{
  "id": 16887133,
  "title": "Can nVent Electric Become the Next Vertiv?",
  "url": "https://urgent.news/2026/10/28/can-nvent-electric-become-the-next-vertiv",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-28T10:55:00.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/10/28/can-nvent-electric-become-the-next-vertiv/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "Vertiv (VRT) and nVent Electric (NVT) are both leaders in the liquid cooling solutions market for artificial intelligence (AI) data centers. nVent, with its brands dating back to 1894, has been around for decades, while Vertiv has been in operation for 80 years. Both companies have seen significant growth in the data center sector, with Vertiv CEO Giordano Albertazzi noting the increasing demand for AI compute leading to more advanced liquid cooling systems.\n\nThe two companies have raised their full-year forecasts as AI demand continues to exceed expectations, with nVent closing out Q2 with a $2.5 billion backlog and Vertiv boasting a $15 billion backlog. NVent is a smaller company with a $21 billion market cap compared to Vertiv's $80 billion, but it is growing faster, with 53% year-over-year revenue growth versus Vertiv's 24%. Both companies have similar net profit margins, but nVent's profits are growing faster.\n\nValuation metrics favor nVent, with a lower forward P/E ratio of 19.5 compared to Vertiv's 21.8. This gives nVent a higher margin of safety as long as both companies maintain their growth rates. One key distinction is that nVent is more diversified, with a smaller portion of its sales centered around AI data centers, making it less exposed to AI risks but also limiting its growth potential in this specific sector.\n\nNVent is at the right place at the right time, poised to boost its revenue and profit margins thanks to the AI build-out. Its smaller market share in the AI data center industry provides room for expansion, and its attractive valuation further supports this potential. With a 125% year-over-year increase in free cash flow reaching $167 million, nVent can increase its cash reserves while continuing to invest in manufacturing capabilities. As its presence in the AI industry expands, nVent can scale its pipeline over time, making it a promising investment opportunity for those seeking elevated future returns.",
  "summary": "nVent is a smaller company that specializes in liquid cooling solutions, and it may be a better stock than Vertiv right now.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}