BN · rank #17 · 2026-10-26
NVT
NYSE · $20.30B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | 0.20 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +29.3% |
| 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). | +0.2% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | 0.93 |
| 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. | +62.1% |
| Last EPS surprise Most recent reported EPS versus consensus. | +25% |
| Market cap (USD) | $20.30B |
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 PLC provides electrical connection, enclosure, power-distribution, and liquid-cooling infrastructure for high-density AI data centers, industrial, and commercial end markets.
Rationale
High forward revenue growth (29.3%) and an attractive forward PEG of 0.93 validate NVT's position as a key AI bottleneck solver, supported by 2026 data-center revenue doubling to over $2 billion and the AMD Helios cooling collaboration.
Material risks
- 1Hyperscale customers internalizing rack-level power and cooling design, or architecture shifts away from rear-door heat exchangers toward direct-to-chip or immersion cooling, could disconfirm NVT's bottleneck solver thesis.
- 2Balance-sheet leverage and integration risks from the $1.75 billion Maverick Power acquisition, coupled with event risk from Q3 earnings reporting in four days.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.