Data Center Equipment
15 tickers
| Revenue ($B) | EBITDA ($B) | uFCF ($B) | Net Inc ($B) | Rev Gr (%) | EBITDA Mar (%) | uFCF Mar (%) | EV/Rev (x) | EV/EBITDA (x) | EV/uFCF (x) | P/E (x) | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cisco Systems Inc | 120.29 | ▲1.8 | 476.0 | 490.6 | 65.4 | 70.7 | 19.7 | 21.3 | 19.3 | 20.9 | 18.0 | 19.8 | 6.1 | 8.1 | 30.2 | 30.2 | 29.5 | 29.5 | 7.5 | 6.9 | 24.9 | 23.0 | 25.4 | 23.5 | 26.8 | 24.2 |
| Dell Technologies Inc | 295.99 | ▲17.1 | 199.6 | 219.6 | 137.4 | 154.0 | 13.5 | 15.4 | 10.3 | 11.8 | 8.0 | 9.6 | 21.0 | 12.1 | 9.9 | 10.0 | 7.5 | 7.7 | 1.6 | 1.4 | 16.2 | 14.3 | 21.2 | 18.6 | 23.2 | 20.2 |
| Arista Networks Inc | 152.25 | ▲2.5 | 193.8 | 181.5 | 11.6 | 14.3 | 6.4 | 7.9 | 6.2 | 7.7 | 4.7 | 5.7 | 19.3 | 23.5 | 55.1 | 55.1 | 53.6 | 53.6 | 15.7 | 12.7 | 28.4 | 23.0 | 29.2 | 23.7 | 41.9 | 34.2 |
| Amphenol Corp | 132.13 | ▲5.8 | 161.3 | 175.4 | 33.2 | 37.7 | 8.3 | 9.4 | 6.9 | 7.8 | 6.1 | 7.2 | 28.1 | 13.4 | 25.1 | 25.1 | 20.8 | 20.8 | 5.3 | 4.7 | 21.1 | 18.6 | 25.4 | 22.4 | 27.8 | 23.8 |
| Vertiv Holdings Co | 326.74 | ▲1.0 | 126.2 | 126.9 | 13.9 | 17.6 | 2.0 | 2.5 | 1.6 | 2.0 | 2.6 | 3.2 | 27.6 | 26.8 | 14.4 | 14.4 | 11.7 | 11.7 | 9.2 | 7.2 | 63.7 | 50.2 | 78.5 | 61.9 | 50.8 | 37.7 |
| Trane Technologies plc | 454.98 | ▲1.6 | 100.5 | 104.1 | 23.4 | 25.3 | 5.6 | 6.0 | 5.2 | 5.6 | 3.3 | 3.7 | 8.2 | 8.3 | 23.7 | 23.7 | 22.2 | 22.2 | 4.5 | 4.1 | 18.7 | 17.3 | 20.1 | 18.6 | 30.5 | 26.7 |
| Johnson Controls International plc | 139.31 | ▲2.8 | 85.0 | 93.8 | 25.7 | 27.3 | 3.1 | 3.3 | 2.8 | 2.9 | 3.3 | 3.9 | 4.2 | 6.4 | 12.3 | 12.3 | 10.7 | 10.7 | 3.7 | 3.4 | 29.8 | 28.0 | 34.1 | 32.0 | 27.5 | 23.8 |
| TE Connectivity plc | 202.35 | ▼0.1 | 59.5 | 64.0 | 20.0 | 21.6 | 5.5 | 5.9 | 4.3 | 4.7 | 3.5 | 3.9 | 6.4 | 7.7 | 27.3 | 27.3 | 21.7 | 21.7 | 3.2 | 3.0 | 11.7 | 10.9 | 14.7 | 13.7 | 17.5 | 15.6 |
| Hewlett Packard Enterprise Co | 37.38 | ▲10.1 | 49.8 | 66.6 | 41.3 | 43.5 | 6.7 | 7.1 | 5.9 | 6.2 | 3.3 | 3.8 | 12.6 | 5.4 | 16.2 | 16.2 | 14.3 | 14.3 | 1.6 | 1.5 | 9.9 | 9.4 | 11.3 | 10.7 | 15.1 | 13.3 |
| Celestica Inc | 365.50 | ▲3.0 | 42.0 | 42.4 | 19.0 | 27.2 | 1.3 | 1.9 | 0.8 | 1.1 | 1.2 | 1.6 | 37.4 | 43.1 | 6.9 | 6.9 | 4.1 | 4.1 | 2.2 | 1.6 | 32.2 | 22.5 | 54.7 | 38.2 | 35.7 | 24.1 |
| Jabil Inc | 363.08 | ▲1.9 | 38.1 | 40.7 | 35.1 | 38.1 | 2.3 | 2.5 | 2.1 | 2.2 | 1.5 | 1.7 | 6.0 | 8.4 | 6.6 | 6.6 | 5.8 | 5.8 | 1.2 | 1.1 | 17.5 | 16.1 | 19.8 | 18.3 | 27.8 | 23.7 |
| Fabrinet | 697.56 | ▼0.8 | 25.3 | 24.4 | 5.1 | 6.3 | 0.8 | 0.9 | 0.5 | 0.6 | 0.5 | 0.7 | 16.4 | 21.8 | 14.7 | 14.7 | 9.7 | 9.7 | 4.7 | 3.9 | 32.3 | 26.6 | 49.1 | 40.3 | 44.9 | 36.3 |
| Super Micro Computer Inc | 35.49 | ▲6.1 | 21.2 | 26.6 | 45.5 | 55.6 | 3.7 | 4.5 | 3.4 | 4.2 | 1.8 | 2.1 | 23.9 | 22.3 | 8.0 | 8.0 | 7.6 | 7.6 | 0.6 | 0.5 | 7.3 | 6.0 | 7.7 | 6.3 | 12.2 | 10.3 |
| Modine Manufacturing Co | 263.38 | ▲5.3 | 14.0 | 14.8 | 4.4 | 4.6* | 1.3 | 1.3* | 1.1 | 1.1* | 0.5 | 0.5* | 21.9 | 4.1* | 28.6 | 28.6* | 24.1 | 24.1* | 3.4 | 3.2* | 11.8 | 11.3* | 14.0 | 13.4* | 26.9 | 25.3* |
| Jacobs Solutions Inc | 114.84 | ▲0.7 | 13.5 | 16.7 | 9.7 | 10.3 | 0.9 | 0.9 | 0.8 | 0.8 | 0.9 | 1.0 | (20.8) | 6.5 | 8.8 | 8.8 | 8.1 | 8.1 | 1.7 | 1.6 | 19.7 | 18.5 | 21.3 | 20.0 | 15.3 | 13.3 |