BN · rank #16 · 2026-10-20
NVT
NYSE · $22.91B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | 0.11 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +28.1% |
| Forward net margin Consensus forward net margin. | +12.6% |
| Net margin TTM Trailing twelve month net margin. | +12.4% |
| Margin expansion Forward minus trailing net margin (percentage points). | +0.2% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | 1.03 |
| Debt / FCF Net debt relative to free cash flow. Lower is safer. | 2.83× |
| Analyst upside Spread between the consensus 12m target and the current price. | +45.2% |
| Last EPS surprise Most recent reported EPS versus consensus. | +25% |
| Market cap (USD) | $22.91B |
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
nVent Electric supplies integrated liquid cooling, power distribution, enclosures, and cable management to AI data centers, with the $1.75B Maverick acquisition adding engineered low- and medium-voltage distribution to create a broader rack-to-grid infrastructure portfolio.
Rationale
The bottleneck-solver thesis is directly reinforced by a $2.5B backlog, 2026 data-center revenue guidance exceeding $2B, the AMD Helios design-win, and 53% YoY Q2 revenue growth driven by structural AI infrastructure demand rather than sentiment alone.
Material risks
- 1Hyperscalers internalizing power distribution or standardizing on competing rack architectures could erode nVent's design-in leverage — the AMD Helios win is notable but not a sole-source lock, and the moat rests on application engineering breadth rather than patent exclusivity.
- 2The $1.75B Maverick acquisition funded with $800M in senior notes lifts debt-to-FCF to 2.83x, creating meaningful integration and leverage risk if AI capex spending decelerates and backlog conversion slows.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.