Market snapshot · September 18, 2026 close
S&P 500 (SPY) $761.69 −0.13% Nasdaq-100 (QQQ) $721.45 +0.60% Dow (DIA) $515.88 −0.48% Russell 2000 (IWM) $284.10 −0.52% 10-Year Treasury (IEF) $90.80 −0.49% Crude Oil (USO) $153.82 −0.93% Gold (GLD) $401.17 +0.74% US Dollar Index (UUP) $28.39 −0.02% Volatility (VXX) $17.76 +0.31% Semiconductors (SMH) $573.00 +2.17% Silver (SLV) $59.93 +1.65% Emerging Markets (EEM) $67.03 +0.19% Bitcoin (BTC) $81,055.00 +4.51% Ethereum (ETH) $2,630.20 +5.92% S&P 500 (SPY) $761.69 −0.13% Nasdaq-100 (QQQ) $721.45 +0.60% Dow (DIA) $515.88 −0.48% Russell 2000 (IWM) $284.10 −0.52% 10-Year Treasury (IEF) $90.80 −0.49% Crude Oil (USO) $153.82 −0.93% Gold (GLD) $401.17 +0.74% US Dollar Index (UUP) $28.39 −0.02% Volatility (VXX) $17.76 +0.31% Semiconductors (SMH) $573.00 +2.17% Silver (SLV) $59.93 +1.65% Emerging Markets (EEM) $67.03 +0.19% Bitcoin (BTC) $81,055.00 +4.51% Ethereum (ETH) $2,630.20 +5.92%
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 ratio1.36Not consistently disclosed across providers
EV/EBITDA48.76x27.67x
Capex (TTM)$296.10Mn/a

EV/EBITDA, compared

VRT
48.76x
ETN
27.67x

Same EV/EBITDA 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 August 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 trades at a real premium to Eaton on EV/EBITDA (48.76x vs. 27.67x), which is the market pricing Vertiv's more concentrated data-center exposure and faster growth 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.