$379.69
-9.4% vs S&P 12m
Business overview
Electrical infrastructure leader supplying switchgear, busways, and power management for data centers and grids.
Best-in-class operating leverage on the data center build-out; mega-projects backlog and reshoring are dual tailwinds.
Composite score
Higher = stronger overall research case
Fundamental59
Technical57
Valuation26
AI relevance75
Risk-adjusted (higher = safer)57
Segment-relative fundamental percentile: 50
Synthetic 1Y price action
Deterministic price series; 50d (yellow) and 200d (orange) MAs shown
3M RS: -7.7%6M RS: -0.6%12M RS: -9.4%Vol30d: 41%DD52w: -12.3%
Financial summary
Curated, illustrative
Revenue
$28.52B
Growth (YoY)
16.8%
Gross margin
37.1%
Operating margin
16.1%
FCF
$2.65B
Capex
$2.09B
Net cash / (debt)
$-21.08B
ROIC
7.0%
Customer conc.
Medium
Valuation
Market cap
$147.43B
Enterprise value
$168.52B
P/E (TTM)
37.2x
Forward P/E
24.1x
EV / Sales
5.9x
EV / EBITDA
26.6x
P / FCF
55.7x
PEG
2.9x
Rule of 40
—
Risks
Severity 1 (low) to 5 (severe)
- 3Premium valuation
Score components
What drove the composite
Growth64
Profitability56
Cash generation45
Balance sheet51
Moat / AI relevance75
Capital intensity (higher = lighter)67
Customer diversification60
Valuation discipline (dilution)65
Trend (MA50/MA200)71
Momentum (3/6/12m)48
Relative strength50
Realized vol (higher = lower vol)52
Segment peers
Other companies in Power & grid