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S&P 500 (SPY) $748.62 +0.88% Nasdaq-100 (QQQ) $708.90 +1.85% Dow (DIA) $522.55 +0.89% Russell 2000 (IWM) $295.82 +1.20% 10-Year Treasury (IEF) $93.32 −0.23% Crude Oil (USO) $128.37 +2.28% Gold (GLD) $373.85 +1.70% US Dollar Index (UUP) $28.45 +0.23% Volatility (VXX) $21.29 −3.77% Semiconductors (SMH) $583.24 +4.37% Silver (SLV) $53.36 +4.67% Emerging Markets (EEM) $65.45 +2.97% Bitcoin (BTC) $66,470.13 +1.90% Ethereum (ETH) $1,922.88 +1.00% S&P 500 (SPY) $748.62 +0.88% Nasdaq-100 (QQQ) $708.90 +1.85% Dow (DIA) $522.55 +0.89% Russell 2000 (IWM) $295.82 +1.20% 10-Year Treasury (IEF) $93.32 −0.23% Crude Oil (USO) $128.37 +2.28% Gold (GLD) $373.85 +1.70% US Dollar Index (UUP) $28.45 +0.23% Volatility (VXX) $21.29 −3.77% Semiconductors (SMH) $583.24 +4.37% Silver (SLV) $53.36 +4.67% Emerging Markets (EEM) $65.45 +2.97% Bitcoin (BTC) $66,470.13 +1.90% Ethereum (ETH) $1,922.88 +1.00%
AEACapital Research

Independent student research — not an investment firm or financial advice

Competitive Comparison

Vertiv vs. Eaton

The pure-play data-center thermal/power specialist I hold against the larger, more diversified industrial electrical-equipment name I don't.

MetricVertiv (VRT)Eaton (ETN)
PEG ratio1.143.06
5yr EBITDA growth63.0%n/a (EV/EBITDA 27.67x)
Capex (TTM)$296.10Mn/a

PEG ratio, compared

VRT
1.14
ETN
3.06

Same PEG ratio figures as the table above, plotted for a direct read. Bold = held in this book.

Market cap, P/E, PEG, EV/EBITDA, and capex sourced via public filings and financial-data aggregators (GuruFocus, StockAnalysis, company earnings releases), as of July 2026. PEG ratio sourced primarily from GuruFocus where available; different providers use different growth-rate assumptions, so figures elsewhere for the same stock can vary by several multiples. Gold-highlighted column(s) indicate the name(s) actually held in this book.

Why Vertiv over Eaton

Vertiv is a purer bet on data-center buildout specifically — cooling units, power management, and switchgear sized for AI-era power density — while Eaton is a much larger, more diversified electrical-equipment company where data centers are one end market among several including utilities, industrial, and residential. Vertiv's PEG of 1.14 against Eaton's 3.06 also reflects the market pricing Vertiv's growth more reasonably relative to its own trajectory. The trade-off is real: Eaton's diversification is a genuine risk-reducer that Vertiv doesn't have, but I want concentrated exposure to data-center construction specifically, not diluted across Eaton's broader industrial base.