BN · rank #20 · 2026-07-24
NVT
NYSE · $25.68B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | -0.10 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +15.2% |
| Forward net margin Consensus forward net margin. | +12.3% |
| Net margin TTM Trailing twelve month net margin. | +11.4% |
| Margin expansion Forward minus trailing net margin (percentage points). | +0.9% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | 1.64 |
| Debt / FCF Net debt relative to free cash flow. Lower is safer. | 4.44× |
| Analyst upside Spread between the consensus 12m target and the current price. | +20.2% |
| Last EPS surprise Most recent reported EPS versus consensus. | +16% |
| Market cap (USD) | $25.68B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
NVT makes electrical connection, protection, power distribution and liquid-cooling solutions for industrial and data center customers, with growing exposure to AI infrastructure builds.
Rationale
The signal looks valid because nVent is showing hard revenue and EPS acceleration, raised 2026 guidance, and direct participation in the AI data center power-and-cooling bottleneck with differentiated liquid-cooling and power products.
Material risks
- 1The core thesis could break if hyperscalers and OEMs shift more cooling/power design in-house or to alternative architectures, reducing nVent’s role in AI data center builds.
- 2Copper and other input-cost inflation could squeeze margins, while integration of the Electrical Products Group and post-divestiture mix change may pressure execution.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.