- Vertiv, Eaton, and Schneider Electric trade at 31, 28, and 23 times earnings, respectively.
Barron's highlights the 'sidecar' power conversion box as a near-term catalyst for Vertiv, Eaton, and Schneider Electric, citing BofA's $2.1 trillion data center spending forecast by 2028. Vertiv, with 85% data-center revenue exposure, is ramping its PowerDirect 5000 shipments.
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