 good
  • Operating margin is positive
  • Strong return on equity (>15%)
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)
  • Altman Z″ in the safe zone

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202613.6M2.6+14.5%
Apr 30, 202611.9M1.9-11.6%
Apr 15, 202613.4M2.9+2.0%
Mar 31, 202613.1M1.0+47.4%
Mar 13, 20268.9M1.1+42.6%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (2)