BN · rank #15 · 2026-10-23
NVT
NYSE · $20.66B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | 0.19 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +29.9% |
| Forward net margin Consensus forward net margin. | +12.5% |
| Net margin TTM Trailing twelve month net margin. | +12.4% |
| Margin expansion Forward minus trailing net margin (percentage points). | +0.1% |
| 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. | +59.5% |
| Last EPS surprise Most recent reported EPS versus consensus. | +25% |
| Market cap (USD) | $20.66B |
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 October 2026 Maverick acquisition adding engineered low- and medium-voltage distribution to create a broader rack-to-grid infrastructure platform.
Rationale
The bottleneck-solver thesis is directly reinforced by a $2.5B backlog, >$2B in 2026 data-center sales, 53% YoY Q2 revenue growth, the AMD Helios design-win, and a forward PEG of 1.03 against 30% revenue growth — suggesting the market has not fully priced the structural demand pull.
Material risks
- 1Hyperscalers internalizing power-distribution and liquid-cooling design (the canonical bottleneck-solver disqualifier) is explicitly flagged and credible given the scale of their capex programs, which could erode nVent's design-in leverage and commoditize its enclosure and busway products over a 2–3 year horizon.
- 2The $1.75B Maverick acquisition funded with $800M in new senior notes pushes debt/FCF to 2.8x, creating meaningful integration and leverage risk precisely as AI capex sentiment is the primary demand driver — a spending pause would compress both orders and debt-service coverage simultaneously.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.