nVent Electric plc (NVT)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-10-30
$125.98-8.81%
Close 2026-10-30 · 1-day change
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-10-30
Research Workspace
Put NVT beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electrical Components & Equipment is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Full-year 2026 revenue growth >=26% YoY: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 48% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 32% in its worst 12-month stretch.
View RiskNVT’s data-center infrastructure growth must keep compounding, despite fragile cash backing and a sector drag. Revenue growth slowed to 44% year over year in Q3 from 53% previously. Q3 earnings beat, and NVT raised its 2026 sales-growth outlook to 48%-49%. NVT trades at 25× P/E versus a 36× peer median; expectations look modest versus our view. The specific risk is weak cash backing for reported profits. Our model puts the next-quarter miss probability near 22%. Peer multiples imply a price about 15% above where it trades; this read is provisional.
Trailing returns as of 2026-10-30. NVT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 21 analysts currently covering NVT (as of Oct 2026).
Based on 11 Wall Street analysts offering 12-month price targets for NVT in the last 4 months.
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Compare NVT with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| NVT Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electrical Components & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put NVT next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue growth
Raised outlook signals exceptional growth, supported by data centers and Maverick Power.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $125.98
The last 12 months of price, then the range of analyst 12-month targets from today’s $125.98.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase revenue growth
Earnings and revenue beats provide evidence of growth and operating performance exceeding expectations.
Advances: Expand data center infrastructure vertical
Large Arizona facility expands e-house capacity, supporting data-center infrastructure growth.
Advances: Expand data center infrastructure vertical
Partnership enhances data center infrastructure capabilities.
Advances: Expand data center infrastructure vertical
AMD cooling partnership expands nVent's role in AI data center infrastructure.
Advances: Expand data center infrastructure vertical
Focus on liquid cooling aligns with data center growth.
Advances: Finance Maverick Power acquisition with debt and equity
Completed $800 million notes offering advances planned debt financing for Maverick.
Threatens: Increase revenue growth
Order trends indicate potential revenue growth issues.
