From Nasdaq: 2025-06-12 12:40:00

Vertiv (VRT) and nVent Electric (NVT) are key players in the data center infrastructure market, with Vertiv focusing on thermal and power management solutions while nVent Electric provides electrical connection and protection products. The market is valued at $3.06 billion in 2024, with a projected CAGR of 17.3% from 2025 to 2030, offering growth opportunities for both companies.

Vertiv’s extensive product range includes advanced systems like liquid cooling and UPS. The company saw a 20% growth in organic orders and a strong book-to-bill ratio in the first quarter of 2025. Vertiv also introduced new cooling and power solutions for AI infrastructure, enhancing energy efficiency and scalability in data centers.

nVent Electric benefits from a growing Data Solutions segment and strategic acquisitions, like the recent purchase of the Electrical Products Group. The company launched 35 new products to meet evolving data center needs. Collaboration with NVIDIA for liquid cooling solutions further strengthens nVent’s position in the market.

In terms of stock performance, Vertiv shares have declined by 2.7% year-to-date, while nVent Electric shares have seen a 0.7% increase. Vertiv’s higher valuation and macroeconomic challenges have impacted its stock price, whereas nVent Electric’s growth in the Data Solutions segment has been driving its stock performance.

Earnings estimates for Vertiv and nVent Electric show positive growth projections. Vertiv’s 2025 earnings estimate is $3.55 per share, indicating a 24.56% increase year over year, while nVent Electric’s estimate is $3.08 per share, reflecting a 23.69% increase. nVent Electric is positioned as a stronger investment choice due to its consistent growth and strategic acquisitions compared to Vertiv.

Overall, nVent Electric emerges as a more favorable investment option with a Zacks Rank #2 (Buy) compared to Vertiv’s Zacks Rank #3 (Hold). The company’s cheap valuation, growth in the Data Solutions segment, and ongoing product innovation offer greater upside potential in the booming data center market.



Read more at Nasdaq: VRT vs. NVT: Which Data Center Infrastructure Stock Is the Better Buy?